Quick start: zero to a live dashboard

In about five minutes you'll connect your assistant, turn on a product, put in a little data, and open a live dashboard you can share — a page whose numbers re-run every time someone views it.

You drive the whole thing by talking to your assistant. The tool calls below are shown only so you can see what's happening under the hood — you never type them yourself.

💬 Just ask

"Connect to hdls, turn on the CRM, add a couple of sample deals, then build me a live sales dashboard and give me the link."

That one sentence is the entire guide. Everything below breaks it into steps so you can follow along.

Step 1 — Connect your assistant

Add the concierge as a connector in your AI client (Claude, Cursor, Codex, or your own agent):

https://hdls.ai/api/mcp

Sign in with one-click OAuth 2.1 — choose your workspace, no API key to paste. The concierge is your control plane: it's how you discover products, install them, and publish pages.

Full walkthrough with per-client steps: Connect your assistant.

Step 2 — Turn on a product

Pick a product to work in. We'll use the CRM. Just ask your assistant to turn it on:

"Turn on the CRM for my workspace."

Under the hood, on the concierge:

// tool: install_product   (on https://hdls.ai/api/mcp)
{ "slug": "crm" }

Installing needs admin or owner — and it's a one-time metadata flip. Browse everything available with list_products, or see the full catalog in Products.

Step 3 — Connect to the product

Each product has its own endpoint where its named tools live. Add the CRM's as a second connector:

https://hdls.ai/api/mcp/crm

Now your assistant can call create_account, create_deal, search_accounts, and the rest — see the CRM reference.

Why two connections? The concierge (/api/mcp) manages your workspace; the product endpoint (/api/mcp/crm) is where you do the work. That split is the whole mental model.

Step 4 — Add a little data

A dashboard needs something to count. Ask your assistant to seed a few records:

"Add an account for Acme and open two deals — a $20k one in 'proposal' and a $50k one in 'won'."

Under the hood, on /api/mcp/crm:

// tool: create_account
{ "name": "Acme Corp" }

// tool: create_deal
{ "title": "Acme — Expansion", "stage": "proposal", "value": 20000 }

You never pass a tenant_id — every row lands in your workspace automatically (Postgres row-level security).

Step 5 — Publish a live dashboard

Now the payoff. Ask for the dashboard:

"Build a live sales dashboard — total open deals, pipeline value by stage — and give me the link."

Under the hood, on the concierge (/api/mcp):

// tool: publish_page
{
  "title": "Sales Dashboard",
  "kind": "dashboard",
  "dashboard": {
    "widgets": [
      {
        "title": "Open Deals",
        "viz": "metric",
        "schema": "crm",
        "table": "deal",
        "metric": { "fn": "count" }
      },
      {
        "title": "Pipeline Value by Stage",
        "viz": "bar",
        "schema": "crm",
        "table": "deal",
        "metric": { "fn": "sum", "column": "value" },
        "group_by": "stage"
      }
    ]
  }
}

It returns a link:

{
  "id": "9f3c…",
  "title": "Sales Dashboard",
  "kind": "dashboard",
  "visibility": "workspace",
  "url": "https://hdls.ai/p/9f3c…"
}

Each widget is a read-only aggregate that re-runs on every view, so the dashboard is always current — never a stale snapshot. Full widget reference (metrics, filters, visualizations) is in Hosted pages.

Step 6 — Open it (and share it)

Open the url from the previous step:

https://hdls.ai/p/9f3c…

That's your live dashboard. Reload it after adding another deal and the numbers move.

  • /p/<id> links are workspace-private — only signed-in members of your workspace can open them.
  • To hand it to someone outside your workspace, ask your assistant to make it public (admin only): it republishes with "visibility": "public" and returns a shareable https://hdls.ai/v/<token> link.

Manage everything you've published from Console → Pages, or with list_pages.

What you just did

  1. Connected your assistant to the concierge.
  2. Installed a product (CRM) and connected to its endpoint.
  3. Created data by asking — no forms, no tenant_id.
  4. Published a live dashboard and opened it at a stable URL.

No front-end built, no server deployed, no dashboard tool licensed. The database is the product, and your assistant runs it.

Where to go next

  • Hosted pages — also publish reports and public intake forms that write straight back into a product.
  • Products — the full catalog of 37 backends you can turn on the same way.
  • Just talk to your assistant — the non-technical tour, no tool calls.
  • Teams — invite people and set roles (reader < member < admin < owner).
  • Security & trust — how isolation, sandboxing, and sharing are enforced.