Dashboard Overview
Use the RetainDB dashboard to connect sources, ask the company brain, manage agent access, and monitor usage.
The dashboard is the operating surface for RetainDB Cloud.
Normal company users use the dashboard with their login session. They do not need API keys. API keys live under Developers for agents, servers, MCP, SDKs, and external automation.
Main Pages
| Page | Use it for |
|---|---|
| Home | overall source health, usage, recent queries, and next action |
| Sources | manual sources, indexed documents, sync status, failed jobs |
| Company Brain | ask questions and inspect context, memories, citations, and latency |
| Memory Graph | see how sources, documents, chunks, and memories connect |
| Agent Filesystem | browse agent-readable paths such as /context/company.md |
| Connected Accounts | connect account-backed tools such as GitHub, Slack, Notion, Drive, and Confluence when enabled |
| Developers | API keys, MCP setup, HTTP API, and SDK examples |
| Settings | organization, billing, team, and project settings |
Recommended First Run
- Create or choose a project.
- Add one source from Sources.
- Wait for status to become ready or indexed.
- Ask a real question in Company Brain.
- Connect an agent from Developers -> MCP.
- Confirm
list_sources,context, andread_context_filework from the agent host.
What To Watch
| Signal | Healthy |
|---|---|
| connected sources | important sources are ready/indexed |
| failed syncs | zero, or each failure has an actionable error |
| recent queries | answers cite the expected source |
| memory count | source-derived memories appear after indexing |
| latency | stable enough for agent use |
| API key usage | only external agents/servers use keys |
Dashboard Auth vs API Keys
| Caller | Auth model |
|---|---|
| human using dashboard | dashboard session |
| source/query flows inside dashboard | dashboard session bridged server-side |
| MCP agent | API key |
| backend API route | API key |
| SDK in server code | API key |
| browser code | no API key |
Next: Dashboard Sources, Connect Agents, or Authentication.
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