Integrations

Your data, everywhere you already work.

Synopsis doesn't ask your team to live in another tab. The warehouse comes to them — live numbers in Excel and Google Sheets, answers in Slack, and full access for the AI tools they already use.

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Excel · Q3_review.xlsx
fx=SYNOPSIS.TABLE("revenue by region, this quarter")
ABC
1RegionRevenueQoQ
2Northeast$1,284,200+6.2%
3Central$941,860+2.8%
4Southwest$712,400−1.4%
5

One formula · live warehouse data · no exports

Excel

The spreadsheet that never goes stale.

Your team's real work happens in Excel — so Synopsis lives there too. Type a formula and live warehouse data lands in the cell. No exports, no paste-special, no "which version is this?"

  • Formulas, not exports. SYNOPSIS.QUERY, SYNOPSIS.TABLE, and SYNOPSIS.LOOKUP pull live answers straight into cells.
  • Ask from the task pane. The same plain-English chat as the web app, sitting next to your model.
  • Entities, native. Pull a customer or account in as a rich data type and expand its fields like any Excel object.
Excel · task pane
Which accounts in this sheet are behind on payments?

Three of the fourteen accounts in column A have past-due balances totaling $46,300. I've returned them as a table — insert it at your selection?

=SYNOPSIS.TABLE · live from your warehouse

Google Sheets

Sheets that refresh themselves.

Everything the Excel add-in does, in Google Sheets — plus scheduled refresh, so the numbers in that shared sheet are current when your team opens it Monday morning, not whenever someone last remembered to update them.

  • Same formulas. SYNOPSIS_QUERY, SYNOPSIS_TABLE, and SYNOPSIS_LOOKUP, live in any cell.
  • An AI sidebar. Chat with your data and build queries visually without leaving the sheet.
  • Scheduled refresh. Formulas re-run on a schedule — the sheet stays right on its own.
Google Sheets · board_pack
fx=SYNOPSIS_QUERY("cash on hand today")
AB
1Cash on hand$4,182,000
2Runway19 mo
3Last refreshed6:00 AM today

Auto-refreshed on schedule · live from your warehouse

Slack

Answers where the conversation already is.

Half of your company's questions get asked in Slack. Now they can get answered there too — mention Synopsis in a channel or use the slash command, and the number arrives in the thread, with alerts landing where the team actually looks.

  • Ask in the channel. Mention @Synopsis or type /synopsis and get the answer in the thread, for everyone to see.
  • Alerts that reach people. Workflow notifications deliver to Slack — not to an inbox nobody checks.
  • Pick up where you left off. Any Slack conversation can be continued in the full app, history intact.
Slack · #revenue
JD
Jamie9:14 AM
/synopsis how did we do against forecast last month?
S
Synopsis9:14 AM
Last month closed at $2.41M — 3.2% over forecast. The beat came from repeat orders in your two largest regions. Want the breakdown by rep or by product?
S
Synopsis9:15 AM
🔔 Alert: two invoices over $25K went past due this morning. Sent to #finance.

Live in your workspace · answers visible to the whole channel

MCP · your AI tools

Your AI tools get the same answers.

Synopsis speaks MCP — the open protocol AI tools use to reach real data. Connect Claude Desktop, Claude Code, or any MCP-capable tool, and it can ask questions, read your schema, and run governed SQL against your warehouse. Same data, same definitions, same answers as your team.

  • Ask, inspect, query. Connected tools can prompt in plain English, read the data model, run read-only SQL, and export CSVs.
  • Governed by you. OAuth or personal API keys, scoped per user, rate-limited, with every query audit-logged.
  • One source of truth. The AI in your editor and the analyst in the browser compute from the same warehouse.
Why every surface agrees →
Claude Desktop · connected to Synopsis
# tools available via MCPprompt ask the business anythingget_schema tables, columns, definitionsexecute_sql governed, read-only queriesexport_csv results, straight to a file# auth: OAuth 2.1 or API key · audit-logged

Works with any MCP-capable AI tool

And the rest

Every other way out of the warehouse.

Browser extension

Chat with your data and check entity details from any webpage, without switching tabs.

Direct SQL access

The warehouse speaks standard SQL. Connect the tools your analysts already use, with access controlled per user.

API access

Personal API tokens for scripts and services — scoped to you, revocable any time.

CSV & Excel export

Any query result leaves as a CSV or a real .xlsx, one click from the data explorer.

Dashboard sharing

Share a live dashboard by link or email invite — viewers see current data, not a screenshot.

Shareable answers

Send any chat conversation as a link, so the number and its trace travel together.

Keep exploring

The platform behind the integrations.

Chat & ad-hoc analysisThe plain-English interface all these surfaces share.Connectors & ingestionHow your systems' data gets into the warehouse.Security & complianceYour data stays in your warehouse — on every surface.

Meet your team where they are.

Thirty minutes, your data, and the tools your team already opens every day. See how far one warehouse can reach.

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