Use Claude to Talk to Your Marketing Data

Claude is a family of advanced large language models (LLMs) built by Anthropic, an AI research company founded in 2021. These models power the Claude conversational assistant and developer tools.

CData Connect AI offers a dedicated cloud-to-cloud interface for connecting to marketing data. The CData Connect AI Remote MCP Server enables secure communication between Claude and your marketing data, like Google Analytics, Google Ads, LinkedIn Ads, Facebook Ads, and HubSpot. This allows you to ask questions and take actions on your marketing data using Claude, all without the need for data replication to a natively supported database. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to your marketing data sources This leverages server-side processing to swiftly deliver the requested data.

Step 1: Configure Marketing Data Connectivity for Claude

Connectivity to marketing data (Google Analytics, Google Ads, LinkedIn Ads, Facebook Ads, HubSpot, etc.) from Claude is made possible through CData Connect AI Remote MCP. To interact with data from Claude, we start by creating and configuring a connection in CData Connect AI.

Log into Connect AI, click Sources, and then click + Add Connection
Select your sources, "HubSpot", "Google Analytics", "LinkedIn Ads" from the Add Connection panel
Some apps use OAuth to authenticate. Click Sign in to authenticate with your sources.

Step 2: Connect Claude to CData Connect AI

Follow these steps to add a CData Connect AI connector in Claude:

Sign in to Claude.ai or create a new account.
Expand the left navigation menu.
In the bottom-left corner, click your username and select Settings from the menu. The Settings screen appears.
In the Settings screen, click Connectors.
Click the button to Browse Connectors.
Search for CData Connect AI and click the listing.
Click Connect and sign into your Connect AI account.
After connecting, Claude opens a new chat.

Step 3: Explore Live Marketing Data with Claude

You can now start exploring your data with natural language prompts. Claude outlines the steps it uses to retrieve data from the source in CData Connect AI. Refer to CData prompt library for prompt ideas.

NOTE: Claude's setup process is subject to change. Refer to Claude's documentation for the latest setup information.

Step 4: Take a look at our Prompt Library

Test out some prompts as you explore your data. Some examples below.

Can you generate a weekly performance summary blending [CRM_SYSTEM] pipeline, [MARKETING_PLATFORM] engagement, and [ANALYTICS_PLATFORM] traffic?
Where are new logo customers from the technology and professional services sectors coming from?
Where should we reallocate budget for maximum impact for [CAMPAIGN_TYPE] campaigns over the [TIME_PERIOD]?

Full Prompt Library >

Get CData Connect AI

To get live data access to 350+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI today!

Full list of marketing sources below

Marketing Sources

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.