Access Live Claude Compliance Data in Excel (Desktop) via Connect AI

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with CData Connect AI, you gain immediate access to Claude Compliance data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to Claude Compliance in your Connect AI instance and access live Claude Compliance data in Excel spreadsheets.

CData Connect AI provides a pure cloud-to-cloud interface for Claude Compliance, allowing you to easily access live Claude Compliance data in Excel for the web. Simply use the Connect AI Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect AI pushes all supported query operations (filters, JOINs, etc) directly to Claude Compliance, leveraging server-side processing to quickly return Claude Compliance data.

Configure Claude Compliance Connectivity for Excel

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

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Claude Compliance" from the Add Connection panel

3. 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.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Claude Compliance Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Claude Compliance data from Excel.

Access Live Claude Compliance Data in Excel

The steps below outline connecting to CData Connect AI from Excel to access live Claude Compliance data.

1. Open Excel, create a new sheet (or open an existing one).
2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect AI Add-In and install the Add-in.
4. Click Data and open the CData Connect AI Add-In.
5. In the Add-In panel, click Authorize to authenticate with your CData Connect AI instance
6. In the CData Connect AI panel in Excel, click Import
7. Choose a Connection (e.g. ClaudeCompliance1), Table (e.g. Projects), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Live Access to Claude Compliance Data from Cloud Applications

Now, you have a direct, cloud-to-cloud connection to live Claude Compliance data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.