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Connector

M

MS SQL Server Datagrid integration

Connect MS SQL Server with Datagrid for direct AI read access to relational data, enabling automated reporting and workflows.

Connect to MS SQL Server
ProductIntegrationsMS SQL Server Datagrid integration

On this page

OverviewHow to integrate MS SQL Server with DatagridWhy use MS SQL Server with DatagridAgent-driven data processing: After ingestion, agents process, clean, enrich, and reshape SQL Server data, converting raw operational records into structured outputs ready for downstream consumption by reporting and compliance teams.What you can build with MS SQL Server Datagrid integrationMulti-database consolidation for project intelligence: Many project teams run SQL Server alongside other databases for different workloads.Resources and documentation: native vector search, REST endpoints, and AI functions.Frequently asked questions

Overview

What is Microsoft SQL Server: Microsoft SQL Server is a relational database management system developed by Microsoft. Applications connect to SQL Server instances and communicate using Transact-SQL (T-SQL). The Database Engine includes transactions, replication, full-text search, in-database analytics, and Machine Learning Services.


How to integrate MS SQL Server with Datagrid

Datagrid ingests data from your SQL Server instance for read access and workflow execution. This guide is for project teams running SQL Server as a system of record who need agents to read, interpret, and act on that data. Setup consists of providing your SQL Server connection details, choosing an authentication method, defining sync behavior, and running the initial import.

Configure connection details

The integration page documents an estimated setup time of approximately 45 seconds and links to a configuration guide for setup details. At a high level, you provide your SQL Server connection details, select the data to ingest, configure sync behavior, and run the initial import.

A simple connection example looks like this:

Server=servername\instancename,1433 Test-NetConnection -ComputerName 'yourserver' -Port 1433

Choose an authentication method

The Datagrid integration page does not currently document supported authentication methods at the time of writing. SQL Server commonly uses multiple authentication methods depending on your deployment:

  • SQL Server Authentication (username and password) is commonly used for external integrations, especially cross-domain or internet-facing connections, and requires mixed authentication mode on the server.

  • Windows Authentication (Integrated Security) fits on-premises integrations within a Windows domain, using Kerberos or NTLM.

  • Microsoft Entra ID is supported in SQL Server scenarios, including Interactive (MFA), Managed Identity, and Service Principal methods.

For cross-domain or cloud-to-on-premises connections, SQL Server Authentication is often the practical SQL Server approach because Windows Authentication credentials cannot pass over the internet to machines in different domains.

Note: Confirm the supported option in Datagrid's setup docs before deployment.

Define sync behavior

The documented sync model is one-way from SQL Server to Datagrid. Datagrid reads and ingests data from SQL Server, and the current documentation does not describe write, upsert, or delete operations back to SQL Server.

  • Sync direction is one-way from SQL Server to Datagrid, with no documented write-back path.

  • Sync scheduling supports automations that trigger data import on a schedule or on source update.

  • Incremental sync considerations: SQL Server uses Change Data Capture (CDC) and Change Tracking for incremental data delivery. CDC reads the transaction log to capture INSERT, UPDATE, and DELETE operations without modifying source schemas, and requires Enterprise or Standard edition (it is not available in Express edition).

If you need an incremental pattern, the documented SQL objects look like this:

sys.sp_cdc_enable_db sys.sp_cdc_enable_table


Why use MS SQL Server with Datagrid

Teams that need answers and action can use Datagrid to turn SQL Server data into executed workflows across connected systems.

  • Natural language access to SQL data: Datagrid's AI agents read your SQL Server data and return formatted answers, so project teams get results from operational databases without writing T-SQL.

  • Automated cross-system workflows: Agents combine SQL Server data with information from other connected systems, then act on findings by drafting documents, filling forms, or sending updates to operations and project teams.

  • Scheduled data ingestion: Configure automations that trigger SQL Server imports on a cadence or on source update, keeping agent knowledge current for analysts and operators without manual refresh cycles.

  • Unified data layer across systems: Datagrid connects SQL Server alongside other supported databases and data sources, so agents can query and cross-reference information across your infrastructure in a single workflow.

Agent-driven data processing: After ingestion, agents process, clean, enrich, and reshape SQL Server data, converting raw operational records into structured outputs ready for downstream consumption by reporting and compliance teams.

What you can build with MS SQL Server Datagrid integration

Datagrid turns SQL Server tables into live inputs for reporting, compliance, support, and multi-system execution. Teams can keep SQL Server as the system of record while Datagrid agents execute the work that depends on those records. Common workflows include the following:

  • Automated enterprise reporting from operational tables: Connect SQL Server sales, inventory, or financial tables to Datagrid so an AI agent reads the schema, runs the appropriate queries, interprets the results, and pushes a formatted summary report to connected collaboration tools on a weekly schedule.

  • Compliance checking against SQL-stored rules: Store your compliance requirements, specification rules, or inspection criteria in a SQL Server table.

  • Incident resolution using SQL Server history: Point Datagrid agents at a SQL Server table containing past support tickets and their resolution steps.

Multi-database consolidation for project intelligence: Many project teams run SQL Server alongside other databases for different workloads.

Resources and documentation

  • SQL Server connectivity troubleshooting guide: diagnosing and resolving connection failures.

  • Change Data Capture overview: CDC concepts, enablement, and system objects.

  • SQL Server authentication mode selection: choosing between Windows, SQL Server, and Entra ID auth.

What's new in SQL Server 2025: native vector search, REST endpoints, and AI functions.

Frequently asked questions

What authentication method should I use for the Datagrid connector?

The Datagrid integration page does not currently document supported authentication methods. For many external integrations, SQL Server Authentication (username and password) is a reliable method because it works across domain boundaries and internet-facing connections where Windows Authentication can fail. Create a dedicated SQL login with only db_datareader permissions on the databases you want to sync. See Microsoft's guide on choosing an authentication mode for a full comparison.

Can I use SQL Server Express edition with Datagrid?

Yes, but with significant constraints. Express edition does not support Change Data Capture (CDC), limits databases to 50 GB, restricts compute to 4 cores and 1.41 GB buffer pool, and ships with TCP/IP disabled by default. You will need to enable TCP/IP via SQL Server Configuration Manager and use Change Tracking or full-table polling instead of CDC for incremental sync. For production integrations requiring CDC or high-volume access, Standard or Enterprise edition is required.

How do I set up incremental sync from SQL Server?

SQL Server offers two native incremental sync mechanisms. Change Data Capture (CDC) reads the transaction log to capture INSERT, UPDATE, and DELETE operations. Enable it at the database level with sys.sp_cdc_enable_db, then per table with sys.sp_cdc_enable_table. CDC requires sysadmin and db_owner roles respectively. Change Tracking is a lighter-weight alternative that records which rows changed without storing the full before/after data. Both can run simultaneously on the same database. See Microsoft's CDC enablement guide and Change Tracking overview for setup details.

What data types and objects can Datagrid sync from SQL Server?

Datagrid ingests data from SQL Server for read access and workflow use. Tables are the core relational objects used for operational data. Stored procedures, user-defined functions, and schema objects are structural or DDL objects rather than data records. Note that CDC does not capture computed columns.

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