# Octoboard MCP

> Octoboard lets your AI client manage and update complex marketing dashboards directly from chat. It pulls data from Google, Facebook, HubSpot, and dozens of other sources into widgets. Use it to list active reports, push specific numbers (like revenue or status), or check API usage without ever opening the dashboard UI.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** marketing-analytics, data-visualization, automated-reporting, dashboard-management, real-time-metrics

## Description

You can use Octoboard’s MCP Server to run your AI client directly against complex marketing dashboards. This lets you manage reporting data—retrieving metadata and pushing custom metrics—all through natural language commands right in your chat interface, without ever opening the actual dashboard UI.

### Checking the Setup

You gotta make sure everything's wired up first. You can run `test_octoboard_auth` to confirm that the API key you pasted is actually valid for data access. If you wanna check the connection itself, use `get_api_status` to verify if the server credentials are working right. For an operational overview, you'll also check your limits using `check_api_usage`, which tells you what the current data caps are on your Octoboard account.

### Mapping Out What You Got

Need to know what dashboards exist? Call `list_active_dashboards` and it gives you a full list of every dashboard configured in your account. If you wanna get deep into the setup, you can pull detailed report metadata using that same function. To see which reports are running automatically, use `list_automated_reports`; this tells you about all the scheduled reports and their details. For an agency overview, run `list_agency_clients` to get a list of every client managed within your Octoboard account.

### Pushing Specific Data Points

This is where the real power is. You can inject specific values into live widgets on any dashboard. If you just need to update a simple title or text field, use `push_text_metric`. To change a status indicator—say, flipping it from 'Active' to 'Paused'—you call `push_status_update`. For pure number updates, like total revenue for the quarter, `push_numeric_metric` lets you overwrite that widget with a brand-new value. If those numbers change by percentage, use `push_variation_metric`; this pushes both the new figure and its corresponding percentage change from the previous period. You can also push structured data sets to update widgets; for example, if you have an entire dataset ready, `push_data_table` overwrites the content of an existing widget with a full, updated table. When you gotta send complex visualizations, like bar charts, `push_bar_chart` updates the dashboard by sending structured arrays designed specifically for that chart type.

Basically, you use these tools to push data—whether it's a simple metric or a massive data array—to keep your proprietary performance numbers updated in real time. You don't open tabs; you just talk to your agent and tell it what needs changing on the board.

## Tools

### get_api_status
Verifies if the server connection and credentials are working correctly.

### check_api_usage
Checks the current data limits for your Octoboard account.

### list_agency_clients
Lists every managed client associated with your Octoboard account.

### list_active_dashboards
Retrieves a list of all active dashboards configured in your account.

### list_automated_reports
Provides details and schedules for all automated reports configured to run regularly.

### push_bar_chart
Updates a dashboard widget by sending structured bar chart data arrays.

### push_numeric_metric
Updates a specific widget on a dashboard with a new numeric value (e.g., total revenue).

### push_status_update
Changes the visual status indicator of a widget (e.g., 'Active' to 'Paused').

### push_data_table
Overwrites the content of an existing dashboard widget with a full, updated data table.

### push_text_metric
Updates a simple text field or title within a dashboard widget.

### push_variation_metric
Updates a widget to show both a new value and its percentage change from the previous period.

### test_octoboard_auth
Runs a basic test to confirm that the API key and credentials are valid for data access.

## 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', and '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. The widget now displays the updated value with a 12% increase indicator compared to the previous period. 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. "Weekly SEO Summary" sends every Monday at 9 AM to marketing@company.com. "Monthly Client Report" generates the 1st of each month for 6 agency clients. "Daily Ad Spend" delivers at 8 AM to the growth team. "Quarterly Executive Review" runs every quarter end.
```

## Capabilities

### Audit Server Health
Check current data limits and verify the connection status of the Octoboard account.

### Map Dashboard Structure
List all active dashboards and retrieve their detailed metadata to understand what reports are running.

### Manage Client Records
Retrieve a list of managed clients within the Octoboard platform for quick account overview.

### Control Visual Metrics (Push Data)
Inject specific values—like revenue numbers, text descriptions, or status indicators—into live widgets on any dashboard.

### Generate Complex Visuals
Send structured data sets, such as bar chart arrays or full data tables, to drive visual reporting updates.

## Use Cases

### Updating a Quarterly KPI
The marketing director needs to show the updated Q4 revenue number. Instead of logging into Octoboard and clicking through, they prompt their agent: 'Push 120500 to the Executive KPI dashboard.' The agent runs `push_numeric_metric`, updating the widget instantly.

### Auditing Client Accounts
An agency manager needs to verify which clients are active and if any accounts are underutilized. They prompt: 'List all managed clients.' The agent runs `list_agency_clients`, providing a full, actionable list right in the chat.

### Checking Reporting Health
The ops team notices dashboards aren't refreshing and needs to check why. They prompt: 'Check Octoboard API status.' The agent runs `get_api_status`, telling them immediately if the connection is broken or if credentials need updating.

### Building a Performance Summary
A data analyst needs to summarize multiple performance metrics for a weekly review. They use the agent to run `push_bar_chart` with last week's ad spend, then follow up with `push_text_metric` to add a summary comment.

## Benefits

- Don't switch apps to update numbers. You can use `push_numeric_metric` or `push_variation_metric` to send real-time revenue figures directly into a widget, keeping the dashboard current instantly.
- Get an immediate overview of your entire operation by running `list_agency_clients`. This gives you a quick list of all managed accounts without navigating through client portals.
- Keep track of compliance and health. Run `get_api_status` or `check_api_usage` to verify the server connection is active and you haven't hit your data limits.
- Automate reporting oversight by using `list_automated_reports`. You get a clear list of what reports are running, when they run, and who receives them.
- Inject complex visual data easily. Use `push_bar_chart` or `push_data_table` to update widgets with structured arrays—not just single numbers—for deep reporting insights.

## How It Works

The bottom line is: you manage marketing data and reporting metrics via conversational prompts instead of clicking through multiple apps.

1. Subscribe to the Octoboard server and enter your specific API Key from your account settings.
2. Your AI client connects and authenticates against the platform using that key.
3. You prompt your agent with a request (e.g., 'Push Q3 revenue of 120,500 to the KPI widget'). The agent executes the correct tool call.

## Frequently Asked Questions

**How do I check if my Octoboard connection is working using get_api_status?**
Run `get_api_status`. This tool checks the live connection between your AI agent and the server. It confirms whether credentials are valid, which is step one before doing anything else.

**What tools can I use to update a number on my dashboard?**
You have several options depending on what you're changing. Use `push_numeric_metric` for raw values, `push_text_metric` for simple descriptions, or `push_variation_metric` if you need the percentage change included.

**I need to see which reports are set up automatically; what tool do I use?**
Use `list_automated_reports`. This command shows you a full list of every automated report, along with its specific schedule and who gets the delivery.

**Can I see which clients are managed through Octoboard using list_agency_clients?**
Yep. `list_agency_clients` pulls a comprehensive roster of all your managed client accounts into the chat, giving you an immediate overview.

**How do I verify my Octoboard credentials are correct before pushing data using test_octoboard_auth?**
Running `test_octoboard_auth` confirms that your API key is valid and the server can connect to your account. If the tool runs successfully, it means you're good to go; otherwise, double-check your keys in the Octoboard settings.

**How do I check if I’m hitting any data limits or rate caps using check_api_usage?**
The `check_api_usage` tool returns a detailed report on your current consumption and available capacity. This lets you manage your usage proactively so your reporting pipelines never get blocked by limits.

**Which dashboards are active in my account if I use list_active_dashboards?**
`list_active_dashboards` retrieves a complete list of all environments and dashboard names connected to Octoboard. This is useful for knowing exactly where you can push or pull data from.

**If I need to update a value along with its percentage change, what do I use? Should I use push_variation_metric?**
Yes, `push_variation_metric` handles updates that require both a new number and the associated change indicator. It lets you accurately report metrics like 'up 12%' or 'down 5%,' making your dashboards much clearer.

**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.