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Connect AI

Your data, inside Claude and ChatGPT.

Already live in an AI assistant? Connect Orcabase and it can look at your data, answer with your real numbers and build dashboards, right in the chat.

Get startedHow to connect

In plain words

How does Orcabase plug into Claude and ChatGPT?

Claude and ChatGPT can plug into other apps through a standard connector (called MCP). Orcabase has one. Give your assistant a key and it can work with your data. Take the key back and it stops.

How to connect

Three steps, about two minutes.

  1. 1

    Create a key

    In Orcabase's settings. Takes a few seconds.

  2. 2

    Add Orcabase to your assistant

    Orcabase shows you exactly where to paste it in Claude or ChatGPT.

  3. 3

    Ask away

    “Which plan brought in the most revenue last month?”

Your AI assistantOrcabase connected

Which plan brought in the most revenue last month?

Checked Orcabase · Revenue by plan

The Pro plan: $21.3k, 44% of the total. It also grew fastest, up 18% on the month before. Want a dashboard for revenue by plan?

What your assistant can do

Everything you'd ask an analyst.

It works step by step and tells you what it used, so you can follow along.

Explore your data

  • See what's in your warehouse
  • Look at a sample of anything
  • Find the right numbers

Answer questions

  • Pull real numbers
  • Use your certified metrics
  • Explain what it found

Build dashboards

  • Save a chart
  • Start a dashboard
  • Add charts to it

Define metrics

  • Suggest definitions
  • Save them as drafts
  • Test them on your data

Orcabase's agent or your assistant?

Both. Same abilities, same guardrails.

Use whichever fits how you work. Whatever either one builds ends up in the same place.

Orcabase's data agentYour assistant
Where you askInside Orcabase, next to your dashboardsIn Claude or ChatGPT
Who pays for the AIYour own AI key, at costYour Claude or ChatGPT plan
Best forEveryone on your teamPeople who live in their assistant

In control

You hand out the keys. You can take them back.

  • Your data only

    A key only opens your workspace. Nothing else.

  • Stored safely

    Keys are scrambled before we store them, so they can't be read back.

  • Switch off anytime

    Revoke a key and every assistant using it loses access at once.

  • Same guardrails

    Your assistant can create, never edit or delete what you've made.

Questions

About connecting AI

More in the docs: Connect AI

Which assistants work with Orcabase?
Claude (on the web, desktop and Claude Code) and ChatGPT where it supports connectors. Any other assistant that supports these connectors can use the same key.
Who pays for the AI?
Your existing Claude or ChatGPT plan. Orcabase just answers your assistant's questions about your data.
Do I still need Orcabase's own agent?
Not if you live in Claude or ChatGPT. The data agent is for when you'd rather ask right inside Orcabase, next to your dashboards.
Can my assistant change or delete my dashboards?
No. It can create new things, never edit or delete what you've made.

Bring your data to the chat you already use.

Create a key, add Orcabase to your assistant, and ask about last month's revenue.

Get startedSee pricing

Explore the platform

Data Agent →

Ask your data anything, in plain words.

Metrics →

Define what your numbers mean, once.

Dashboards →

Your whole business at a glance.

Data Warehouse →

All your business data, one place.