Use Claude to Talk to Your Reckon Accounts Hosted 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 Reckon Accounts Hosted data. The CData Connect AI Remote MCP Server enables secure communication between Claude and Reckon Accounts Hosted. This allows you to ask questions and take actions on your Reckon Accounts Hosted 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 Reckon Accounts Hosted. This leverages server-side processing to swiftly deliver the requested Reckon Accounts Hosted data.

Step 1: Configure Reckon Accounts Hosted Connectivity for Claude

Connectivity to Reckon Accounts Hosted from Claude is made possible through CData Connect AI Remote MCP. To interact with Reckon Accounts Hosted data from Claude, we start by creating and configuring a Reckon Accounts Hosted connection in CData Connect AI.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Reckon Accounts Hosted" from the Add Connection panel

3. Reckon Accounts Hosted uses OAuth to authenticate. Click "Sign in" to authenticate with Reckon Accounts Hosted.

Step 2: Connect Claude to CData Connect AI

Follow these steps to add a CData Connect AI connector in Claude:

1. Sign in to Claude.ai or create a new account.
2. Expand the left navigation menu.
3. In the bottom-left corner, click your user name and select Settings from the menu. The Settings screen appears.
4. In the Settings screen, click Connectors.
5. Click the button to Browse Connectors.
6. Search for "CData Connect AI" and click the listing.
7. Click "Connect" and sign into your Connect AI account.
8. After connecting, Claude opens a new chat.

Step 3: Explore Live Reckon Accounts Hosted Data with Claude

1. 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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