• NUMERIC
  • VISUAL
  • STATUS
  • HUMAN

How to update dashboard widgets with your AI

Connect Octoboard to your AI client once. After that, you can push data directly to your existing dashboard through a chat interface.

Ask AI about this page

Short answer

How can I update my Octoboard widgets using AI?

You tell your AI what data to send, and it uses specific tools to push that information into your dashboard. You can update single numbers, status updates, text fields, or even entire charts and tables via chat. You'll see these changes reflected in your widgets immediately.

Where your data lands.

The widget outcomes.

Your AI maps your chat requests to these specific widget types.

NUMERIC

Single metric updates

The AI sends specific values to your number widgets. This keeps your key performance indicators current without manual entry.

VISUAL

Charts and tables

You can push entire bar charts or data tables. Your AI handles the formatting so the visual stays intact.

STATUS

Text and status updates

Send quick text notes or change the status of a metric. This is perfect for keeping context alongside your numbers.

HUMAN

Manual dashboard edits

The AI cannot change your dashboard layout or delete widgets. You still control the structure of your Octoboard setup.

The workflow

What your AI does when you send a request.

The AI interprets your natural language and selects the right tool to modify your dashboard.

  1. Identify the metric

    Your AI looks at your message to figure out if you are sending a number, a status, or a visual chart.

    push_numeric_metricpush_status_update

  2. Update values

    The agent pushes the new data points or text strings directly into the target widget.

    push_text_metric

  3. Generate visuals

    If you ask for a chart or a table, the AI builds the data structure and pushes it to the dashboard.

    push_bar_chartpush_data_table

  4. Handle variations

    For metrics that track changes over time or against a baseline, the AI updates the variation data.

    push_variation_metric

Try it

Copy these to start.

Use these prompts to test the connection.

Starting points

These are templates. Swap out the bracketed text with your actual widget names or metric values.

Octoboard Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_aHwfXSY5YzGTf0qh8dkHR33KQ1dWNkWtYNyBiSo7/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Octoboard capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "octoboard-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_aHwfXSY5YzGTf0qh8dkHR33KQ1dWNkWtYNyBiSo7/mcp"
    }
  }
}
Copy into chat04

  • Update the [Revenue] metric in Octoboard to 54000.

  • Push a new bar chart for [Monthly Sales] with values 10, 20, 30, and 40.

  • Set the status of the [Project Alpha] widget to 'Completed'.

  • Add this text to the [Notes] widget: 'All targets met for Q3'.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Octoboard once, then ask.

Click the link to connect your account. Your credentials stay encrypted and secure. Once connected, you can use any of your favorite AI clients to manage your dashboard.

Connect Octoboard to your AI

FAQ

How the Octoboard connection behaves.

  • 01

    Can the AI create new widgets?

    No. The AI can only push data to widgets that already exist on your dashboard.

  • 02

    Can my AI delete a widget?

    No. The AI has no tools to remove or delete widgets from your Octoboard setup.

  • 03

    Does the AI see my whole dashboard?

    The AI can see the data it is interacting with to perform the requested updates.

  • 04

    Can I update a chart using a table?

    Yes, you can push data as a table or as a bar chart depending on the tool you request.

  • 05

    Will the AI change my dashboard layout?

    No. The AI only modifies the content within the widgets, not the position or size of the widgets themselves.

  • More questions about Octoboard? The Connector page answers them. See everything the Octoboard Connector can do

Connect Octoboard to Claude, Cursor, ChatGPT & more