Documentation

clariBI documentation

How to connect your data, build dashboards and reports, and use the API and MCP server. The pages describe the app as it works today.

Getting started

Quick start

From sign-up to a first answer in five steps.

Quick start · Account setup · Interface tour

First dashboard and report

The three ways to get a dashboard, and generating a report from a template.

First dashboard · First report

Connecting your data

The Add Data Source dialog, plan limits, and what happens after a source is connected.

Connecting your data

Plans

Limits and features of Free, Trial, Lite, Starter, Professional and Enterprise.

Subscription plans · Add-ons

Data sources

Files and databases

CSV, Excel, JSON, PDF, images, audio and video; PostgreSQL, MySQL, SQL Server and Oracle.

File uploads · Databases

Google, Meta and Atlassian

Sign-in connectors for nine Google products, Meta Ads, Jira and Confluence.

Google · Meta Ads · Jira and Confluence

API connectors

80 vendors with a ready-made connector, their endpoint catalogs, and a generic Custom API option.

API connectors

MCP catalog

86 vendors that publish an MCP server, such as Stripe, HubSpot and Linear. Trial and up.

MCP integrations · Overview · Troubleshooting

Using clariBI

Dashboards

Automatic Data Insights dashboards, the AI builder, manual mode, widgets and refresh schedules.

Overview · Builder · Widgets · Sharing

Reports

Generating reports from templates, PDF download, schedules with email, sharing.

Overview · Generating · Scheduling · Templates

Asking questions

Ask clariBI answers plain-English questions from your connected data, with charts.

AI overview · Ask clariBI · Writing questions · Limitations

Goals and teams

Goals linked to your data; workspaces, comments and invitations on Professional and up.

Goals · Workspaces · Invitations

Security and developers

Security

Two-factor authentication, roles and permissions, audit logs, sign-in with Google or Facebook.

Overview · Two-factor · Roles

External API and MCP server

The REST API (Professional and up) and the MCP server for Claude, Cursor and other LLM clients.

API reference · MCP server · SDKs