Databases & CRM
Set up MongoDB
Connect a MongoDB database with a read-only user. Mongo has no schema catalogue, so recent documents of each collection are sampled to learn its fields; every collection becomes a findable concept, and collections that look like registries (they carry a name-like field) also become one situated record per document. Read-only — only finds are ever issued.
- Create a database user with the read role on the database (Atlas: Database Access → Add new database user → read).
- Copy the connection string (Atlas: Connect → Drivers) and fill in that user's password.
- Documents → MongoDB: paste the connection string; name the database if the string doesn't end with one, and optionally limit or exclude collections.
- Choose access groups, Test, then Sync.
Nested documents are flattened one level (a.b); deeper structure is summarised, never exploded. Sensitive fields (passwords, tokens, card numbers…) are never ingested. Very large collections are bounded — the first 2,000 records, ordered by _id, with a sweep note whenever the cap is hit.
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Last updated 29 Aug 2026