Set Up Instructions

Metabase

Connect Ploy to Metabase to automatically manage user access and lifecycle. Ploy reads your Metabase user directory—emails, names, active status, and permissions—to enforce governance policies.

Before you begin: You'll need admin access to your Metabase instance to create an API key.

What Ploy needs

  • Instance URL — the full base URL of your Metabase instance (e.g. https://metabase.company.com)

  • API Key — prefixed with mb_..., assigned to the Administrators group

Create an API key in Metabase

  1. Go to Admin Settings > Authentication > API Keys

  2. Click Create API Key

  3. Give it a descriptive name (e.g. "Ploy Integration")

  4. Assign it to the Administrators group—Ploy's connection test requires admin-level access to /api/user/current

  5. Copy the mb_... key—it's only shown once

Network access for self-hosted instances

If you're running Metabase on your own infrastructure:

  • Ploy's servers need HTTPS access (port 443) to your Metabase instance

  • The URL must be publicly reachable or reachable from Ploy's infrastructure

  • If behind a VPN or firewall, allowlist Ploy's IPs (contact support for the current list)

This applies to both Metabase Cloud and self-hosted deployments. No OAuth or SAML configuration required—Ploy uses only API key authentication.

What Ploy reads

Ploy accesses only user management endpoints:

  • User directory: email, name, active status, superuser flag, last login, join date

  • Not accessed: questions, dashboards, databases, or query results

Once connected, Ploy will sync your Metabase users and begin tracking access for governance and compliance workflows.

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