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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.