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Overview

Upload files like Excel or connect to various external data sources via Connectors

Available Connectors

File

  • Excel/CSV

Database

  • Snowflake
  • BigQuery
  • Databricks
  • Redshift
  • dbt
  • AWS Athena
  • PostgreSQL
  • MySQL
  • MongoDB
  • ClickHouse

CRM

  • Attio
  • Intercom
  • Zendesk
  • HubSpot
  • Salesforce

Marketing

  • Google Analytics
  • Mailchimp
  • Amplitude
  • Mixpanel
  • Customer.io

Productivity

  • Google Calendar
  • Gmail
  • Notion
  • Airtable
  • kintone
  • Gamma
  • Jira
  • Linear
  • Asana
  • Backlog

E-commerce

  • Wix Store

Observability

  • Sentry

Finance

  • Stripe

When you create a database with Squadbase DB, Squadbase AI can write to the connector—creating tables and records.

Uploading Excel/CSV files stores the data in Squadbase DB, making it accessible to Squadbase AI.


Connecting via Connectors

Connect your Connectors to dashboards and Squadbase AI. You can upload files or connect to external services like BigQuery, Snowflake, and PostgreSQL—each with its own dedicated connection method.

Once you upload files or set up Connectors, your dashboards and Squadbase AI gain access to your data.

Key Features

  • Easy Connection Setup: Set up Connectors through project creation or the editor's Data tab
  • AI Integration: Squadbase AI automatically understands your Connectors once configured

What You Can Do

  • AI-Powered Data Analysis: Squadbase AI understands your data structure and builds accurate dashboards
  • Multi-Source Integration: Set up multiple Connectors in a single project to unify your data

Setting Up Connectors

From Project Creation

Open the Create Project Screen

Click the "Create Project" button in the top-right corner of the project list screen

Select Your Connector

Connector selection screen

Choose your desired Connector.

Enter Your Credentials

Credentials form

A credentials form appears. Fill in the required connection details.

If you select a file as your Connector, no credentials are required.

Connect Your Connector

When you submit the form, the following happens automatically:

  1. Your credentials are saved as environment variables
  2. Squadbase AI gains access to your Connector
  3. If needed, Squadbase AI installs client libraries and generates utility code

From the Data Tab

Open the Data Tab

  1. Open the editor
  2. Click the "Data" tab at the top of the screen

Select Your Connector

Selecting a Connector from the Data tab

Click "+" and select the Connector you want to use. A credentials form will appear.

Enter Your Credentials

Fill in the required credentials and connection details.

Create the Connection

When you submit the form, the following happens automatically:

  1. Your credentials are saved as environment variables
  2. Squadbase AI gains access to your Connector
  3. If needed, Squadbase AI installs client libraries and generates utility code

Working with Squadbase AI

Once connected, Squadbase AI automatically integrates with your Connectors.

What Happens Automatically

  1. MCP Server Integration: The MCP server for your Connector is automatically configured for Squadbase AI
  2. Connector Understanding: Squadbase AI automatically explores your table structures and schemas, enabling data analysis and dashboard creation
  3. Source-Specific Optimization: Squadbase AI receives the knowledge it needs for each specific Connector

How to Use It

Once connected, simply ask Squadbase AI in natural language.

Examples:

  • "Get the user count from BigQuery"
  • "Analyze the sales data and show me the trends"
  • "Create a dashboard using the BigQuery sales data"
  • "Add the uploaded CSV data to the sales table in Squadbase DB"

Because Squadbase AI understands your Connectors through the MCP server, it can generate highly accurate dashboards.


FAQ

Q: My connection is failing

A: Check the following:

  • Are your credentials (API key, service account, etc.) correct?
  • Have the Outbound IPs been added to your database's allowlist?
  • Is your database running?