Getting Started

This guide will walk you through downloading, installing, and getting started with Delve.

Download and Installation

Before you can use Delve, you’ll need to download and install the application on your computer.

  1. Visit our download page
  2. Download the appropriate version for your operating system (Windows, macOS, or Linux)
  3. Run the installer and follow the installation prompts
  4. Launch Delve from your applications folder or start menu

Authentication

Delve uses Google authentication to secure your account. You’ll be prompted to sign in when you first open the app, or if you’ve previously signed out.

Signing In

To sign in:

  1. Click the “Sign in with Google” button on the main screen
  2. A popup browser window will open with Google’s sign-in page
  3. Complete the Google authentication process in the popup (enter credentials and grant permissions)
  4. While you’re authenticating, Delve will show “Waiting for authentication” with a spinning indicator
  5. Once authentication is complete, the popup disappears and you’ll have access to your workspace

Welcome to Delve

After signing in for the first time, Delve opens with a Welcome tab that introduces you to the platform and helps you get started quickly.

The Welcome tab presents Delve as “Your personal analyst” with executable notebooks to answer your business questions. You have two main options to begin:

Try with Demo Data

The left panel offers a quick way to explore Delve’s capabilities using sample datasets. This option is perfect for understanding how Delve works before connecting your own data sources.

Available demo datasets:

  • Attio - CRM data
  • Gong - Customer calls
  • Jira - Issues tracking
  • Jira Service Desk - Support tickets
  • Reddit - Social media posts

When demo data is enabled, you’ll see “Demo Dataset Enabled” confirmation, and you can explore sample business questions like:

  • “Which high-value accounts have declining call sentiment?”
  • “What product issues are driving the most support tickets?”
  • “Which customer complaints on social match unresolved issues?”

Connect Your Data

The right panel shows available MCP connectors for your own data sources, including:

  • Notion - Connect to Notion databases and pages
  • GitHub - Analyze repositories, issues, and pull requests
  • Atlassian - Jira issues and Confluence pages
  • Stripe - Analyze Stripe transactions and customers

Click “More in Settings →” to access additional built-in tools and custom MCP servers.

Your Data Stays Yours

Delve emphasizes privacy with two key principles:

  • 100% Local Execution - Everything runs on your machine. Your sensitive business data, proprietary code, and database queries stay completely private.

  • Zero Data Retention - Partnered with Anthropic under a ZDR agreement. Your prompts are never stored or used for training.

Creating Your First Notebook

Once you’ve chosen demo data or connected your own sources:

  1. Use the “New notebook” button in the sidebar to start creating custom analyses
  2. Ask questions about your data in natural language
  3. Delve will generate executable code and visualizations to answer your questions
  4. You can iterate and refine your analysis as needed

For security, Delve requires your consent before executing code on your local machine. When the AI agent wants to run code, you’ll see a “Cell Execution Consent Required” dialog showing the code to be executed.

You have four options:

  • Deny - Stops Delve from executing the code
  • Run Once - Executes the code this time, but will ask for consent again if the same cell needs to run later
  • Approve Cell - Approves this specific code cell for execution. Future runs of this exact cell won’t require consent
  • Approve Notebook - Allows all cells in the current notebook to execute without individual consent prompts, enabling smooth workflow for complex analyses

You can review the code in the dialog before making your decision to ensure it’s performing the intended actions.

Managing Your Account

Signing Out

To sign out of your Google account:

  1. Click the Settings icon (gear icon) in the top-right corner
  2. Navigate to the Profile section at the bottom of the settings panel
  3. Click “Sign out” next to your account information

Your session will remain active until you sign out manually.

Welcome Tab Settings

The Welcome tab can be disabled in Settings > General if you prefer to go directly to your workspace on startup.

Next Steps

  • Explore the Settings to configure additional connectors and customize your experience
  • Try asking complex business questions that span multiple data sources
  • Create notebooks for recurring analyses you want to save and reference

Settings

Access the Settings panel by clicking the gear icon in the top-right corner of the application. The settings are organized into several sections to help you configure Delve for your workflow.

Interface Controls

Before diving into the settings panel, note these useful interface controls in the top-right corner:

  • Sidebar Toggle - Click the sidebar icon to hide or show the notebooks list in the left sidebar
  • Theme Switcher - Click the theme icon to choose between Light, Dark, or System theme modes

MCP Connectors

Configure Model Context Protocol connectors for external tools and services. These connectors allow Delve to integrate with external systems and APIs.

Finding MCP Servers: Browse available MCP servers at github.com/modelcontextprotocol/servers to find servers and get instructions on what to enter for the command and arguments.

Supported Connection Types: Delve supports SSE and stdio connectors.

URL-Based MCP Connectors

For MCP servers hosted by third parties (external services).

To add a URL-based MCP connector:

  1. Click the + button in the MCP Connectors section
  2. Enter a Connector name
  3. Select URL as the Connection Type
  4. Enter the server URL in the URL field
  5. Optionally enter an API Key if required by the service
  6. Click Add to save the connector

Command-Based MCP Connectors

For MCP servers running locally on your machine.

To add a command-based MCP connector:

  1. Click the + button in the MCP Connectors section
  2. Enter a Connector name
  3. Select Command as the Connection Type
  4. Enter the command to run the server in the Command field (e.g., “python -m myconnector”)
  5. Add any required Arguments (one per line)
  6. Optionally specify a Working Directory path
  7. Click Add to save the connector

One-Click Connectors

Delve provides pre-configured connectors for popular services like GitHub, Atlassian, Notion, and Stripe. These one-click connectors make it easy to quickly connect to commonly used tools.

To enable a one-click connector:

  1. Click “Browse one-click connectors…”
  2. Browse or search through the available connectors (GitHub, Sentry, PostHog, Atlassian, Asana, etc.)
  3. Click on the connector you want to enable
  4. The connector will be automatically configured and ready to use

Once enabled, connectors that require authentication will show an “Authenticate” button. Click this button to open a browser window with the OAuth flow for that service. You can also use the “Edit” button to modify connector settings or the delete button to remove the connector.

Each connector includes documentation links to help you understand what functionality it provides and how authentication is handled.

Demo MCP Server

Delve includes a built-in Demo MCP Server that provides access to sample datasets for testing and learning. This is perfect for exploring Delve’s capabilities with realistic business data without needing to connect your own services.

The Demo MCP Server includes:

  • Attio - CRM data with customer accounts, contacts, and deals
  • Gong - Customer call recordings with sentiment analysis
  • Jira - Product development issues and bug tracking
  • Jira Service Desk - Customer support tickets and requests
  • Reddit - Social media posts and customer feedback

Enable the Demo MCP Server by clicking the toggle switch next to it. Clicking on the Demo MCP Server name will expand it to show the available data sources. It’s ideal for exploring cross-platform analytics, customer sentiment analysis, and support ticket correlation.

Secrets

Manage API keys and environment variables securely. This section stores sensitive information like API keys that your notebooks may need to access external services.

Important: The secrets are added as environment variables to the IPython kernels, please be careful in what you add.

To add a new secret:

  1. Click the + button in the Secrets section
  2. Enter a Name for your secret (e.g., “POSTHOG_API_KEY”, “KAGGLE_USERNAME”)
  3. Enter the Value (the actual API key or secret)
  4. Optionally add a Description to help remember what this secret is for
  5. Click Add to save the secret

Anthropic Integration

Delve automatically handles Anthropic API authentication. You do not need to add your own ANTHROPIC_API_KEY secret.

Privacy Benefit: When using Delve’s built-in Anthropic connection, all requests are covered under our Zero Data Retention agreement with Anthropic, ensuring your prompts and data are never stored or used for training.

Python Packages

Add Python packages and usage instructions for the AI assistant. This allows you to extend Delve’s capabilities by installing additional Python libraries.

To add a Python package:

  1. Click the + button in the Python Packages section
  2. Enter the Package Name (e.g., “numpy”, “pandas”, “openpyxl”, “kagglehub”)
  3. Optionally specify a Version Constraint (e.g., ”>=1.0.0,<2.0”)
  4. Add Usage Instructions to help the AI understand how to use this package
  5. Click Add to install and configure the package

Finding Python Packages

Browse available packages at:

  • pypi.org - The main Python package repository

Profile

Manage your account and authentication settings. This section displays your current Google account information and provides account management options.

Your profile shows:

  • Your name and email address
  • Connected Google account
  • Sign out option to end your current session

General

General application settings to customize your Delve experience.

  • Show the Welcome tab on startup - Toggle this option to control whether the Welcome tab appears when you start Delve

Managing Settings

  • Settings are automatically saved when you add or modify items
  • Use the Cancel button in any dialog to discard changes
  • The X button next to the Settings tab closes the settings panel