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Data Connectors

Data Connectors allow you to link your existing database directly to Cobi, enabling the Data Assistant to query and analyze your data in real-time.
All database connections are read-only. Cobi will never modify your data.

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Supported Databases

Cobi currently supports the following database types:
  • PostgreSQL - Full support for PostgreSQL versions 12+
  • MySQL - Full support for MySQL 8.0+

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Connecting Your Database

1

Open Developer Settings

Navigate to the Developer section in the sidebar, then select Data Connectors.
2

Add New Connection

Click the Add Data Source button to open the connection form.
3

Enter Connection Details

Fill in your database credentials:
FieldDescription
Connection NameA friendly name to identify this data source (e.g., “Production DB”, “Analytics”)
HostYour database server address (e.g., db.example.com or an IP address)
PortThe database port (default: 5432 for PostgreSQL)
Database NameThe name of the specific database to connect to
UsernameDatabase user with read access
PasswordPassword for the database user
4

Test Connection

Click Test Connection to verify your credentials. Cobi will attempt to connect and confirm access.
5

Save Connection

Once the test succeeds, click Save Changes to store your connection.

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Network Configuration

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IP Allowlisting

If your database is behind a firewall, you’ll need to allowlist Cobi’s IP addresses: 
xx.xx.xxx.xx
xx.xx.xxx.xx
Contact [email protected] to get the IP addresses for your region.

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Using SSH Tunnels

For databases that aren’t publicly accessible, we recommend setting up an SSH tunnel or using a bastion host. Contact our support team for guidance on secure connection options.

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Best Practices

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Create a Read-Only User

We strongly recommend creating a dedicated database user with read-only permissions: 
-- PostgreSQL example
CREATE USER cobi_reader WITH PASSWORD 'secure_password';
GRANT CONNECT ON DATABASE your_database TO cobi_reader;
GRANT USAGE ON SCHEMA public TO cobi_reader;
GRANT SELECT ON ALL TABLES IN SCHEMA public TO cobi_reader;
ALTER DEFAULT PRIVILEGES IN SCHEMA public GRANT SELECT ON TABLES TO cobi_reader;

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Limit Table Access

If you only want Cobi to access specific tables, grant permissions selectively: 
-- Grant access to specific tables only
GRANT SELECT ON customers, transactions, orders TO cobi_reader;

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Managing Connections

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Edit a Connection

To update connection details:
  1. Go to Developer > Data Connectors
  2. Click on the connection you want to edit
  3. Update the fields as needed
  4. Click Test Connection to verify, then Save Changes

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Delete a Connection

To remove a data source:
  1. Go to Developer > Data Connectors
  2. Click on the connection
  3. Click Delete Connection
Deleting a connection will remove all learned information and custom instructions associated with that data source.

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Troubleshooting

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Connection Failed

If your connection test fails, check the following:
  1. Firewall rules - Ensure Cobi’s IP addresses are allowlisted
  2. Credentials - Verify username and password are correct
  3. Host/Port - Confirm the host address and port are correct
  4. Database name - Check that the database exists and the user has access
  5. SSL requirements - Some databases require SSL connections

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Slow Queries

If the Data Assistant is slow when querying your database:
  1. Ensure your database has appropriate indexes
  2. Consider creating views for commonly queried data
  3. Add Custom Instructions to help Cobi write optimized queries

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Next Steps

Once your database is connected:
  • Add Custom Instructions to help Cobi understand your data
  • Start a conversation with the Data Assistant to explore your data