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The Snowflake Connector lets your Agents query your data warehouse and retrieve results during conversations. Ask questions about your data in plain language and get answers grounded in your Snowflake tables. Data is accessed in real time and never copied or stored in Cassidy.
For best results with complex Connector queries, use a powerful, reasoning-capable model. Cassidy supports models from OpenAI, Anthropic, and Google — see Choose the right AI model for current recommendations.

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Set up the Snowflake Connector

1

Navigate to your Agent

Go to Agents and select the Agent you want to configure.
Agents page with list of available Agents
2

Open the Connectors section

Click the Setup tab and scroll to the Connectors section.
Agent Setup tab showing the Connectors section
3

Add the Snowflake Connector

Click + Add Connector and select Snowflake.
Connector picker with Snowflake option
4

Choose a connection method

Select how users will authenticate:
  • Each user connects their own account (recommended) — each user signs in with their own Snowflake credentials
  • Use a shared connection — all users access Snowflake through one shared account
Connection method selection for Snowflake
5

Set up the connection

If using a shared connection, enter your Snowflake account identifier and authenticate.
Snowflake account identifier input field
Snowflake authentication flow
Optionally share the connection with other team members.
Connection sharing options for team members
Sharing permissions configuration
Shared connection configured and ready
To find your account identifier: in your Snowflake web interface, click your account button in the bottom left corner, then select Account → View Account Details. Copy the Account identifier, which is in the format ABCDEFG-XYZ12345.
6

Configure tool permissions

Set permissions for each action the Agent can perform:
  • Always Allow — The Agent runs the action automatically when needed
  • Needs Approval — The Agent asks for permission before running the action
  • Disabled — The Agent cannot perform the action
Common Snowflake tools include actions for viewing metadata and querying data — such as Describe Table, Explore Columns, Show Databases, Show Schemas, Show Tables, and Run Read Query — as well as Run Write Query for modifying data. You decide the permission level for each tool separately. For example, you might set Show Databases and Run Read Query to Always Allow but Run Write Query to Disabled.
Tool permission settings for Snowflake actions
Permission options: Always Allow, Needs Approval, Disabled
7

Enable the Connector

Click Add to enable the Connector for this Agent.
Add button to enable the Snowflake Connector
8

Start a conversation

Navigate to Chat and select the Agent with the Snowflake Connector enabled.If you chose Each user connects their own account, users are prompted to connect their Snowflake account from within the chat the first time they use the Connector.
Chat with the Snowflake-enabled Agent showing connection prompt
Once connected, your Agent can query your Snowflake database to retrieve data, run analytics, and answer questions about your data warehouse.
Agent responding with Snowflake query results in the conversation

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Monitor Snowflake actions

When an Agent uses the Snowflake Connector during a conversation, you can review what happened by expanding the Analyzed Sources dropdown and clicking any Snowflake step.
Analyzed Sources dropdown showing Snowflake actions taken during the conversation
Expanded Snowflake action details showing the query and results
If an action requires approval (set to Needs Approval), you see an approval prompt where you can click Approve or Reject before the action executes.
Approval prompt with Approve and Reject buttons for a Snowflake action

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Data security

Snowflake data is accessed in real time and is not copied or stored in Cassidy. The Agent only queries Snowflake when needed to answer a question or complete a task.
The Snowflake Connector requests access to run queries on the databases and schemas you authorize. Cassidy does not access data outside the scope you explicitly grant.

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Next steps

Connectors overview

Learn about all available Agent Connectors and how they work.

Data Analysis capability

Combine Snowflake data with the Data Analysis capability for deeper insights.