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AI MCP Server: Intelligent Data Access & Dynamic Dashboard Builder
Empower your business by securely connecting advanced AI assistants directly to your ERP data using the Model Context Protocol (MCP). This application allows seamless, natural-language interaction with your database, enabling users to query live information, create records, and update existing entries effortlessly. Beyond simple data retrieval, it transforms raw data into powerful visual insights by allowing users to instruct the AI to build dynamic, interactive dashboards on the fly. By bridging the gap between conversational AI and your core business data, it dramatically accelerates reporting, simplifies database management, and ensures your team has instant access to critical metrics without needing complex technical skills.
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Features
Universal AI MCP Connectivity (Claude, ChatGPT, Cursor & Gemini CLI, etc..)
Connect your database seamlessly to leading AI assistants and IDEs using the standard Model Context Protocol (MCP) over secure Streamable HTTP. This enables your team to use their preferred conversational AI client to interact with business data without switching tools or managing proprietary connectors.
Dynamic OAuth 2.0 & Managed API Key Security
Establish encrypted connections using enterprise-grade authentication standards, including OAuth 2.0, Dynamic Client Registration (DCR), and rotating static Bearer tokens. This guarantees that only verified AI clients and authorized users can establish a handshake with your ERP endpoint.
Conversational Data Management (CRUD)
Interact with your database using everyday language to read, create, update, and delete records instantly. This eliminates the need for manual navigation through complex menus, saving significant time for users who need to manage customer details, sales orders, or inventory levels on the go.
AI-Powered Interactive Dashboards
Request visual reports simply by asking the AI to analyze specific metrics, and it will instantly generate a fully structured dashboard complete with charts and data tables. This allows managers and executives to visualize real-time performance trends without needing a dedicated data analyst or complex report configuration.
Granular Model & Field Security
Maintain total control over your business data by defining exact read, write, create, and delete permissions for every AI connection down to the specific field level. This robust security layer ensures that AI assistants only access permitted information, completely respecting your existing access control lists and record rules.
Human-in-the-Loop Execution Approvals
Protect your database from accidental or high-risk changes by routing critical AI execution requests through a secure approval queue. An authorized administrator can review the exact data payload and intent before any permanent structural or bulk updates are applied to your system.
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1.) Administrator Access Rights Assignment
Grant specific users the necessary administrative privileges to manage AI connections and server settings. This ensures only authorized personnel can configure the studio environment and oversee database security rules.
2.) Locating the Connection Guide
Easily navigate to the configuration menu to find the essential details needed to link your preferred AI assistant. This centralized menu keeps all structural server settings neatly organized and accessible.
3.) Secure MCP Endpoint Retrieval
Copy the secure, automatically generated HTTPS endpoint link required to establish the bridge. This page also provides a helpful overview of your active tools, connections, and available prompts to get started.
4.) Adding a Custom AI Connector
Input your copied endpoint URL into your AI client's connector settings to initiate the handshake. This simple integration step links your conversational assistant directly to your secure business environment.
5.) Initializing the AI Connection
Finalize the setup within your AI interface by clicking the connect button to establish a verified session. This triggers the secure OAuth authorization process to safely bind the two platforms.
6.) Successful AI Integration
Verify that your AI client is successfully authenticated and ready to interact with your data. The interface immediately displays the foundational tools it has been granted permission to use.
7.) Accessing Active Connections
Monitor all linked AI assistants from a dedicated security overview list in your backend. This allows administrators to quickly check the configuration state, daily limits, and recent activity of every connected client.
8.) Managing Connection Details
Review the top-level configuration of an individual AI connection, including its authentication method and usage metrics. From here, you can easily validate access, revoke tokens, or adjust connection-level permissions.
9.) Configuring Allowed Tools
Select exactly which actions the AI is permitted to perform by adding specific tools to its profile. This allows you to restrict certain assistants to simple data retrieval while empowering others to generate reports or execute workflows.
10.) Defining Model Access and CRUD Limits
Assign granular read, create, write, and delete permissions for individual database models like sales orders or contacts. You can also enforce maximum record limits per query to ensure optimal database performance and security.
11.) Reviewing OAuth Registration
Audit the dynamic OAuth client registration details, including the active security scopes and token counts. This ensures full transparency over how the AI is authenticated and maintains the integrity of the connection.
12.) Enabling Global Model Access
Bypass individual model restrictions for highly trusted AI connections by enabling comprehensive access. This streamlines setup for advanced assistants while still strictly enforcing native user access rights and record rules.
13.) Exploring Available AI Capabilities
View the complete, categorized list of available read, write, and delete tools directly within the AI client's interface. This helps users understand exactly what commands and data operations the assistant can currently execute.
14.) Activating the AI Data Link
Toggle the specific database connection on within your chat session to begin querying your system. This gives users the flexibility to pull in business data only when necessary for the current conversation.
15.) Querying Live Database Records
Ask the AI natural language questions to instantly fetch and format live business data, such as a list of open draft quotations. This conversational approach dramatically accelerates data retrieval without navigating complex backend menus.
16.) Verifying Real-Time Data Accuracy
Compare the AI's output directly against the native backend list view to confirm perfect synchronization. The AI securely fetches the exact same real-time records that are visible to the authenticated user.
17.) Generating AI-Driven Dashboards
Instruct the AI to analyze recent performance metrics and design a comprehensive executive dashboard. The AI intelligently structures the requested KPIs, charts, and tables, preparing them for final backend deployment.
18.) Reviewing Pending AI Actions
Monitor the secure approval queue where high-risk AI requests, such as generating new dashboards, are held. This mandatory human-in-the-loop step prevents unauthorized structural changes from executing automatically.
19.) Inspecting Execution Payloads
Examine the exact JSON payload and configuration code generated by the AI before granting approval. Administrators can confidently verify the data logic, ensuring the proposed action meets business requirements.
20.) Tracking Generated Dashboards
View the newly created dashboard sitting safely in draft status within the Dashboard Studio. This overview allows teams to manage, share, or further edit AI-generated reports before making them visible to the wider company.
21.) Refining Dashboard Layouts
Fine-tune the backend configuration of your new dashboard by adjusting the grid width, height, and widget order. This visual builder list provides total control over the exact placement of every KPI and chart.
22.) Interacting with the Final Published Dashboard
Explore the beautifully rendered, fully interactive ECharts dashboard populated with your live data. Users can instantly analyze visual trends, export the data to spreadsheets, or print the report for executive meetings.
User Guide
