Octoboard

Octoboard MCP Connector for Claude

A+

Build client-facing marketing reports automatically by pulling data from Google, Facebook, HubSpot, and 50 other integrations.

12 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your Octoboard account to any AI agent and take full control of your marketing business intelligence and reporting orchestration through natural conversation. Octoboard provides a powerful data visualization platform, and this integration allows you to retrieve dashboard metadata, push custom metrics to widgets, and monitor automated reports directly from your chat interface.

What you can do

  • Dashboard & Report Orchestration — List all active dashboards and retrieve detailed report metadata programmatically to ensure your team's visual insights are always synchronized.
  • Custom Data Intelligence — Push numeric, text, or status metrics directly into Octoboard widgets from the AI interface to maintain real-time tracking of proprietary data.
  • Visual Data Control — Send bar chart arrays, data tables, and variation metrics via natural language to drive better data transparency across your organization.
  • Agency & Client Oversight — List managed clients and monitor account usage using simple AI commands to maintain a clear overview of your digital agency operations.
  • Operational Monitoring — Track system responses and manage API health to ensure your reporting pipelines are always optimized.

How it works

  1. Subscribe to this server
  2. Enter your Octoboard API Key from your account settings
  3. Start managing your marketing metrics from Claude, Cursor, or any MCP-compatible client

No more manual data entry into reporting tools. Your AI acts as a dedicated data analyst or business intelligence coordinator.

Who is this for?

  • Marketing Agencies — quickly update custom client metrics and monitor dashboard health without switching apps.
  • Data Analysts — automate the pushing of proprietary business data and track report delivery via natural conversation.
  • Business Owners — streamline the retrieval of high-level revenue metrics and monitor organizational growth directly within the chat.
marketing-analyticsdata-visualizationautomated-reportingdashboard-managementreal-time-metrics

12 tools expose this connector's capabilities to your AI agent.

get_api_status

Check connection

check_api_usage

Check data limits

list_agency_clients

List managed clients

list_active_dashboards

List dashboards

list_automated_reports

List reports

push_bar_chart

Update bar chart

push_numeric_metric

Update widget number

push_status_update

Update status indicator

push_data_table

Update data table

push_text_metric

Update widget text

push_variation_metric

g. 10.5) to a widget. Update value + change

test_octoboard_auth

Verify credentials

See how to talk to your AI agent using Octoboard.

List all my active dashboards in Octoboard.

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?

Push a revenue metric of 48750 to my Executive KPI dashboard widget.

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.

List all automated reports and their delivery schedules.

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.

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.

Related Connectors