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Tutorial
This tutorial takes a new workspace from sign-in to an explored graph. You need a Helix account and a source to read, such as a Stripe account. Owners and admins of a workspace can do every step. Members can follow along read-only; exploring a load also needs Query read on its database’s Helix project.

The steps below, end to end.

1

Sign in

Open foundry.helix-db.com and continue with Google, GitHub or Microsoft, using the account you use for Helix Cloud.
The Helix Foundry sign-in page with Google, GitHub and Microsoft buttons
2

Choose a workspace

Foundry opens your workspace when you have one, or the workspace picker when you have several or none. Select Create workspace to start a new one; it starts on Foundry Free.
The Create a workspace dialog over the workspace picker
3

Connect and sync a source

In Data, select Add data, choose the source, and follow its numbered steps to create a read-only credential. Select Test connection to see what the credential can read, then Connect and sync. The first sync starts at once.
The Stripe connection form after a successful test, listing the objects the key can read
See Connect data for every source and what it needs.
4

Create an ontology

In Ontologies, select New ontology. Name it and choose the Helix database it loads into: one you have, or a new one on Helix’s shared cluster.
The New ontology form with a name and an existing database selected
5

Generate a draft

On the ontology, select Generate. Say what the ontology should serve, choose the connectors whose tables it reads, and select Generate. The page follows the generation until it stores a new version.
The Generate an ontology form with a goal and the Stripe and Shop database connectors selected
6

Review it and make it current

Select Review version. Read its types, links, mappings and rules, then select Make current. Your earlier version stays, so you can roll back at any time.
An agent-drafted version with its Graph, Types, Links, Mappings, Rules, Questions and TOML tabs
7

Load it

In Data loads, select Load data. The dialog says which tables and documents the load reads and what it may spend; select Load. When it finishes, it becomes the current load.
The Load version 3 into contracts dialog with the tables, documents, spending and limits
8

Explore it

Select Open Explorer. The graph opens on a connected sample of the load. Search with /, double-click a node to expand it, or switch to Records to read each type as a table.
The Explorer with a customer selected and its properties and relationships in the inspector

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Next steps

Upload documents

Add contracts and notes so loads fill types from their text.

Invite your team

Invite members and admins to the workspace.

Connect a database

PostgreSQL and MySQL need Foundry Pro.

Troubleshooting

What each error and waiting state means.