Customer Data: Discover Datasets

Auto-discover the structure of YOUR organization's own connected Snowflake data (not HG Insights data). Scans the connected Snowflake account, scores tables for how account-like they are, and proposes field mappings (e.g. account name, domain, ID) with confidence levels — a fast way to learn what customer datasets and tables are available without knowing the schema up front.

Runs asynchronously: start a run with action "run_discovery", poll with "get_status", then read the proposed tables and mappings with "get_results".

Use this when you need to map out an unfamiliar connected Snowflake account: which tables exist, which look like account/company data, and how their columns map to standard fields (discover available customer datasets/tables).

Do NOT use this when you already know the specific schema or table you want — use customer_data_explore to inspect a known dataset (list schemas/tables, describe columns, sample rows). Do NOT use this to read actual records or run analytics — use customer_data_query to run a SQL query. Do NOT use this for HG Insights' own company/technographic/spend data — those live behind the company_* and hg_* tools.

Credits

Free — No credits consumed. See the full credit table for how AI Credits work.

Parameters

Name	Type	Default	Description
action	string	run_discovery	Which step to run against your connected Snowflake data (default: run_discovery). run_discovery: start an async scan that analyzes tables and proposes field mappings, returning a discoveryId. get_status: poll a prior run's progress (pending/running/completed/failed). get_results: fetch the full result — candidate tables and proposed mappings — once the run has completed.
discovery_id	string	``	The discoveryId returned by a run_discovery call. Required for get_status and get_results; ignored for run_discovery.

Required Integrations

This tool is only available when your organization has the following integration configured in the Phoenix Integrations settings:

• Snowflake (snowflake)

Use Cases

• Map out an unfamiliar connected Snowflake account to see which datasets and tables are available
• Find which tables in your own data look like account/company data before querying them
• Get suggested field mappings (account name, domain, ID) with confidence levels for your tables
• Kick off discovery and poll its status while it scans the connected schema
• Retrieve the candidate tables and proposed mappings from a completed discovery run

Example Usage

Start discovering your connected Snowflake datasets

{
  "tool": "customer_data_discover",
  "arguments": {
    "action": "run_discovery"
  }
}

Check the status of a running discovery

{
  "tool": "customer_data_discover",
  "arguments": {
    "action": "get_status",
    "discovery_id": "disc_01H9XYZ"
  }
}

Read the candidate tables and proposed mappings

{
  "tool": "customer_data_discover",
  "arguments": {
    "action": "get_results",
    "discovery_id": "disc_01H9XYZ"
  }
}

Response Format

Field	Type	Description
action	string	Action that was executed.
discoveryId	string	ID of the discovery result.
status	string	Status of the discovery (pending, running, completed, failed).
summary	string	Human-readable summary of the discovery results.
executionTimeMs	number | null	Execution time in milliseconds.
result	object | null	Full discovery result data (for get_results action).
error	string | null	Error message if discovery failed.

Related Tools

customer_data_explore, customer_data_query