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URL: https://www.cdata.com/kb/tech/smartsheet-cloud-claude.rst

⇱ Use Claude to Talk to Your Smartsheet Data via CData Connect AI

Use Claude to Talk to Your Smartsheet Data via CData Connect AI

👁 Stanley Liu
Stanley Liu
Associate Technical Product Marketer
Leverage the CData Connect AI Remote MCP Server to enable Claude to securely answer questions and take actions on your Smartsheet 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 AI offers a dedicated cloud-to-cloud interface for connecting to Smartsheet data. The CData Connect AI Remote MCP Server enables secure communication between Claude and Smartsheet. This allows you to ask questions and take actions on your Smartsheet data using Claude, all without the need for data replication to a natively supported database. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to Smartsheet. This leverages server-side processing to swiftly deliver the requested Smartsheet data.

About Smartsheet Data Integration

CData provides the easiest way to access and integrate live data from Smartsheet. Customers use CData connectivity to:

  • Read and write attachments, columns, comments and discussions.
  • View the data in individuals cells, report on cell history, and more.
  • Perform Smartsheet-specific actions like deleting or downloading attachments, creating, copying, deleting, or moving sheets, and moving or copying rows to another sheet.

Users frequently integrate Smartsheet with analytics tools such as Tableau, Crystal Reports, and Excel. Others leverage our tools to replicate Smartsheet data to databases or data warehouses.


Getting Started


Step 1: Configure Smartsheet Connectivity for Claude

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

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Smartsheet" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to Smartsheet.

    Smartsheet uses the OAuth authentication standard. To authenticate using OAuth, register an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties.

    However, for testing purposes you can instead use the Personal Access Token you get when you create an application; set this to the OAuthAccessToken connection property.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test

Step 2: Connect Claude to CData Connect AI

Follow these steps to add a CData Connect AI 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. Click the button to Browse Connectors.
  6. Search for "CData Connect AI" and click the listing. 👁 Adding CData Connect AI
  7. Click "Connect" and sign into your Connect AI account. 👁 Connecting to your Connect AI account
  8. After connecting, Claude opens a new chat.

Step 3: Explore Live Smartsheet Data with Claude

  1. 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 AI. Refer to CData's prompt library for prompt ideas.
    2. 👁 Exploring data with Claude

NOTE: Claude's setup process is subject to change. Refer to Claude's documentation for the latest setup information.

Get CData Connect AI

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI today!