Integrating Claude Code CLI with SharePoint 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.

Claude Code is Anthropic's agentic command-line tool that brings AI assistance directly into your development workflow. Running natively in the terminal, it can plan and execute multi-step tasks: reading files, running commands, and making decisions across your project without constant manual input. Its ability to load and follow agent skill files makes it especially well-suited for structured workflows, making it a natural fit for connecting to external data sources through tools like CData CLI. With Claude Code, you can describe your data goals in plain language and let the agent handle driver setup, connection configuration, and query execution automatically.

This article details step-by-step directions for how to connect SharePoint data to Claude Code CLI through CData CLI.

Prerequisites

About SharePoint Data Integration

Accessing and integrating live data from SharePoint has never been easier with CData. Customers rely on CData connectivity to:

  • Access data from a wide range of SharePoint versions, including Windows SharePoint Services 3.0, Microsoft Office SharePoint Server 2007 and above, and SharePoint Online.
  • Access all of SharePoint thanks to support for Hidden and Lookup columns.
  • Recursively scan folders to create a relational model of all SharePoint data.
  • Use SQL stored procedures to upload and download documents and attachments.

Most customers rely on CData solutions to integrate SharePoint data into their database or data warehouse, while others integrate their SharePoint data with preferred data tools, like Power BI, Tableau, or Excel.

For more information on how customers are solving problems with CData's SharePoint solutions, refer to our blog: Drivers in Focus: Collaboration Tools.


Getting Started


Step 1: Download skill (one-time setup)

The CData CLI should always be used with the official Skill.

  • The official CData CLI Skill on GitHub can be downloaded using npx skills through the terminal:
    npx skills add CDataSoftware/cli-skills
  • Follow prompts in terminal to install skill for Claude Code

Step 2: Set up project directory

A project directory should be created to contain all project files.

Navigate to directory within the terminal and start a session using the claude command

Step 3: Establish driver and connection

Describe what you hope to accomplish in this session with the CLI and SharePoint data. For example, consider the following prompt:

"I would like to build a command line app that connects to SharePoint data and checks for updates from MyCustomList. Make sure to include data from important columns like Name and Revenue."

This should automatically load the Skill and kick off the following process. You can always manually prompt the agent for each of the following steps.

  1. Driver setup: Check for existing CData SharePoint driver, or search and download a new one:
    1. cdatacli drivers list
    2. cdatacli drivers search SharePoint
    3. cdatacli drivers download --artifact-id "artifact-id"
  2. Activation: Activate SharePoint driver with a single command for trial or full license:
    1. cdatacli drivers activate SharePoint --name "name" --email "email" --trial
    2. cdatacli drivers activate SharePoint --name "name" --email "email" --key "product-key"
  3. Establish SharePoint connection: Check for existing SharePoint connections or create a new one:
    1. cdatacli connection list
    2. cdatacli connection create --driver SharePoint –name "my_SharePoint_connection" --connectionstring "Prop1=value1;Prop2=value2;..."
  4. Create SharePoint skill (if applicable): CData provides driver instructions for popular sources that can be used to create a source specific skill to guide the agent through best practices for the driver. Run the following command to generate a skill file and save the output to your skills directory. You can choose to save the skill either at the project level or globally. (Note: If "No instructions available for SharePoint" error is returned, no driver instructions exist and you can continue to use main driver skill)
    cdatacli drivers skill SharePoint > ~/skills/cdata-SharePoint/SKILL.md

Step 4: Query SharePoint data

With the CData SharePoint Driver fully setup, your agent can now begin executing queries and writing code if desired.

cdatacli query sql --connection "my_SharePoint data_connection" --sql "SELECT * FROM table"

Query SharePoint data directly from your terminal with CData CLI

Claude Code and CData CLI together give your AI coding agent a direct path to live SharePoint data without custom middleware, scheduled syncs, or manual setup at each step. Describe your goal, 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 SharePoint today.

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