Set Up a SQL Data Source
Configure a SQL database as a data source so users can create SQL data connections.
Required role: Admin
Steps
1. Open Organization Settings
Go to Organization Settings → Configs tab.
2. Add a SQL config
Click Add Config and select SQL.
3. Enter connection details
| Field | What to enter |
|---|---|
| Name | A label your users will recognize (e.g., "Warehouse Database") |
| Driver | PostgreSQL or MSSQL |
| Host | The database server hostname or IP address |
| Port | The database port (default: 5432 for PostgreSQL, 1433 for MSSQL) |
| Database | The database name |
| Username | A database user with read access |
| Password | The password for that user |
| Use SSL | Enable if your database requires SSL connections |
4. Test the connection
Click Test Connection. You should see a success message. If the test fails:
- Verify the hostname, port, and credentials are correct.
- Ensure the database server accepts connections from external IPs (Crow's Nest connects from Cloudflare Workers).
- Check that SSL settings match the server's requirements.
5. Save
Click Save.
6. Grant user access
Go to the Users tab and grant the new config to the members who need it. See Config Access.
What users can do with it
Once the config is set up and access is granted, members can create SQL data connections that run SELECT queries against this database.
Security notes
- Create a read-only database user for the Crow's Nest config. The platform only allows SELECT and WITH statements, but a read-only user adds defense in depth.
- Credentials are stored in your organization's private metadata and are not visible to non-admin users.