• LOGIC
  • LAYOUT
  • ACCESS
  • HUMAN

How to audit dashboard configurations with your AI

Connect Plecto to your agent to run deep checks on your data visualizations. Once connected, your AI can scan your entire setup for broken logic or missing data.

Ask AI about this page

Short answer

How can I audit my Plecto dashboards using AI?

Your agent pulls your organizational teams, specific widgets, and KPI formulas to check for errors. You get a clear view of where your dashboard logic might be failing or where data isn't mapping to the right teams.

Where every issue lands.

Audit outcomes

The AI categorizes findings based on what it finds in your Plecto account.

LOGIC

Broken KPI formulas

The AI identifies math errors or broken references in your formulas. You get a list of specific formulas that need fixing.

LAYOUT

Missing dashboard widgets

Your agent compares expected data against active widgets. It flags widgets that are empty or misconfigured.

ACCESS

Team alignment gaps

The AI checks if widgets are assigned to the correct organizational teams. It highlights where data visibility might be wrong.

HUMAN

Manual fixes required

The AI identifies which specific dashboard elements need your direct attention. It won't change your settings, so you decide what to edit.

The workflow

What your AI does when the audit starts.

The agent moves through your Plecto structure to build a complete map of your data setup.

  1. Map the organization

    The agent identifies all active teams to understand who should be seeing which data.

    list_organizational_teams

  2. Inventory the widgets

    It pulls a full list of every widget currently active on your dashboards.

    list_widgets

  3. Inspect the math

    The agent looks at the underlying logic for every KPI to ensure the math is sound.

    list_formulas

  4. Verify personnel

    It checks the employee list to confirm that dashboard access aligns with your staff structure.

    list_account_employees

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

These are basic requests. Swap out the specific team or widget names to get more precise results.

Plecto Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_DaHPUTWptB52b29khsDBDNzK2TwBuYdPO0S0NYYx/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 — Plecto capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "plecto-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_DaHPUTWptB52b29khsDBDNzK2TwBuYdPO0S0NYYx/mcp"
    }
  }
}
Copy into chat04

  • List all the organizational teams in my Plecto account and tell me if any widgets are missing from them.

  • Check the formulas for my Sales Performance dashboard and find any math errors.

  • Compare my list of account employees against my dashboard widget assignments to find mismages.

  • Review all widgets in my account and tell me which ones are using broken KPI formulas.

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

Start here

Connect Plecto once, then ask.

You only need to link your account once. Your credentials stay encrypted and secure, and you can immediately start asking your agent questions about your data.

Connect Plecto to your AI

FAQ

Common questions

  • 01

    Can the AI change my Plecto formulas?

    No. The AI can only read and inspect your formulas. You have to go into Plecto to make any actual changes.

  • 02

    Can the AI delete widgets for me?

    No. This MCP is read-only for auditing purposes. It cannot delete or modify your dashboard setup.

  • 03

    Does the AI see my private employee data?

    The AI can access the employee list to verify dashboard permissions, but it only uses that data to answer your specific audit questions.

  • 04

    How does the AI know if a formula is wrong?

    It retrieves the raw formula strings and compares the logic against your requested audit criteria to find inconsistencies.

  • 05

    Can I audit specific teams one by one?

    Yes. You can ask the agent to focus its inspection on a single team retrieved from your organizational list.

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

Connect Plecto to Claude, Cursor, ChatGPT & more