Get started

These five steps go from nothing to an answered question, in order. Each step ends where the next one begins.

flowchart LR
    A[1. Install<br/>start the portal] --> B[2. Connect<br/>your warehouse]
    B --> C[3. Start<br/>the services]
    C --> D[4. Build<br/>the data model]
    D --> E[5. Ask<br/>your first question]

Step	You do	You end with
1. Install and start the portal	Clone, fill in .env, make web	The portal open on its setup screen
2. Connect your warehouse	Fill in the connection form	Connection settings stored; nothing contacted yet
3. Start the services	Download two compose files, docker compose up -d, paste two addresses	The semantic layer and the sandbox running and checked
4. Build the data model	Pick tables, click Build	Cube serving a model of your data
5. Ask your first question	Type a question	An answer, with the query and every step behind it

Before you begin

You need	For
Python 3.12+ and uv	the portal
Node.js 22 and npm	building the browser app
Docker with Compose	the two services the portal talks to
An Azure OpenAI deployment, API version 2025-03-01-preview or later	every agent
A warehouse Docker can reach, and a user that can read it	Cube connects to it; the portal never does

Steps 2 to 4 happen on the portal's setup screen, Set up your data, whose four numbered steps open one after another. Steps 4 and 5 call the AI; the rest do not.

127.0.0.1:8420/

Set up your data

The portal runs nothing itself. You give it a connection, it gives you a file per deployment, and you run those wherever you like — this machine or a server. Then it needs the addresses back, and it builds your data model.

1. ✓
   Your database or warehouse

   retail · PostgreSQL — stored, and the deployment secrets are minted.
2. 2
   The semantic layer

   Cube, the model store that holds your data model, and Cube Store. Everything the agent answers comes through it.

   ⤓ Download docker-compose.yml
3. 3
   The sandbox

   Once the previous step is done.
4. 4
   The data model

   Once the previous step is done.

The setup screen once step 1 is done — the semantic layer is next.

Start: 1. Install and start the portal