Connect Your Sources

Supported sources

Source	How it connects	Billing lag	Guide
Microsoft Azure	Service principal or managed identity	Up to 5 days	Azure
Amazon Web Services	Access keys or IAM role	1 to 3 days	AWS
Google Cloud	Service account reading the BigQuery billing export	1 to 3 days	GCP
Kubernetes	Agent inside the cluster	None, accrues live	Kubernetes
Linux machines	Host agent running under systemd	None, accrues live	Hosts
AI coding tools	OpenTelemetry sent by the tool	None	AI coding tools

New sources are added regularly. If you need one that is not listed, contact support@costoptix.com.

Two ways to connect

Cloud accounts use read-only credentials. An organisation admin opens Organization Admin → Accounts → Add Account (from the profile menu), picks the provider and pastes the credentials. CostOptix checks them and starts the first sync. Each account is one Azure subscription, one AWS account or one GCP project. Everything else uses a small agent or telemetry. Kubernetes clusters, Linux machines and AI coding tools push data to CostOptix with a key that can only send that one kind of data. Nothing needs to reach into your network. Each has guided setup on its own page in the app: Kubernetes, Hosts and LLM Usage.

Members who are not admins see connected accounts in read-only mode. Ask an admin to add or change a source.

How sources add up

Some spend shows up in two places. A Kubernetes node running in AWS is on your AWS bill and is also measured by the cluster agent. CostOptix counts it once:

Source	Counted
Cloud bills	Always added to the total
Clusters and machines on a connected cloud account	Shown as a breakdown of that cloud bill, not added again
Clusters and machines anywhere else (bare metal, on-prem, another provider)	Added to the total
AI coding tool plans	Added to the total

To make this work, tell CostOptix where a cluster or machine is billed:

Kubernetes: set a billing link on the cluster page. See Invoice reconciliation.
Hosts: set Billed through in the machine’s cost settings. See Hosts.

A cluster without a billing link is always counted on its own, with a reminder to link it if its nodes are in a connected account.

Limits

How many cloud accounts, Kubernetes nodes, hosts and AI tool users you can connect depends on your plan. You can go beyond it with add-ons. See Subscription Tiers.

Security

Every connection is read-only. CostOptix never creates, changes or deletes anything in your accounts, clusters or machines, and never buys anything for you. Credentials are encrypted at rest with AES-256-GCM. See Security.

Removing a source

Cloud account: open Organization Admin → Accounts, find the account and delete it. Its stored credentials and cost data are removed. Your cloud account is not touched.
Kubernetes cluster: uninstall the agent, then delete the cluster in CostOptix. See Removing a cluster.
Linux machine: stop and remove the agent service, then delete the host in CostOptix. See Removing a host.
AI coding tools: remove the telemetry settings from the tool and revoke the telemetry key in Settings → API Keys.

Getting Started