Integrating GitHub Copilot CLI with Reckon Accounts Hosted data via CData CLI

Justin Floyd
Justin Floyd
Product Business Analyst
CData CLI gives AI coding agents direct, command-line-native access to CData Drivers across hundreds of data sources, allowing agents to manage licenses, configure connections, run SQL queries, and explore schema metadata, all without leaving the terminal.

GitHub Copilot CLI is the terminal interface for GitHub Copilot, giving developers direct access to an AI agent without leaving the command line. It can autonomously complete multi-step tasks driven by natural language instructions, including reading and modifying files, running shell commands, managing pull requests on GitHub, and delegating work to specialized custom agents. Its support for agent skills and custom instructions makes it well-suited for structured, tool-driven workflows, making it a natural fit for connecting to external data sources through CData CLI.

By describing your data goals in plain language, GitHub Copilot CLI can handle the full setup process, from driver configuration and license activation to connection creation and query execution, without manual intervention at each step.

This article details step-by-step directions for how to connect Reckon Accounts Hosted data to GitHub Copilot CLI through CData CLI.

Prerequisites

  1. GitHub Copilot CLI installed
  2. CData CLI installed
  3. Access to Reckon Accounts Hosted

Step 1: Download the skill (one-time setup)

Always use CData CLI with the official skill.

  1. The official CData CLI Skill is available on GitHub and installs through npx skills in the terminal:

    npx skills add CDataSoftware/cli-skills

  2. Follow the prompts in the terminal to install for GitHub Copilot.

Step 2: Set up the project directory

Create a project directory to contain all project files.

  1. Navigate to the directory within the terminal and start a session with the copilot command:

Step 3: Establish the driver and connection

Describe what you want to accomplish in this session with the CLI and Reckon Accounts Hosted data.

I would like to build a command line app that connects to Reckon Accounts Hosted data and checks for updates from Accounts. Make sure to include data from important columns like Name and Balance.

This prompt automatically loads the skill and kicks off the following process. You can always manually prompt the agent for each of the following steps.

  1. Driver setup: GitHub Copilot CLI checks for an existing CData Reckon Accounts Hosted driver, or searches and downloads a new one:
    • cdatacli drivers list
    • cdatacli drivers search Reckon Accounts Hosted
    • cdatacli drivers download --artifact-id 
  2. Activation: Activate the Reckon Accounts Hosted driver with a single command for a trial or full license:
    • cdatacli drivers activate Reckon Accounts Hosted --name "" --email "" --trial
    • cdatacli drivers activate Reckon Accounts Hosted --name "" --email "" --key ""
  3. Establish the Reckon Accounts Hosted connection: Check for existing Reckon Accounts Hosted connections or create a new one:
    • cdatacli connection list
    • cdatacli connection create --driver Reckon Accounts Hosted --name  --connectionstring 
  4. Create a Reckon Accounts Hosted skill (if applicable): CData provides driver instructions for popular sources. You can use these to generate a source-specific skill file that guides the agent through best practices for the driver.
    • Run the following command and save the output to your skills directory, either at the project level or globally. (Note: If you receive a "No instructions available for Reckon Accounts Hosted" message, no driver instructions exist for this source. You can continue using the main driver skill.)
      cdatacli drivers skill Reckon Accounts Hosted > ~/skills/cdata-Reckon Accounts Hosted/SKILL.md

Step 4: Query Reckon Accounts Hosted data

With the CData driver fully configured, your agent can now execute queries and write code against live Reckon Accounts Hosted data:

cdatacli query sql --connection  --sql 


Query Reckon Accounts Hosted data directly from your terminal with CData CLI

GitHub Copilot CLI and CData CLI together give your AI coding agent a direct path to live Reckon Accounts Hosted data without custom middleware, scheduled syncs, or manual setup at each step. Describe your goal in plain language, and the agent handles driver configuration, connection setup, and query execution from start to finish in the terminal.

Download the free CData CLI and start a free, 30-day trial of the CData JDBC Driver for Reckon Accounts Hosted today.

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