Documentation

Everything you need to connect, query, and build with Strata.

Getting Started

Getting Started

From sign-in to first insight in under a minute.

Sign in with Microsoft SSO

Sign in with your Microsoft account via Strata. No separate registration required.

Connect a database

Enter your SQL Server connection string. Strata auto-discovers your schema — tables, columns, foreign keys, and data types.

Ask a question

Type a natural language query like "Show me total revenue by region for Q4." Strata writes the SQL, executes it, and returns formatted results.

Export or share

Generate charts, download Excel/PDF exports, email results via Outlook, or share in Teams — all from the same conversation.

Tip: Strata remembers your preferences, databases, and past queries across sessions. The more you use it, the better it understands your data.

Authentication

Strata uses Microsoft Entra ID (Azure AD) for authentication.

All authentication is handled through Microsoft SSO. This means:

  • No separate passwords — your existing Microsoft credentials are all you need
  • MFA inherited — your organization's multi-factor authentication policies apply automatically
  • Conditional access — all conditional access policies configured in your Entra ID tenant are enforced
  • Session management — sessions are scoped to your Microsoft identity and can be revoked from your Entra ID admin portal
// Strata authentication flow 1. User clicks "Sign in with Microsoft" 2. Redirect → Microsoft Entra ID login 3. User authenticates + MFA if configured 4. Entra ID returns OAuth 2.0 token 5. Strata validates token + creates session 6. Scoped permissions for SQL, OneDrive, Outlook, Teams

Your First Query

Ask anything in plain English — Strata handles the rest.

Once you've connected a database, you can start querying immediately. Strata translates natural language into optimized SQL, executes it against your live database, and returns formatted results.

Example queries

"Show me total sales by product category for the last 6 months" "Which customers haven't placed an order in 90 days?" "Compare revenue this quarter vs. last quarter by region" "Give me the top 10 employees by performance score with department" "Create a bar chart of monthly expenses broken down by category"

What Strata generates

For each query, Strata produces:

  • SQL query — fully optimized with joins, CTEs, and window functions as needed
  • Formatted results — clean table with sortable columns
  • Optional chart — auto-generated visualization when the data supports it
  • Export options — Excel, PDF, CSV, JSON, or HTML dashboard
-- Strata auto-generates optimized SQL SELECT p.CategoryName, SUM(o.TotalAmount) AS TotalSales, COUNT(DISTINCT o.OrderID) AS OrderCount FROM Orders o JOIN Products p ON o.ProductID = p.ProductID WHERE o.OrderDate >= DATEADD(MONTH, -6, GETDATE()) GROUP BY p.CategoryName ORDER BY TotalSales DESC;
Integration

SQL Server Integration

Connect any SQL Server instance — on-premise or cloud.

Connecting a database

Navigate to Settings → Databases → Add Connection. Provide your connection details:

Server: your-server.database.windows.net Database: your-database-name Auth: SQL Authentication or Windows Authentication Encrypt: Yes (TLS 1.2+)

Schema discovery

Once connected, Strata automatically discovers your entire schema — tables, columns, data types, primary keys, foreign keys, indexes, and row counts. This metadata powers Strata's ability to write accurate SQL without you having to describe your schema.

Security

  • Credentials are encrypted at rest (AES-256) and in transit (TLS 1.2+)
  • Strata uses read-only connections by default — write access must be explicitly granted
  • All queries are logged and auditable from your Strata dashboard
  • You can disconnect and delete credentials at any time

OneDrive Integration

Save exports and read files from your cloud storage.

Connect OneDrive through Settings → Integrations → OneDrive. Once connected, you can:

  • Save exports — "Save this report to OneDrive" saves Excel, PDF, or HTML exports directly to a folder of your choice
  • Read files — "Read the Q4 budget spreadsheet from OneDrive" pulls file content into your conversation for analysis
  • Search files — "Find the latest invoice template on OneDrive" searches your files by name and content

Outlook Integration

Send reports and search your inbox from the conversation.

  • Send emails — "Email this chart to john@company.com" drafts and sends an email with your chart or report attached
  • Search inbox — "Find emails from Sarah about the budget" searches your Outlook inbox
  • Draft review — Strata always shows you the draft before sending so you can review and approve

Teams Integration

Use Strata as a bot inside your Microsoft Teams channels.

Install the Strata bot from your Teams admin panel. Once installed, you can @mention Strata in any channel to run queries, generate charts, and share results — all without leaving Teams.

// In any Teams channel: @Strata show me total revenue by region this quarter // Strata responds with: → Formatted results table (Adaptive Card) → Auto-generated chart → Export buttons (Excel, PDF, CSV)
Features

AI Models

Six frontier models — switch mid-conversation.

OpenAI

GPT-5.4

OpenAI

Flagship model. Best for complex reasoning and nuanced queries.

OpenAI

GPT-5.4 Mini

OpenAI

Faster, lighter model. Ideal for straightforward queries.

Anthropic

Claude Opus 4.6

Anthropic

Most capable model. Excels at long-context analysis and reasoning.

Anthropic

Claude Sonnet 4.6

Anthropic

Balanced model. Speed and quality at lower cost.

xAI

Grok 4

xAI

Strong at technical and analytical queries.

xAI

Grok 4 Fast

xAI

Speed-optimized. Near-instant responses.

Switch models at any time using the model selector in the chat header. Context and conversation history carry over between models seamlessly.

Features

Charts & Exports

Auto-generated visualizations and one-click exports.

Chart types

Bar & ColumnLinePie & DoughnutScatterArea

Strata automatically selects the best chart type based on your data, or you can request a specific type in your query.

Export formats

Excel (.xlsx)PDFCSVJSONHTML Dashboard

Excel exports include styled headers, data types, and auto-filters. PDF exports include charts, tables, and a formatted cover page. HTML dashboards are interactive standalone pages with filters.

Dashboards

Generate full interactive dashboards from a single prompt.

Ask Strata to build a complete dashboard and it will generate an interactive HTML page with KPI cards, multiple charts, and filter controls — all from one natural language request.

"Build me a sales dashboard with: - Revenue KPI card with month-over-month change - Bar chart of sales by region - Line chart of monthly revenue trend - Top 10 customers table - Date range filter"

Dashboards are generated as standalone HTML files that you can share, embed, or host internally. No additional infrastructure required.

Memory & Context

Strata remembers everything across sessions.

  • Database preferences — which databases you use most, your preferred table aliases
  • Query patterns — how you like results formatted, your typical date ranges and filters
  • Conversation context — full history available so you can say "run that same query but for Q3" and Strata knows what you mean
  • Mode detection — Strata auto-detects whether you want to see SQL (technical mode) or just results (simple mode)

Privacy: Memory is scoped to your account and is never shared. You can clear your memory at any time from Settings → Privacy.