Your customer portal, powered by the data already in your systems

Connect your ERP, API or database, build pages by dragging blocks or asking the AI, and publish with your brand on your own domain. Each customer signs in and sees only what belongs to them.

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Magic Dashboard Builder: AI chat on the left, portal preview in the middle and properties on the right

blocks to build your pages

types of data source

analytics tools ready to go

languages: Portuguese, English and Spanish

Your customers want to see the invoice, the contract, the payment slip. Without calling anyone.

Magic Dashboard builds your company's customer area without a development project: you connect the systems where the data lives, choose what to show and publish. We take care of the infrastructure, sign-in and security.

Visual builder with AI

Build the portal by dragging blocks or chatting with the assistant. It creates pages, binds blocks to data and proposes colors — and you confirm before publishing.

Preview with real data and “View as” any customer
Draft saved automatically, publishing with release notes
Version history and one-click rollback
Undo the AI's last answer

Each customer sees only their own data

The portal matches the signed-in user's tenant ID with the owner of each record. Partners, the finance team and the accountant can share the same tenant ID and see the same data.

Exact text match or CPF/CNPJ match (digits only)
No tenant ID, no records shown
The portal reads a synced copy, not your system
An outage at the source doesn't take the portal down

Your brand, your domain

Logo, light and dark mode colors, favicon and your own domain with HTTPS issued and renewed by the platform. Customers see your company, not ours.

Custom domain with automatic certificate
Password, magic link, SSO or Sign in with Google
Sign-in screens in Portuguese, English or Spanish
The support chat and analytics you already use

From data to portal in four steps

The same path for an energy bill, a rental contract or a school tuition fee.

1. Connect your data

Connect your ERP's API (with its OpenAPI file), an MCP server or your database directly — PostgreSQL, MySQL, MariaDB, SQL Server or MongoDB. Using a Kobana product? The connection is ready in the catalog. Credentials are encrypted and never shown again.

2. Choose what the portal shows

Turn endpoints, tables or SQL queries into entities: invoices, contracts, payment slips, tuition fees. The platform reads a sample, suggests the fields and you mark which one identifies the owner of each record.

3. Build the pages — or ask the AI

In the Builder, drag tables, KPIs, charts, calendars and forms, with the workspace's real data in the preview. Or describe what you want in the chat: “create an invoices page with tabs for due, paid and all”.

4. Publish and invite your customers

Publish in one click, on your own domain. Invite users, import a spreadsheet or let your system create access through SSO. Each person signs in and finds only their own records.

All features

From data to governance, everything you need to put a portal live and keep it running.

Data

Bring data from where it already lives, with no migration. The platform syncs and keeps a copy so the portal stays fast.

API (OpenAPI/Swagger), MCP and database connectors
Kobana catalog: Smart Finance, Automatic Billing, Dunning and Banking Gateway
Authentication by API key, Bearer, Basic, OAuth (MCP) or mTLS certificate
Entities from endpoints, MCP tools, tables or SQL queries
Fields with type and role: amount, due date, status, document, link
Scheduled, manual or on-access sync (from 5 minutes to 24 hours)
Logs of every call to the source, with masked credentials
File library with public, restricted or private access

ERP connector via OpenAPI, connected and scheduled every 2 hours

Builder

Portal pages are stacks of blocks. You see the result instantly and publish only when you're ready.

Data: table, KPIs, chart, cards, detail, documents, progress, calendar and timeline
Actions: forms with CPF, CNPJ, phone and currency validation; buttons with link or webhook
Layout: columns, tabs that filter the page, breadcrumbs, header and footer
Content: notice, FAQ, carousel, image, list, customer greeting
Clickable KPIs that filter the other blocks on the page
Detail pages: each table row opens its record
AI chat that creates pages, registers entities and proposes changes
Desktop and mobile preview, version history and rollback

Magic Dashboard Builder with AI chat, portal preview and properties panel

Portal and access

Decide where the portal lives, how customers sign in and how it shows up to search engines and analytics tools.

Free address or custom domain with automatic HTTPS
Email and password or magic link sign-in, with lockout after failed attempts
JWT SSO: users already signed in to your system get in without a password
OAuth/OIDC providers, such as Sign in with Google
Brand, light and dark mode logos, favicon and color palette
SEO: indexing, robots.txt, sitemap, Google verification and canonical URL
Google Analytics, Tag Manager, Meta Pixel, Clarity, PostHog, Segment and more
Support chat: Intercom, HubSpot, Zendesk, Drift, Crisp and JivoChat

Portal colors screen with light and dark mode preview

Portal users

Your customers sign in with their own login. You manage access without loose spreadsheets.

Email invitations, one at a time
CSV import and export, processed in the background
Mapping: each record of an entity becomes a user
Automatic creation on first SSO access
Status, last access and sign-in attempts for each user
Impersonate a user for support, without affecting your metrics

Portal user list with tenant ID, status and last access

Management and governance

Everything a team needs to run several portals securely and with full traceability.

Workspaces: one portal per brand, business unit or product
Members with roles and per-workspace access
Audit trail of who changed what, when and from where
Events and webhooks with signatures, retries and delivery history
Templates and layout for the emails sent to customers
Portal traffic dashboard and AI usage tracking

Dashboard with visits, unique visitors and users who signed in to the portal in the last 30 days

What your customer sees

Light and dark mode, mobile menu and only the signed-in user's records. Each workspace has its own portal, with its own brand.

Portal invoices page with Due, Paid and All tabs — Invoices with tabs, search and a link to the detail page

Real estate portal with KPIs and the tenant's contract — Another workspace, another brand: the tenant area

Sign-in with your brand, title and subtitle

For companies with customers waiting for information

Energy, telecom and utilities

Invoices, bill copies, consumption per unit and due-date calendar, straight from the billing ERP.

Real estate and property managers

Tenant area with contract, rent payment slips, documents and inspection requests.

Schools and universities

Tuition, report cards, contracts and notices for parents, from the academic system.

B2B services and SaaS

Orders, invoices, contracts and usage metrics for each corporate customer.

Already on Kobana? Your data reaches the portal in minutes

Kobana products are in the connector catalog with the spec ready. Pick the environment, paste the access token and show charges, payment slips, invoices and receivables to each customer.

Smart Finance Automatic Billing Dunning Banking Gateway

For your technical team: API, webhooks and MCP

Everything the dashboard does is also available through the API. And the MCP server lets an AI agent operate your portals with the same permissions as the person who authorized it.

Frequently asked questions

See Magic Dashboard in action

We'll walk you through a complete portal, from connector to published page — and build a new page with the AI during the call.

Schedule a demo Read the docs

Your customer portal, powered by the data already in your systems

Your customers want to see the invoice, the contract, the payment slip. Without calling anyone.