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PostgreSQL integration

Let Fin use PostgreSQL query results you expose via an API

Overview

Expose PostgreSQL query results through an HTTPS API, then configure a Data connector to call it, so Fin can resolve queries using relational application data, user records, and account state.

Fin runs on the helpdesk you already use, including Zendesk, Salesforce, HubSpot, Freshdesk, and Intercom, so you can connect PostgreSQL without changing platforms.

What you can do

  • Expose PostgreSQL query results through an HTTPS API the Data connector calls
  • Let Fin reference relational application data and user account state
  • Use read-only database views behind your API for safe, scoped access
  • Use PostgreSQL data in Fin conversations, Workflows, and Procedures
  • Requires JWT or email OTP user authentication for live use in production

How it works

Go to Fin AI Agent → Train → Tasks → Manage Data connectors and create a custom connector for PostgreSQL, or start from an AI recommendation.

Set up the API call to your PostgreSQL system. Configure request parameters, authentication (token-based or OAuth), and map the response fields Fin should use.

Data connectors require JWT or email OTP user authentication to go live. Connectors can only be fully tested in production, not in test workspaces.

Configure

Works with Fin through an API Data connector, supporting both read and write operations. Fin can fetch data to personalize answers and execute actions like processing refunds, updating accounts, or modifying subscriptions in connected systems.

Read the full setup documentation →

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