Documentation Index
Fetch the complete documentation index at: https://docs.summation.com/llms.txt
Use this file to discover all available pages before exploring further.
Summation connects to PostgreSQL — and any compatible flavor (Amazon RDS, Aurora Postgres, Cloud SQL, Azure Database for PostgreSQL, Supabase, Neon, etc.) — using standard host/port credentials.
What you’ll need
- A reachable host and port (default
5432).
- A database name.
- A user with
CONNECT on the database, USAGE on the schemas, and SELECT on the tables you want exposed. See GRANT in the Postgres docs.
- For most managed providers, an SSL mode that matches the server’s TLS configuration. See SSL Support.
Create a dedicated read-only role for Summation. Its queries are then auditable and there’s no way for the connector to modify data.
Where to find host/port for your provider
| Provider | Where to look |
|---|
| Amazon RDS / Aurora | RDS console → your DB instance → Connectivity & security → Endpoint and port. See Connecting to a DB instance. |
| Google Cloud SQL | Cloud SQL console → your instance → Connections. See About connection options. |
| Azure Database for PostgreSQL | Azure portal → your server → Overview. See Connect with Azure CLI. |
| Supabase | Project dashboard → Project Settings → Database → Connection info. See Connect to Postgres. |
| Neon | Project dashboard → Connection Details. See Connect to your database. |
| Field | Required | Stored as | Notes |
|---|
| Host | Yes | Config | DNS name or IP, e.g. db.example.com. |
| Port | Yes | Config | Default 5432. |
| Database | Yes | Config | The Postgres database name (not a schema). |
| Username | Yes | Config | Login role. |
| Password | Yes | Secret | |
| SSL Mode | Optional | Config | One of disable, require, verify-ca, verify-full. Default verify-full. See SSL Mode descriptions. |
| Root Certificate Path | Optional | Config | Path to a CA bundle for verify-ca / verify-full. See SSL Client File Usage. |
| Connection Pool Size | Optional | Config | Max concurrent connections from Summation. Default 10. |
SSL modes
| Mode | What it does |
|---|
disable | No SSL. Don’t use over the public internet. |
require | TLS on; certificate not verified. |
verify-ca | TLS on; certificate verified against a trusted CA. |
verify-full | TLS on; certificate verified and hostname checked. Recommended. |
verify-full out of the box.
Setup SQL
CREATE ROLE summation LOGIN PASSWORD '<strong-password>';
GRANT CONNECT ON DATABASE analytics TO summation;
GRANT USAGE ON SCHEMA public TO summation;
GRANT SELECT ON ALL TABLES IN SCHEMA public TO summation;
ALTER DEFAULT PRIVILEGES IN SCHEMA public
GRANT SELECT ON TABLES TO summation;
Adding datasets
Source references use the form:
postgres:my_database.my_schema.my_table
Common problems
| Error or symptom | Likely cause |
|---|
connection refused | Wrong host/port, or your firewall doesn’t allow Summation’s egress IPs. |
SSL connection is required | The server requires TLS. Set SSL Mode to require or stricter. |
server certificate ... does not match host name | The cert’s CN/SAN doesn’t include the host. Fix the cert or use verify-ca. |
permission denied for relation ... | Grant SELECT on the table to the Summation role. |