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Spreadsheet & tabular · Direct adapter

CSV files × ServAI

Connect CSV files to the ServAI Data Intelligence Role Pack with explicit data boundaries, read-only execution, human approval and traceable evidence.

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CategorySpreadsheet & tabular
Connection routeDirect adapter
Data modeRead-only
Publish authoritySeparate human release
What can be connected

The CSV files data you approve—not the whole account.

ServAI can read approved worksheets, tables or mapped files within explicit dataset boundaries. An administrator defines the allowed datasets, fields, query windows and sensitivity ceiling. Exact availability depends on the customer’s CSV files plan, permissions and source configuration.

Boundary ruleThe agent cannot select an arbitrary account, table or resource from its prompt. Scope must be registered and approved first.
What Data Intelligence can do
  • Profile approved tabular data
  • Detect missing, duplicate or inconsistent values
  • Compute governed summaries and comparisons
  • Turn verified results into traceable dashboards
How the connection works

Configured, admitted and health-gated.

Implementation differs by connector state. These are the actual boundaries for this ServAI catalogue entry.

01

Map the dataset

A tenant administrator maps a dataset ID to a relative file inside an approved fixed root. Arbitrary paths and escaping symlinks are refused.

02

Review and admit

Limits, file size, column structure and the configuration fingerprint are reviewed before a person admits the exact connection.

03

Read within bounds

The analyst reads only approved rows and columns under file-size and row limits, carrying evidence into the result.

Current implementation detailsBuilt-in bounded tabular parserDataset ID maps to an approved fixed-root fileRow, size and path-escape limits enforced
Governed path

From source to a verifiable dashboard.

Connecting a source does not grant authority to change data, define metrics or publish.

  1. 01Configure connection
  2. 02Review & admit
  3. 03Approve meaning
  4. 04Read-only query
  5. 05Dashboard & evidence
  6. 06Different-person verify
  7. 07Separate release
What you need

Deployment requirements

  • File inside an approved fixed data root
  • Dataset ID and allowed-column mapping
  • File read permission plus size and row limits
  • Human owner for admission and health
What this connector cannot do

Fixed boundaries

  • ServAI does not write to CSV files or change source records.
  • No self-admission, self-approval of metrics or self-verification of dashboards.
  • The agent cannot submit raw SQL or arbitrary resource names.
  • A catalogue listing never means a customer connection is operating.
Status truth

Operational after admission & health

The customer control surface shows actual per-tenant state: operational, needs attention, or catalogued—not live. ServAI never turns a logo into a connection claim.

OperationalAdmitted and health passing
Needs attentionConfiguration, health or entitlement needs action
Catalogued—not liveNo admitted customer connection
CSV files + Data Intelligence Role Pack

Start with data scope—not a connector logo.

We will establish route state, requirements, human ownership and data boundaries before treating the connection as ready.

Start a connection assessmentExplore the Role Pack