Getting Started

TrustRelay is a data product marketplace platform. It lets organisations publish, discover, and request access to AI-ready data products — with built-in access control, schema documentation, SLA tracking, and a Model Context Protocol (MCP) server that AI agents can query directly.

TrustRelay login page

Platform roles

RoleDescription
Platform adminManages tenant settings, app integrations, and all users and organisations
Org ownerCreates and publishes data products; evaluates access requests from consumers
Org deputyDelegates of the org owner with similar privileges
UserDiscovers products in the marketplace and requests access
Users list in TrustRelay

First-time setup

After deploying TrustRelay, a platform admin should complete the following steps before inviting participants.

1. Configure tenant info

Go to General Settings → Info and fill in:

  • Tenant name — displayed throughout the UI and in email notifications
  • Tenant short name — used in slugs and identifiers
  • Tenant description

2. Upload a logo

Go to General Settings → Appearance and choose a logo source:

  • None — no logo
  • Hotlink — paste an external image URL
  • Upload — upload a file directly

The logo is served from GET /api/logo and displayed in the app header and on the login page.

3. Configure app integrations

Go to General Settings → Apps to enable optional integrations:

IntegrationPurpose
LLM serviceAI-assisted features (product description drafting, etc.)
Email serviceInvitation and notification emails (SendGrid, Mailgun, Brevo, SES, or SMTP)
Image serviceCover image search (Unsplash, Pexels, or Pixabay)

4. Set system roles

Go to General Settings → Governance to designate which organisations hold the Anchor and Deputy roles on the platform.

Inviting participants

TrustRelay uses an invitation workflow to onboard new users and organisations.

Inviting a new organisation (with its owner)

  1. Go to General Settings → Invitations and create an invitation of type as-org-owner.
  2. The invitee receives a link to /invitation/[token].
  3. Accepting the invitation creates their organisation and user account in one step.
Invite organisation dialog

Inviting a user to your organisation

  1. Go to Participants → Invite to My Org and send an as-user invitation.
  2. The invitee accepts via their invitation link and is added to your organisation.
Invite colleague to organisation dialog

Creating your first data product

Data products are the core unit in TrustRelay. A product goes through a defined lifecycle: draft → published → (optionally) phased out.

  1. Create — Go to Our Products and click New Product. This creates a blank draft.
  2. Fill in metadata — Complete the tabs: General Info, Schema, Credentials, Usage, SLA, License, Pricing, Support, Use Cases, and Lineage.
  3. Set credentials — Provide the connection details consumers will use to access the underlying data (S3, Azure Blob, HTTP endpoint, etc.).
  4. Check publication status — GET /api/products/{productversionid}/publication-status returns which sections are complete.
  5. Publish — Once all required sections pass validation, publish the product. It becomes visible in the marketplace.

See Data Products for a full breakdown of each tab and the versioning model.

Requesting access to a data product

  1. Browse the All Products marketplace.
  2. Open a product’s public profile and click Request Access.
  3. If the product has requires_manual_approval = false, access is granted immediately. Otherwise, the provider’s org owner or deputy reviews the request.
  4. Once granted, your access agreement appears in Sent Requests and expires after the configured period (default: 365 days).
Product catalog grid view Product catalog table view

Next steps

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