Use Claude to Talk to Your Authorize.Net Data via CData Connect AI

Stanley Liu
Stanley Liu
Associate Technical Product Marketer
Leverage the CData Connect AI Remote MCP Server to enable Claude to securely answer questions and take actions on your Authorize.Net data for you.

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 Authorize.Net data. The CData Connect AI Remote MCP Server enables secure communication between Claude and Authorize.Net. This allows you to ask questions and take actions on your Authorize.Net 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 Authorize.Net. This leverages server-side processing to swiftly deliver the requested Authorize.Net data.

Step 1: Configure Authorize.Net Connectivity for Claude

Connectivity to Authorize.Net from Claude is made possible through CData Connect AI Remote MCP. To interact with Authorize.Net data from Claude, we start by creating and configuring a Authorize.Net connection in CData Connect AI.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "Authorize.Net" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to Authorize.Net.

    You can obtain the necessary connection properties on the Security Settings -> General Settings page after logging into your Merchant Account.

    • UseSandbox: The Authorize.Net API to be used to process transactions. If you are using a production account, this property can be left blank. If you are using a developer test account, set this to 'TRUE'.
    • LoginID: The API login Id associated with your payment gateway account. This property is used to authenticate that you are authorized to submit website transactions. Note that this value is not the same as the login Id that you use to log in to the Merchant Interface.
    • TransactionKey: The transaction key associated with your payment gateway account. This property is used to authenticate that you are authorized to submit website transactions.
    Configuring a connection (Salesforce is shown)
  6. Click Save & Test

Step 2: Connect Claude to CData Connect AI

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

  1. Sign in to 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. Click the button to Browse Connectors.
  6. Search for "CData Connect AI" and click the listing. Adding CData Connect AI
  7. Click "Connect" and sign into your Connect AI account. Connecting to your Connect AI account
  8. After connecting, Claude opens a new chat.

Step 3: Explore Live Authorize.Net Data with Claude

  1. 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.
  2. Exploring data with Claude

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

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