Product guide
Databases & CRM
SQL databases, warehouses, CRMs and ERPs — exact rows and figures, read-only, with sensitive fields excluded by rule.
This category covers the sources that hold your business's own structured records rather than written documents: SQL databases and data warehouses on one side, CRM and ERP systems on the other. Point the assistant at wherever your customers, orders, invoices, deals or tickets actually live, and it reads the schema or object model itself — no export to keep up to date, no spreadsheet in between.
Every connector here takes a read-only credential — a database role, a personal access token, a service-account key, or an app's own client id and secret — never a broader sign-in, and nothing is ever written back. On each sync, whatever looks like a registry (customers, invoices, deals…) becomes individual records with their figures totalled exactly, while everything else stays a searchable schema-level entry, so a question about the shape of your data answers even before any row does.
Point a database or warehouse connector — SQL database, Snowflake, BigQuery, Databricks, MongoDB or Elasticsearch/OpenSearch — straight at wherever the raw data sits. For a CRM or ERP you already work in day to day, use that product's own connector — HubSpot, Salesforce, Pipedrive, Zoho, Dynamics 365, Attio, Close, Odoo, NetSuite or ERPNext — rather than reaching into its backing database: it arrives with the object relationships and activity history already understood, and for HubSpot and Salesforce, each record's own sharing too.
The connectors
- SQL database (PostgreSQL, MySQL, SQL Server)Connect a SQL database — PostgreSQL (including Supabase), MySQL / MariaDB, or Microsoft SQL Server — read with a read-only role. It works out the shape of your data from the schema itself: which…
- SnowflakeConnect a Snowflake database. The same treatment as the SQL source — the schema is read, tables that hold your customers, orders and invoices become records with their figures totalled exactly — over…
- Google BigQueryConnect a BigQuery dataset with a service-account key. Every table becomes a searchable entry — columns, types, sample values, relationships — and tables with a declared primary key also become…
- Databricks SQLConnect a Databricks Unity Catalog schema through a SQL warehouse. Tables become searchable entries, and tables with declared keys become records with their figures totalled exactly — over the…
- MongoDBConnect a MongoDB database with a read-only user. Mongo has no schema catalogue, so recent documents of each collection are sampled to learn its fields; every collection becomes a searchable entry,…
- Elasticsearch / OpenSearchConnect an Elasticsearch or OpenSearch cluster. Each index's mapping becomes a searchable entry — fields, types, sample values — and small record-like indices also become one record per document.…
- AirtableConnect Airtable to make your bases searchable — every table becomes a searchable entry and every record a fact the assistant answers from, with linked-record cells resolved to the linked rows' own…
- HubSpot (CRM)Connect a HubSpot CRM portal with a private-app access token. It reads your companies, contacts, deals and tickets and how they relate, and turns each into a record the assistant reasons over…
- Salesforce (CRM)Connect a Salesforce org with your own Connected App. It reads your accounts, contacts, opportunities, cases and leads and how they relate, and turns each into a record the assistant reasons over —…
- Pipedrive (CRM)Connect a Pipedrive CRM with an API token. It reads your organizations, people and deals and how they relate, and turns each into a record the assistant reasons over alongside your documents, with…
- Zoho CRMConnect a Zoho CRM. It reads your accounts, contacts, deals and leads and how they relate, and turns each into a record the assistant reasons over alongside your documents, with the tasks, calls,…
- Microsoft Dynamics 365 (CRM)Connect a Microsoft Dynamics 365 org. It reads your accounts, contacts, opportunities, cases and leads and how they relate, and turns each into a record the assistant reasons over alongside your…
- Attio (CRM)Connect Attio to make companies, people and deals searchable — each becomes a record the assistant answers from alongside your documents, holding the current value of every attribute it reads, with…
- Close (CRM)Connect Close to make your sales pipeline searchable — leads with their contacts and the opportunities on them become linked records with exact value rollups, and the notes, calls and emails logged…
- Odoo (ERP)Connect an Odoo ERP. It reads your customers, sales orders, invoices, leads and products and how they relate, and turns each into a record the assistant reasons over — with order and invoice totals…
- NetSuite (ERP)Connect NetSuite to make customers and their recent transactions searchable — invoices, sales orders, estimates and credit memos as records with exact per-customer totals. Read-only.
- ERPNextConnect ERPNext to make customers, items, sales orders and sales invoices searchable — orders and invoices link to their customer with exact totals, so “what has this customer ordered” and “what is…
If a sync looks incomplete
Check the source's own note before assuming a credential problem — every connector in this category bounds how many tables, collections, indices, objects or records it reads in one sync, and says so there rather than failing outright when a database or portal is bigger than that. Each connector's own article gives its exact figure.
Last updated 20 Sep 2026