Use Claude to Talk to Your Monday.com Data via CData Connect Cloud

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 Monday.com data. The CData Connect Cloud Remote MCP Server enables secure communication between Claude and Monday.com. This allows you to ask questions and take actions on your Monday.com 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 Monday.com. This leverages server-side processing to swiftly deliver the requested Monday.com data.

Step 1: Configure Monday.com Connectivity for Claude

Connectivity to Monday.com from Claude is made possible through CData Connect Cloud Remote MCP. To interact with Monday.com data from Claude, we start by creating and configuring a Monday.com connection in CData Connect Cloud.

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

2. Select "Monday.com" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Monday.com.

   You can connect to Monday.com using either API Token authentication or OAuth authentication.

   Connecting with an API Token

   Connect to Monday.com by specifying the APIToken. Set the AuthScheme to Token and obtain the APIToken as follows:

   • API tokens for admin users
     1. Log in to your Monday.com account and click on your avatar in the bottom left corner.
     2. Select Admin.
     3. Select "API" on the left side of the Admin page.
     4. Click the "Copy" button to copy the user's API token.
   • API tokens for non-admin users
     1. Click on your profile picture in the bottom left of your screen.
     2. Select "Developers"
     3. Click "Developer" and then "My Access Tokens" at the top.
     4. Select "Show" next to the API token, where you'll be able to copy it.

   Connecting with OAuth Authentication

   Alternatively, you can establish a connection using OAuth (refer to the OAuth section of the Help documentation).

4. Click Save & Test

Step 2: Connect Claude to CData Connect Cloud

Follow these steps to add a CData Connect Cloud 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. In the top-right corner, set your button toggle to Organization connectors.
6. Click Add custom connector at the bottom of the page.
7. Enter a name for the connector (such as Connect Cloud MCP).
8. In the Remote MCP server URL field, enter https://mcp.cloud.cdata.com/mcp.
9. Click Add to save the connector. The Connect Cloud MCP connector appears under Connectors.
10. 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.

11. Click the three dots after Connected and select Tools and settings.

12. 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.
13. Click Done when finished with your settings.

Step 3: Explore Live Monday.com Monday.com data with Claude

1. In the left navigation menu of Claude, click New chat.
2. 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.

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