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Collections list
The Collections page lists all your datasets. From here you create new collections, search existing ones, and open a collection to work with its data.

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The Dashboard

The Dashboard gives you a quick health check before diving into a specific collection:
  • Collections — how many collections you own or have access to
  • Total Rows — the combined number of records across all collections
  • Queries (7d) — how often agents and users queried your data in the last 7 days
  • Activity (7d) — recent write operations on your data
Below the metrics, the Recent Collections grid shows your six most recently used collections. Click View All to open the full list.

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Viewing Collections

Each collection appears as a card showing:
  • Its name and description
  • The number of rows and columns
  • The agents linked to it, when applicable
Use the search bar to filter collections by name or description as you type.

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Creating a Collection

1

Open the creation form

Click New Collection (from the Dashboard) or Create (from the Collections page).
2

Name your collection

Enter a name (required) and a description (optional). A clear description helps teammates — and agents — understand what the data represents.
3

Choose how to start

  • Empty (add rows later) — creates a blank collection you can fill later, manually or through an agent
  • Upload CSV — imports a file and detects the schema automatically (see Importing Data)
4

Create

Click Create. Your collection appears in the list, ready to use.
Start from a CSV whenever you can: the schema (column names and types) is inferred from your actual data, which is faster and less error-prone than defining it by hand.

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Opening a Collection

Click any collection card to open its detail page. The header shows the name, description, and size (X rows • Y columns), and the content is organized in tabs:

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Deleting

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Deleting a Collection

1

Open the collection

Click the collection card, or open the ⋯ menu on the card in the list.
2

Delete

Click Delete and confirm.
Deleting a collection permanently removes the collection and all its records. Agents linked to it lose access to the data. This cannot be undone.

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Deleting Records

To remove individual rows without deleting the collection, select them in the Data tab and use the Delete action — see Working with Data.

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Settings

The Settings page shows the technical information agents and integrations need:
  • MCP Endpoint — the URL agents use to access your collections (/ai-collection/mcp, JSON-RPC 2.0)
  • Usage — your collections count, total rows, and query volume

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Best Practices

Keep each collection focused on a single kind of record — deals, contacts, tickets. Mixed datasets are harder to query and produce confusing aggregations.
The description is visible to agents when they discover your collections. “Q3 2026 sales pipeline, one row per deal, amounts in EUR” tells an agent exactly how to use the data.
Aggregations group by exact values. “In Progress”, “in progress”, and “In-Progress” become three different groups — normalize your categories before importing.
Old collections still appear in agent tool listings. Deleting stale datasets keeps agent behavior predictable.

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Next Steps

Importing Data

Upload a CSV with automatic schema detection

Working with Data

Browse, sort, and manage records