Metabase / Mode / Sigma / ThoughtSpot
Other BI platforms.
Access mode: Read-only
Required information
| Field | Details |
|---|---|
| Instance URL | Platform URL. |
| Authentication | Varies by platform: API key, OAuth, or session-based. |
| Scope | Dashboards, saved questions/reports, or all content. |
Network considerations
All are SaaS or self-hosted. SaaS: HTTPS, no VPN. Self-hosted: standard networking.
Metabase (self-hosted): Default port 3000. Ensure API is reachable.
Credential and auth management
Metabase: Session-based auth (username + password → session token) or API key (Metabase 0.49+). Create dedicated service account.
Mode: API token + secret from Mode account settings.
Sigma: API token from Sigma admin portal.
ThoughtSpot: Trusted auth token or basic auth with service account.
All platforms: Create a dedicated read-only service account.
Validation checks
| Check | Method | Expected result |
|---|---|---|
| Metabase auth | POST /api/session with credentials | Returns session token |
| Mode auth | GET /api/<org>/spaces with token auth | Lists spaces |
| Sigma auth | GET /v2/workbooks with API token | Lists workbooks |
| Content access | Platform-specific list endpoint | Returns expected content |
Every connection starts from the pre-engagement checklist and goes through the universal validation protocol before production sign-off.