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Use Claude to Talk to Your Dynamics 365 Data via CData Connect Cloud
Leverage CData Connect Cloud Remote MCP to enable Claude to securely answer questions and take actions on your Dynamics 365 data for you.
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 Cloud offers a dedicated cloud-to-cloud interface for connecting to Dynamics 365 data. The CData Connect Cloud Remote MCP Server enables secure communication between Claude and Dynamics 365. This allows you to ask questions and take actions on your Dynamics 365 data using Claude, all without the need for data replication to a natively supported database. With its inherent optimized data processing capabilities, CData Connect Cloud efficiently channels all supported SQL operations, including filters and JOINs, directly to Dynamics 365. This leverages server-side processing to swiftly deliver the requested Dynamics 365 data.
About Dynamics 365 Data Integration
CData simplifies access and integration of live Microsoft Dynamics 365 data. Our customers leverage CData connectivity to:
- Read and write data in the full Dynamics 365 ecosystem: Sales, Customer Service, Finance & Operations, Marketing, and more.
- Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
- Authenticate securely with Dynamics 365 in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.
- Use SQL stored procedures to manage their Dynamics 365 entities - listing, creating, and removing associations between entities.
CData customers use our Dynamics 365 connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources) or analyze live Dynamics 365 data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).
Getting Started
Step 1: Configure Dynamics 365 Connectivity for Claude
Connectivity to Dynamics 365 from Claude is made possible through CData Connect Cloud Remote MCP. To interact with Dynamics 365 data from Claude, we start by creating and configuring a Dynamics 365 connection in CData Connect Cloud.
- Log into Connect Cloud, click Sources, and then click Add Connection
- Select "Dynamics 365" from the Add Connection panel
- Enter the necessary authentication properties to connect to Dynamics 365.
Edition and OrganizationUrl are required connection properties. The Dynamics 365 connector supports connecting to the following editions: CustomerService, FieldService, FinOpsOnline, FinOpsOnPremise, HumanResources, Marketing, ProjectOperations and Sales.
For Dynamics 365 Business Central, use the separate Dynamics 365 Business Central driver.
OrganizationUrl is the URL to your Dynamics 365 organization. For instance, https://orgcb42e1d0.crm.dynamics.com
- Click Save & Test
Step 2: Connect Claude to CData Connect Cloud
Follow these steps to add a CData Connect Cloud 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.
- In the top-right corner, set your button toggle to Organization connectors.
- Click Add custom connector at the bottom of the page.
- Enter a name for the connector (such as Connect Cloud MCP).
- In the Remote MCP server URL field, enter https://mcp.cloud.cdata.com/mcp.
- Click Add to save the connector. The Connect Cloud MCP connector appears under Connectors.
- Click Connect to the right of the connector and enter your CData Connect Cloud user name and password. You have now connected Claude to CData Connect Cloud.
- Click the three dots after Connected and select Tools and settings.
- Review the provided tools and enable or disable specific tools made available by the server. In addition, determine whether you want unsupervised access to the tools, or whether you want Claude to ask your permission.
- Click Done when finished with your settings.
Step 3: Explore Live Dynamics 365 Dynamics 365 data with Claude
- In the left navigation menu of Claude, click New chat.
- 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 Cloud. 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.
Get CData Connect Cloud
To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect Cloud today!
