Use Claude to Talk to Your Highrise Data via CData Connect AI
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 Highrise data. The CData Connect AI Remote MCP Server enables secure communication between Claude and Highrise. This allows you to ask questions and take actions on your Highrise 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 Highrise. This leverages server-side processing to swiftly deliver the requested Highrise data.
Step 1: Configure Highrise Connectivity for Claude
Connectivity to Highrise from Claude is made possible through CData Connect AI Remote MCP. To interact with Highrise data from Claude, we start by creating and configuring a Highrise connection in CData Connect AI.
- Log into Connect AI, click Sources, and then click Add Connection
- Select "Highrise" from the Add Connection panel
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Enter the necessary authentication properties to connect to Highrise.
Highrise uses the OAuth authentication standard. To authenticate to Highrise, obtain the OAuthClientId, OAuthClientSecret, and CallbackURL by registering an app with Highrise. You will also need to set the AccountId to connect to data.
See the "Getting Started" section in the help documentation for a guide to using OAuth.
- Click Save & Test
Step 2: Connect Claude to CData Connect AI
Follow these steps to add a CData Connect AI connector in Claude:
- Sign in to Claude.ai or create a new account.
- Expand the left navigation menu.
- In the bottom-left corner, click your user name 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 into your Connect AI account.
- After connecting, Claude opens a new chat.
Step 3: Explore Live Highrise 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.
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