io.customerdashboard/customerdashboard

up checked 2026-11-11T06:38:02.839Z

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Publisher-provided title

CustomerDashboard

Publisher-provided description

Build dashboards on your own data, including multi-customer views with per-customer login.

Summary by lookupd

Lets an agent build dashboards from connected databases or spreadsheets, manage per-customer logins, and create charts, tables and KPIs.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http customerdashboard https://app.customerdashboard.io/mcp

Codex, remote (streamable-http)

codex mcp add customerdashboard --url https://app.customerdashboard.io/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "customerdashboard": {
      "url": "https://app.customerdashboard.io/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (showing 30 of 42)

Publisher-provided text

• get_platform_overview Explain what CustomerDashboard.io is, how multi-customer dashboards work, and how workspaces, dashboards, views, widgets and customers fit together. Call this f
• list_supported_data_connectors List every data source type CustomerDashboard can connect to, the settings each one needs, whether widgets can query it, and whether its schema can be introspec
• list_widget_types List every visualization a widget can use, with the visualizationConfig keys each type requires and accepts. Call this before creating widgets so the configurat
• list_plans_and_limits List CustomerDashboard's subscription plans, their monthly price and the resource limits each one allows. Useful for explaining why a create operation was block
• explain_customer_filtering Explain exactly how to write widget queries so each customer only sees their own rows on a multi-customer dashboard. Call this before writing any query for a `c
• get_started Explain how to sign up for the free trial and connect this MCP server to a CustomerDashboard account, plus the order of steps for building a first multi-custome
• get_account Get the signed-in CustomerDashboard account: name, email, workspace, current plan, what the plan allows and how much of it is already used. Call this first in a
• list_data_sources List every data source connected to your workspace. Connection credentials are never included.
• get_data_source Get one data source by id, including its non-secret connection settings. Credentials are never included.
• test_data_source_connection Check whether a set of connection settings actually works, before saving them. Pass an existing dataSourceId to retest a saved connection, or a type and config
• add_data_source Connect a new database or spreadsheet to your workspace. Test the settings with test_data_source_connection first: this tool saves them whether or not they work
• update_data_source Rename a data source or replace its connection settings. The config you pass replaces the stored one entirely, so include every setting, not just the changed on
• get_data_source_schema List the tables and columns available in a connected data source, so you can write correct widget queries. Supported for PostgreSQL, MySQL, SQL Server, Oracle,
• run_query_preview Run a query against a connected data source and return the first few rows, so you can confirm it works before putting it on a widget. Results are capped at 100
• list_dashboards List every dashboard in your workspace, with its type, publishing state and share URL if published.
• get_dashboard Get one dashboard in full: its settings, theme, publishing state, every view, and every widget on each view including the widget queries. This is the fastest wa
• create_dashboard Create a dashboard. Use type 'customer' for a multi-customer dashboard where each of your customers signs in and sees only their own rows, or 'internal' for a n
• update_dashboard Rename a dashboard, set how long each view is shown when the dashboard auto-rotates on a screen, or set the test customer used to preview a customer dashboard.
• list_views List the views (tabs) on a dashboard, in display order, with how many widgets each one holds.
• create_view Add a view (tab) to a dashboard. New views are appended after the existing ones. Subject to your plan's view limit.
• update_view Rename a view. Use reorder_views to change the tab order.
• reorder_views Set the tab order of a dashboard's views. Pass every view id in the order you want them shown. This is also the order they rotate in on a wall display.
• list_widgets List the widgets on a view, including each widget's query and visualization configuration.
• create_widget Add a chart, table or KPI to a view. Call list_widget_types for the visualizationConfig each type needs, and run_query_preview first to confirm the query return
• update_widget Change a widget's title, query, visualization type, configuration, data source or position. Only the fields you pass are changed.
• set_widget_layout Reposition several widgets on a view at once, on the 12-column grid. Use this to lay out a whole view rather than moving widgets one at a time.
• list_customers List the customers on a multi-customer dashboard, each with the customerId their data is filtered by and how many logins they have.
• add_customer Add one of your customers to a multi-customer dashboard. The customerId must exactly match the value that identifies them in your own database, because it is wh
• update_customer Rename a customer or correct the customerId their data is filtered by. Changing customerId immediately changes which rows they see, so confirm the new value wit
• add_customer_user Create a login for one of your customers so they can sign in to the published dashboard and see their own data. If you do not supply a password a strong one is

Details

• Version: 0.1.0
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 751 ms
• First indexed: 2026-11-01T09:02:59.680Z
• Last seen in registry: 2026-11-01T09:02:59.680Z
• Website: https://customerdashboard.io

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