Use Claude to Talk to Your Zoho Creator Data via CData Connect AI

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 Zoho Creator data. The CData Connect AI Remote MCP Server enables secure communication between Claude and Zoho Creator. This allows you to ask questions and take actions on your Zoho Creator 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 Zoho Creator. This leverages server-side processing to swiftly deliver the requested Zoho Creator data.

Step 1: Configure Zoho Creator Connectivity for Claude

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

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Zoho Creator" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Zoho Creator.

   The connector is already registered with Zoho Creator as an OAuth application.

   If you would prefer to use your own custom OAuth app, see the Help documentation.

   👁 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 Zoho Creator 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.
👁 Exploring data with Claude

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

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