MCP Server
CustomerDashboard
io.customerdashboard/customerdashboard
What this MCP does
Connects databases and spreadsheets to create charts, tables, and KPI dashboards, including customer-specific login-gated views and data filtering.
Capabilities
Tools
42
tools
add_customer
Add a 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 what gets bound to :customer_id in every widget query. Adding a customer does not give anyone access; use add_customer_user for that. Subject to your plan's customer limit.
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dashboardId', 'name', 'customerId'], 'properties': {'name': {'type': 'string', 'maxLength': 200, 'minLength': 1, 'description': 'Display name for this customer, for your own reference.'}, 'customerId': {'type': 'string', 'maxLength': 200, 'minLength': 1, 'description': 'The identifier for this customer in your own data, for example the value in your orders.customer_id column. Must match exactly.'}, 'dashboardId': {'type': 'string', 'minLength': 1, 'description': "A dashboard of type 'customer'."}}}
add_customer_user
Add a customer login
Create a login for one of your customers so they can sign in to the published dashboard and see their own data. If you do not supply a password a strong one is generated and returned once. Subject to your plan's users-per-customer limit.
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dashboardId', 'customerRecordId', 'email'], 'properties': {'email': {'type': 'string', 'format': 'email', 'pattern': "^(?!\\.)(?!.*\\.\\.)([A-Za-z0-9_'+\\-\\.]*)[A-Za-z0-9_+-]@([A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$", 'description': "The person's email address. Must be unique on this dashboard."}, 'password': {'type': 'string', 'maxLength': 200, 'minLength': 4, 'description': 'Leave empty to have a strong password generated.'}, 'dashboardId': {'type': 'string', 'minLength': 1, 'description': 'Dashboard id.'}, 'customerRecordId': {'type': 'string', 'minLength': 1, 'description': "The customer's id from list_customers."}}}
add_data_source
Add a data source
Connect a new database or spreadsheet to your workspace. Test the settings with test_data_source_connection first: this tool saves them whether or not they work. Subject to your plan's data source limit.
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['name', 'type', 'config'], 'properties': {'name': {'type': 'string', 'maxLength': 200, 'minLength': 1, 'description': 'A name for this connection, shown in the dashboard editor.'}, 'type': {'enum': ['postgres', 'mysql', 'mssql', 'oracle', 'aurora', 'redshift', 'bigquery', 'snowflake', 'googleSheets', 'api', 'custom'], 'type': 'string', 'description': 'Connector type. Call list_supported_data_connectors for the settings each one expects.'}, 'config': {'type': 'object', 'description': 'Connection settings for this connector type, for example { host, port, database, username, password, ssl } for postgres. Credentials are stored encrypted at rest and are never returned by read tools.', 'propertyNames': {'type': 'string'}, 'additionalProperties': {}}}}
create_dashboard
Create a 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 normal dashboard you view yourself or publish as one shared view. A 'Default' view is created automatically. Subject to your plan's dashboard limit.
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['name'], 'properties': {'name': {'type': 'string', 'maxLength': 200, 'minLength': 1, 'description': 'Dashboard name.'}, 'type': {'enum': ['internal', 'customer'], 'type': 'string', 'description': "'customer' for a per-customer, login-gated dashboard; 'internal' for a single shared dashboard. Defaults to 'internal'. This cannot be changed later."}}}
create_view
Create a view
Add a view (tab) to a dashboard. New views are appended after the existing ones. Subject to your plan's view limit.
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dashboardId', 'name'], 'properties': {'name': {'type': 'string', 'maxLength': 200, 'minLength': 1, 'description': 'View name, shown on the tab.'}, 'dashboardId': {'type': 'string', 'minLength': 1, 'description': 'Dashboard id.'}}}
create_widget
Create a 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 returns the columns you are about to reference. On a multi-customer dashboard the query must filter on :customer_id. Subject to your plan's widget limit.
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['viewId', 'dataSourceId', 'title', 'query', 'visualizationType'], 'properties': {'query': {'type': 'string', 'minLength': 1, 'description': 'SQL, or an A1 range for Google Sheets. On a customer dashboard include :customer_id, for example "WHERE customer_id = :customer_id".'}, 'title': {'type': 'string', 'maxLength': 200, 'minLength': 1, 'description': 'Widget title.'}, 'layout': {'type': 'object', 'required': ['x', 'y', 'width', 'height'], 'properties': {'x': {'type': 'integer', 'maximum': 11, 'minimum': 0}, 'y': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 0}, 'width': {'type': 'integer', 'maximum': 12, 'minimum': 1}, 'height': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 1}}, 'description': 'Position and size on the 12-column grid. Omit on create and a free slot is chosen for you.'}, 'viewId': {'type': 'string', 'minLength': 1, 'description': 'View id the widget belongs to.'}, 'dataSourceId': {'type': 'string', 'minLength': 1, 'description': 'Data source the query runs against.'}, 'visualizationType': {'enum': ['table', 'number', 'lineChart', 'barChart', 'stackedBarChart', 'stackedLineChart', 'comboChart', 'scatterChart', 'histogram', 'pivotTable', 'pieChart'], 'type': 'string'}, 'visualizationConfig': {'type': 'object', 'description': 'Field mappings and display options for this visualization type. Call list_widget_types for the keys each type expects.', 'propertyNames': {'type': 'string'}, 'additionalProperties': {}}, 'allowSharedAcrossAllCustomers': {'type': 'boolean', 'description': 'Only for customer dashboards. Set true, after the user explicitly confirms, to allow a query with no per-customer filter so every customer sees identical rows.'}}}
delete_customer
Delete a customer
Permanently remove a customer from a multi-customer dashboard, along with all of their logins. They lose access immediately. Calling this without confirm returns a preview. This cannot be undone.
Destructive
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dashboardId', 'customerRecordId'], 'properties': {'confirm': {'type': 'boolean', 'description': 'Set to true only after the user has seen what will be deleted and explicitly agreed. Calling without it returns a preview instead of deleting.'}, 'confirmName': {'type': 'string', 'description': 'The exact current name of the item being deleted, copied from the preview. Required alongside confirm.'}, 'dashboardId': {'type': 'string', 'minLength': 1, 'description': 'Dashboard id.'}, 'customerRecordId': {'type': 'string', 'minLength': 1, 'description': "The customer's id from list_customers."}}}
delete_customer_user
Delete a customer login
Permanently remove one login from a customer. They can no longer sign in. Calling this without confirm returns a preview. The customer itself and their data access rule remain.
Destructive
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dashboardId', 'customerRecordId', 'userId'], 'properties': {'userId': {'type': 'string', 'minLength': 1, 'description': "The login's id."}, 'confirm': {'type': 'boolean', 'description': 'Set to true only after the user has seen what will be deleted and explicitly agreed. Calling without it returns a preview instead of deleting.'}, 'confirmName': {'type': 'string', 'description': 'The exact current name of the item being deleted, copied from the preview. Required alongside confirm.'}, 'dashboardId': {'type': 'string', 'minLength': 1, 'description': 'Dashboard id.'}, 'customerRecordId': {'type': 'string', 'minLength': 1, 'description': "The customer's id from list_customers."}}}
delete_dashboard
Delete a dashboard
Permanently delete a dashboard and everything on it. Calling this without confirm returns a preview of what would be removed; deleting for real needs confirm plus the dashboard's exact name. This cannot be undone.
Destructive
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dashboardId'], 'properties': {'confirm': {'type': 'boolean', 'description': 'Set to true only after the user has seen what will be deleted and explicitly agreed. Calling without it returns a preview instead of deleting.'}, 'confirmName': {'type': 'string', 'description': 'The exact current name of the item being deleted, copied from the preview. Required alongside confirm.'}, 'dashboardId': {'type': 'string', 'minLength': 1, 'description': 'Dashboard id.'}}}
delete_data_source
Delete a data source
Permanently delete a data source connection. This is refused while any widget still uses it. Calling this without confirm returns a preview. Your actual database is untouched; only the connection is removed.
Destructive
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dataSourceId'], 'properties': {'confirm': {'type': 'boolean', 'description': 'Set to true only after the user has seen what will be deleted and explicitly agreed. Calling without it returns a preview instead of deleting.'}, 'confirmName': {'type': 'string', 'description': 'The exact current name of the item being deleted, copied from the preview. Required alongside confirm.'}, 'dataSourceId': {'type': 'string', 'minLength': 1, 'description': 'Data source id.'}}}
delete_view
Delete a view
Permanently delete a view and every widget on it. Calling this without confirm returns a preview. This cannot be undone.
Destructive
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dashboardId', 'viewId'], 'properties': {'viewId': {'type': 'string', 'minLength': 1, 'description': 'View id.'}, 'confirm': {'type': 'boolean', 'description': 'Set to true only after the user has seen what will be deleted and explicitly agreed. Calling without it returns a preview instead of deleting.'}, 'confirmName': {'type': 'string', 'description': 'The exact current name of the item being deleted, copied from the preview. Required alongside confirm.'}, 'dashboardId': {'type': 'string', 'minLength': 1, 'description': 'Dashboard id.'}}}
delete_widget
Delete a widget
Permanently delete a widget. Calling this without confirm returns a preview. This cannot be undone.
Destructive
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['viewId', 'widgetId'], 'properties': {'viewId': {'type': 'string', 'minLength': 1, 'description': 'View id.'}, 'confirm': {'type': 'boolean', 'description': 'Set to true only after the user has seen what will be deleted and explicitly agreed. Calling without it returns a preview instead of deleting.'}, 'widgetId': {'type': 'string', 'minLength': 1, 'description': 'Widget id.'}, 'confirmName': {'type': 'string', 'description': 'The exact current name of the item being deleted, copied from the preview. Required alongside confirm.'}}}
explain_customer_filtering
Explain per-customer data filtering
Explain exactly how to write widget queries so each customer only sees their own rows on a multi-customer dashboard. Call this before writing any query for a `customer` type dashboard. No sign-in required.
Read only
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
get_account
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 an authenticated session to learn the workspace you are working in.
Read only
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
get_dashboard
Get dashboard
Get one dashboard in full: its settings, theme, publishing state, every view, and every widget on each view including the widget queries. This is the fastest way to understand an existing dashboard before changing it.
Read only
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dashboardId'], 'properties': {'dashboardId': {'type': 'string', 'minLength': 1, 'description': 'Dashboard id.'}, 'includeWidgets': {'type': 'boolean', 'description': 'Include every widget on every view. Defaults to true.'}}}
get_dashboard_share_url
Get share URL
Get the public URL of a published dashboard, and who can open it. Returns nothing to share if the dashboard is still private.
Read only
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dashboardId'], 'properties': {'dashboardId': {'type': 'string', 'minLength': 1, 'description': 'Dashboard id.'}}}
get_data_source
Get data source
Get one data source by id, including its non-secret connection settings. Credentials are never included.
Read only
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dataSourceId'], 'properties': {'dataSourceId': {'type': 'string', 'minLength': 1, 'description': 'Data source id.'}}}
get_data_source_schema
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, Aurora, Redshift and Google Sheets.
Read only
Open world
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dataSourceId'], 'properties': {'table': {'type': 'string', 'description': 'Return only this table. Useful when a database has many tables.'}, 'dataSourceId': {'type': 'string', 'minLength': 1, 'description': 'Data source id.'}}}
get_platform_overview
About CustomerDashboard
Explain what CustomerDashboard.io is, how multi-customer dashboards work, and how workspaces, dashboards, views, widgets and customers fit together. Call this first when you are unfamiliar with the product. No sign-in required.
Read only
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
get_started
How to 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-customer dashboard. No sign-in required.
Read only
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
list_customers
List customers
List the customers on a multi-customer dashboard, each with the customerId their data is filtered by and how many logins they have.
Read only
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dashboardId'], 'properties': {'dashboardId': {'type': 'string', 'minLength': 1, 'description': 'Dashboard id.'}, 'includeUsers': {'type': 'boolean', 'description': "Include each customer's login email addresses."}}}
list_dashboards
List dashboards
List every dashboard in your workspace, with its type, publishing state and share URL if published.
Read only
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
list_data_sources
List data sources
List every data source connected to your workspace. Connection credentials are never included.
Read only
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
list_plans_and_limits
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 blocked. No sign-in required.
Read only
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
list_supported_data_connectors
List supported data connectors
List every data source type CustomerDashboard can connect to, the settings each one needs, whether widgets can query it, and whether its schema can be introspected. No sign-in required.
Read only
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
list_views
List views
List the views (tabs) on a dashboard, in display order, with how many widgets each one holds.
Read only
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dashboardId'], 'properties': {'dashboardId': {'type': 'string', 'minLength': 1, 'description': 'Dashboard id.'}}}
list_widgets
List widgets
List the widgets on a view, including each widget's query and visualization configuration.
Read only
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['viewId'], 'properties': {'viewId': {'type': 'string', 'minLength': 1, 'description': 'View id.'}}}
list_widget_types
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 configuration is correct first time. No sign-in required.
Read only
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
publish_dashboard
Publish a dashboard
Publish a dashboard and return its share URL. A customer dashboard is always login-gated, so its customers sign in with the logins you created. An internal dashboard can be published as 'public' (anyone with the link) or 'protected' (one shared username and password).
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dashboardId'], 'properties': {'access': {'enum': ['public', 'protected'], 'type': 'string', 'description': "For internal dashboards: 'public' means anyone with the link, 'protected' requires a shared username and password. Ignored for customer dashboards, which always require a per-customer login. Defaults to 'protected'."}, 'password': {'type': 'string', 'maxLength': 200, 'minLength': 4, 'description': "Shared password, for 'protected' access. Leave empty to have one generated and returned once."}, 'username': {'type': 'string', 'maxLength': 100, 'minLength': 1, 'description': "Shared username, for 'protected' access."}, 'dashboardId': {'type': 'string', 'minLength': 1, 'description': 'Dashboard id.'}}}
reorder_views
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.
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dashboardId', 'viewIds'], 'properties': {'viewIds': {'type': 'array', 'items': {'type': 'string', 'minLength': 1}, 'minItems': 1, 'description': 'Every view id on this dashboard, in the order you want.'}, 'dashboardId': {'type': 'string', 'minLength': 1, 'description': 'Dashboard id.'}}}
run_query_preview
Preview a query
Run a query against a connected data source and return the first few rows, so you can confirm it works before putting it on a widget. Results are capped at 100 rows. If the query contains :customer_id you must also say which customer to preview as, using customerId or dashboardId.
Read only
Open world
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dataSourceId', 'query'], 'properties': {'limit': {'type': 'integer', 'maximum': 100, 'minimum': 1, 'description': 'Rows to return. Defaults to 25.'}, 'query': {'type': 'string', 'minLength': 1, 'description': "The SQL to run, or an A1 range for Google Sheets. Use :customer_id where a customer's own identifier belongs."}, 'customerId': {'type': 'string', 'description': 'The id of a customer (from list_customers) to run the query as. Required when the query uses :customer_id, unless dashboardId is given.'}, 'dashboardId': {'type': 'string', 'description': 'A customer dashboard whose configured test customer should be used instead of a real customer. Only needed when the query uses :customer_id.'}, 'dataSourceId': {'type': 'string', 'minLength': 1, 'description': 'Data source id.'}}}
set_dashboard_formatting
Set number and date formatting
Set the default locale and number, currency, percentage, duration, date and datetime formatting for a dashboard. Individual widgets can still override these.
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dashboardId'], 'properties': {'date': {'type': 'object', 'propertyNames': {'type': 'string'}, 'additionalProperties': {}}, 'locale': {'type': 'string', 'maxLength': 20, 'description': 'BCP 47 locale such as en-US, en-GB or de-DE.'}, 'number': {'type': 'object', 'propertyNames': {'type': 'string'}, 'additionalProperties': {}}, 'currency': {'type': 'object', 'description': 'For example { "currency": "USD", "decimals": 2 }.', 'propertyNames': {'type': 'string'}, 'additionalProperties': {}}, 'datetime': {'type': 'object', 'propertyNames': {'type': 'string'}, 'additionalProperties': {}}, 'duration': {'type': 'object', 'propertyNames': {'type': 'string'}, 'additionalProperties': {}}, 'percentage': {'type': 'object', 'propertyNames': {'type': 'string'}, 'additionalProperties': {}}, 'dashboardId': {'type': 'string', 'minLength': 1, 'description': 'Dashboard id.'}, 'nullDisplay': {'type': 'string', 'maxLength': 20, 'description': 'What to show for an empty value, for example a dash.'}}}
set_dashboard_theme
Set dashboard colours
Set the colour theme of a dashboard: page and surface backgrounds, text colours, brand colours and the chart series palette. All colours are hex values. Pass every field, since the theme is stored as one object.
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dashboardId', 'backgroundColor', 'surfaceColor', 'primaryTextColor', 'secondaryTextColor', 'primaryBrandColor'], 'properties': {'dashboardId': {'type': 'string', 'minLength': 1, 'description': 'Dashboard id.'}, 'surfaceColor': {'type': 'string', 'pattern': '^#(?:[0-9a-fA-F]{3}|[0-9a-fA-F]{6})$', 'description': 'Background of each widget card.'}, 'backgroundColor': {'type': 'string', 'pattern': '^#(?:[0-9a-fA-F]{3}|[0-9a-fA-F]{6})$', 'description': 'Page background.'}, 'primaryTextColor': {'type': 'string', 'pattern': '^#(?:[0-9a-fA-F]{3}|[0-9a-fA-F]{6})$', 'description': 'Main text.'}, 'chartSeriesColors': {'type': 'array', 'items': {'type': 'string', 'pattern': '^#(?:[0-9a-fA-F]{3}|[0-9a-fA-F]{6})$'}, 'maxItems': 20, 'description': 'Explicit chart series palette. Leave empty to derive one from the brand colours.'}, 'primaryBrandColor': {'type': 'string', 'pattern': '^#(?:[0-9a-fA-F]{3}|[0-9a-fA-F]{6})$', 'description': 'Main accent, used as the first chart series colour.'}, 'secondaryTextColor': {'type': 'string', 'pattern': '^#(?:[0-9a-fA-F]{3}|[0-9a-fA-F]{6})$', 'description': 'Muted and secondary text.'}, 'secondaryBrandColor': {'type': 'string', 'pattern': '^#(?:[0-9a-fA-F]{3}|[0-9a-fA-F]{6})$', 'description': 'Secondary accent, used for the second chart series.'}}}
set_widget_layout
Arrange widgets
Reposition several widgets on a view at once, on the 12-column grid. Use this to lay out a whole view rather than moving widgets one at a time.
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['viewId', 'layouts'], 'properties': {'viewId': {'type': 'string', 'minLength': 1, 'description': 'View id.'}, 'layouts': {'type': 'array', 'items': {'type': 'object', 'required': ['widgetId', 'layout'], 'properties': {'layout': {'type': 'object', 'required': ['x', 'y', 'width', 'height'], 'properties': {'x': {'type': 'integer', 'maximum': 11, 'minimum': 0}, 'y': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 0}, 'width': {'type': 'integer', 'maximum': 12, 'minimum': 1}, 'height': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 1}}, 'description': 'Position and size on the 12-column grid. Omit on create and a free slot is chosen for you.'}, 'widgetId': {'type': 'string', 'minLength': 1}}}, 'minItems': 1, 'description': 'The widgets to move, with their new positions.'}}}
test_data_source_connection
Test a 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 to test new settings.
Open world
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'type': {'enum': ['postgres', 'mysql', 'mssql', 'oracle', 'aurora', 'redshift', 'bigquery', 'snowflake', 'googleSheets', 'api', 'custom'], 'type': 'string', 'description': 'Connector type. Call list_supported_data_connectors for the settings each one expects.'}, 'config': {'type': 'object', 'description': 'Connection settings for this connector type, for example { host, port, database, username, password, ssl } for postgres. Credentials are stored encrypted at rest and are never returned by read tools.', 'propertyNames': {'type': 'string'}, 'additionalProperties': {}}, 'dataSourceId': {'type': 'string', 'minLength': 1, 'description': 'Test a saved data source. Omit to test new settings.'}}}
unpublish_dashboard
Unpublish a dashboard
Make a dashboard private again. The existing share link stops working immediately, and any shared username and password are cleared. Widgets and data are untouched.
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dashboardId'], 'properties': {'dashboardId': {'type': 'string', 'minLength': 1, 'description': 'Dashboard id.'}}}
update_customer
Update a 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 with the user first.
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dashboardId', 'customerRecordId'], 'properties': {'name': {'type': 'string', 'maxLength': 200, 'minLength': 1}, 'customerId': {'type': 'string', 'maxLength': 200, 'minLength': 1, 'description': 'New identifier from your own data. This changes which rows this customer can see.'}, 'dashboardId': {'type': 'string', 'minLength': 1, 'description': 'Dashboard id.'}, 'customerRecordId': {'type': 'string', 'minLength': 1, 'description': "The customer's id from list_customers (not their customerId)."}}}
update_dashboard
Update a dashboard
Rename a dashboard, set how long each view is shown when the dashboard auto-rotates on a screen, or set the test customer used to preview a customer dashboard. Use set_dashboard_theme for colours and publish_dashboard for sharing.
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dashboardId'], 'properties': {'name': {'type': 'string', 'maxLength': 200, 'minLength': 1}, 'dashboardId': {'type': 'string', 'minLength': 1, 'description': 'Dashboard id.'}, 'testCustomerId': {'anyOf': [{'type': 'string', 'maxLength': 200, 'minLength': 1}, {'type': 'null'}], 'description': 'A customer identifier from your own data, used to preview a customer dashboard before real customers exist. This is bound to :customer_id during previews only.'}, 'viewRotationSeconds': {'anyOf': [{'type': 'integer', 'maximum': 86400, 'minimum': 0}, {'type': 'null'}], 'description': 'Seconds each view is shown before rotating to the next, for wall displays. 0 or null turns rotation off.'}}}
update_data_source
Update a 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 ones.
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dataSourceId'], 'properties': {'name': {'type': 'string', 'maxLength': 200, 'minLength': 1}, 'config': {'type': 'object', 'description': 'Connection settings for this connector type, for example { host, port, database, username, password, ssl } for postgres. Credentials are stored encrypted at rest and are never returned by read tools.', 'propertyNames': {'type': 'string'}, 'additionalProperties': {}}, 'dataSourceId': {'type': 'string', 'minLength': 1, 'description': 'Data source id.'}}}
update_view
Rename a view
Rename a view. Use reorder_views to change the tab order.
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dashboardId', 'viewId', 'name'], 'properties': {'name': {'type': 'string', 'maxLength': 200, 'minLength': 1, 'description': 'New view name.'}, 'viewId': {'type': 'string', 'minLength': 1, 'description': 'View id.'}, 'dashboardId': {'type': 'string', 'minLength': 1, 'description': 'Dashboard id.'}}}
update_widget
Update a widget
Change a widget's title, query, visualization type, configuration, data source or position. Only the fields you pass are changed.
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['viewId', 'widgetId'], 'properties': {'query': {'type': 'string', 'minLength': 1}, 'title': {'type': 'string', 'maxLength': 200, 'minLength': 1}, 'layout': {'type': 'object', 'required': ['x', 'y', 'width', 'height'], 'properties': {'x': {'type': 'integer', 'maximum': 11, 'minimum': 0}, 'y': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 0}, 'width': {'type': 'integer', 'maximum': 12, 'minimum': 1}, 'height': {'type': 'integer', 'maximum': 9007199254740991, 'minimum': 1}}, 'description': 'Position and size on the 12-column grid. Omit on create and a free slot is chosen for you.'}, 'viewId': {'type': 'string', 'minLength': 1, 'description': 'View id the widget belongs to.'}, 'widgetId': {'type': 'string', 'minLength': 1, 'description': 'Widget id.'}, 'dataSourceId': {'type': 'string', 'minLength': 1}, 'visualizationType': {'enum': ['table', 'number', 'lineChart', 'barChart', 'stackedBarChart', 'stackedLineChart', 'comboChart', 'scatterChart', 'histogram', 'pivotTable', 'pieChart'], 'type': 'string'}, 'visualizationConfig': {'type': 'object', 'description': 'Replaces the whole configuration object, so include every key you want to keep.', 'propertyNames': {'type': 'string'}, 'additionalProperties': {}}, 'allowSharedAcrossAllCustomers': {'type': 'boolean', 'description': 'Only for customer dashboards. Set true, after the user explicitly confirms, to allow a query with no per-customer filter.'}}}
validate_customer_filtering
Check per-customer data isolation
Audit a multi-customer dashboard and report any widget whose query would show the same rows to every customer. Run this before publishing a customer dashboard, and any time its queries change.
Read only
Idempotent
Input schema
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['dashboardId'], 'properties': {'dashboardId': {'type': 'string', 'minLength': 1, 'description': 'Dashboard id.'}}}
History
Recent tool changes
Added
delete_customer_user
Sept. 17, 2026, 12:40 p.m.
Added
delete_customer
Sept. 17, 2026, 12:40 p.m.
Added
delete_data_source
Sept. 17, 2026, 12:40 p.m.
Added
delete_widget
Sept. 17, 2026, 12:40 p.m.
Added
delete_view
Sept. 17, 2026, 12:40 p.m.
Added
delete_dashboard
Sept. 17, 2026, 12:40 p.m.
Added
get_dashboard_share_url
Sept. 17, 2026, 12:40 p.m.
Added
unpublish_dashboard
Sept. 17, 2026, 12:40 p.m.
Added
publish_dashboard
Sept. 17, 2026, 12:40 p.m.
Added
set_dashboard_formatting
Sept. 17, 2026, 12:40 p.m.
Added
set_dashboard_theme
Sept. 17, 2026, 12:40 p.m.
Added
validate_customer_filtering
Sept. 17, 2026, 12:40 p.m.
Added
add_customer_user
Sept. 17, 2026, 12:40 p.m.
Added
update_customer
Sept. 17, 2026, 12:40 p.m.
Added
add_customer
Sept. 17, 2026, 12:40 p.m.
Added
list_customers
Sept. 17, 2026, 12:40 p.m.
Added
set_widget_layout
Sept. 17, 2026, 12:40 p.m.
Added
update_widget
Sept. 17, 2026, 12:40 p.m.
Added
create_widget
Sept. 17, 2026, 12:40 p.m.
Added
list_widgets
Sept. 17, 2026, 12:40 p.m.
Added
reorder_views
Sept. 17, 2026, 12:40 p.m.
Added
update_view
Sept. 17, 2026, 12:40 p.m.
Added
create_view
Sept. 17, 2026, 12:40 p.m.
Added
list_views
Sept. 17, 2026, 12:40 p.m.
Added
update_dashboard
Sept. 17, 2026, 12:40 p.m.
Added
create_dashboard
Sept. 17, 2026, 12:40 p.m.
Added
get_dashboard
Sept. 17, 2026, 12:40 p.m.
Added
list_dashboards
Sept. 17, 2026, 12:40 p.m.
Added
run_query_preview
Sept. 17, 2026, 12:40 p.m.
Added
get_data_source_schema
Sept. 17, 2026, 12:40 p.m.
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