> AI agents: this is one page from Mammoth Analytics documentation. The index of all pages as Markdown is https://mammoth.io/docs/llms.txt. Append `.md` to any docs URL, or send `Accept: text/markdown`, to get Markdown.

# Connect sources and send data out with the AI Agent

> Ask the Mammoth AI Agent to connect a database, app or API with no built-in connector, or send a view's rows to a destination or an API, with a dry run first.
>
> Applies to: Enterprise plans. Where: Agent › a Build chat

In a Build chat, ask the AI Agent to connect a source ("Connect to our Postgres", "Pull my HubSpot deals") or send a view's rows somewhere ("Send Orders to our BigQuery"). Sign-in details go into a card, never into the chat, and sending data out waits for your OK.

## Why the agent won't connect a source in an Ask chat

In an Ask chat, connecting a source, building a connector or sending data out counts as a change, so the agent doesn't start it. It says "Changes happen in Build. This chat stays for asking." and offers:

- **Send instructions to** the workspace's Owners (for example **Send instructions to Pat Lee**, or **Pat Lee and 2 others**);
- **Copy instructions for Build**, to paste the request in a Build chat.

## Connect a data source with the agent

The agent can create, list, edit and delete connections, preview tables, and import a table as a dataset. For a source reached through its REST API, it builds a connector draft that opens beside the chat (see [Connect a database or app](https://mammoth.io/docs/learn/get-data-in/connect-a-source/) and [REST API](https://mammoth.io/docs/learn/get-data-in/connectors/rest-api/)).

When it needs sign-in details, it shows a sign-in card: you type the key or password there, never into the chat. It checks the key with the source, for example "Connected" or "The key works but can't read what's needed".

### Connect a source with no built-in connector

For a source with no built-in connector and no usable REST API, the agent builds one with you:

- SOAP or WSDL services, XML-RPC, GraphQL and OData feeds;
- bulk exports that submit a job and download a file;
- Trino, Starburst or ClickHouse over HTTP;
- a full export of an Elasticsearch or OpenSearch index;
- SaaS apps Mammoth knows but has no connector for.

The chat shows "Building your connector". The agent first checks whether your workspace already has a connector for the source, and offers **Use it** or **Build a new one**. Otherwise it researches the source, asks for sign-in, runs the connector against your system and shows a draft card:

- "It will call:" lists every address it contacts.
- A sample of what it returned, and the rows read in the preview.
- **Save it** or **Save as dataset** saves it. **Change something** asks for a change.

## Send data out of Mammoth with the agent

Ask to send, export or sync a view's rows. The agent checks which export options your plan has (Mammoth-managed databases, a live link, a download, or a built-in destination) and adds the send as a plan step that waits for your OK. See [Send data to a database or BI tool](https://mammoth.io/docs/learn/share-and-export/send-to-destinations/).

### Send data to an API with no built-in export

For an API with no built-in export (an ERP, a CRM or an internal API that takes JSON, NDJSON or XML), open the view and ask the agent to send it there. It writes a delivery plan and runs it with sending switched off. The card shows "Dry run · nothing sent", "The first request, exactly as it will be sent", and "Data and credentials go only to:" with each host.

| Button | What it does |
| --- | --- |
| **Add sign-in details** | Opens a form for the API's key or password |
| **Send a few test records first** | Sends a few real records so you can check what the API answers |
| **Change something** | Asks the agent to change the plan |
| **Save it** | Saves it as an export step on the view |

Only **Save it** saves the export: typing "yes" in the chat doesn't. Workspace Owners can limit which hosts custom destinations may send to with **Export destinations** in workspace settings.

## Related

- [What the AI Agent can do](https://mammoth.io/docs/learn/agent/skills/): every skill and who can use it.
- [Plans and runs](https://mammoth.io/docs/learn/agent/plans-and-runs/): approve the send step.
- [Ask mode](https://mammoth.io/docs/learn/agent/ask-mode/): why Ask chats change nothing.
- [AI Agent access](https://mammoth.io/docs/learn/workspace/ai-agent-access/): who has the agent and at which level.

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Source: https://mammoth.io/docs/learn/agent/connect-and-send.md · Updated: 2026-11-08