Use Claude to Talk to Your Quickbase 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 Quickbase data. The CData Connect AI Remote MCP Server enables secure communication between Claude and Quickbase. This allows you to ask questions and take actions on your Quickbase 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 Quickbase. This leverages server-side processing to swiftly deliver the requested Quickbase data.
Step 1: Configure Quickbase Connectivity for Claude
Connectivity to Quickbase from Claude is made possible through CData Connect AI Remote MCP. To interact with Quickbase data from Claude, we start by creating and configuring a Quickbase connection in CData Connect AI.
- Log into Connect AI, click Sources, and then click Add Connection
- Select "Quickbase" from the Add Connection panel
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Enter the necessary authentication properties to connect to Quickbase.
User Authentication Method
To authenticate with user credentials, specify the following connection properties:
- Set the User and Password.
- If your application requires an ApplicationToken;, you must provide it otherwise an error will be thrown. You can find the ApplicationToken under SpecificApp > Settings > App management > App properties > Advanced settings > Security options > Manage Application Token.
User Token Authentication
To authenticate with a user token, specify the following connection properties:
- Set UserToken and you are ready to connect. You can find the UserToken under Quick Base > My Preferences > My User Information > Manage User Tokens.
- 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 Quickbase 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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