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Try them now for free →Use Claude to Talk to Your SharePoint Data via CData Connect Cloud
Leverage CData Connect Cloud Remote MCP to enable Claude to securely answer questions and take actions on your SharePoint 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 SharePoint data. The CData Connect Cloud Remote MCP Server enables secure communication between Claude and SharePoint. This allows you to ask questions and take actions on your SharePoint 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 SharePoint. This leverages server-side processing to swiftly deliver the requested SharePoint data.
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: Configure SharePoint Connectivity for Claude
Connectivity to SharePoint from Claude is made possible through CData Connect Cloud Remote MCP. To interact with SharePoint data from Claude, we start by creating and configuring a SharePoint connection in CData Connect Cloud.
- Log into Connect Cloud, click Sources, and then click Add Connection
- Select "SharePoint" from the Add Connection panel
- Enter the necessary authentication properties to connect to SharePoint.
Set the URL property to the base SharePoint site or to a sub-site. This allows you to query any lists and other SharePoint entities defined for the site or sub-site.
The User and Password properties, under the Authentication section, must be set to valid SharePoint user credentials when using SharePoint On-Premise.
If you are connecting to SharePoint Online, set the SharePointEdition to SHAREPOINTONLINE along with the User and Password connection string properties. For more details on connecting to SharePoint Online, see the "Getting Started" chapter of the help documentation
- 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 SharePoint SharePoint 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!