> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neoagent.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a dashboard

> Stores the dashboard (name, the Python module with one `widget_<id>(ctx)` per widget, the widget manifest, the read-only permission groups its vendor calls run under, the period rule), starts a refresh of every widget and returns at once with the dashboard id. A problem found without running it (manifest, module, groups, period rule) is a 422 listing every problem, and stores nothing. Read the results with `GET /dashboards/<id>`; through `NEO_API_REQUEST` the tool waits up to 60 s and returns the previews itself. **An acting user must be an admin** (403 `insufficient_scope` otherwise): a dashboard's code reads the whole workspace's data. A key with no acting user is a service account and is already tenant-wide, so it builds without one. The creator is the acting user. If the refresh cannot start, the call is a 5xx and the dashboard is taken back out (soft-deleted: it no longer lists or opens), so send the create again. Dashboards bill nothing.



## OpenAPI

````yaml https://api.neoagent.io/public-api/openapi.json post /public-api/dashboards
openapi: 3.1.0
info:
  description: >-
    Neo's public contract for the dashboard ChatAgent, partner integrations, and
    MSP automation. Every response is wrapped in a `{data, meta}` envelope;
    errors use `{error: {code, message, details?}, meta: {request_id}}`.
    Authenticate with a `Bearer neo_sk_<env>_<secret>` API key (service account)
    or a Microsoft Entra ID JWT (dashboard user). Signed-URL endpoints (end-user
    feedback links) take a `signature` query parameter instead.
  title: Neo Public API
  version: 1.0.0
servers:
  - url: https://api.neoagent.io
security: []
tags:
  - description: Service metadata — health, OpenAPI.
    name: Meta
  - description: Agents and workflows — read, version history, delete, stats.
    name: Agents
  - description: Agent/workflow execution history, sub-resources, retry/cancel.
    name: Executions
  - description: >-
      Every tool call the tenant's agents made in the last 30 days, within the
      caller's workflow access.
    name: Audit Log
  - description: PSA webhook events and their workflow-match results.
    name: Callbacks
  - description: Technician-in-the-loop approval requests.
    name: TIL requests
  - description: RMM script executions triggered by agents.
    name: RMM scripts
  - description: Dispatch-agent field-update decisions.
    name: Dispatch
  - description: The authenticated tenant.
    name: Tenant
  - description: Agent-builder schema catalogs (raw JSON payloads).
    name: Schemas
  - description: Escalate to the Neo team (HubSpot ticket).
    name: Escalation
  - description: Tenant settings.
    name: Settings
  - description: Tenant API-key management (dashboard JWT only).
    name: API keys
  - description: End-user feedback links (signed-URL auth).
    name: Feedback
  - description: End-client companies (CRUD + bulk-update).
    name: End companies
  - description: Channels — bind a CONVERSATIONAL agent to a transport (Teams or Slack).
    name: Channels
  - description: PSA/RMM/M365 integration status and connection management.
    name: Integrations
  - description: Technician roster (controls TIL routing and paging).
    name: Technicians
  - description: Future runs queued for TRIGGERED agents.
    name: Scheduled work
  - description: Subscription state and customer-facing credit usage (no provider $).
    name: Billing
  - description: Inbox messages and announcements.
    name: Inbox & Comms
  - description: Tenant-authored agent skills (CRUD) and the built-in skill catalog.
    name: Skills
paths:
  /public-api/dashboards:
    post:
      tags:
        - Dashboards
      summary: Create a dashboard
      description: >-
        Stores the dashboard (name, the Python module with one
        `widget_<id>(ctx)` per widget, the widget manifest, the read-only
        permission groups its vendor calls run under, the period rule), starts a
        refresh of every widget and returns at once with the dashboard id. A
        problem found without running it (manifest, module, groups, period rule)
        is a 422 listing every problem, and stores nothing. Read the results
        with `GET /dashboards/<id>`; through `NEO_API_REQUEST` the tool waits up
        to 60 s and returns the previews itself. **An acting user must be an
        admin** (403 `insufficient_scope` otherwise): a dashboard's code reads
        the whole workspace's data. A key with no acting user is a service
        account and is already tenant-wide, so it builds without one. The
        creator is the acting user. If the refresh cannot start, the call is a
        5xx and the dashboard is taken back out (soft-deleted: it no longer
        lists or opens), so send the create again. Dashboards bill nothing.
      operationId: public_api.dashboards_create_post
      parameters: []
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateDashboardRequest'
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                properties:
                  data:
                    $ref: '#/components/schemas/PublicDashboardCard'
                  meta:
                    $ref: '#/components/schemas/SuccessMeta'
                required:
                  - data
                  - meta
                type: object
          description: Success.
        '400':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
          description: Bad request — malformed input.
        '401':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
          description: Unauthenticated — missing or invalid credentials.
        '403':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
          description: Forbidden — authenticated but not allowed.
        '404':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
          description: Not found.
        '409':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
          description: Conflict — the resource is in a state that blocks this operation.
        '422':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
          description: Request validation failed.
        '429':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
          description: Rate limited — see Retry-After.
        '500':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorEnvelope'
          description: Internal server error.
      security:
        - bearerAuth: []
components:
  schemas:
    CreateDashboardRequest:
      properties:
        module:
          description: >-
            Python source: one `widget_<id>(ctx)` function per widget, plus
            shared helpers. `ctx.period` (start, end) is the data window;
            `ctx.inputs` holds the data of the widgets this one lists as inputs.
            Vendor reads go through the injected clients, e.g. `from psa.client
            import http_request`, under the dashboard's read-only permission
            groups. See docs.neoagent.io/product/dashboards.
          title: Module
          type: string
        name:
          maxLength: 120
          minLength: 1
          title: Name
          type: string
        period_rule:
          $ref: '#/components/schemas/PeriodRuleRequest'
        permission_groups:
          additionalProperties:
            items:
              type: string
            type: array
          description: >-
            Read-only integration permission groups the module's vendor calls
            run under, keyed by integration field name, with group display
            names.
          title: Permission Groups
          type: object
        widgets:
          description: 'The widgets, in run order: a widget''s inputs are listed before it.'
          items:
            $ref: '#/components/schemas/PublicWidget'
          title: Widgets
          type: array
      required:
        - name
        - module
        - widgets
        - period_rule
      title: CreateDashboardRequest
      type: object
    PublicDashboardCard:
      description: >-
        What a write answers: enough for the chat to open the dashboard beside
        it.
      properties:
        dashboard_id:
          title: Dashboard Id
          type: string
        definition_id:
          title: Definition Id
          type: string
        name:
          title: Name
          type: string
        refresh_started:
          title: Refresh Started
          type: boolean
        widget_count:
          title: Widget Count
          type: integer
        widget_ids:
          items:
            type: string
          title: Widget Ids
          type: array
      required:
        - dashboard_id
        - name
        - definition_id
        - widget_ids
        - widget_count
        - refresh_started
      title: PublicDashboardCard
      type: object
    SuccessMeta:
      properties:
        pagination:
          $ref: '#/components/schemas/Pagination'
        request_id:
          format: uuid
          type: string
        timings_ms:
          additionalProperties:
            type: number
          type: object
        warnings:
          description: >-
            Non-fatal warnings about the created/updated resource (e.g. an
            unhealthy PSA callback).
          items:
            type: string
          type: array
      required:
        - request_id
        - timings_ms
      type: object
    ErrorEnvelope:
      properties:
        error:
          properties:
            code:
              description: Stable machine-readable error code.
              type: string
            details:
              additionalProperties: true
              type: object
            message:
              type: string
          required:
            - code
            - message
          type: object
        meta:
          properties:
            request_id:
              format: uuid
              type:
                - string
                - 'null'
          type: object
      required:
        - error
        - meta
      type: object
    PeriodRuleRequest:
      properties:
        days:
          anyOf:
            - maximum: 366
              minimum: 1
              type: integer
            - type: 'null'
          default: null
          description: 'For LAST_N_DAYS: how many days back from now.'
          title: Days
        kind:
          description: The data window every widget reads, resolved at each refresh.
          enum:
            - LAST_N_DAYS
            - PREVIOUS_CALENDAR_WEEK
            - MONTH_TO_DATE
          title: Kind
          type: string
        timezone:
          description: >-
            IANA name, e.g. Europe/London; calendar weeks and months start at
            local midnight there.
          title: Timezone
          type: string
      required:
        - kind
        - timezone
      title: PeriodRuleRequest
      type: object
    PublicWidget:
      description: >-
        One widget of a dashboard: the preset component the page draws it with,
        where it sits on the

        grid, and the widgets whose data it reads.
      properties:
        component:
          description: >-
            The preset component the page draws the data with; the data has its
            shape.
          enum:
            - stat_group
            - bar_chart
            - line_chart
            - pie_chart
            - radial
            - table
            - progress_list
            - alert
            - text
            - grouped_list
            - heatmap
            - combo_chart
            - key_value
            - timeline
            - status_grid
            - scatter_chart
            - radar_chart
            - funnel_chart
          title: Component
          type: string
        data_schema:
          additionalProperties: true
          description: >-
            Optional JSON Schema (Draft 2020-12) pinning more of what
            widget_<id> returns, on top of the component's own shape.
          title: Data Schema
          type: object
        id:
          description: Lowercase id; the module defines widget_<id>(ctx).
          pattern: ^[a-z][a-z0-9_]{0,39}$
          title: Id
          type: string
        inputs:
          description: >-
            Widgets whose data this one reads as ctx.inputs (a summary widget);
            each must be listed before it.
          items:
            type: string
          title: Inputs
          type: array
        layout:
          $ref: '#/components/schemas/PublicWidgetLayout'
        title:
          maxLength: 120
          minLength: 1
          title: Title
          type: string
      required:
        - id
        - title
        - component
        - layout
      title: PublicWidget
      type: object
    Pagination:
      properties:
        has_more:
          type: boolean
        next_cursor:
          type:
            - string
            - 'null'
      required:
        - next_cursor
        - has_more
      type: object
    PublicWidgetLayout:
      description: The widget's cell on the 12-column grid. `y` and `h` are in rows.
      properties:
        h:
          maximum: 12
          minimum: 1
          title: H
          type: integer
        w:
          maximum: 12
          minimum: 1
          title: W
          type: integer
        x:
          exclusiveMaximum: 12
          minimum: 0
          title: X
          type: integer
        'y':
          minimum: 0
          title: 'Y'
          type: integer
      required:
        - x
        - 'y'
        - w
        - h
      title: PublicWidgetLayout
      type: object
  securitySchemes:
    bearerAuth:
      description: >-
        `Authorization: Bearer <token>` where `<token>` is either a
        `neo_sk_<env>_<secret>` API key (service account) or a Microsoft Entra
        ID access token (dashboard user).
      scheme: bearer
      type: http

````

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