Data sources

A data source is a connection your workspace owns. Widgets pick one connection and run a query against it. Viewers never see the host, password, or service-account key.

Open Data sources in the app to add or edit a connection. Each type has a short test-connection action so you can confirm credentials before you build widgets.

Supported connectors

Type What you provide Query language
PostgreSQL Host, port, database, user, password, SSL SQL
MySQL Host, port, database, user, password, SSL SQL
Microsoft SQL Server Host, port, database, user, password, SSL SQL
Oracle Host, port, service name, user, password, SSL SQL
Amazon Aurora Engine (PostgreSQL or MySQL) plus the usual host fields SQL
Amazon Redshift Host, port, database, user, password, SSL SQL
Snowflake Account identifier, warehouse, database, optional schema and role, user, password SQL
BigQuery Project id, optional dataset and location, service-account JSON SQL
Google Sheets Spreadsheet id or URL, optional default sheet, service-account JSON Sheet name or A1 range
REST API Base URL, auth (none / basic / bearer / API key), optional headers Defined by the API connector

A custom connector type exists in the platform for reserved or experimental use. Prefer a named connector above.

Network and SSL

The CustomerDashboard servers must be able to reach the host. If your database is behind a firewall or in a private VPC, allow inbound connections from this IP address:

63.183.37.130

That is the outbound address CustomerDashboard uses to connect. You can also reach the host through a public proxy if you prefer not to open the database directly. Enable SSL when the engine supports it.

Google Sheets

Share the spreadsheet with the service-account email from the JSON key. The widget query is a range, not SQL. Sheets cannot isolate rows per customer.

Credentials and safety

Connection secrets stay on the server. Published dashboards and MCP responses do not include passwords or keys. Rotate a password by editing the data source.

Deleting a data source fails if widgets still use it — remove or re-point those widgets first.