How to Use the Octoboard MCP in Claude

Q: How do I connect Octoboard to Claude Desktop?

You add the MCP server configuration to your local claudedesktopconfig.json file. Enter the command and your API token to link the tools. Your agent will immediately show a hammer icon indicating the connection is active.

Q: Can I monitor my API limits for Octoboard in Claude Desktop?

Yes, you can use the checkapiusage tool directly in your chat. Your agent will return your current data limits and call volume. This ensures you do not hit billing caps while updating dashboards.

Q: How do I verify my Octoboard credentials inside Claude Desktop?

Use the testoctoboardauth tool to check your connection status. Your agent will run a quick verification against the API. If it succeeds, you are ready to push metrics.

Q: What happens if my dashboard update fails?

You can run getapistatus to see if there is an outage. If the connection is fine, check your payload structure. Your agent can debug the JSON format and retry the push.

Update your client marketing dashboards directly from Claude Desktop without leaving your chat window.

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Connect Octoboard MCP to Claude Desktop

Create your Vinkius account to connect Octoboard to Claude Desktop — we handle the hosting, security, and runtime updates so you don't have to. No server setup required.

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Setup Octoboard with Claude Desktop

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Instantly map your agency client accounts

The `list_agency_clients` tool retrieves your complete list of managed accounts directly inside your desktop workspace. Your agent queries this list to identify which client needs a report update, matching names to internal IDs without manual searching. This makes navigating complex account hierarchies straightforward. You can then run `list_active_dashboards` or `list_automated_reports` to see exactly what metrics are currently live for that specific account. It takes one command to map out your client reporting structure.

Push live data to dashboards using this MCP Server

The `push_numeric_metric` tool sends raw numbers directly to your live client dashboards from the Claude Desktop interface. Your agent uses this along with `push_variation_metric` to show performance gains or losses compared to the previous week. It updates the live client view instantly. Instead of logging into a separate browser tab, you tell your agent to update the numbers. The server handles the API payload delivery directly to the widget, changing the dashboard layout in real time.

Build and update tables in real time

The `push_data_table` tool formats raw CSV or list data from your local files and sends it to your public client reports. Claude Desktop reads your local files, structures the data, and pushes it via this tool to update client tables. This bypasses the need for manual copy-pasting. You can pair this with `push_bar_chart` to update visual trends at the same time. You never have to manually build charts or re-upload spreadsheets to keep client reports fresh.

Setup guide

Set up Octoboard MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Octoboard MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Octoboard MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under octoboard-mcp.

json

{
  "mcpServers": {
    "octoboard-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Octoboard. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Octoboard MCP in Claude Desktop

You add the MCP server configuration to your local `claude_desktop_config.json` file. Enter the command and your API token to link the tools. Your agent will immediately show a hammer icon indicating the connection is active.

Yes, you can use the `check_api_usage` tool directly in your chat. Your agent will return your current data limits and call volume. This ensures you do not hit billing caps while updating dashboards.

Use the `test_octoboard_auth` tool to check your connection status. Your agent will run a quick verification against the API. If it succeeds, you are ready to push metrics.

You can run `get_api_status` to see if there is an outage. If the connection is fine, check your payload structure. Your agent can debug the JSON format and retry the push.

All marketing metrics and client dashboard data pass through a zero-trust, ephemeral MCP server sandbox. Your credentials are never stored on disk. Data is transmitted directly to the API endpoint and wiped from memory immediately after the tool execution.

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