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SourceLace manual

Everything an organization's admins and people need to set up SourceLace, connect their systems, and understand how their data is protected. You can also ask about any of this in chat: SourceLace's search_docs tool answers from this manual in Claude, ChatGPT, Cursor, VS Code, any other MCP client, and the SourceLace app.

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Getting startedSourceLace lets the people in your organization ask questions of your business systems, such as Salesforce, SAP, HubSpot, Snowflake or your own databases, from the AI app they already use, with their own permissions in each system.
Admin guideFor your organization's SourceLace admins: who can sign in, single sign-on, groups and access by group, sources, turning on changes, AI settings, the audit trail and how long things are kept.
Single sign-on (SSO)Have your people sign in to SourceLace through your own identity provider (Okta, Microsoft Entra ID, Google Workspace, OneLogin, Ping, JumpCloud or any OpenID Connect provider), add them automatically on their first sign-in, require SSO for your domains, and sync their groups.
Plans and limitsWhat each SourceLace plan includes, how AI use is counted, how you pay, and what happens at each limit. Your organization's plan is set by your SourceLace contact; admins see it on the Manage sources, Team, Settings, Usage and Billing pages.

Connect your systems

Security and answers