Connect your data source to Dex

Documentation Index

Fetch the complete documentation index at: https://docs.dexdata.ai/llms.txt

Use this file to discover all available pages before exploring further.

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Before you begin, you need

• Owner role in the workspace
• Access to the source system you want to connect

• Dex supports three connection categories: Databases, File uploads, and Integrations.
• Databases typically connect over TCP/SSL (host, port, user, password). Files are uploaded directly. Integrations use REST APIs or OAuth.

1. Provide credentials in the connection form. Dex runs a live test to validate connectivity.
2. Dex performs a schema sync to discover tables/collections and generate AI descriptions.
3. After sync, query your data using natural language; Dex translates to SQL or API calls.

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Databases

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PostgreSQL

1. Connections → Add Connection → select PostgreSQL.
2. Enter Host and Port (5432 unless changed).
3. Enter User and Password.
4. Enter Database name.
5. Click Test Connection (Dex runs SELECT 1).
6. Click Connect to begin schema sync.

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Supabase (managed Postgres)

1. In Supabase, gather your connection details. a. Sign in to Supabase and select the project you want to connect. b. In the project dashboard, on the top bar, click Connect. c. Select Direct → Transaction pooler or Session pooler, then copy the connection string or host parameter. d. You need the project password. If you do not have it, contact your organization admin.
2. Connections → Add Connection → select PostgreSQL.
3. Either paste the full connection string in the connection form, or enter Host, Port (5432), Database, Username, and Password.
4. Click Test Connection (Dex runs SELECT 1).
5. Click Connect to begin schema sync.

postgresql://postgres:password@host:5432/database

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MySQL

1. Connections → Add Connection → select MySQL.
2. Enter Host, Port, User, Password, and Database.
3. Click Test Connection then Connect.

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Snowflake

1. Connections → Add Connection → select Snowflake.
2. Choose auth method (Password or Key-Pair).
3. Enter Account, User, and credentials.
4. Enter Database and Warehouse, set Role if needed.
5. Click Test Connection (Dex runs SELECT CURRENT_TIMESTAMP()), then Connect.

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MongoDB

1. Connections → Add Connection → select MongoDB.
2. Get Cluster URL from Atlas (omit mongodb+srv://).
3. Enter Username, Password, Database, and Options as needed.
4. Click Test Connection then Connect.

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Google BigQuery

1. Create a Service Account in GCP. a. Go to GCP Console (cloud.google.com) and sign in to your account. b. Search for “IAM and Admin” in the search bar and select it. c. On the left sidebar, click Service Accounts, then select Create Service Account. d. Enter a name and grant the BigQuery Data Viewer and BigQuery Job User roles. e. Once created, click the service account ID, open the Keys tab, then select Add key → Create new key → JSON. f. The key downloads automatically after you create it.
2. Connections → Add Connection → select BigQuery.
3. Enter Project ID and Dataset ID, upload or paste Service Account JSON.
4. Click Test Connection then Connect.

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Databricks

1. In Databricks SQL Warehouses, open Connection details to find Server Hostname and HTTP Path. a. Sign in to your Databricks dashboard at https://www.databricks.com/. On the left sidebar select SQL Warehouses, then choose the warehouse you want to connect. b. Open Connection details for the selected warehouse and copy the Server Hostname and HTTP Path shown in the dialog.
2. Generate a Personal Access Token in Databricks user settings and copy it into the Dex connection form. a. From the Databricks dashboard, click your user avatar in the top-right and choose User Settings. b. On the Settings page select Developer → Access tokens, then click the Manage button. c. Click Generate new token, give the token a descriptive name, set the lifetime, and under Scope choose Other APIs and select the scopes: clusters, workspace, unity-catalog, and sql. Submit to create the token. d. Copy the generated token and paste it into the Dex Databricks connection form when prompted.
3. Connections → Add Connection → select Databricks and provide Server Hostname, HTTP Path, and Access Token.
4. Click Test Connection, choose Catalog/Schema, then Connect.

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Amazon Redshift

1. Sign in to AWS Console and locate your Redshift cluster details. a. Sign in to the AWS Console at https://signin.aws.amazon.com and search for Redshift in the services bar. b. From the left sidebar, select Namespace configuration, click the name space you wnat to connect and find the Database name and Username c. From the left sidebar, select Workgroup configuration, then choose the workgroup attached to your namespace and copy the Endpoint. d. If you do not have the password to access the namespace, contact the admin in charge of your AWS organization or account.
2. Connections → Add Connection → select Redshift.
3. Enter Host (endpoint), Port (default 5439), User, Password, and Database.
4. Click Test Connection then Connect.

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File-based connections

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CSV

1. Connections → Add Connection → select CSV.
2. Upload CSV (supported encodings: UTF-8, UTF-8 BOM, Latin-1).
3. Dex auto-detects headers and types, converts to Parquet for fast querying.
4. Name the connection and click Connect.

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Integrations (APIs)

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Stripe

1. Connections → Add Connection → select Stripe.
2. Copy Secret API Key from Stripe Dashboard → Developers → API keys.
3. Paste the key, select enabled resources, click Test Connection, then Connect.

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Shopify

1. Connections → Add Connection → select Shopify.
2. Create an app in Shopify Admin, enable required Admin API scopes.
3. Install the app and copy the Admin API access token.
4. Enter Shop Domain and Access Token, select resources, Test Connection, then Connect.