> ## Documentation Index
> Fetch the complete documentation index at: https://docs.textql.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Module 2 · Connect Three Things

> This is the key step. In TextQL, add a Git connector and point it at your fork of the starter repo (TextQLLabs/ontology-starter-kits/tree/main/wealth — no fork yet? Ask your Tex… (~20 min)

## 2.1 · Connect the ontology repo to Ana

This is the key step. In TextQL, add a **Git connector** and point it at **your fork** of the starter repo ([`TextQLLabs/ontology-starter-kits/tree/main/wealth`](https://github.com/TextQLLabs/ontology-starter-kits/tree/main/wealth) — no fork yet? Ask your TextQL contact; it takes minutes). Because the ontology is git-backed, Ana now has the entire model — every metric definition, every note, every classification rule — as a reference she reads on demand.

<Note>
  **No second source of truth** — You don't copy anything into Ana. She reads the repo live; when the repo changes, Ana sees the change.
</Note>

<Frame caption="The ontology repo connected — Ana reads it as ground truth.">
  <img src="https://textqllabs.github.io/workshops/wealth-starter/assets/wm-m1-git.png" alt="Git connector pointed at the starter repo" />
</Frame>

## 2.2 · Connect your data warehouse

Add the connector for the warehouse holding your custody / portfolio-accounting data (Redshift, BigQuery, Snowflake, Databricks…). **Read-only access is enough** — and it's the norm: firms don't want analytics artifacts written into the system of record.

<Warning>
  **Use your books-and-records warehouse** — Client financial data is sensitive PII in a regulated domain. Use your enterprise, in-region warehouse and keep data in the contracted region (SEC Rule 17a-4 books-and-records) — see `ontology/notes/governance-mnpi-pii.md`.
</Warning>

## 2.3 · (Optional) Bring in your documents

Your real-world context — IPS templates, the metrics wiki, the spreadsheet where someone defined "managed AUM," dbt models, LookML — often lives in messy files. Upload them in chat, connect Google Drive, or connect SharePoint/OneDrive. Ana reads them alongside the ontology and can fold what she learns into the model. This is corpus, not migration.

## 2.4 · Say hello

```text Prompt theme={null}
Read the ontology repo and give me a tour: what entities, metrics, and classification groupers are defined, and what governed questions am I able to ask once my warehouse is validated?
```

<Check>
  **You'll see:** Ana describe the model from the repo itself — proof the Git connector works and the ontology is being read as ground truth.
</Check>

### ✅ Checkpoint

* [ ] Ana described the starter's entities and metrics from the connected repo
* [ ] Your warehouse connector is attached, read-only, and in your contracted region
* [ ] You know which of your documents you'll bring in (or that you're skipping this)