MongoDB

The MongoDB connector lets Summation query collections as datasets. A connection targets one database, and each collection you select becomes a dataset available to Addison, reports, dashboards, and the modeler.

What you’ll need

A MongoDB Atlas cluster or self-managed MongoDB deployment reachable from Summation.
The database name and either a host or a MongoDB connection string.
If authentication is enabled, a database user that can read the selected collections and run listCollections. MongoDB’s built-in read role is a common starting point.
For Atlas, an IP access list entry that permits connections from Summation.

For MongoDB Atlas, enter only the SRV hostname, such as cluster0.abc123.mongodb.net. Do not include mongodb+srv:// in the Host field. Summation detects Atlas hostnames and uses SRV discovery automatically.

Form fields

These fields are available in the connection wizard.

Field	Config key	Required	Stored as	Notes
Host	`mongodb_host`	Yes	Config	MongoDB hostname or IP address. Enter a host only, without a scheme, credentials, path, or query string.
Port	`mongodb_port`	Yes	Config	MongoDB port. Default `27017`. Ignored when SRV discovery is enabled.
Database	`mongodb_db`	Yes	Config	Database containing the collections you want to query.
Username	`mongodb_user`	Optional	Config	MongoDB user. If set, Password is also required.
Password	`mongodb_pass`	Optional	Secret	MongoDB password. If set, Username is also required.
Authentication database	`mongodb_auth_source`	Optional	Config	Database that stores the user’s credentials, commonly `admin`. Leave blank to use the target database.
TLS mode	`mongodb_sslmode`	Yes	Config	required (default) validates the server certificate and hostname. disabled uses plaintext.
Flatten nested objects	`mongodb_unnest_depth`	Optional	Config	Off by default. When enabled, flattens one level of embedded documents into columns. Arrays remain unchanged.

Use TLS mode: disabled only for a trusted development network. It sends database traffic without TLS. Summation does not expose MongoDB’s insecure preferred mode because that mode skips certificate and hostname validation.

Connect to MongoDB Atlas

Allow network access

Add Summation’s egress addresses to the Atlas project’s IP access list.

Create a database user

Create a user with read access to the database and collections you want to expose.

Enter the SRV hostname

Copy the hostname from the Atlas connection string. For mongodb+srv://cluster0.abc123.mongodb.net/, enter cluster0.abc123.mongodb.net as Host. Keep TLS mode set to required.

Test and select collections

Click Test connection, then select the collections Summation should add as datasets.

Advanced configuration

The connector API accepts these additional configuration fields. They are not currently shown in the connection wizard.

Config key	Stored as	Default	Notes
`mongodb_connection_string`	Secret	—	Alternative to discrete connection settings. Must start with `mongodb://` or `mongodb+srv://`. When authentication is required, include the credentials in the URI instead of also providing `mongodb_user` or `mongodb_pass`. See MongoDB connection strings.
`mongodb_srv`	Config	Auto for `*.mongodb.net`; otherwise `false`	Uses DNS SRV discovery. When `true`, `mongodb_port` is ignored.
`mongodb_sslrootcert`	Config	—	Path to a custom PEM CA certificate available to the connector runtime.
`mongodb_direct_connection`	Config	`false`	Connects directly to one host instead of discovering the replica-set or sharded topology.
`mongodb_pool_min`	Config	`1`	Minimum connection-pool size. Must be `0` or greater and cannot exceed `mongodb_pool_max`.
`mongodb_pool_max`	Config	`5`	Maximum connection-pool size. Must be `1` or greater.
`mongodb_num_docs_to_infer_schema`	Config	`400`	Number of documents sampled when inferring collection schema. Must be `1` or greater.

mongodb_connection_string and mongodb_pass are secrets. Send them in the connector’s secrets payload, never in its non-secret config. Saved secret values are write-only and are not returned by the API.

Schema inference and nested documents

MongoDB collections can contain documents with different fields and types. Summation samples mongodb_num_docs_to_infer_schema documents to establish the dataset schema. Increase the sample count when fields are sparse or appear only in later documents. Larger samples improve coverage but make initial schema discovery slower. Enable Flatten nested objects to expose the first level of embedded documents as columns. For example, customer.region becomes a column while deeper objects remain JSON strings. Arrays remain array values rather than being expanded into multiple rows. Leave the setting off to keep embedded documents as JSON values.

Adding datasets

The connection wizard lists collections from the configured database. Source references use:

mongodb:orders

Collection names that require quoting use double quotes:

mongodb:"DailyOrders"

The wizard creates the correct source reference automatically.

Common problems

Error or symptom	Likely cause
`MongoDB host is required`	Neither a host nor a secret connection string was provided.
`MongoDB username and password must be provided together`	Only one credential field is set. Provide both or clear both.
`MongoDB authentication failed: invalid credentials`	The username, password, or authentication database is wrong. Atlas users commonly authenticate against `admin`.
`MongoDB permission denied: insufficient privileges`	The user cannot list or read the selected database’s collections.
TLS or certificate error	Keep TLS mode set to required and verify the server certificate. For a private CA, configure `mongodb_sslrootcert`.
Atlas connection times out	The Atlas IP access list does not permit Summation, DNS SRV lookup is blocked, or the hostname is incorrect.
A field is missing from the dataset	Increase `mongodb_num_docs_to_infer_schema`, then re-sync the dataset schema.
Nested fields appear as JSON strings	Edit the connector and enable Flatten nested objects.

Get started

Features

API & Integrations

API Reference

What you’ll need

Form fields

Connect to MongoDB Atlas

Advanced configuration

Schema inference and nested documents

Adding datasets

Common problems

​What you’ll need

​Form fields

​Connect to MongoDB Atlas

​Advanced configuration

​Schema inference and nested documents

​Adding datasets

​Common problems

What you’ll need

Form fields

Connect to MongoDB Atlas

Advanced configuration

Schema inference and nested documents

Adding datasets

Common problems