The words Kater uses for where things live, how data is modeled, and how people and agents work with it.
Kater uses a small set of words. Learn them once, and every page of these docs and every screen of the portal reads the same way.
Your organisation
Term
What it is
Organisation
Your company in Kater. People sign in to it through PropelAuth, and everything belongs to one organisation.
Connection
One warehouse, Snowflake or DuckDB, and everything modeled on it. Its folder is connections/<name>/.
Content store
The git repository where Kater keeps your organisation’s content. Nobody clones it directly.
Local copy
A snapshot of everything you can read, made with kater git clone. You publish from it with kater git push.
Write-back
An optional, one-way publish of each connection’s modeling/ folder to your own GitHub repository.
Roles
Admin, Developer and Viewer. Each role carries permissions, such as running SQL or managing users.
Access levels
Viewer, Editor and Manager, granted on folders and files to people, groups or Everyone.
Layers
Each layer reads only from the layers above it.
Layer
What lives there
Who writes it
Source
Database datasets, in modeling/db_objects/
Schema sync
Shared
Kater datasets, semantic models and shared tests, in modeling/kater_objects/
The data team
Workspace
Workspace roots, queries and charts
Anyone, in workspaces they can edit
Sandbox
Scratch files in your brainstorm folder, which nothing reads
You
Modeling
Term
What it is
Kater SQL
Your warehouse’s SQL with Kater’s additions: DIMENSION, MEASURE, CUSTOM_CALCULATION, EVAL, filters, RELATIONSHIP, the KATER__ functions and -- @ comments. Every model is a .sql file with a short YAML header.
Database dataset
One warehouse table, as a generated CREATE TABLE.
Kater dataset
The governed view of one table: named dimensions, measures and formats.
Custom SQL dataset
A Kater dataset written as one read-only SQL query over warehouse tables.
Semantic model
Kater datasets joined with relationships into the model people ask questions of.
Dimension
A field you group, filter or slice by, such as Platform or Order Month.
Measure
A reusable total, such as Spend, added up again at whatever level a reader asks for.
Custom calculation
A field a query computes across rows, such as a running total or a rank.
Parameter and filter
A value a reader sets, such as a date window, and the condition that uses it.
Analysis
Term
What it is
Workspace
A project over one shared model, with its queries, charts, dashboard, tests and apps. It is personal, or a connection workspace that others can share.
Query
A saved Kater SQL question in a workspace. Its files sit in the query_contracts/ folder.
Chart
One way to draw a query, saved in the workspace’s charts/ folder.
Dashboard
A workspace’s saved charts in sections, under one filter bar.
App
An HTML page, report, deck or chat thread that draws live queries through Kater’s tags.
Explore
Ready-made cards for each shared model, which you add to a workspace.
Sandbox
Where you write SQL in scratch files and run it, before you select a workspace.
Brainstorm folder
Your private folder for notes, scratch files, workspace copies and draft apps.
Workspace copy
A private copy of a workspace where you try a change, then compare and apply it.
Agents
Term
What it is
Kater MCP
Your organisation’s MCP server. Agents connect to it and act as the person who signed in.
Ask panel
Writes a prompt from what you type and the page you are on, then opens it in your agent. Kater runs no chat of its own.
Starter
A ready-made prompt, such as Brief me, in the Ask panel and in your agent.
Scheduled workflow
A workflow with a schedule: block, which your own agent runs on its own, such as every Monday at 08:00.
Skill, workflow and agent
Markdown files in ai_tools/ that teach your assistant a task, a multi-step process or a role.
About you
Your about.md: your role, metrics, answer style and team. The company has one too.
Connection context
connection_context.md, where the data team tells agents what a connection holds.
Rules
rules.md, your organisation’s own rules. Every agent reads it at the start of a conversation, after Kater’s rules.
Trust
Term
What it is
Verified field
A field a shared model defines. The server decides this, and a field computed in a workspace is not verified.
Curated
A model, query or workspace the data team recommends, with curated: ["true"] in its frontmatter tags. It grants no access and verifies no field.
Promotion
Moving a field from a query to its workspace root, or from a workspace into a shared model.
Promotion request
A person’s request, with a reason, to move a field into a shared model. The data team approves or denies it.
Promotion recommendation
A field Kater finds defined the same way in several models, offered to the data team.
Test
A question with the rows you checked, run again after changes and after each sync.
History and Undo
Every change to a workspace, app or file, each of which you can undo as a new change.
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