Integrate with live Claude Compliance Data in Jitterbit

Mohsin Turki
Mohsin Turki
Technical Marketing Engineer
Use CData Connect AI to connect to and integrate live Claude Compliance data in Jitterbit.

Jitterbit is an enterprise iPaaS (integration platform as a service) that lets you streamline your data workflows. When paired with CData Connect AI, Jitterbit gets access to live Claude Compliance data. This article demonstrates how to connect to Claude Compliance using Connect AI and integrate with live Claude Compliance data in Jitterbit.

CData Connect AI provides a pure OData 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 Jitterbit

To work with Claude Compliance data from Jitterbit, we need to connect to Claude Compliance from Connect AI, provide user access to the connection, and create a Workspace for the Claude Compliance data.

Connect to Claude Compliance from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

  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.

Configure Claude Compliance Endpoints for Jitterbit

After connecting to Claude Compliance, create a workspace for your desired table(s).

  1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). The Workspaces page. Adding a new Workspace.
  2. Click Add to add new assets to the Workspace.
  3. Select the Claude Compliance connection (e.g. ClaudeCompliance1) and click Next. Selecting an Asset (Salesforce is shown).
  4. Select the table(s) you wish to work with and click Confirm. Selecting Tables (Salesforce is shown).
  5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Claude Compliance data from Jitterbit.

Connect to Claude Compliance from Jitterbit using Connect AI

To establish a connection from Jitterbit to CData Connect AI using the OData protocol, follow these steps.

  1. Log into Jitterbit.
  2. Create a project in Cloud Studio and provide a workspace environment for it. Creating a new project in Jitterbit.
  3. click Sources and enter OData in the search bar.
  4. Select the OData connector.
  5. Enter the OData connection properties.
    • Connection Name: enter a connection name.
    • OData Metadata URL: enter https://cloud.cdata.com/api/odata/{workspace_name}.
    • Authentication: select Basic Auth.
    • User Name: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
    • Password: enter the PAT you generated on the Settings page.
    Configuring connectivity to the Connect AI OData endpoint.
  6. Click Test to test the connection, and then click Save Changes.
  7. Choose the operation you want to perform and drag it to the workflow in your project. Selecting the operation for the workflow.
  8. Double-click the query operation to see all the tables and derived views available in your OData endpoint. Viewing the available endpoints.
  9. Select a table and configure the query.

You can now transform and integrate live Claude Compliance data in Jitterbit.

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