# Orcabase documentation

> 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.

Source: https://tini.so/docs · The app: https://app.orcabase.co

## Start here

- [Quickstart](https://tini.so/docs/quickstart.md): From your invite to a first answer, a certified metric and a shared dashboard.
- [How Orcabase works](https://tini.so/docs/how-it-works.md): The architecture on one page: where your data lives and how it flows.
- [Connect your data](https://tini.so/docs/data.md): The four ways in, and how to choose between them.
- [Key concepts](https://tini.so/docs/concepts.md): Data sources, metrics, widgets and the rest, in plain words.

## Your first month, in four moves

1. **Connect**: Bring your data together, live or synced.
2. **Define**: Certify what revenue, churn and the rest mean.
3. **Ask**: Get answers, charts and how they were found.
4. **Share**: Pin the numbers that matter where everyone sees them.

## Explore the platform

### Connect your data

Databases, spreadsheets, files and apps, in one place.

- [Overview](https://tini.so/docs/data.md): The four ways to bring data into Orcabase: connect a database, sync apps and spreadsheets, upload files, or let Orcabase host it. How to choose.
- [PostgreSQL](https://tini.so/docs/data/postgresql.md): Connect your app’s PostgreSQL database with a read-only user. Queries run live, your tables are never copied, and the password is encrypted.
- [BigQuery](https://tini.so/docs/data/bigquery.md): Connect Google BigQuery with a service account: the two roles it needs, how to create the JSON key, and what queries cost in your project.
- [Hosted by Orcabase](https://tini.so/docs/data/hosted.md): Postgres servers and DuckDB warehouses that Orcabase runs for you: nothing to install, no passwords to manage, and a home for synced data.
- [Upload files](https://tini.so/docs/data/upload-files.md): Turn a CSV, TSV, Parquet or JSON file into a table in a few clicks: what each database accepts, the 200 MB limit, and updating uploads.
- [Sync data](https://tini.so/docs/data/sync.md): Copy data from Google Sheets, MySQL and hundreds of apps into your warehouse on a schedule: how syncs run, their statuses, and who manages them.
- [Google Sheets](https://tini.so/docs/data/google-sheets.md): Sync a Google Sheet into your warehouse: share it with Orcabase, paste the link, and every tab becomes a table that refreshes on a schedule.
- [MySQL](https://tini.so/docs/data/mysql.md): Sync tables from MySQL, MariaDB or Aurora into your warehouse on a schedule with a read-only user: setup steps, limits and how it works.
- [Fivetran connectors](https://tini.so/docs/data/fivetran.md): Bring in Salesforce, HubSpot, Stripe, Google Ads and hundreds more through Fivetran, with a monthly allowance and table-by-table control.

### Explore & query

Browse tables, write SQL, and chart the results.

- [Explore](https://tini.so/docs/explore.md): Browse every schema, table and column you’ve connected, preview real rows, profile columns, and start a query or data model from any table.
- [SQL Editor](https://tini.so/docs/sql-editor.md): A scratchpad for running SQL against any data source, with autocomplete, run selection and formatting. Save what works as a query.
- [Queries](https://tini.so/docs/queries.md): Save SQL as a query, add parameters with {{ name }}, and give it a chart. How results are kept, and how metric queries differ from SQL.
- [Charts](https://tini.so/docs/charts.md): The 16 chart types, from Number and Line to Funnel and Heatmap, and how to set up their data, display and number format in Orcabase.
- [Notebooks](https://tini.so/docs/notebooks.md): Write queries and build charts in one scrolling document, add notes between them, then pin the charts to any dashboard in Orcabase.

### Metrics

Define your key numbers once, so every answer agrees.

- [Overview](https://tini.so/docs/semantic-layer.md): Why Orcabase asks you to define each number once, and how data models, metrics and metric queries fit together to keep answers consistent.
- [Data models](https://tini.so/docs/data-models.md): Describe a table once: the dimensions to group by, the measures to add up, and how it joins to others. Scaffold a model from any table.
- [Metrics](https://tini.so/docs/metrics.md): Define revenue, churn and your other key numbers once, then certify them: simple, ratio and derived metrics, formats, lineage and history.
- [Metric queries](https://tini.so/docs/metric-queries.md): Ask for metrics by name, trend them by day, week or month, split and filter them, and save charts that follow the metric definitions.

### Data Agent

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

- [Ask the agent](https://tini.so/docs/agent.md): Ask about your business in plain words and get the answer, a chart and how it got there. What the Data Agent can build, and its guardrails.
- [Set up the agent](https://tini.so/docs/agent/setup.md): Choose Orcabase AI or your own OpenRouter or Vercel AI Gateway key, pick the models your team can use, and set a step limit per question.
- [AI privacy and usage](https://tini.so/docs/agent/privacy-and-usage.md): What the AI provider sees, what it never sees, and how tokens, costs and the Orcabase AI credit are counted for your organization.

### Dashboards

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

- [Dashboards](https://tini.so/docs/dashboards.md): Pin charts and notes onto a free-form grid your whole team sees: add widgets, arrange them, edit charts in place and keep numbers fresh.
- [Share a dashboard](https://tini.so/docs/dashboards/sharing.md): Turn on a public link so anyone can view a dashboard, no account needed: what viewers see, what stays private, and how to stop sharing.

### Connect AI

Your data and definitions inside Claude and ChatGPT.

- [Overview](https://tini.so/docs/connect-ai.md): Use your Orcabase data from Claude and ChatGPT over MCP: what your assistant can do, what it can’t, and how it compares with the Data Agent.
- [Set up your assistant](https://tini.so/docs/connect-ai/setup.md): Create an API token, then add Orcabase to Claude Code, Claude Desktop, claude.ai or ChatGPT as an MCP connector. Commands and settings included.
- [Tools reference](https://tini.so/docs/connect-ai/tools.md): Every MCP tool your AI assistant gets from Orcabase, grouped by what it does, plus what’s deliberately left out: no edits, deletes or settings.

### Workspace

Members, roles, tokens and settings.

- [Members and roles](https://tini.so/docs/workspace/members.md): Invite teammates with a link, choose who’s an admin, and see what each role can do. Members sign in with Google, in one or more organizations.
- [API tokens](https://tini.so/docs/workspace/api-tokens.md): Create, use and revoke the API tokens that let AI assistants reach your data. Each token belongs to one organization and is shown only once.
- [Settings](https://tini.so/docs/workspace/settings.md): Rename your organization, change its URL, set your name, switch between organizations, pick light or dark mode, and sign out of Orcabase.

### Reference

Security, limits, fixes and quick answers.

- [Security](https://tini.so/docs/security.md): How Orcabase keeps your data safe: read-only logins, encrypted credentials, organizations kept apart, AI guardrails and limits on every query.
- [Limits](https://tini.so/docs/limits.md): Every limit in one place: rows per query, query time, upload size, chart sampling, Data Agent steps, sync frequency and Fivetran allowances.
- [Troubleshooting](https://tini.so/docs/troubleshooting.md): Fixes for the errors people run into most: signing in, connecting data sources, queries and dashboards, metrics, the agent, syncs and MCP.
- [FAQ](https://tini.so/docs/faq.md): Short answers to common questions about Orcabase: what it is, connecting and exporting your data, the AI agent, sharing, teams and pricing.

## Popular tasks

- [Connect your app’s Postgres database](https://tini.so/docs/data/postgresql.md)
- [Sync a Google Sheet](https://tini.so/docs/data/google-sheets.md)
- [Define and certify revenue](https://tini.so/docs/metrics.md)
- [Ask the agent why a number moved](https://tini.so/docs/agent.md)
- [Build a Monday dashboard](https://tini.so/docs/dashboards.md)
- [Share a dashboard outside your team](https://tini.so/docs/dashboards/sharing.md)
- [Use Orcabase from Claude or ChatGPT](https://tini.so/docs/connect-ai/setup.md)
- [Invite your team](https://tini.so/docs/workspace/members.md)

## Using these docs with AI

Every page is also available as Markdown: add `.md` to its URL (for example https://tini.so/docs/quickstart.md), or request the page with `Accept: text/markdown`. https://tini.so/llms.txt lists every page, and https://tini.so/llms-full.txt has all of them in one file.
