--- title: "Set up Rig with Rig Ingest, end to end — Rig guide" description: "A guided tour of setting up Rig, from sign-up to your first answer: provision a warehouse, choose a language model, connect your sources, build a context layer, then build your first dashboard and skill." canonical: "https://rig.so/guides/rig-ingest" format: markdown --- Search guides, references, playbooks…⌘K Browse guides # Set up Rig, from sign-up to your first answer Rig Ingest pulls your business data into a warehouse and builds an AI-ready context layer on top. This is a guided tour of getting set up end to end, from sign-up to your first dashboard and skill, following a walkthrough by Rig's founder, Toby. ## Watch the tour ## Sign up and get verified Rig is approved-access while we onboard our first customers. After you sign up, a member of the Rig team reviews and approves your workspace. Once you are approved, open **Connections** in the left sidebar and work through the steps below. Each one shows a tick when it is complete. ## Provision a warehouse Your data needs somewhere to land. Choose a **Rig-hosted warehouse** and we provision one for you in minutes, or **bring your own** BigQuery, Snowflake or Redshift and Rig writes into it. You can switch later by detaching and re-provisioning; data already in your warehouse is left untouched. For technical audiences Rig-hosted warehouses are completely tenant isolated. Every client gets a separate warehouse that we manage, so nothing is shared across customers. Prefer to bring your own? Rig writes into your BigQuery, Snowflake or Redshift instead, and the data already in your warehouse is left untouched. ## Choose a language model Rig uses a language model to read your warehouse, build context and answer questions. Use the **Rig-hosted model** or **bring your own provider key**. You can swap providers at any time without re-syncing your data. Your data stays yours The Rig-hosted model runs with do-not-train enforced and per-workspace trace isolation, so your data is never used to train anyone's model. ## Connect your sources New to Rig? Watch how to find Connections This is where you connect the tools your data lives in: your CRM, support desk, billing, product analytics and more. Search for a source, enter its credentials, then run **Test** to pull a small sample and **Sync** to run the full pipeline. Each source lands in its own schema in your warehouse, so nothing is mixed together. The Rig Connections screen showing connected sources and an Add a source grid where a connector moves from Test to Syncing to a successful sync. Connections ### Sources Each connector lands in its own per-source schema. Test pulls a small probe; Sync runs the full pipeline. Connected ![Attio](https://rig.so/logos/integrations/attio.png) Attio synced 2d ago·success TestSync ![HubSpot](https://rig.so/logos/integrations/hubspot.svg) HubSpot synced 2d ago·success TestSync Add a source Search Attio, Slack, Stripe, … ✓ Connected![Attio](https://rig.so/logos/integrations/attio.png) Attio CRM ✓ Connected![HubSpot](https://rig.so/logos/integrations/hubspot.svg) HubSpot CRM Test![Stripe](https://rig.so/logos/integrations/stripe.svg) Stripe Billing ![Slack](https://rig.so/logos/integrations/slack.svg) Slack Communication ![Meta Ads](https://rig.so/logos/integrations/meta.svg) Meta Ads Advertising ![Beam](https://rig.so/logos/integrations/beam.svg) Beam Marketing ![PostgreSQL](https://rig.so/logos/integrations/postgresql.svg) PostgreSQL Database + 300 more Per-source setup guides Every source connects a little differently. Some use an API key, some a token, and some a one-click sign-in. Browse the full catalog of sources Rig connects on the [integrations page](https://rig.so/integrations), or jump straight to a step-by-step setup guide:[Connect HubSpot](https://rig.so/guides/connect-hubspot)[Connect Salesforce](https://rig.so/guides/connect-salesforce)[Salesforce access for migration & audit](https://rig.so/guides/connect-salesforce-migration)[Connect Zendesk](https://rig.so/guides/connect-zendesk)[Connect Jiminny](https://rig.so/guides/connect-jiminny)[Connect Beam (Lightmeter)](https://rig.so/guides/connect-beam)[Connect Strapi](https://rig.so/guides/connect-strapi)[Connect Shopify](https://rig.so/guides/connect-shopify)[Connect TikTok Shop](https://rig.so/guides/connect-tiktok-shop)[Connect Xero](https://rig.so/guides/connect-xero)[Connect Google Ads](https://rig.so/guides/connect-google-ads)[Connect Google Analytics 4](https://rig.so/guides/connect-google-analytics-4)[Connect Google Drive](https://rig.so/guides/connect-google-drive)[Connect Klaviyo](https://rig.so/guides/connect-klaviyo)[Connect Gorgias](https://rig.so/guides/connect-gorgias)[Connect QuickBooks](https://rig.so/guides/connect-quickbooks)[Connect Triple Whale](https://rig.so/guides/connect-triple-whale)[Connect Amazon Seller Central](https://rig.so/guides/connect-amazon-seller-central)[Connect Amazon Ads](https://rig.so/guides/connect-amazon-ads)[Connect Postscript](https://rig.so/guides/connect-postscript)[Connect Fairing](https://rig.so/guides/connect-fairing)[Connect Northbeam](https://rig.so/guides/connect-northbeam)[Connect AppLovin](https://rig.so/guides/connect-applovin)[Connect Microsoft Ads](https://rig.so/guides/connect-microsoft-ads)[Connect Meta Ads](https://rig.so/guides/connect-meta-ads)[Connect TikTok Ads](https://rig.so/guides/connect-tiktok-ads)[Connect Trustpilot](https://rig.so/guides/connect-trustpilot)[Connect Archive](https://rig.so/guides/connect-archive)[Connect Instagram Business](https://rig.so/guides/connect-instagram-business)[Connect Supabase](https://rig.so/guides/connect-supabase)[Connect Mixpanel](https://rig.so/guides/connect-mixpanel)[Connect Attio](https://rig.so/guides/connect-attio)[Connect Slack](https://rig.so/guides/connect-slack)[Connect Linear](https://rig.so/guides/connect-linear)[Connect Granola](https://rig.so/guides/connect-granola)[Connect Luma](https://rig.so/guides/connect-luma)[Connect Jira](https://rig.so/guides/connect-jira) ## Build your context layer Once your sources are in, Rig builds the context layer automatically: table and column descriptions grounded in real sample rows, detected relationships between tables, a business glossary, grain hints and certified metrics. This is what lets your AI tools answer accurately instead of guessing. Watch progress on the **Build context** step, and rebuild any time you add a new source. Go deeper on rules and metrics Learn how usage rules and governed metrics work in [Teach Rig your tribal knowledge](https://rig.so/guides/tribal-knowledge). ## Build a dashboard in Claude In Claude, with the Rig MCP connector turned on, you can ask for an interactive dashboard. Claude pulls the data from Rig and builds it, and you can ask Claude to save it back as an automation on Rig. Back in Rig, that dashboard now lives in **Data Apps**. You can see the underlying data behind it, and you can share or embed it so colleagues with the right permissions can access it too. The full dashboard playbook Walk through building governed dashboards step by step in [Vibe code dashboards on internal data with Claude Cowork](https://rig.so/guides/vibe-code-dashboards). ## Create a skill As you work with Rig you can also create skills. For example, you can build a skill that takes your sales calls and applies Rob Snyder's pull framework to categorize each call by how strongly the customer expressed pull for what you are building. It uses a Rig workflow to build a data model from that, which you can then use in your analytics. Ask Rig to review yesterday's sales calls, categorize them by how strong the pull is, and update the CRM with that information. Turn a question into an automation See how to schedule recurring work in [Automate your first workflow](https://rig.so/guides/automate-workflow). ## Add the MCP to your tool Once you are set up and your data is ingested, open **Settings** and go to **MCP Set-Up**. There you will find the instructions for adding the Rig MCP to your tool of choice, so you can start querying your data from your own tools. ![Rig MCP Setup screen with options to add MCP to Claude Code, Cursor, Codex, and as a Cowork connector](https://rig.so/mcp-setup.png) Connect your AI tools For per-tool setup, see [Connect Rig to your AI tools](https://rig.so/guides/connect-ai-tools). Questions? Send them through [the contact form](https://rig.so/contact). Step 7 of 10 Was this guide helpful? Yes No --- - [This page as HTML](https://rig.so/guides/rig-ingest) - [Site map for language models](https://rig.so/llms.txt) - [API and agent documentation](https://rig.so/developers)