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Use Claude to Talk to Your Xero Data via CData Connect Cloud
Leverage CData Connect Cloud Remote MCP to enable Claude to securely answer questions and take actions on your Xero 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 Xero data. The CData Connect Cloud Remote MCP Server enables secure communication between Claude and Xero. This allows you to ask questions and take actions on your Xero 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 Xero. This leverages server-side processing to swiftly deliver the requested Xero data.
About Xero Data Integration
Accessing and integrating live data from Xero has never been easier with CData. Customers rely on CData connectivity to:
- Connect to Xero Accounts and both US and Australian Payroll APIs.
- Read, write, update, and delete Xero objects like Customers, Transactions, Invoices, Sales Receipts and more.
- Use SQL stored procedures for actions like adding items to a cart, submitting orders, and downloading attachments.
- Work with accounting, payroll, file, fixed asset, and project data.
Customers regularly integrate their Xero data with preferred tools, like Tableau, Qlik Sense, or Excel, and integrate Xero data into their database or data warehouse.
Getting Started
Step 1: Configure Xero Connectivity for Claude
Connectivity to Xero from Claude is made possible through CData Connect Cloud Remote MCP. To interact with Xero data from Claude, we start by creating and configuring a Xero connection in CData Connect Cloud.
- Log into Connect Cloud, click Sources, and then click Add Connection
- Select "Xero" from the Add Connection panel
- Enter the necessary authentication properties to connect to Xero.
To connect, set the Schema connection property in addition to any authentication values. Xero offers authentication for private applications, public applications, and partner applications. Set the XeroAppAuthentication property to PUBLIC, PRIVATE, or PARTNER, depending on the type of application configured. To connect from a private application, you will additionally need to set the OAuthAccessToken, OAuthClientId, OAuthClientSecret, CertificateStoreType, CertificateStore, and CertificateStorePassword.
To connect from a public or partner application, you can use the embedded OAuthClientId, OAuthClientSecret, and CallbackURL, or you can register an app to obtain your own OAuth values.
See the "Getting Started" chapter of the help documentation for a guide to authenticating to Xero.
- 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 Xero Xero 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!
