Custom MCP server integrationCustom MCP server dashboards for internal tools and business data
Connect a remote Model Context Protocol (MCP) server to Chartbrew. Turn approved read-only tool results into datasets for internal operations, customer reporting, and shared dashboards.
What You Can Track
What you can report on with Custom MCP
Use these reporting ideas when the connected server exposes the required read tools and fields. Tool access, account permissions, and result limits determine what you can retrieve.
Operational totals
Return counts and sums from internal services as named numeric fields.
Customer activity
Group returned activity records by account and reporting period.
Job status
Show job results by status when your server exposes those fields.
Inventory levels
Use stock counts returned by an approved inventory tool.
Service usage
Chart usage totals with dates and units supplied by your server.
Record tables
Inspect structured tool results before choosing fields for charts.
How It Works
From Custom MCP connection to live dashboard
The Custom MCP workflow is built around a source connection, reusable datasets, scheduled refreshes, and shareable dashboards.
Connect the MCP server
Use a remote Streamable HTTP endpoint reachable from Chartbrew. Choose OAuth, a bearer token, custom headers, or no authentication to match your server. Local stdio commands are not supported.
Review and approve read tools
Test the connection and inspect the discovered tools. Approve the tools needed for AI exploration and datasets. Server access alone does not approve every tool.
Preview a dataset
Choose a tool, set its arguments, and preview the response. Select the output rows and fields. Check dates, units, filters, and result limits before saving.
Build and share the report
Create charts from the saved dataset. Add them to a dashboard, set a refresh schedule, and share the report with the intended viewers.
Why Chartbrew for Custom MCP
Use Custom MCP results in recurring reports
Bring internal tools and business data into a report that your team can inspect and share.
Control tool access
Approve read tools for the reporting task and review changes when the server tool definitions change.
Inspect the source result
Keep tool arguments and output selection available for review instead of relying only on an AI summary.
Reuse reporting datasets
Build charts from saved tool configurations when the response has suitable rows and fields.
Compare with other sources
Place Custom MCP results beside revenue, product, or operational data from other connections.
Refresh saved results
Schedule dataset updates. Refreshes still depend on valid authentication, tool approval, and provider limits.
Share selected results
Give report viewers the dashboard data they need without asking them to configure an MCP connection.
Setup Requirements
Connect Custom MCP
Use a remote Streamable HTTP endpoint reachable from Chartbrew. Choose OAuth, a bearer token, custom headers, or no authentication to match your server. Local stdio commands are not supported.
A remote MCP server URL using Streamable HTTP; Chartbrew does not run local stdio servers
Permission to read the source records and approve the required tools in Chartbrew
A tool response with usable rows or structured fields; a prose answer alone may not work as a dataset
A defined reporting scope, date range, and plan for result limits; MCP results are not automatically paginated
Example datasets
| Dataset idea | What it can power |
|---|---|
| Operational totals | Return counts and sums from internal services as named numeric fields. |
| Customer activity | Group returned activity records by account and reporting period. |
| Job status | Show job results by status when your server exposes those fields. |
| Inventory levels | Use stock counts returned by an approved inventory tool. |
| Service usage | Chart usage totals with dates and units supplied by your server. |
| Record tables | Inspect structured tool results before choosing fields for charts. |
Setup Guide
Read how external MCP connections work in Chartbrew v6
See the difference between bringing external MCP data into Chartbrew and connecting an AI app to Chartbrew's own server.
Related Features
Tools for Custom MCP reporting
Use Custom MCP dashboards with Chartbrew automation, AI workflows, sharing, embeds, filters, and reporting tools.
Related Integrations
Related data sources
Blend Custom MCP metrics with product, customer, revenue, analytics, project, and operational data from other Chartbrew sources.
FAQ
Custom MCP integration questions
Practical details about using Custom MCP data in Chartbrew dashboards.
Connect Custom MCP
Build a report from your Custom MCP server
Connect the server, approve read tools, and check your first dataset before you build the dashboard.
