Explorer views

List saved explorer views

dashboards.explorer_views.list

Lists the organization's saved Explorer views (module analytics) and CRM reports (module crm, only if the caller can see the CRM), in their manual order, paginated by cursor. Each view has its name, layout (stack or grid), date range and its tables, KPIs and charts with platform, metrics and dimensions. Filter with module. It does not return data: the numbers are read live in MB Suite.

Scope

dashboards:read

Permission

View the module

MCP tool

dashboards_explorer_views_listOn the full surface; on the compact one, mb_execute_operation with id: "dashboards.explorer_views.list".

Declared cost: up to 503 reads and 0 writes per call (they count against the daily quota).

Parameters

Response

Errors

Example

curl "https://api.mb-suite.com/v1/dashboards/explorer-views" \
  -H "Authorization: Bearer $MB_API_KEY"

Try it with your test API key

With a test API key the request always goes to your practice organization: example data you can reset.

curl "https://api.mb-suite.com/v1/dashboards/explorer-views" \
  -H "Authorization: Bearer $MB_TEST_KEY"

Get one explorer view

dashboards.explorer_views.get

Returns a saved Explorer view or CRM report with its name, module, layout, date range and its tables, KPIs and charts. A CRM report requires access to the CRM. Not found if the id does not exist in this organization.

Scope

dashboards:read

Permission

View the module

MCP tool

dashboards_explorer_views_getOn the full surface; on the compact one, mb_execute_operation with id: "dashboards.explorer_views.get".

Declared cost: up to 3 reads and 0 writes per call (they count against the daily quota).

Parameters

Response

Errors

Example

curl "https://api.mb-suite.com/v1/dashboards/explorer-views/{view_id}" \
  -H "Authorization: Bearer $MB_API_KEY"

Try it with your test API key

With a test API key the request always goes to your practice organization: example data you can reset.

curl "https://api.mb-suite.com/v1/dashboards/explorer-views/{view_id}" \
  -H "Authorization: Bearer $MB_TEST_KEY"

Save a new explorer view

dashboards.explorer_views.create

Saves a new Explorer view with a name, date range (default last 30 days), layout and its tables. With module crm it is a CRM report (shown in CRM → Performance → Reports) and requires edit access to the CRM as well. Each item of tables is a table, KPI or chart: type single (one platform or data source) or multi (several platforms), item_type table|kpi|graph, platform, data_source_id, platforms, dimensions (ids, or {id, level} to nest), metrics (metric ids of the platform, or custom:<id> of dashboards.custom_metrics.list), filters ({id, field_id, operator, value}), sorts, column_widths and custom_labels (keyed by metric or dimension id), and for a grid layout x, y, w, h. New platforms, metrics, dimensions and filter operators are checked against the platform's registry (unknown_platform, unknown_metric, unknown_dimension, invalid_table_filter, with the valid ones in details); ids the view already had are kept. A new preset_key must be one of the presets (preset_unknown). Returns the new view id. Requires edit access to Dashboards.

Scope

dashboards:write

Permission

Edit in the module

MCP tool

dashboards_explorer_views_createOn the full surface; on the compact one, mb_execute_operation with id: "dashboards.explorer_views.create".

Declared cost: up to 2 reads and 1 writes per call (they count against the daily quota).

Parameters

Response

Errors

Example

curl -X POST "https://api.mb-suite.com/v1/dashboards/explorer-views" \
  -H "Authorization: Bearer $MB_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "name": "NAME"
}'

Try it with your test API key

With a test API key the request always goes to your practice organization: example data you can reset.

curl -X POST "https://api.mb-suite.com/v1/dashboards/explorer-views" \
  -H "Authorization: Bearer $MB_TEST_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "name": "NAME"
}'

Update an explorer view

dashboards.explorer_views.update

Updates the name, date range, layout and/or the full list of tables of a saved Explorer view or CRM report (the module does not change; a CRM report requires edit access to the CRM as well). Each item of tables is a table, KPI or chart: type single (one platform or data source) or multi (several platforms), item_type table|kpi|graph, platform, data_source_id, platforms, dimensions (ids, or {id, level} to nest), metrics (metric ids of the platform, or custom:<id> of dashboards.custom_metrics.list), filters ({id, field_id, operator, value}), sorts, column_widths and custom_labels (keyed by metric or dimension id), and for a grid layout x, y, w, h. New platforms, metrics, dimensions and filter operators are checked against the platform's registry (unknown_platform, unknown_metric, unknown_dimension, invalid_table_filter, with the valid ones in details); ids the view already had are kept. A new preset_key must be one of the presets (preset_unknown). Returns the updated view. Requires edit access to Dashboards.

Scope

dashboards:write

Permission

Edit in the module

MCP tool

dashboards_explorer_views_updateOn the full surface; on the compact one, mb_execute_operation with id: "dashboards.explorer_views.update".

Declared cost: up to 3 reads and 1 writes per call (they count against the daily quota).

Parameters

Response

Errors

Example

curl -X PATCH "https://api.mb-suite.com/v1/dashboards/explorer-views/{view_id}" \
  -H "Authorization: Bearer $MB_API_KEY"

Try it with your test API key

With a test API key the request always goes to your practice organization: example data you can reset.

curl -X PATCH "https://api.mb-suite.com/v1/dashboards/explorer-views/{view_id}" \
  -H "Authorization: Bearer $MB_TEST_KEY"

Duplicate an explorer view

dashboards.explorer_views.duplicate

Copies a saved Explorer view or CRM report into a new one titled '<name> (Copia)' (the suffix in the caller's language: (Copia), (Copy) or (Cópia)) with the same module, layout, date range and tables. Returns the new view id. Requires edit access to Dashboards (and to the CRM for a CRM report).

Scope

dashboards:write

Permission

Edit in the module

MCP tool

dashboards_explorer_views_duplicateOn the full surface; on the compact one, mb_execute_operation with id: "dashboards.explorer_views.duplicate".

Declared cost: up to 3 reads and 1 writes per call (they count against the daily quota).

Parameters

Response

Errors

Example

curl -X POST "https://api.mb-suite.com/v1/dashboards/explorer-views/{view_id}/duplicate" \
  -H "Authorization: Bearer $MB_API_KEY"

Try it with your test API key

With a test API key the request always goes to your practice organization: example data you can reset.

curl -X POST "https://api.mb-suite.com/v1/dashboards/explorer-views/{view_id}/duplicate" \
  -H "Authorization: Bearer $MB_TEST_KEY"

Reorder explorer views

dashboards.explorer_views.reorder

Sets the manual order of the Explorer views (or of the CRM reports): pass the ids of ONE list, Explorer views or CRM reports, in the new order; mixing both lists is mixed_view_lists. Every id must exist. Requires edit access to Dashboards (and to the CRM when CRM reports are included).

Scope

dashboards:write

Permission

Edit in the module

MCP tool

dashboards_explorer_views_reorderOn the full surface; on the compact one, mb_execute_operation with id: "dashboards.explorer_views.reorder".

Declared cost: up to 202 reads and 200 writes per call (they count against the daily quota).

Parameters

Response

Errors

Example

curl -X POST "https://api.mb-suite.com/v1/dashboards/explorer-views/reorder" \
  -H "Authorization: Bearer $MB_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "view_ids": [
    "VIEW_ID"
  ]
}'

Try it with your test API key

With a test API key the request always goes to your practice organization: example data you can reset.

curl -X POST "https://api.mb-suite.com/v1/dashboards/explorer-views/reorder" \
  -H "Authorization: Bearer $MB_TEST_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "view_ids": [
    "VIEW_ID"
  ]
}'

Delete an explorer view

dashboards.explorer_views.delete

Deletes a saved Explorer view or CRM report. It goes to the 30-day trash. Accounts that inherited it stop seeing it until it is restored: the dry run names the view and says how many of the workspace's accounts inherit it. Outside the screen it requires a dry run and a confirm_token, except a plain REST DELETE with a key allowed to delete. Requires edit access to Dashboards (and to the CRM for a CRM report).

With an API key, this DELETE runs directly: the record stays 30 days in the trash and the response carries its trash_item_id. With an OAuth token, and through the MCP, it needs dry_run → confirm_token.

Scope

dashboards:write and “Allow deletions” (dashboards:delete in OAuth)

Permission

Edit in the module

MCP tool

dashboards_explorer_views_deleteOn the full surface; on the compact one, mb_execute_operation with id: "dashboards.explorer_views.delete".

Declared cost: up to 203 reads and 2 writes per call (they count against the daily quota).

Parameters

Response

Errors

Example

curl -X DELETE "https://api.mb-suite.com/v1/dashboards/explorer-views/{view_id}" \
  -H "Authorization: Bearer $MB_API_KEY"

Try it with your test API key

With a test API key the request always goes to your practice organization: example data you can reset.

curl -X DELETE "https://api.mb-suite.com/v1/dashboards/explorer-views/{view_id}" \
  -H "Authorization: Bearer $MB_TEST_KEY"