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⇱ Integrating Claude Code CLI with Dynamics CRM Data via CData CLI

Integrating Claude Code CLI with Dynamics CRM 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 Dynamics CRM data to Claude Code CLI through CData CLI.

Prerequisites

About Dynamics CRM Data Integration

CData simplifies access and integration of live Microsoft Dynamics CRM data. Our customers leverage CData connectivity to:

  • Read and write data in the Dynamics CRM 2011+ Services and Dynamics CRM Online.
  • Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
  • Authenticate securely with Dynamics CRM in a variety of ways, including Microsoft Entra ID, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.

CData customers use our Dynamics CRM 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 CRMa 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: 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
👁 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

👁 Start Claude Code in the terminal

Step 3: Establish driver and connection

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

"I would like to build a command line app that connects to Dynamics CRM data and checks for updates from Account. Make sure to include data from important columns like FirstName and NumberOfEmployees."

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 Dynamics CRM driver, or search and download a new one: 
    1. cdatacli drivers list
    2. cdatacli drivers search --driver "Dynamics CRM"
    3. cdatacli drivers download --artifact-id <artifact-id>
  2. Activation: Activate Dynamics CRM driver with a single command for trial or full license: 
    1. cdatacli drivers activate "Dynamics CRM" --name "<name>" --email "<email>" --trial
    2. cdatacli drivers activate "Dynamics CRM" --name "<name>" --email "<email>" --key "<product-key>"
  3. Establish Dynamics CRM connection: Check for existing Dynamics CRM connections or create a new one: 
    1. cdatacli connection list
    2. cdatacli connection create --driver "Dynamics CRM" --name my_dynamicscrm_connection --connectionstring "Prop1=value1;Prop2=value2;..."
  4. Create Dynamics CRM 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 Dynamics CRM" error is returned, no driver instructions exist and you can continue to use main driver skill) 
    cdatacli drivers skill "Dynamics CRM" > ~/skills/cdata-dynamicscrm/SKILL.md

Step 4: Query Dynamics CRM data

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

cdatacli query sql --connection my_dynamicscrm_connection --sql "SELECT * FROM Account"

Query Dynamics CRM data directly from your terminal with CData CLI

Claude Code and CData CLI together give your AI coding agent a direct path to live Dynamics CRM 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 Dynamics CRM today.

Ready to get started?

Download a free trial of the Dynamics CRM Driver to get started:

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Learn more:

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Dynamics CRM JDBC Driver

Rapidly create and deploy powerful Java applications that integrate with Microsoft Dynamics CRM account data including Leads, Contacts, Opportunities, Accounts, and more!