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Documentation Index

Fetch the complete documentation index at: https://docs.cloud.cdata.com/llms.txt

Use this file to discover all available pages before exploring further.

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Prerequisites

Before you can use Claude with Connect AI, you must first connect at least one data source to your Connect AI account. See Sources for more information.

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Connect to Connect AI

Follow these steps to add a Connect AI connector in Claude:
1
Sign in to https://claude.ai or create a new account.
2
Expand the left navigation menu.
3
In the bottom-left corner, click your user name and select Settings from the menu. The Settings screen appears.
4
In the Settings screen, click Connectors.
5
In the top-right corner, click Browse connectors.
6
Search for CData Connect AI.
Claude Connect AI Connector
7
Click CData Connect AI.
8
In the CData Connect AI connector, click Connect. Grant access to the connector.
9
Click Configure if you want to customize the permissions on the connector.
10
Review the provided tools to configure whether you want to Always allow, Needs approval, or Block specific tools made available by the MCP server.
Connect AI MCP Tools
11
In the left navigation menu, click New chat.
12
You can now start exploring your data with natural language prompts. Claude outlines the steps it uses to retrieve data from the source in Connect AI, using Connect AI’s built-in tools. Depending on your tool settings when you configured the connector, Claude asks your permission before using the Connect AI built-in tools.Refer to CData’s prompt library for prompt ideas.
Claude’s setup process is subject to change. Refer to Claude’s documentation for the latest setup information.