How to Query Live Klaviyo Data in Claude Desktop

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 Code Assist MCP, these capabilities expand exponentially.

CData Code Assist MCP 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 Code Assist MCP, configuring the connection to Klaviyo, 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 Code Assist MCP
2. Configure the connection to Klaviyo
3. Ask questions about the data in Claude Desktop

Step 1: Download and install CData Code Assist MCP

1. To begin, navigate to https://www.cdata.com/solutions/codeassist/ and download the CData API Driver for Code Assist MCP.
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 Code Assist MCP by connecting to Klaviyo.

Step 2: Configure the connection to Klaviyo

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

   NOTE: If the wizard does not open automatically, search for "CData Code Assist MCP" 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. "cdataklaviyo") 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 Klaviyo

   To authenticate to Klaviyo, provide an API Key. You can generate or view your API keys under 'My Account'

   1. Navigate to 'Settings' > 'API Keys'
   2. Click 'Create API Key'.
   3. Name your API key and choose the desired scopes.

   To connect in your CData solutions, set API Key to your Klaviyo API key.

   If you wish to use OAuth authentication, refer to the Help documenation.

   Enter the appropriate connection properties in the configuration wizard.

   
5. Click "Connect" to authenticate with Klaviyo.
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 Code Assist MCP when the Claude Desktop client starts.

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

Step 3: Ask AI for answers from live Klaviyo data

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

1. Open Claude Desktop. It may take a moment for Code Assist MCP 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 Klaviyo data. For example: "Can you give me a quantitative analysis about my closed-won opportunities by industry?"

   NOTE: Claude may need to explore the Klaviyo 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 Code Assist MCP. Deploy with CData Drivers.

Download Code Assist MCP for free and give your AI tools schema-aware access to live Klaviyo data during development. When you're ready to move to production, CData Klaviyo 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.