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Documentation Index

Fetch the complete documentation index at: https://docs.ledgerbeam.com/llms.txt

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

Resources are your connected data sources in Ledgerbeam. They represent databases, spreadsheets, APIs, and other business tools that you want to query using natural language.

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What Are Resources?

A resource is a connection to a data source that Ledgerbeam can query. When you create a resource, Ledgerbeam analyzes the data structure, understands the schema, and makes it available for conversational queries.

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Supported Resource Types

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Databases

Connect to relational databases to query structured data:
  • PostgreSQL - Full support for PostgreSQL databases
  • MySQL - Connect to MySQL and MariaDB databases
  • Supabase - Connect to Supabase projects
  • MongoDB - Connect to MongoDB databases
  • Oracle - Connect to Oracle databases

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Spreadsheets

Query spreadsheet data directly:

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Business Tools

Integrate with popular business applications:
  • Stripe - Query payment and subscription data
  • Airtable - Connect to Airtable bases
  • Intercom - Connect to Intercom for customer data

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APIs

Connect to REST and GraphQL APIs:

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Search & Caching

Connect to search engines and caching systems:

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Google Services

Integrate with Google Workspace:

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Resource Lifecycle

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Creating Resources

When you create a resource, Ledgerbeam:
  1. Validates the connection credentials
  2. Analyzes the data structure and schema
  3. Identifies tables, columns, and relationships
  4. Makes the resource available for queries

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Schema Analysis

Ledgerbeam automatically analyzes your data structure to understand:
  • Tables and their relationships
  • Column names, types, and constraints
  • Primary and foreign keys
  • Data patterns and sample values

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Resyncing Resources

If your data structure changes, you can resync a resource to update Ledgerbeam’s understanding of your schema.

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Security

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Credential Management

  • Credentials are encrypted and stored securely
  • Passwords are never exposed in API responses
  • Connections use encrypted protocols (SSL/TLS)

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Access Control

  • Resources are scoped to your organization
  • Only authorized team members can access resources
  • API keys control access to resources

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Container Management

Resources contain containers (tables, sheets, etc.) that hold your data. You can:
  • List all containers in a resource
  • Get detailed information about specific containers
  • Update container metadata and descriptions
  • Manage fields within containers

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Field Configuration

For each field in your containers, you can:
  • Set semantic types (e.g., “email”, “currency”, “date”)
  • Configure possible values for categorical data
  • Add descriptions to help the AI understand your data better

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Getting Started

Ready to connect your first data source? Check out our API Reference for detailed endpoint documentation, or see our Quick Start Guide to connect a resource in minutes.