Board pack numbers
Priya Sharma, finance director at Acme Ltd, asked for revenue by country for last month. Memtro read the sales dataset's fields, ran a semantic-layer query and returned the rows by country.
Holistics + Memtro
What was GMV by country last month in Holistics, and which schedules email the board?
Holistics connects Memtro to your BI and semantic layer. It runs semantic-layer queries on a dataset, so you can ask for a metric by field, and reads dataset models and fields. It also reads dashboards with widgets and filters, data schedules and alerts with destination type and recipient counts, users by id and group, and job status. When asked and granted, it can run a schedule or alert now, pause, resume or delete schedules, delete alerts and dashboards, preload a dashboard, manage users, roles and groups, and tag dashboards and datasets. Queries run on your own warehouse, which costs compute.
In Memtro
What you can do with Holistics in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Holistics tool, reads what it needs, and answers with the source cited.
What it does
- 01Runs semantic-layer queries on a dataset, grouping by dimensions and aggregating metrics, and reads each dataset's models and fields.
- 02Lists dashboards with their widgets and filters, and data schedules and alerts with destination type and recipient counts.
- 03Lists users by id, initials, status and group. Emails, names and recipients' addresses are never returned.
- 04When asked and granted, runs a schedule or alert now, which delivers to its recipients, and pauses, resumes or deletes schedules and alerts.
- 05When asked and granted, deletes a dashboard for everyone, preloads its cache on your warehouse, and tags dashboards and datasets.
- 06When asked and granted, invites people, who get an invitation email, changes roles, deactivates or restores users, and adds or removes them from groups.
Acts when asked
When you ask it to
These tools change something in Holistics. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Run a data schedule now (delivers to its recipients)
- 02Run a data alert now (sends to its destination if its condition matches)
- 03Pause or resume a data schedule
- 04Delete a data schedule (permanent)
- 05Delete a data alert (permanent)
- 06Delete a dashboard (permanent)
- 07Preload a dashboard's cache (runs its queries)
- 08Invite users by email with a role
- 09Resend a user's invitation email
- 10Change a user's role
- 11Deactivate a user (soft delete)
- 12Restore a deactivated user
- 13Add a user to a group
- 14Remove a user from a group
- 15Add or remove tags on a dashboard or dataset
In practice
Ask it like you would a colleague
Once Holistics is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Holistics + MemtroWhat was GMV by country last month?
Which schedules email the board, and how often?
Which data alerts are paused?
What fields does the orders dataset have?
Pause the weekly sales schedule until further notice.
Rerunning a report
Dan Fletcher, data lead at Northwind, asked Memtro to run the weekly operations schedule now after a data fix. As granted, Memtro ran it, and Holistics delivered the report to the schedule's email recipients. Memtro checked the job until it succeeded.
Teams
Where it fits
The teams that lean on Holistics most, a question each of them asks, and what they connect beside it.
- Data and analyticsQuestions answered from the warehouse, with the SQL shownAnalyst, Data engineer, Anybody with a question, Head of data“Revenue by segment for Q3 from the warehouse, with the SQL you used”Used alongside Postgres, Stripe, Slack, Google Drive, Snowflake and 3 more.
- MarketingSpend, leads and reputation in one conversationMarketing lead, Performance marketer, Content and SEO, Brand and community“How did last week's LinkedIn and Google campaigns do, and which leads reached the pipeline?”Used alongside Google Ads, Meta Ads, HubSpot, Google Analytics 4, Brevo and 7 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
Better together
Works with
A record in Holistics is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- Marketing automationHolistics with ActiveCampaignContacts, campaigns and automations from ActiveCampaign.
- Marketing automationHolistics with BrevoEmail and SMS campaign results from Brevo.
- Marketing automationHolistics with Customer.ioCampaign metrics and customer journeys from Customer.io.
- Databases and warehousesHolistics with PostgresRead-only SQL over your warehouse or application database, written by the model from the schema.
- Databases and warehousesHolistics with MySQL and MariaDBRead-only SQL over your MySQL or MariaDB database, directly or through an SSH tunnel.
- Databases and warehousesHolistics with SQL ServerAsk questions of SQL Server and Azure SQL, safely.
- CRM and salesHolistics with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesHolistics with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesHolistics with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
Also in Analytics
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- Google Analytics 4
- Plausible Analytics
- Umami
- Google Search Console
- Segment
- App Store Connect
- Google Play Console
- Power BI
- Metabase
- Mixpanel
- Amplitude
- PostHog
- Baremetrics
- ChartMogul
- Fathom Analytics
- Matomo
CallRail
Fullstory- Pendo
WhatConverts- Tableau
- Qualtrics
- Looker
Lightdash- Redash
Microsoft Clarity- Chameleon
Eppo
Mouseflow- Optimizely
- Sigma Computing
- VWO
Setup
How to connect
Connect withAPI key
- 1
In Holistics, an admin first ticks Allow API access on the user under User Management. That user then opens User Settings, API Keys and generates a key. A dedicated user with a narrow role is safer.
- 2
In Memtro, open Connections → Holistics and paste the API key. Set the Region to us or eu if you sign in at us.holistics.io or eu.holistics.io.
- 3
An administrator grants the actions by name, such as running schedules, to the teams that may use them.
- 4
Ask what GMV was by country last month.
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Holistics tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Holistics?+
Only when you ask, and only what it has been granted: run a data schedule now (delivers to its recipients); run a data alert now (sends to its destination if its condition matches); pause or resume a data schedule; delete a data schedule (permanent); delete a data alert (permanent); delete a dashboard (permanent); preload a dashboard's cache (runs its queries); invite users by email with a role; resend a user's invitation email; change a user's role; deactivate a user (soft delete); restore a deactivated user; add a user to a group; remove a user from a group; add or remove tags on a dashboard or dataset. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Holistics connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Holistics data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Holistics?+
API key. In Holistics, an admin first ticks Allow API access on the user under User Management. That user then opens User Settings, API Keys and generates a key. A dedicated user with a narrow role is safer.
Connect Holistics in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.