# Octoboard MCP for AI Agents AI Agent Connect

> Octoboard lets you manage your marketing reports and dashboards using natural language. Instead of logging into multiple portals to update KPIs or check client status, you can tell your AI agent to push data, list active dashboards, or check API limits. It connects your Octoboard account to your favorite AI client so you can run your marketing business intelligence from a single chat interface.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_aHwfXSY5YzGTf0qh8dkHR33KQ1dWNkWtYNyBiSo7/ai-agent-connect
- **Tags:** marketing-analytics, data-visualization, automated-reporting, dashboard-management, real-time-metrics

## Description

Managing marketing data usually feels like a constant game of whack-a-mole. You're jumping between different portals just to make sure your client-facing reports actually show the right numbers. It is tedious work that takes you away from actual strategy. This Connector changes that by letting you treat your Octoboard account like a live data feed for your AI agent. You can ask your agent to pull specific dashboard metadata, push new performance metrics into widgets, or see who your managed clients are without ever leaving your chat window. It is about moving from manual data entry to natural language orchestration. Since Vinkius hosts this among thousands of other integrations, you get a reliable way to keep your reporting pipelines optimized. You don't have to worry about the backend plumbing; you just focus on the insights. Whether you're updating a bar chart for a high-stakes meeting or checking the health of your API connection, this setup puts your marketing intelligence on autopilot. You get to stop copying and pasting values and start actually looking at what the data means.

## Tools

### test_octoboard_auth
Check if your API credentials are working correctly. Use this to troubleshoot connection issues.

### check_api_usage
See how much of your data limit you have left. This helps you stay within your plan limits.

### list_agency_clients
Get a full list of the clients your agency manages. This is great for a quick overview of your portfolio.

### list_active_dashboards
See all the dashboards currently live in your account. Use this to find specific reporting environments.

### list_automated_reports
View all scheduled reports and their delivery details. This keeps your reporting schedule organized.

### push_bar_chart
Send a new set of data to update a bar chart widget. It updates your visuals using natural language.

### push_numeric_metric
Update a specific number in a widget like a revenue goal. This keeps your KPIs current.

### push_status_update
Change a status indicator to reflect a current state. This is perfect for project tracking.

### push_data_table
Send a new set of rows or values to a data table widget. This keeps your detailed logs up to date.

### push_text_metric
Update the text content inside a specific widget. Use this to add context or notes to your dashboard.

### push_variation_metric
Send a value and a percentage change to a widget. This shows your growth trends clearly.

### get_api_status
See if the connection to Octoboard is currently active. This ensures your data pipeline is running.

## Prompt Examples

**Prompt:** 
```
List all my active dashboards in Octoboard.
```

**Response:** 
```
I've retrieved your dashboards. You have 3 active environments:

* **Client A - Marketing**
* **Internal Revenue**
* **SEO Performance**

Which one would you like to see metrics for?
```

**Prompt:** 
```
Push a revenue metric of 48750 to my Executive KPI dashboard widget.
```

**Response:** 
```
Done. The numeric metric **$48,750** has been pushed to your Executive KPI dashboard. 

* **Current Value:** $48,750
* **Change:** +12% increase

The dashboard will refresh for all viewers within 30 seconds.
```

**Prompt:** 
```
List all automated reports and their delivery schedules.
```

**Response:** 
```
You have 4 automated reports configured:

| Report Name | Schedule | Recipient |
| :--- | :--- | :--- |
| Weekly SEO Summary | Mondays at 9 AM | marketing@company.com |
| Monthly Client Report | 1st of each month | 6 agency clients |
| Daily Ad Spend | 8 AM Daily | Growth Team |
| Quarterly Executive Review | Every Quarter End | Executive Team |
```

## Capabilities

### Update bar chart values
Push new data arrays to visualize trends instantly in your dashboard.

### Push numeric metrics
Send specific numbers to your KPI widgets via chat.

### List active dashboards
See all your current reporting environments in one go.

### Push status updates
Change status indicators to reflect real-time progress.

### Push text metrics
Inject custom text descriptions into your widgets.

### List managed clients
View your entire agency client list through chat.

### Check API usage
Monitor your data limits to avoid service interruptions.

## Use Cases

### Agency portfolio overview
An agency owner wants to see all their clients at once. They ask the agent to list managed clients to get a full summary in the chat.

### Pushing monthly revenue
A data analyst needs to update a KPI. They tell the agent to push a revenue metric of 50000 to the Executive dashboard.

### Monitoring report schedules
A growth manager wants to check when the next report goes out. They ask the agent to list automated reports to see the delivery times.

### Quick status updates
A project lead wants to mark a campaign as finished. They tell the agent to push a status update to the main dashboard widget.

## Benefits

- Stop manual data entry by using push_numeric_metric to send data directly from your chat to your widgets.
- Keep your agency organized by using list_agency_clients to see your entire portfolio instantly.
- Monitor your reporting health with get_api_status to ensure your data pipelines never break.
- Visualize trends faster by using push_bar_chart to send data arrays via natural language.
- Stay on top of your schedule by using list_automated_reports to check delivery times for all clients.
- Maintain real-time tracking by using push_variation_metric to show growth percentages automatically.

## How It Works

The bottom line is you get a direct line between your chat interface and your marketing dashboard data.

1. Subscribe to the Octoboard MCP through the Vinkius marketplace.
2. Input your Octoboard API Key in your AI client configuration.
3. Start asking your agent to update widgets or list reports.

## Frequently Asked Questions

**Can I use Octoboard MCP to update my marketing widgets automatically?**
Yes. This Connector allows your AI agent to push numbers, text, and even bar chart data directly into your Octoboard widgets via natural language commands.

**Does Octoboard MCP work with Claude or Cursor?**
Yes, it works with any MCP-compatible client, including Claude, Cursor, and Windsurf, letting you manage your reports from your preferred interface.

**How do I see my agency clients using this Connector?**
You can simply ask your agent to list your managed clients. It will pull the full list from your Octoboard account and display it in your chat.

**Can I push bar charts to my dashboard?**
Yes, the Connector includes a tool specifically for pushing bar chart arrays, which lets you update visual trends without manual data entry.

**Is there a limit to how much data I can push?**
You can use the API usage tool to check your current data limits. This helps you monitor your account status and ensure your reporting pipeline stays active.

**Can I update the status of a project in Octoboard?**
Yes, you can use the status update tool to change status indicators in your widgets, making it easy to track project progress through chat.

**Can my AI automatically find the Widget ID for a custom data widget?**
The Widget ID is found in the Octoboard dashboard settings for any 'Custom Data' widget. You must provide this ID when using the `send_numeric_metric` or similar tools.

**How do I find my Octoboard API Key?**
Log in to Octoboard, navigate to your **Account Settings** > **API**, and you will find your unique secret token there.

**Can I push table data to Octoboard using the AI?**
Yes! Use the `send_table_data` tool. Provide the Widget ID, headers, and a 2D array of rows, and your agent will update the corresponding data table widget instantly.