Use Claude to Talk to Your Money Forward Expense 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 Money Forward Expense data. The CData Connect AI Remote MCP Server enables secure communication between Claude and Money Forward Expense. This allows you to ask questions and take actions on your Money Forward Expense 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 Money Forward Expense. This leverages server-side processing to swiftly deliver the requested Money Forward Expense data.
Step 1: Configure Money Forward Expense Connectivity for Claude
Connectivity to Money Forward Expense from Claude is made possible through CData Connect AI Remote MCP. To interact with Money Forward Expense data from Claude, we start by creating and configuring a Money Forward Expense connection in CData Connect AI.
- Log into Connect AI, click Sources, and then click Add Connection
- Select "Money Forward Expense" from the Add Connection panel
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Enter the necessary authentication properties to connect to Money Forward Expense.
In order to authenticate, specify the following:
- OAuth Client Id: the OAuth Client Id generated from MoneyForward Expense.
- OAuth Client Secret: the OAuth Client Secret generated from MoneyForward Expense.
- Office Id: The Id of the MoneyForward Expense office. This is required for most queries.
For more information on obtaining the OAuth properties, refer to the Help documentation
.
- 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 Money Forward Expense 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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