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

Use Claude to Talk to Your Xero 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 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 AI offers a dedicated cloud-to-cloud interface for connecting to Xero data. The CData Connect AI 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 AI 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 AI Remote MCP. To interact with Xero data from Claude, we start by creating and configuring a Xero connection in CData Connect AI.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Xero" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Xero uses OAuth to authenticate. Click "Sign in" to authenticate with Xero. 👁 Authenticating with OAuth (Salesforce is shown).

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 Xero 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!