Reporting & Dashboards MCP
In one line: Let your UnleashX assistant pull the same numbers you see on the Conversations, Agent Dashboard, Campaign, and Workflow screens — and answer questions about them.
| Category | Dev Tools |
| Authentication | Platform-managed |
| Setup time | ~0 minutes (always available) |
| Difficulty | Easy |
| Best for | Dashboards, call/campaign analytics, and on-demand performance questions |
1. Overview
Reporting & Dashboards is the read-only analytics surface for your UnleashX workspace. It wraps the endpoints behind the Conversations, Agent Dashboard, Campaign, and Workflow screens, so an assistant can answer “how did we do?” with real numbers. Once available, your assistant can summarize conversations, list your agents, pull dashboard KPIs and duration histograms, list campaigns and their audiences, get per-call records, and review workflow run history — all scoped to your own data automatically. Because it reads only the data you already own, it’s platform-native: it uses your signed-in session, requires no connection step, and is always available. Everything it returns is read-only — it never creates, edits, or deletes.2. What you’ll need
Reporting is native to UnleashX and always available — there’s no connection step, no third-party account, and no API key to manage. It reads your own metrics using your signed-in session.
- An active UnleashX account (signed in).
- Existing agents/campaigns/workflows whose metrics you want to view.
- That’s it — no admin setup is required for read-only reporting.
3. Get your credentials
There are no credentials to create and no connection step. Reporting authenticates with your session JWT (sent in a
token header). The token resolves to your company/workspace server-side, so you never pass workspace or company identifiers by hand.| Platform-managed setting | Plain-English reason it exists |
|---|---|
Session JWT (token header) | Authenticates you and scopes every report to your workspace. |
| UnleashX base URL | Points reporting at the environment you signed into. |
4. Connect on UnleashX
Open your agent
Go to https://www.tryunleashx.com and open your assistant.
No connection needed
Reporting is platform-native and always on — you won’t find a Connect button because there’s nothing to authorize beyond your session.
Just ask
Ask a reporting question (e.g. “show today’s call KPIs”). The assistant runs the right reporting tool using your session.
5. Available tools
| Tool | What it does | Changes data? |
|---|---|---|
| Conversations Summary | Grouped or flat summary of calling executions (Conversations screen) | No |
| Agents List | List your agents as [{id, name}], filtered by type (default voice) | No |
| Agent Executions List | Detailed per-call execution records (recent-calls table) | No |
| Dashboard Data | Main calling dashboard KPIs (totals, answered/failed, in/outbound, cost) | No |
| Dashboard Meta | Dashboard meta widgets (active agents, call-duration histogram) | No |
| Campaign List | Paginated campaign list with audience progress counts | No |
| Campaign Audience List | Per-contact audience list for one campaign | No |
| Campaign Audience Stats | Aggregate audience KPIs for one campaign | No |
| Campaign Conversation List | Per-call records for one campaign | No |
| Workflow Execution History | Paginated workflow run history (parent runs) | No |
| Workflow Data List | Workflow definitions with per-workflow execution stats | No |
Every reporting tool is read-only. Creation and mutation (agents, campaigns) live in the separate Agents integration.
6. Example usage
“Show me today’s call KPIs for our main voice agent.” → Runs Agents List to resolve the agent, then Dashboard Data (and Dashboard Meta) scoped to that agent. “How is the Winter Sale campaign doing — pickup rate and remaining contacts?” → Runs Campaign List to find the campaign, then Campaign Audience Stats for the aggregate numbers.7. Permissions & data access
UnleashX can:- Read conversation, agent-dashboard, campaign, and workflow metrics for your workspace.
- List your agents and campaigns and return per-call records.
- Auto-paginate large result sets and trim bulky fields for fast answers.
- Create, edit, or delete any agent, campaign, or record (read-only by design).
- Access data outside the workspace tied to your session.
- Show another company’s metrics.
8. Troubleshooting
| Problem | What it means | How to fix it |
|---|---|---|
| 401 / “session expired” | The session JWT is missing or expired | Sign in again on UnleashX |
| 403 / “session expired” with valid token | Token minted on a different environment than the base URL | Use the environment you signed into (prod JWT with prod URL) |
| Empty results | No data in the selected date range or filters | Widen the date range or remove filters |
| Agent type returns 0 | agent_type not specified (defaults to voice = 3) | Pass agent_type = 2 (chatbot) or 4 (general) explicitly |
| Wrong/blank trend data | Some blocks (e.g. trend) are intentionally stripped | Use a dedicated time-series source if you need volume curves |
9. Frequently asked questions
Do I need to connect anything? No. Reporting is native and always available — it reads your own metrics using your session JWT. Can it change my data? No. Every reporting tool is strictly read-only. Mutations live in the Agents integration. Why is my data scoped automatically? The session token resolves to your company/workspace server-side, so reports always reflect your data without you passing IDs. Can multiple team members use it? Yes. Each member sees the metrics their own session and role allow.10. References
- UnleashX dashboard: https://www.tryunleashx.com
- UnleashX integrations help: /mcp/integrations
- Support: cs@unleashx.ai