Build Claude Compliance-Connected Visualizations in datapine

Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI and datapine to build visualizations and dashboards with access to live Claude Compliance data.

datapine is a browser-based business intelligence platform. When paired with the CData Connect AI, you get access to your Claude Compliance data directly from your datapine visualizations and dashboards. This article describes connecting to Claude Compliance in CData Connect AI and building a simple Claude Compliance-connected visualization in datapine.

CData Connect AI provides a pure SQL Server interface for Claude Compliance, allowing you to query data from Claude Compliance without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Claude Compliance, leveraging server-side processing to return the requested Claude Compliance data quickly.

Configure Claude Compliance Connectivity for datapine

Connectivity to Claude Compliance from datapine is made possible through CData Connect AI. To work with Claude Compliance data from datapine, we start by creating and configuring a Claude Compliance connection.

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

    The driver connects to Claude Compliance using a Compliance Access Key, the only supported authentication method. Set the following connection property:

    • APIKey: The Compliance Access Key you created.

    Creating a Compliance Access Key

    1. Enable the Compliance API for your organization.
    2. Sign in to claude.ai as a primary owner or organization owner and open Organization settings > API > Keys.
    3. Select Create Key and assign only the scopes your integration needs:
      • read:compliance_activities for Activities and the typed activity views.
      • read:compliance_org_data for organizations, roles, groups, and settings.
      • read:compliance_user_data for users, chats, files, projects, and downloads.
      • delete:compliance_user_data for the explicit Delete stored procedures.
    4. Create the key and copy it when it appears. The key starts with sk-ant-api01- and is shown only once.

    Optionally, set OrganizationUUID to limit organization-scoped views (such as OrganizationUsers and ComplianceRoles) to a single linked organization. If it is left empty, those views default to the first available organization and do not include data from all linked organizations.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Claude Compliance Connection page and update the User-based permissions. Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Claude Compliance data from datapine.

Connecting to Claude Compliance from datapine

Once you configure your connection to Claude Compliance in Connect AI, you are ready to connect to Claude Compliance from datapine.

  1. Log into datapine
  2. Click Connect to navigate to the "Connect" page
  3. Select MS SQL Server as the data source
  4. In the Integration step, fill in the connection properties and click "Save and Proceed"
    • Set the Internal Name
    • Set Database Name to the name of the connection we just configured (e.g. ClaudeCompliance1)
    • Set Host / IP to "tds.cdata.com"
    • Set Username to your Connect AI username (e.g. [email protected])
    • Set Password to the corresponding PAT
    • Set Database Port to "14333"
    Configuring the connection to CData Connect AI
  5. In the Data Schema step, select the tables and fields to visualize and click "Save and Proceed" Selecting tables and fields to visualize (Salesforce is shown)
  6. In the References step, define any relationships between your selected tables and click "Save and Proceed" Defining foreign key relationships
  7. In the Data Transfer step, click "Go to Analyzer"

Visualize Claude Compliance Data in datapine

After connecting to CData Connect AI, you are ready to visualize your Claude Compliance data in datapine. Simply select the dimensions and measures you wish to visualize!

Visualizing data in datapine (Salesforce is shown)

Having connect to Claude Compliance from datapine, you are now able to visualize and analyze real-time Claude Compliance data no matter where you are. To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from datapine, try CData Connect AI today!

Ready to get started?

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