Getting Started

Dashboard

The Dashboard is your workspace home page — an overview of your API projects and activity across the whole organization. It combines top-line KPIs, health scores, a live activity feed, test trends, and quick actions on a single page.

Header controls

Control What it does
Time range Switch between Last 7 days, Last 30 days, and Last 90 days. Your choice is remembered as your default.
Refresh Re-fetches every widget on the page.

KPI cards

Four stat cards sit at the top. Each is clickable and takes you to the matching area of the app.

Card Shows Click target
Total APIs Number of active specifications, with a trend indicator. Projects
Test Pass Rate Pass rate over the last 30 days, color-coded — green at 90%+, amber at 70–89%, red below. Test Runner
Security Score Average security scan score, with a count of critical findings ("No critical findings" when clean). Security
Monitoring Number of monitors, plus how many are down and how many incidents are open ("All operational" when everything is fine). Monitoring
The dashboard with KPI cards, platform health and projects health

Platform Health

Platform Health breaks organization-wide quality into independent, individually scored dimensions, drawn as progress bars and sorted worst first so problems surface at the top. Green means 80%+, amber 50–79%, red below 50%. Hover a row for an explanation of what it measures.

Dimension What it measures
Governance Compliance score across all specs — style guide, documentation, security and consistency, weighted into one number.
Security Average security scan score across your projects.
Test Coverage Test pass rate across the last 30 days.
Documentation Share of documentation-hub pages that are published.
Mock Coverage Share of mock rules that are currently active.
Spec Quality Style-guide linting score across all specs (errors, warnings, infos) — a subset of Governance, shown on its own.

These are org-wide quality lenses — distinct from the per-project operational health below.

Projects Health

Projects Health lists your projects with an operational health score each — a bar per project combining test pass rate, documentation, security, endpoint completeness, and mocks. A trend arrow next to each score shows whether the project is improving, declining, or steady.

  • The sort toggle switches between Worst first and Best first.
  • Click a project to open it; View all projects takes you to the full project list.

Create with AI inside Routebase

Below the health widgets, before the activity feed, sits the MCP connection card — "Design specs, run tests, and publish docs from Claude or your IDE." It is the shortest path to using Routebase from an agent, and it gives you a connection scoped to this workspace rather than a generic setup.

It has a tab per client:

  • Claude — three steps: copy the MCP URL, add it under Settings → Connectors → Add custom connector, then authorize with your Routebase account. Your agent gets your exact permissions, no more.
  • IDE clients — the same idea, but they authenticate with an API key instead. Step one creates one for you; if your role can't create keys, the card says to ask an org admin.

The URL it hands you already points at your organization's region, which removes the most common setup mistake. Dismiss the card once you're connected and it stays gone.

Full walkthrough: MCP Quickstart.

The Connect MCP card on the dashboard with the Claude tab and its three setup steps

Recent Activity

The Recent Activity feed shows what's happening across your organization — each entry with a title, the user who triggered it, the project, and a relative timestamp. Clicking an entry jumps to the relevant place in the app.

The feed updates in real time: the small indicator next to the title shows "Real-time updates active" when connected, and new activity also appears as a toast notification.

Filter the feed with the controls in the card header:

  • Type — a multi-select of activity types: Published, Test Passed, Test Failed, Endpoint Created.
  • Project — limit the feed to a single project (All Projects by default).
  • The X button clears all active filters.

When there's nothing to show yet: "Activity will appear here when you publish versions, run tests, or add endpoints."

The activity feed with type and project filters

Test Trends charts your test pass rate over time as a line chart, with its own time range selector (7 days, 30 days, 90 days). Use it to spot regressions early — a dipping line usually shows up before anyone files a bug.

Quick Actions

A row of shortcuts for the most common tasks:

Action What it does
New Project Opens the Create Project dialog.
New Spec Creates an API specification in one of your projects (disabled until you have a project — "Create a project first").
Run Tests Opens the Test Runner.
View Docs Opens this documentation in a new tab.

The empty dashboard

A brand-new workspace shows a "Welcome to Routebase" screen instead of widgets, with two ways to start — and the Create with AI inside Routebase card below them, deliberately: a fresh workspace is exactly where connecting an agent pays off most.

The two starting points are:

  • Create Project — start fresh with a new API project.
  • Import OpenAPI — import an existing specification. The import dialog walks you through two phases:
    1. Upload — pick an OpenAPI file (.yaml, .yml, or .json). This dialog reads OpenAPI only; Postman and Insomnia exports go through the specification wizard inside a project.
    2. Review — Routebase pre-fills the project name, spec name, description, and version from the file, and derives environments from the spec's servers (all editable before import). Then the import options below. Click Import and you land directly in the API Designer with your spec loaded.

Import options

Option Default Effect
Convert to OpenAPI 3.1 off Only offered when the file is 3.0. Upgrades nullable syntax and exclusive min/max to the 3.1 form.
Organize endpoints by tags on Auto-creates folders from the OpenAPI tags and groups endpoints into them.
Shorten schema names off Uses only the last dot-segment of a schema name — Acme.Orders.OrderLine becomes OrderLine — where that short name is unique in the spec.

Turning on Shorten schema names reveals one more choice, and it is the consequential one for specs generated from .NET or Java:

  • Keep original names internally (default) — the full namespaced names are stored alongside the short ones. Recommended if you will re-import the file or diff against it later.
  • Discard namespaces permanently — the original names are not kept. Later comparisons against the source file report every schema as renamed.