Use Claude to Talk to Your Sales 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 your sales data. The CData Connect AI Remote MCP Server enables secure communication between Claude and your sales data, like, Salesforce, Pipedrive, Outreach, Dynamics 365, and Zoho. This allows you to ask questions and take actions on your sales 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 sales data connectivity for Claude

Connectivity to sales data (Salesforce, Outreach, Pipedrive, Dynamics365, 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, Salesforce, Outreach, Dynamics 365, Zoho, and Pipedrive 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 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 in to your Connect AI account

After connecting, Claude opens a new chat

Step 3: Explore live sales 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's 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.

What is our weighted [TIME_PERIOD] pipeline by stage, [GEOGRAPHIC_SEGMENT], and product line?
Generate a cheat sheet of key accounts in my [TERRITORY] — industry, ARR, and recent activity
If headcount expenses in [HR_SYSTEM] increase [PERCENTAGE]% next [TIME_PERIOD], what is the cash flow impact?

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 CRM sources below

CRM 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.