Connection statuses and actions

A connection’s status says whether its data is current and whether you must act. Every connection shows one status. You see it on the connection’s row in the sidebar’s Connections section, on the card that opens when you point at the row, on the connection’s page, and on the source’s card in the connection manager. Ari reads the same status when you ask about a connection. To fix a problem step by step, see Fix a connection that needs attention. The mark at the right end of a connection’s row in the sidebar says whether anything needs you.

Mark	Meaning
No mark	The data is in and current (Synced), or an MCP server or API is ready (Connected).
Blinking orange dot	A sync is running (Syncing).
Steady orange dot	Something is incomplete but usually needs nothing from you: the sync resumes by itself, cfo.ai must fix it, or someone else must act. The one exception is a Partly synced connection whose source refused access to a table, which offers Reconnect.
Red triangle	A problem you must act on. The card names it and offers the fix.
Gray dot	Setup was not finished, someone stopped the latest sync, or the source was added but not connected.

With no connections, the section reads No connections yet. The Connections section shows one row per app. An app you connected more than once, such as one QuickBooks company per entity, gets a parent row with its connections nested under it, and the parent shows the mark of its most urgent connection. A connection with no name of its own, such as an unfinished setup, is named for its source, and several such connections of one source are numbered in the order they were created: Stripe, Stripe (2). Ari uses the same names in its chat notes. Under a parent row, a nested MCP server or API that has only its app’s name reads MCP server or API, with the same number.

Statuses

Synced

The data reached your Model, and the last sync finished. Mark: none. Action: none. The card also shows Last synced and Used in.

Connected

An MCP server or an API is ready for Ari to call. Nothing syncs from it, so it has no Last synced time. Mark: none.

Syncing

A sync is running, or a first sync is queued. Mark: blinking orange dot. The connection’s page reads A sync is running now. No Reconnect or Retry is offered while it runs. While cfo.ai waits on the provider, the line says how long it has waited:

Waiting [time] so far for [source]’s first sync to finish. It may add what the provider last reported, then If it hasn’t finished by [date and time], this sync stops at its next check after that. cfo.ai checks every 10 minutes and waits up to 20 hours. For a source that syncs through Fivetran, the provider’s report reads Fivetran reports its first historical sync of the account still running, or, when the source’s API has stopped answering Fivetran for now, Fivetran rescheduled its first historical sync of the account because the source’s API allows no more calls for now; its next attempt is due at [time]. cfo.ai keeps waiting through a rescheduled first sync and asks Fivetran to run it again once that time has passed.
Waiting [time] so far for cfo.ai’s request allowance at [source] to reset. The allowance for this organization is used up or nearly used up, and the sync resumes on its own when it resets. It ends the same way. Xero, for example, limits how many requests an app can make each day.
Waiting [time] so far for [source] to finish a sync it is still running. cfo.ai loads that sync once it finishes. If [source] still reports it running at the first check after [date and time], this sync stops. A source that syncs through Fivetran was still running its own sync 45 minutes after cfo.ai asked for one. cfo.ai starts no new sync and checks again about every 10 minutes for up to 20 hours. The data from the last loaded sync stays usable meanwhile.

Partly synced

The last sync finished without some of the source’s tables. The data that arrived is usable. Mark: steady orange dot. The line names up to three tables and counts the rest, and it says whose side the cause is on once cfo.ai has read why each table failed:

Until cfo.ai has read the cause, for a moment after the page opens or for as long as cfo.ai cannot read the connection’s sync outcome: [Source]’s last sync couldn’t refresh [tables]. Everything else is up to date, and cfo.ai will try again on the next sync. Action: Reconnect, as for any connection that needs attention, until the cause replaces this line.
The source refused this connection’s sign-in or permissions for every missed table, such as a QuickBooks account that cannot read accounts: [Source] refused this connection access to [tables], so the last sync didn’t refresh that data. A reconnect with an account that can read it lets the next sync refresh it. Everything else is up to date. Action: Reconnect.
The source refused some tables and the rest failed for another reason: the refusal sentence, then A problem on cfo.ai’s or [Source]’s side kept [tables] from refreshing, and cfo.ai will try again on the next sync. Everything else is up to date. Action: Reconnect, which repairs only the refused tables.
No table was refused: A problem on cfo.ai’s or [Source]’s side kept the last sync from refreshing [tables]. Reconnecting won’t change it. cfo.ai will try again on the next sync, and everything else is up to date. Action: none; the next sync retries the missing tables.

A refusal is the source answering a sync request with a sign-in or permission error, such as HTTP 401 or 403, or QuickBooks Online’s Permission Denied. A rate limit, a timeout, or a failure in cfo.ai’s own reader is not a refusal.

Setup not finished

Someone started connecting the source and did not finish. The setup may have failed, been abandoned, or still be open in someone’s tab. Mark: gray dot. Line: Syncing won’t begin until setup is finished. Actions: Finish setup continues the same connection, and Cancel setup removes it without asking, because it holds no data yet. A source whose setup cannot be resumed, such as Stripe (Direct), offers only Cancel setup on the card, with Setup wasn’t finished. Cancel it and connect [source] again. On the connection’s page, the line says Remove it and the button is Remove connection. People who cannot manage connections see the line and no button.

Connection failed

Setup failed before the source linked. Mark: red triangle. Line: the failure’s reason, or Retry to set it up again. Action: Retry.

cfo.ai lost access

The source revoked cfo.ai’s access, for example after a password change or an expired authorization. Mark: red triangle. Line: Reconnect to start syncing again. Action: Reconnect, then sign in to the same company the connection already holds.

Missing access in [source]

The source is not sharing some tables the reports need, such as Missing access in NetSuite SuiteAnalytics. Mark: red triangle. Line on the card: [Source] isn’t sharing some tables the reports need. Open the connection for the steps to fix it. The connection’s page shows an Access missing badge and the steps. For NetSuite they read: NetSuite isn’t sharing some tables cfo.ai needs for your financial statements. Have your NetSuite admin create an access token for the Data Warehouse Integrator role, then reconnect NetSuite with that token. Changing only the role ID won’t work. Missing tables: … Action: fix the access in the source, then Reconnect.

Sync failed

There are two kinds:

The provider’s own sync failed, often for a moment. Mark: steady orange dot. Line: [Source]’s sync hit an error. cfo.ai will try again on the next scheduled sync. When the provider gave a reason, its report sits between the two sentences, for example BigQuery’s sync hit an error. Fivetran reports: Problem with view (BigQueryConnectorTask_VIEW_ERROR): [the view Fivetran could not read]. cfo.ai will try again on the next scheduled sync. Fivetran’s report gives each failing task as its message, its code in parentheses, and its details, which name what failed, such as the view or table; several tasks are separated by semicolons. Ari reads the same report. Action: none, or Retry to run it now. When the report names something to fix at the source, fix that first. When Fivetran reports the connector broken by a generic sync failure and nothing else, and its setup tests pass, the nightly refresh starts one ordinary sync on up to two later nights; a success clears the count, and a connector that needs a new sign-in or is paused is not retried this way.
cfo.ai could not tell why the sync failed. Mark: red triangle. Line: the source’s own reason, or The last sync couldn’t finish. Actions: Retry and Investigate with Ari.

First sync not ready

The provider had not finished its own first sync of your account 20 hours after cfo.ai began waiting. Mark: steady orange dot. Line: [Source]’s data still wasn’t ready when cfo.ai stopped waiting for its first sync, so this sync ended without data. The next scheduled sync tries again. Action: none, or Retry to start a new wait. A later sync that the source still reports running when the 20 hours run out does not get this status. The connection reads Sync failed with a red triangle, and the line is the reason sentence the provider’s latest report still showed its sync running 20 hours after the wait for that sync began at [time], followed by what the source last reported. The next scheduled sync tries again, or select Retry.

Paused until next sync

The source’s daily request allowance ran out. Mark: steady orange dot. Line: [Source]’s daily limit was reached. Progress is saved, and syncing picks up on the next scheduled run. Action: none. Signing in again would not change the limit, so Reconnect is not offered.

Sync stopped

cfo.ai’s data warehouse refused the data. Mark: steady orange dot. Line: Contact cfo.ai support if it isn’t fixed soon. Action: none; only cfo.ai can fix it. When several causes apply at once, this one is shown, because nothing else helps until it is fixed.

Stopped

Someone stopped the latest sync. Nothing broke. Mark: gray dot. Line: This sync was stopped before it finished. Action: Retry.

No queries yet

The source’s data synced, but no saved query brings it into your Model yet. Mark: red triangle, or a steady orange dot when someone else must set up the queries. Line: Data synced. No queries saved yet., or Data synced. Someone with access can set up queries with Ari. Action: Set up queries with Ari, for people who can edit the connection.

No data found

The sync finished, but neither the source nor its queries returned any rows. Mark: red triangle. Line: The last sync finished but found no data. Action: Investigate with Ari.

Upload incomplete

A file upload connection has no file attached yet. Upload the file again.

Needs attention

The general status for a connection that stopped short of your Model. MCP servers and APIs show it with a next step, such as Reconnect this source to continue. for a server whose saved sign-in no longer works.

Not connected

A source was added, for example from a list Ari asked you to connect, but nothing was connected yet. Mark: gray dot.

Statuses for MCP servers and APIs

In Settings → Connections and on the MCP and API tabs, a server or API reads one of these, followed by its next step when it has one.

Status	Meaning
Ready for Ari	Ari can call its tools or endpoints.
Synced	A sync setup Ari saved has brought its data in.
No queries yet	A sync setup brought its data in, and no saved query reads it yet. On the connection’s page, the line reads Data synced. No queries saved yet. with Set up queries with Ari for people who can edit the connection, or Data synced. Someone with access can set up queries with Ari. The page reads the status again each time it opens and when Ari saves a query.
Connecting	Setup is still in progress.
Waiting for you	Someone must finish setup, such as signing in.
Needs attention	Something broke; the next step says what to do.
Unavailable	The status could not be read.

An MCP server’s row also shows the state of its saved sign-in. The state describes the saved credential, not whether the provider answered or how fresh its data is.

Sign-in state	Meaning
Sign-in saved	The saved sign-in is current.
Sign-in saved · expiry unknown	The saved sign-in works, and the provider did not say when it expires.
Access expired · renewal on next use	The access token has expired, and cfo.ai renews it the next time it uses the server. Nothing to do.
Reconnect required	The provider refused to renew the sign-in. Select Reconnect, which opens the provider’s sign-in again and keeps the connection and its sync setups.
Sign-in incomplete	The server was added but its sign-in never finished.
Provider access not checked	The server does not sign in with OAuth, so there is no credential state to show.

Next step	When
Reconnect this source to continue.	The saved sign-in has no usable token.
Finish authorization to continue.	Sign-in was started and not finished.
Retry authorization to continue.	Sign-in failed.
Allow at least one API endpoint to continue.	No endpoint of the API is allowed yet.
Grant access to the missing source tables to continue.	A synced source, such as NetSuite, hides tables the reports need. See Missing access in [source].
Refresh the API definition to continue.	The API’s specification needs to be loaded again.
Verify the available tools to continue.	The server’s tool list needs checking.
Retry the import to continue.	A data import failed.
Import data to continue.	Nothing has been imported yet. A server or API whose data synced without a saved query reads No queries yet instead.
Review the imported data to continue.	The import finished, and what it produced needs a look.
Review the source data to continue.	The source’s data needs a look before it can be imported.
Attach a file to continue.	A file upload has no file.
No action is needed while setup finishes.	Setup is running.

Connection actions

Action	What it does	Offered when
Finish setup	Continues the unfinished setup on the same connection. No second connection is created.	Setup was not finished and the source can resume it.
Cancel setup	Removes an unfinished connection at once. It frees the plan slot the connection held.	Setup was not finished.
Reconnect	Opens the source’s sign-in again for the same connection.	The source revoked access, a failed sync needs a new sign-in, or a Partly synced connection’s source refused access to a missed table or cfo.ai has not read why the table was missed.
Retry	Runs the import again with the same sign-in, or starts setup again after Connection failed. It does not use another plan slot.	A sync failed and only the import needs to run again, a sync was stopped, or setup failed.
Update file	Replaces an uploaded CSV with a new file.	On a file upload. It is the only action when the file could not be read.
Set up queries with Ari	Opens a new chat with a request for Ari to review what synced, propose saved queries, and set them up. You review the request before you send it.	No queries yet
Investigate with Ari	Opens a new chat and asks Ari to find out why the sync failed or found nothing, and start it again if that helps.	No data found, or a Sync failed with no known cause
Remove connection	Asks Do you want to remove this connection? This stops future imports and cannot be undone. Data already in your Model stays, and stops updating.	On the connection’s page, for people who can manage connections
Remove file	Asks Do you want to remove this file? This cannot be undone.	On a file upload’s row and page
Manage, Disconnect	Manage opens the server’s or API’s connection page, the same page its sidebar row opens, where its tools or endpoints and their permissions live. Disconnect, in the row’s … menu, does the same as Remove connection on that page. Disconnecting a server warns Ari will no longer be able to use this server’s tools until you reconnect.	MCP servers and APIs, in Settings → Connections and on the MCP and API tabs. Manage appears on every row, including a server whose setup is not finished.

A connection never offers both Retry and Reconnect. No action appears while a sync is running, when only cfo.ai support can fix the failure, when cfo.ai has turned the source off, or for people who cannot manage connections. To rename a connection, open its page and select its name.

The connection’s page

Select a connection’s row to open its page. Its sections, top to bottom:

Section	What it shows
Status	The status, the line under it, any setup warning, and the actions. Last synced reads a time such as Just now, or Not yet. Used in lists the Pages that use the connection’s data. Added gives the date it was connected, and File names an uploaded file. For an MCP server or API, the facts are Type, Address, Sign-in, and Added, with Last synced and Used in once it syncs.
Source tables	When each table from this source last synced. Each row gives the Table, its Last synced time, and the date its Data through reaches. It appears once two or more tables have synced.
Import	What Ari imported from this connection. It appears for Google Sheets and Google Drive connections.
Tools	Choose which tools Ari may use without asking first. It appears for an MCP server that finished sign-in, for people who can manage connections. It opens with Connection health: Sign-in saved, Sign-in saved · expiry unknown, Access expired · renewal on next use, Reconnect required, Sign-in incomplete, Provider access not checked, or Provider access could not be verified when the tool list could not be read. Under it, Tools verified: [date and time] or A saved sign-in does not confirm current provider access., and Reconnect for a server that signs in with OAuth. Tools are grouped as Read-only tools and Write/delete tools, and Auto-classify sets their permissions. When the list fails, the error shows with Try again.
Endpoints	Choose which endpoints Ari may call without asking first. It appears for an API, grouped as Read endpoints and Write/delete endpoints, with Auto-classify.
Fetch script	Ari saves the script that repeats this fetch. The next fetch runs the newest revision. It appears instead of Endpoints for an API that Ari reads with a saved script, and lists the saved revisions with Restore.
Syncs	What Ari copies from this connection into your data. It appears on an MCP server’s or API’s page for people who can manage workspace settings, before the first sync as well.
Queries	Ari writes these queries to bring this data into your model. They are read-only. Each saved query shows its last run, such as Ran 2 hours ago · Completed, Queued, Running, or Never run, with Show SQL and Copy SQL. With no queries, it reads No saved queries yet. On an MCP server’s or API’s page it appears with Syncs, or once the connection has synced.

At the bottom, people who can manage connections see Remove connection, or Remove file for an upload.

A removed connection’s page

A link to a connection that was removed, such as a table cell’s View source, opens a page headed Connection removed, with No longer in this workspace under it. Its Status section shows a Removed badge and reads This connection was removed, so its data no longer updates. The values it already imported stay in your model until you replace them. Imported names the saved queries that still read the connection, and Used in lists the Pages. Replace with Ari opens a new chat with an unsent request that names the connection and what it imported, so Ari can tell you which Variables and Pages use that data and help you replace it with a current source or a new file. Add a connection opens the connection manager, for people who can add connections.

Directory cards

The connection manager’s Integrations tab shows one card per source.

Label	Meaning
Connect	Starts connecting this source.
Add another	The source already has a connection; adds one more, such as a second company.
Upload CSV, Add CSV	Uploads CSV files as data sources.
Finish setup	Continues a setup that was not finished.
Retry	Repairs a connection whose setup failed.
Added, with a connection count	The source has connections. Each connection’s own page holds its actions.
[N] connections max	The source allows at most that many connections in a workspace.
Limit reached	The source already has its maximum number of connections. Rillet allows one.
Upgrade plan, Choose plan, Manage plan	Your plan has no room for this connection. The button’s tooltip says why.
Premium	A premium source your plan does not include. Its tooltip reads This integration is only available for premium plan.
Unavailable	This source cannot be connected from here.
Temporarily unavailable	cfo.ai has turned this source off for now.

Messages when a new connection is refused

These appear in the plan tooltip on a directory card:

Your plan includes [N] standard integrations and all are in use. Upgrade to add more. (or premium integrations)
Your plan has reached its integration limit. Upgrade to add more.
Integrations aren’t included in your plan. Upgrade to connect this one.
Premium integrations aren’t included in your plan. Upgrade to connect this one.
Unable to resolve an active plan for this workspace. Choose a plan to connect integrations.
Your plan is scheduled to change to [plan] on [date], [what it includes]. Keep your current plan to connect this one.

These come from cfo.ai when a setup starts:

your plan has no room for another integration of this kind — upgrade your plan to add more
this workspace has reached this integration’s connection limit
start the free trial to add integrations
this workspace has no active plan — choose one, or settle the outstanding payment, to add integrations
this workspace has a plan change scheduled, and the upcoming plan has no room for this integration — keep your current plan to add it
this integration is temporarily disabled by cfo.ai; contact support to re-enable it

Signing in to a company the workspace already holds shows [Company] is already connected, with Use the existing connection instead of adding another., or It is connected as “[name]”. Use that connection instead of adding another., or It needs reconnecting. Reconnect it instead of adding another. with a Reconnect button.

Messages while connecting

Message	Meaning
[Source] was not connected, The [source] window closed before authorization finished., If it asked you to enable third-party cookies, allow them in your browser’s settings or open this page in a regular Chrome window, then try again.	The sign-in window closed early. The third line appears on every first connection through Merge, whether or not cookies were the cause, because Merge’s window needs third-party cookies. Try again reopens it on the same unfinished connection.
[Source] was not reconnected, Choose “Relink integration” on the [source] screen and sign in to [company]. “Finish” keeps the current authorization.	On a reconnect, the provider’s screen showed Finish, which keeps the old authorization. Try again and choose Relink integration. For Xero, the card adds how to disconnect the app under Connected apps in Xero first.
Fivetran setup was interrupted	Fivetran’s setup lost track, for example because you finished it in another tab. The page offers Go to cfo.ai or Return to cfo.ai. The connection was saved; select Finish setup on it.
Rillet rejected this API key. Check the key and try again.	The Rillet key was wrong or revoked.
Browser blocked the [provider] authentication popup	Allow pop-ups for cfo.ai and try again.
Before you connect Rippling	Rippling needs an API key; see Rippling.

The Google flow reads Opening Google authentication…, Choosing in Google…, Completing connection…, and Connected. Rillet reads Creating connection…, Verifying API key…, and Connected. Fivetran sources read Creating connection… and Opening Fivetran…, and a failure reads Connection failed.

Messages about uploaded files

Message	Meaning
Choose non-empty .csv files up to 50 MB each.	A file was not a CSV, was empty, or was larger than 50 MB.
[N] of [M] CSV files imported. [K] couldn’t be imported. Try [files] again.	Some files in a batch failed to upload.
The file couldn’t load: [what was wrong]. Fix the file and upload it again.	The loader could not read the file as one table. What was wrong reads the file has no rows, the file has no header row, the file has a header row and no data rows, or the header row has [N] columns and row [M] has [K].
The CSV file could not be processed. Check that it has a valid header row and consistent columns, then retry or upload it again.	Another problem with the file.

Google Sheets and Google Drive connections report their import on the row and in the page’s Import section:

Message	Meaning
Waiting for the first sync to read this file…	Connected from the connection manager; the first sync has not run yet.
Ari is importing this file…	Ari is rebuilding the file in your Model.
Imported to [Page]. Ari updates the model when the file changes.	The import finished. The last sync found no change. is added when the latest sync found the file unchanged.
Attached to the chat that connected it. Ari imports it there.	Connected from a chat; that chat handles the import. Afterward it reads The chat that connected it handles later changes.
Ari stopped before finishing this import. The next sync tries again.	A background import stopped; the next sync resumes it. If it stopped to ask you a question, Ari opens the question in a chat of yours; answer there and the import continues.
Ari stopped before finishing this import. Continue in the chat that connected it.	An import in a chat stopped; continue it there. If it stopped to ask you a question, the question is waiting in that chat.
This file is too large to import. Make it smaller and the next sync imports it.	The file is over the limit: 50 MB for a Google Sheet, 10 MB for an Excel or CSV file in Drive.

Messages about MCP servers and APIs

Message	Meaning
A workspace admin must connect this service.	You cannot manage connections.
The provider must approve cfo.ai’s sign-in URL to connect.	The provider has to allow cfo.ai’s sign-in address first. Trying again does not help until it does.
This provider signs in only apps registered with it in advance. It offers neither automatic registration nor client metadata documents, the two ways cfo.ai identifies itself, so sign-in cannot start.	The server cannot be connected with OAuth.
This server’s address, or an address it gave for sign-in, is a non-public address. cfo.ai did not contact it.	cfo.ai connects only to public addresses.
This MCP server requires sign-in. Disconnect it and add it again with OAuth or a bearer token.	The server was added without sign-in.
The MCP server rejected authorization (it answered HTTP 401). Reconnect this server and try again.	The saved sign-in was refused. The status code is the one the server answered.
Could not load tools from the MCP server (it answered HTTP 404). Try again shortly.	The server did not return its tools.
API saved	The API’s specification loaded. It does not prove the key works.
Retry to finish this setup. A retry keeps any connection already saved.	An API setup failed partway.
The specification URL is not an https address.	The OpenAPI address must start with `https://`.
The specification URL answered HTTP 404, not the document.	The address returned an error status instead of the specification.
The specification document is larger than the 12 MiB this connection accepts.	The specification is too large.
Could not load the OpenAPI specification. Check its URL or paste the document as JSON.	The address did not answer.

Messages in a chat

When Ari syncs a connection, a line above the message box reads Syncing with the connection’s name. Selecting it opens a card with the run’s two steps, Sync source data and Run saved queries, its progress, such as Step 1 of 2, and View connection and Stop. A failed run reads Couldn’t finish and keeps the connection’s own status and action. A run you stopped reads Stopped. When a scheduled sync finds that a source you connected stopped updating and a repair needs you, cfo.ai opens a chat titled [Connection name] stopped updating in your chat list. When a workspace has no active plan, a refresh you ask for answers data syncing is paused for this workspace — choose a plan, or settle the outstanding payment, to resume syncing, and the nightly refresh skips the workspace until it has a plan again.

Overview

Using cfo.ai

Formulas

Data

Account

Examples

Connection statuses and actions

Sidebar marks

Statuses

Synced

Connected

Syncing

Partly synced

Setup not finished

Connection failed

cfo.ai lost access

Missing access in [source]

Sync failed

First sync not ready

Paused until next sync

Sync stopped

Stopped

No queries yet

No data found

Upload incomplete

Needs attention

Not connected

Statuses for MCP servers and APIs

Connection actions

The connection’s page

A removed connection’s page

Directory cards

Messages when a new connection is refused

Messages while connecting

Messages about uploaded files

Messages about MCP servers and APIs

Messages in a chat

​Sidebar marks

​Statuses

​Synced

​Connected

​Syncing

​Partly synced

​Setup not finished

​Connection failed

​cfo.ai lost access

​Missing access in [source]

​Sync failed

​First sync not ready

​Paused until next sync

​Sync stopped

​Stopped

​No queries yet

​No data found

​Upload incomplete

​Needs attention

​Not connected

​Statuses for MCP servers and APIs

​Connection actions

​The connection’s page

​A removed connection’s page

​Directory cards

​Messages when a new connection is refused

​Messages while connecting

​Messages about uploaded files

​Messages about MCP servers and APIs

​Messages in a chat

​Related

Sidebar marks

Statuses

Synced

Connected

Syncing

Partly synced

Setup not finished

Connection failed

cfo.ai lost access

Missing access in [source]

Sync failed

First sync not ready

Paused until next sync

Sync stopped

Stopped

No queries yet

No data found

Upload incomplete

Needs attention

Not connected

Statuses for MCP servers and APIs

Connection actions

The connection’s page

A removed connection’s page

Directory cards

Messages when a new connection is refused

Messages while connecting

Messages about uploaded files

Messages about MCP servers and APIs

Messages in a chat

Related