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CustomerDashboard

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

MCP server · by customerdashboard.io

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About

CustomerDashboard is an MCP server published by customerdashboard.io. Marketplaces we read that list it: 1 (Official MCP Registry). We first saw it on 2026-10-11 and have recorded no change since. As of our marketplace pass on 2026-10-13.

What it asks for

  • Runs remotely

None of the marketplaces we read publishes its tools or the settings it asks for.

What it declares, asks for and runs, in full

Only install plugins from developers you trust. We list what marketplaces publish and do not test plugins.

Works with

  • Claude Code
  • Codex
  • Cursor
  • VS Code
  • Copilot CLI
Install in CursorInstall in VS Code

A one-click link opens the client, which asks you to confirm before it adds the server.

From the marketplaces that list it and the MCP transport it declares, as each client documents them. We do not test plugins.

Observed by Ext Ops

Observed by Ext Ops on 2026-10-12: what the endpoint itself answered when asked to list its tools. We never call the tools.

Tools: 42

  • add_customerAdd 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…
  • add_customer_userCreate 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…
  • add_data_sourceConnect 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 li…
  • create_dashboardCreate 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 pu…
  • create_viewAdd a view (tab) to a dashboard. New views are appended after the existing ones. Subject to your plan's view limit.
  • create_widgetAdd 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 referenc…
  • delete_customerPermanently 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.
  • delete_customer_userPermanently 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.
  • delete_dashboardPermanently 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 can…
  • delete_data_sourcePermanently 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…
  • delete_viewPermanently delete a view and every widget on it. Calling this without confirm returns a preview. This cannot be undone.
  • delete_widgetPermanently delete a widget. Calling this without confirm returns a preview. This cannot be undone.
Show the remaining 30
  • explain_customer_filteringExplain 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 req…
  • get_accountGet 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 wo…
  • get_dashboardGet 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 b…
  • get_dashboard_share_urlGet the public URL of a published dashboard, and who can open it. Returns nothing to share if the dashboard is still private.
  • get_data_sourceGet one data source by id, including its non-secret connection settings. Credentials are never included.
  • get_data_source_schemaList 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.
  • get_platform_overviewExplain 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 p…
  • get_startedExplain 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.
  • list_customersList the customers on a multi-customer dashboard, each with the customerId their data is filtered by and how many logins they have.
  • list_dashboardsList every dashboard in your workspace, with its type, publishing state and share URL if published.
  • list_data_sourcesList every data source connected to your workspace. Connection credentials are never included.
  • list_plans_and_limitsList 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.
  • list_supported_data_connectorsList 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.
  • list_viewsList the views (tabs) on a dashboard, in display order, with how many widgets each one holds.
  • list_widget_typesList 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 r…
  • list_widgetsList the widgets on a view, including each widget's query and visualization configuration.
  • publish_dashboardPublish 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' (any…
  • reorder_viewsSet 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.
  • run_query_previewRun 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_i…
  • set_dashboard_formattingSet the default locale and number, currency, percentage, duration, date and datetime formatting for a dashboard. Individual widgets can still override these.
  • set_dashboard_themeSet 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…
  • set_widget_layoutReposition 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.
  • test_data_source_connectionCheck 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.
  • unpublish_dashboardMake a dashboard private again. The existing share link stops working immediately, and any shared username and password are cleared. Widgets and data are untouched.
  • update_customerRename 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.
  • update_dashboardRename 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…
  • update_data_sourceRename 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.
  • update_viewRename a view. Use reorder_views to change the tab order.
  • update_widgetChange a widget's title, query, visualization type, configuration, data source or position. Only the fields you pass are changed.
  • validate_customer_filteringAudit 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.

Its marketplaces publish no list of tools.

How we check endpoints

Connect

Commands and configs built only from what its marketplaces declare. We do not run them for you and do not test plugins.

As a remote MCP server

Built from what Official MCP Registry declares.

Claude CodeTerminal
claude mcp add --transport http customerdashboard https://app.customerdashboard.io/mcp
Codex~/.codex/config.toml
[mcp_servers.customerdashboard]
url = "https://app.customerdashboard.io/mcp"
Cursor~/.cursor/mcp.json
{
  "mcpServers": {
    "customerdashboard": {
      "url": "https://app.customerdashboard.io/mcp"
    }
  }
}

Where it is published

MarketplaceStatusVersionFiguresVerifiedFirst seen
Official MCP Registry (Open the registry record) Listed 0.1.0 No figure published Not marked

Each figure is the marketplace's own and is never added up across marketplaces. A marketplace that publishes no figure shows none: no number is not zero.

What changed

Nothing has moved on this plugin since we started watching it.

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Found by meaning, not by shared code or a shared repository: similar plugins stay separate products, and this is not a review or a recommendation.

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Data comes from the Official MCP Registry (registry.modelcontextprotocol.io), CC0 1.0. Figures come from our own regular passes over the marketplaces, last read on . We publish no contact details for plugin publishers.

Where the data comes from: how the catalog is built