Live answers and dashboards with AI

Make AI-driven, self-serve analytics easy, safe, and scalable so you're not waiting for answers from your data.

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Why us

The only data layer that gives AI assistants live, governed, contextualized access to your organization's data with the power to answer questions and build dashboards on-the-fly.

Your insights are waiting in a queue

When finding an answer requires a ticket for the analyst team it slows you down in a market that's speeding up. CData makes self-serve AI analytics easy, safe, and scalable.

The report queue today

Turnaround: days-weeks

Report
request

#47

Ticket queue

stuck here

Source
systems

File a request to an analyst or the BI team
Wait on a dashboard refresh or a spreadsheet export
Numbers are stale by the time they arrive
Every new view is another ticket in the backlog

With Connect AI

Turnaround: seconds

AI assistant Any MCP-enabled AI tool

live & governed

Source systems Hundreds of databases, on-prem systems and SaaS apps

Ask in natural language, get a live answer
Each team builds and maintains its own dashboards in AI
Answered from current data, with definitions intact
Governed at the connection, so self-serve stays safe

The power of AI-enabled self-serve analytics

CData Connect AI is easy and fast for users to analyze data through AI tools and has the governance, security, and controls that lets IT teams say yes to self-service access.

For the teams who need the answers

Ask your data directly without waiting on a request

A live answer, not a ticket

Ask in natural language and get an answer from live data without an analyst request, a manual export, or waiting on a refresh.

Build your own dashboards in AI

Finance, sales, and ops each describe the view they need and have the assistant build and maintain it, with no BI project behind every chart.

In the assistant you already use

The same layer serves Claude, Copilot, and ChatGPT, with features that standardize data pulls for consistent definitions.

Connect Claude, Copilot & ChatGPT

For IT and platform owners

The layer that lets you say yes to self-serve

Governed at the connection

Each user's own permissions are enforced at runtime through passthrough identity, RBAC/ABAC, and audit logging on every question, with no shared service accounts.

Configure permissions & access control

One control point, not a sprawl of exports

Add a source once from hundreds of connectors across warehouse, ERP, CRM, and on-prem, and every team queries it live with nothing replicated or stored.

Browse the AI connectors catalog

Scales without runaway cost

Source-level semantic intelligence and a compact toolset cut tool calls ~35% and lower token consumption, so you add more teams without a bigger AI bill.

Read: token-efficient enterprise Claude workflows

What teams get from it

The report backlog collapses, manually importing data into AI assistants disappers, and users answer their own questions on data they are cleared to see.

Weeks to hours

Reporting that ran through a queue now returns on demand.

~35% fewer tool calls

With lower token cost, so self-serve scales affordably.

100s of systems

Live connectivity across warehouse, ERP, CRM, on-prem, and custom APIs.

No manual exports

Manual downloads and uploads are eliminated.

How it works: connectivity, context, control

CData's unique capabilities make self-serve AI analytics easy, safe, and scalable. No BI tool, native MCP Server, or MCP gateway offers the same combination.

Connectivity

Makes self-serve scalable

Live access to every source, no warehouse project

The assistant queries data in place across hundreds of systems and joins across them through one relational interface. Answers come back in seconds from live data, so anyone can ask without waiting on a pipeline or an export.

Explore connectivity capabilities Data access & action

Universal connectivity

See the library

Context

Makes self-serve easy

Ask any question without pre-scripting it in advance

Source-level semantic intelligence and a universal toolset means AI can correctly answer any question out-of-the-box. Fewer tool calls (~35%) and reusable virtual data views ensure token spend is optimized.

Explore semantic context capabilities Context control plane

Agent tooling

Semantic context

Control

Keeps self-serve safe

Every question governed as the person asking it

Each user's own source permissions are enforced at runtime, with RBAC/ABAC guardrails and toolkits scoping what each team's AI can reach. Every query is logged: who asked, what ran, what returned.

Explore control plane capabilities Governance

Identity & access

Security

How CData creates AI-driven analytics

Generate financial reports and get real-time budget updates just by asking

Delivering new or updated reports to leadership is a constant demand for finance teams, and a time-consuming one. Enable AI to query across all the systems your data lives in and turn that effort into a question.

“For the first time, we can break up ARR by dimensions that were never easy to get to—and actually read the qualitative data sitting in Salesforce alongside it. That wasn't possible before Connect AI.”

Elliot York
CData

Let AI agents do the prep so you can spend more time with customers

Get a complete customer picture in minutes: renewal date, health score, open tickets, last call context. The same answer for every team member, every time, without switching between systems.

“With AI, I actually have time to look at every account before a call, not just the ones on fire. What used to take three hours across three different systems now takes five minutes.”

Claudia Scheb
CData

Connect your AI tool to your most insightful sources

Connect any MCP-enabled AI client to the databases, warehouses, and business systems that hold your answers.

AI clients

Claude

Microsoft Copilot

ChatGPT

Databricks Genie

Google Gemini

Custom MCP Agents

Any MCP-enabled AI tool

Source systems

Salesforce

SQL Server / PostgreSQL

Sage

SAP

Azure / Synapse / Fabric

QuickBooks

NetSuite

Snowflake

Hundreds of databases, on-prem systems, and SaaS apps

Put your data in reach of every team

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CData is the data layer that makes AI work in production—live connectivity and replication across hundreds of the most critical enterprise sources, semantic context, and built-in governance. Powering AI for Databricks, Microsoft, Google, Palantir, and 10,000+ customers worldwide.