Required Role: Cora.ai Organization Administrator
Connects to: Any database or SQL API that speaks the PostgreSQL wire protocol
Prerequisites
Before setting up the connector, make sure you have:- A database or SQL API endpoint that speaks the PostgreSQL wire protocol, reachable from Cora.ai over the network
- A dedicated, read-only login (username and password) for Cora.ai. We strongly recommend a service account scoped to only the data you intend to share
- The connection details: host, port (default
5432), and database (or catalog) name - The Database connector enabled for your organization. If you don’t see it on the Integrations page yet, reach out to your Cora.ai contact to request access
Required Role
Connecting, editing, pausing, or disconnecting the Database connector requires the Organization Administrator role in Cora.ai. Other members can view the connector’s status and sync details but cannot change its configuration or credentials.Setup Steps
Cora.ai only ever reads from your database, and only from the tables your team agrees to share. We recommend pointing Cora.ai at a read-only login restricted to those tables or views.
1
Create a read-only login
In your database, create (or reuse) a login for Cora.ai with read-only access limited to the tables or views you want to sync. Cora.ai authenticates with this login’s username and password; the password is stored encrypted and is never displayed back.
2
Open the Database connector in Cora.ai
- Log into Cora.ai as an organization administrator
- Go to Settings → Organization Settings → Integrations
- Find the Database row in the integrations list and click Connect
3
Enter your connection details
In the Connection section of the panel, fill in the fields below, then click Connect.
When you click Connect, the connection is saved and the integration is turned on. The button then changes to Save for any later edits, and the connector’s status reads Connected.
4
Cora.ai scopes the tables to sync
After you connect, your Cora.ai contact configures which tables Cora.ai reads and how often. Until that’s done, the connector’s Sources and Cadence read “No sources configured yet” and no data syncs. Once configured, the tables and schedule appear in the connector’s Sync details, along with the Last Synced time.
What Cora.ai Accesses
Reads: Cora.ai reads only the specific tables your team scopes in, on a schedule, pulling new and changed rows each run. In addition, Cora.ai agents can run ad-hoc, read-only SQL queries against the connected source to answer questions in chat and workflows. Writes: None. Cora.ai never writes to your database. The connection is read-only end to end: scheduled ingestion only reads, and ad-hoc agent queries run inside a read-only database transaction, so any insert, update, delete, or schema change is rejected by your database server.How the Sync Works
- Cora.ai connects over the PostgreSQL wire protocol using the host, port, database, and username you provided, plus the stored password, with TLS enforced via the SSL mode
- On the schedule configured by Cora.ai, the connector reads the scoped tables and loads them into Cora.ai, where they’re available to agents, dashboards, and workflows
- Ad-hoc read-only queries from agents are bounded by a statement timeout and a maximum row limit, and run in a read-only transaction
- You can pause syncing at any time without losing your configuration using the Enable Integration toggle (see Disconnecting)
Security
Troubleshooting
- Don’t see the Database connector? It may not be enabled for your organization yet. Reach out to your Cora.ai contact to request access.
- Connection fails on Connect. Double-check the host, port, database, username, and password, confirm the endpoint is reachable from Cora.ai over the network, and verify it accepts TLS connections at the selected SSL mode.
- Connected, but nothing is syncing. The set of synced tables and the schedule are configured by Cora.ai. If Sources shows “No sources configured yet,” reach out to scope the tables. Also confirm Enable Integration is on.
- Updating the password. Open the connector, enter a new value in Password, and click Save. Leaving it blank keeps the existing password.