Documentation

Learn how Orcabase works.

Orcabase is the AI-native data platform for founders: all your business data in one place, with an AI agent that understands it. These docs show you how to bring your data together, define what your numbers mean, and get answers you can trust.

Start here

Your first month, in four moves

Most teams get going in an afternoon and build the habit over a few weeks. The quickstart walks through each one.

  1. 01

    Connect

    Bring your data together, live or synced.

  2. 02

    Define

    Certify what revenue, churn and the rest mean.

  3. 03

    Ask

    Get answers, charts and how they were found.

  4. 04

    Share

    Pin the numbers that matter where everyone sees them.

Explore the platform

Explore & query

Browse tables, write SQL, and chart the results.

Metrics

Define your key numbers once, so every answer agrees.

Data Agent

Ask in plain words; get the answer and how it was found.

Dashboards

The numbers that matter, on one page you can share.

Connect AI

Your data and definitions inside Claude and ChatGPT.

Workspace

Members, roles, tokens and settings.

Reference

Security, limits, fixes and quick answers.

Popular tasks

Use these docs with AI

Every page is also plain Markdown, for Claude, ChatGPT, Cursor or your own agent: add .md to any docs URL, or request it with Accept: text/markdown.

Want your assistant to use your data, not just read about Orcabase? See Connect AI.

Need a hand?

Start with Troubleshooting and the FAQ. Still stuck, or want help setting up your first metrics? Message us.

Open the app
↑↓ to move↵ to openesc to close