How to Query Live JotForm Data in Claude Desktop

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Connect to and query live JotForm Data in Claude Desktop using CData MCP Server.

Model Context Protocol (MCP) is an emerging, open-source standard for connecting LLMs with external services and data sources. Through MCP Servers, AI clients can perform actions like opening Jira tickets, posting Slack messages, committing GitHub branches and more. With CData MCP Server, these capabilities expand exponentially.

CData MCP Server provides schema-aware context to AI tools — whether you're using it for AI-assisted code generation in IDEs like Cursor, or for querying live data through chat interfaces like Claude Desktop.

In this article, we guide the reader through installing CData API Driver for MCP Server, configuring the connection to JotForm, and asking questions of the data in Claude Desktop.

Prerequisites

You need to download Claude Desktop (download) and create an account before continuing.

Overview

Here's a quick overview of the steps:

  1. Download and install the CData API Driver for MCP Server
  2. Configure the connection to JotForm
  3. Ask questions about the data in Claude Desktop

Step 1: Download and install CData MCP Server

  1. To begin, navigate to https://www.cdata.com/solutions/codeassist/ and download the CData API Driver for MCP Server.
  2. Find and double-click the installer to begin the installation.
  3. Follow the prompts to complete the installation.

When the installation is complete, you are ready to configure MCP Server by connecting to JotForm.

Step 2: Configure the connection to JotForm

  1. After installation, the MCP Server configuration wizard should open automatically.

    NOTE: If the wizard does not open automatically, search for "CData MCP Server" in the Windows search bar and double-click the application.

  2. Click the dropdown menu in MCP Configuration > Configuration Name and select ""
  3. Name the configuration (e.g. "cdataapi") and click "OK."

    NOTE: This name is used as the name for the MCP server and as the prefix for all of the MCP Server's tools.

  4. Connecting to JotForm

    Start by setting the Profile connection property to the location of the JotForm Profile on disk (e.g. C:\profiles\JotForm.apip). Next, set the ProfileSettings connection property to the connection string for JotForm (see below).

    JotForm API Profile Settings

    Find your JotForm API Key in order to authenticate. To obtain an API Key, go to 'My Account' > 'API Section' > 'Create a New API Key'. Once you've created your new API Key, you can set it in the ProfileSettings connection property.

    Custom Enterprise API Domains

    Enterprise customers of JotForm are given custom API domains to connect to, rather than the default 'api.jotform.com' domain. If you are an enterprise JotForm customer, then set Domain to you custom API hostname, such as 'your-domain.com' or 'subdomain.jotform.com', inside the ProfileSettings connection property. Conversely, if you do not have a custom domain and still need to connect to 'api.jotform.com', then leave Domain undefined and set only APIKey.

    Enter the appropriate connection properties in the configuration wizard.

  5. Click "Connect" to authenticate with JotForm.
  6. Finally, click "Save Configuration" to save the configuration.

    NOTE: This saves the configuration details to a separate file and updates the Claude Desktop configuration file (claude_desktop_config.json) to start MCP Server when the Claude Desktop client starts.

With MCP Server configured, you are ready to start asking questions of your live data from Claude.

Step 3: Ask AI for answers from live JotForm data

Now that we have installed MCP Server and configured a connection, we are ready to start with JotForm data in Claude Desktop.

  1. Open Claude Desktop. It may take a moment for MCP Server to start, but you will see the list of servers and tools available in the Claude interface (look for the settings icon below the prompt bar).

    You can individually enable and disable specific tools by clicking on the server name.

  2. Now that you have connected, you can ask Claude questions about the JotForm data. For example: "Can you give me a quantitative analysis about my closed-won opportunities by industry?"

    NOTE: Claude may need to explore the JotForm data to make sense of it before it can begin answering questions of the data. The tabular model presented by CData alongside the database tools available simplify the data exploration and analysis for an LLM.

Build with MCP Server. Deploy with CData Drivers.

Download MCP Server for free and give your AI tools schema-aware access to live JotForm data during development. When you're ready to move to production, CData JotForm Drivers deliver the same SQL-based access with enterprise-grade performance, security, and reliability.

Visit the CData Community to share insights, ask questions, and explore what's possible with MCP-powered AI workflows.

Ready to get started?

Connect to live data from JotForm with the API Driver

Connect to JotForm