# \#discussion **URL:** https://community.cdata.com/tag/discussion/3.md [Latest](https://community.cdata.com/latest.md) · [Categories](https://community.cdata.com/categories.md) · [Tags](https://community.cdata.com/tags.md) --- ## [Connecting to a mix of free form text and structured data](https://community.cdata.com/t/connecting-to-a-mix-of-free-form-text-and-structured-data/1338)
**Author:** [@njoffe](https://community.cdata.com/u/njoffe)\ **Replies:** 1\ **Last updated:** [November 12, 2026, 12:13am UTC](https://community.cdata.com/t/connecting-to-a-mix-of-free-form-text-and-structured-data/1338 "2026-11-12T00:13:36Z")
I’m consulting for company that is building a solution to connect and ingest data from company websites and documents. We have found that low cost LLM models are often good enough to answer questions accurately about the… --- ## [MSIX vs Zipped Version of Claude Desktop on Windows - caused Cdata MCP failures](https://community.cdata.com/t/msix-vs-zipped-version-of-claude-desktop-on-windows-caused-cdata-mcp-failures/1340)
**Author:** [@njoffe](https://community.cdata.com/u/njoffe)\ **Replies:** 2\ **Last updated:** [November 11, 2026, 7:52pm UTC](https://community.cdata.com/t/msix-vs-zipped-version-of-claude-desktop-on-windows-caused-cdata-mcp-failures/1340 "2026-11-11T19:52:08Z")
I installed the CDataSoftware/cdata-jdbc-mcp-server from Github and attempted to query an excel spreadsheet on my Windows 11 laptop. At one point, I had installed the MSIX version of Claude. Then later, installed the zi… --- ## [How Should PII Be Handled in AI Data Pipelines?](https://community.cdata.com/t/how-should-pii-be-handled-in-ai-data-pipelines/1336)
**Author:** [@rom\_c](https://community.cdata.com/u/rom_c)\ **Replies:** 5\ **Last updated:** [November 11, 2026, 10:10am UTC](https://community.cdata.com/t/how-should-pii-be-handled-in-ai-data-pipelines/1336 "2026-11-11T10:10:43Z")
As businesses connect AI applications with databases, APIs, and other enterprise data sources, how should personally identifiable information (PII) be handled throughout the data pipeline? Sensitive information can appe… --- ## [How to Connect CData Connect AI to QuickBooks Desktop Using the Private Cloud Connector](https://community.cdata.com/t/how-to-connect-cdata-connect-ai-to-quickbooks-desktop-using-the-private-cloud-connector/1333)
**Author:** [@Somya](https://community.cdata.com/u/Somya)\ **Replies:** 0\ **Last updated:** [October 6, 2026, 11:08am UTC](https://community.cdata.com/t/how-to-connect-cdata-connect-ai-to-quickbooks-desktop-using-the-private-cloud-connector/1333 "2026-10-06T11:08:45Z")
QuickBooks Desktop runs on a Windows machine inside your network, so cloud AI tools have no direct path to the financial data it holds. CData Connect AI closes that gap with the Private Cloud Connector, a lightweight Doc… --- ## [Fetch Multiple Related Tables in One API Call Using OData $expand in CData API Server](https://community.cdata.com/t/fetch-multiple-related-tables-in-one-api-call-using-odata-expand-in-cdata-api-server/1332)
**Author:** [@Somya](https://community.cdata.com/u/Somya)\ **Replies:** 0\ **Last updated:** [October 6, 2026, 4:47am UTC](https://community.cdata.com/t/fetch-multiple-related-tables-in-one-api-call-using-odata-expand-in-cdata-api-server/1332 "2026-10-06T04:47:28Z")
Pulling a customer, their orders, and the products in each order often takes three or four separate API calls per screen. The result is slower load times and client-side code that’s hard to maintain. With CData API Serve… --- ## [Connecting Google Drive to an AI Document Agent with CData Connect AI](https://community.cdata.com/t/connecting-google-drive-to-an-ai-document-agent-with-cdata-connect-ai/1323)
**Author:** [@Somya](https://community.cdata.com/u/Somya)\ **Replies:** 2\ **Last updated:** [August 24, 2026, 6:49am UTC](https://community.cdata.com/t/connecting-google-drive-to-an-ai-document-agent-with-cdata-connect-ai/1323 "2026-08-24T06:49:53Z")
The CData Connect AI MCP integration lets you build an AI document agent that connects directly to Google Drive, reading actual document contents, reasoning across multiple files, and returning structured answers with so… --- ## [Data Privacy And Security Update](https://community.cdata.com/t/data-privacy-and-security-update/1313)
**Author:** [@Dibyendu](https://community.cdata.com/u/Dibyendu)\ **Replies:** 0\ **Last updated:** [July 16, 2026, 7:41am UTC](https://community.cdata.com/t/data-privacy-and-security-update/1313 "2026-07-16T07:41:51Z")
Hey CData Community! CData Connect AI now supports HIPAA-regulated workloads involving PHI, we operate as a business associate for eligible use cases, and a BAA is available. The Data Privacy and Security article has b… --- ## [Access Live Salesforce Data in AWS Batch with CData JDBC Drivers](https://community.cdata.com/t/access-live-salesforce-data-in-aws-batch-with-cdata-jdbc-drivers/1310)
**Author:** [@Mohsin](https://community.cdata.com/u/Mohsin)\ **Replies:** 0\ **Last updated:** [June 30, 2026, 4:31pm UTC](https://community.cdata.com/t/access-live-salesforce-data-in-aws-batch-with-cdata-jdbc-drivers/1310 "2026-06-30T16:31:22Z")
Run scheduled Java workloads on AWS Batch without managing servers. This guide shows how to query live Salesforce data using the CData JDBC Driver, package your application with Docker, deploy it to Amazon ECR, schedule … --- ## [📉 Reduce Claude token usage by up to 97% with CData Connect AI.](https://community.cdata.com/t/reduce-claude-token-usage-by-up-to-97-with-cdata-connect-ai/1299)
**Author:** [@Mohsin](https://community.cdata.com/u/Mohsin)\ **Replies:** 0\ **Last updated:** [June 5, 2026, 4:56am UTC](https://community.cdata.com/t/reduce-claude-token-usage-by-up-to-97-with-cdata-connect-ai/1299 "2026-06-05T04:56:12Z")
We published a step-by-step replication guide and benchmark kit that shows how Connect AI features like Custom Tools, Workspaces, Derived Views, and Caching dramatically reduce schema discovery overhead and AI costs. T… --- ## [How to Connect API Data sources to Power BI using CData API Driver](https://community.cdata.com/t/how-to-connect-api-data-sources-to-power-bi-using-cdata-api-driver/1298)
**Author:** [@Anusha\_M\_B](https://community.cdata.com/u/Anusha_M_B)\ **Replies:** 0\ **Last updated:** [June 2, 2026, 10:10am UTC](https://community.cdata.com/t/how-to-connect-api-data-sources-to-power-bi-using-cdata-api-driver/1298 "2026-06-02T10:10:22Z")
Skip the custom connector. The CData API Driver pulls REST API data directly into Power BI in a few steps. For more information, refer to: How to Connect API Data Sources to Power BI Using CData API Driver --- ## [CData API Server V25 on AWS](https://community.cdata.com/t/cdata-api-server-v25-on-aws/1296)
**Author:** [@Dibyendu](https://community.cdata.com/u/Dibyendu)\ **Replies:** 0\ **Last updated:** [May 26, 2026, 9:29am UTC](https://community.cdata.com/t/cdata-api-server-v25-on-aws/1296 "2026-05-26T09:29:49Z")
Hey CData Community! We recently put together a step-by-step guide for deploying CData API Server V25 in a production-grade high-availability setup on AWS, covering the full stack: dual EC2 instances sharing an RDS conf… --- ## [How to Keep Microsoft Access Working After the Salesforce Connector Discontinuation](https://community.cdata.com/t/how-to-keep-microsoft-access-working-after-the-salesforce-connector-discontinuation/1284)
**Author:** [@Somya](https://community.cdata.com/u/Somya)\ **Replies:** 0\ **Last updated:** [April 14, 2026, 4:51am UTC](https://community.cdata.com/t/how-to-keep-microsoft-access-working-after-the-salesforce-connector-discontinuation/1284 "2026-04-14T04:51:20Z")
Microsoft is retiring the built-in Salesforce connector in Access, which may disrupt existing workflows and break live connections to Salesforce data. To maintain connectivity, teams can switch to ODBC-based solutions l… --- ## [How to Keep Microsoft Access Working After an ERP Cloud Migration](https://community.cdata.com/t/how-to-keep-microsoft-access-working-after-an-erp-cloud-migration/1281)
**Author:** [@Somya](https://community.cdata.com/u/Somya)\ **Replies:** 0\ **Last updated:** [March 30, 2026, 10:42am UTC](https://community.cdata.com/t/how-to-keep-microsoft-access-working-after-an-erp-cloud-migration/1281 "2026-03-30T10:42:08Z")
Migrating to cloud ERPs like Acumatica, NetSuite, or Business Central often removes direct SQL access, disrupting Microsoft Access-based workflows many finance teams rely on. Since SaaS ERPs use API-only architectures, … --- ## [New in Connect AI: Custom MCP Tools](https://community.cdata.com/t/new-in-connect-ai-custom-mcp-tools/1280)
**Author:** [@Cameron\_L](https://community.cdata.com/u/Cameron_L)\ **Replies:** 0\ **Last updated:** [March 27, 2026, 7:08pm UTC](https://community.cdata.com/t/new-in-connect-ai-custom-mcp-tools/1280 "2026-03-27T19:08:37Z")
You can now build custom MCP tools directly in Connect AI for agentic workflows. With Custom Tools, each operation is pre-defined with scoped inputs, validated logic, and structured output. This means your AI takes acti… --- ## [Connect Supabase to AI Agents with CData Connect AI](https://community.cdata.com/t/connect-supabase-to-ai-agents-with-cdata-connect-ai/1279)
**Author:** [@Mohsin](https://community.cdata.com/u/Mohsin)\ **Replies:** 0\ **Last updated:** [March 26, 2026, 5:27am UTC](https://community.cdata.com/t/connect-supabase-to-ai-agents-with-cdata-connect-ai/1279 "2026-03-26T05:27:28Z")
Connect Supabase to CData Connect AI to give AI tools secure, live access to your data—no SQL, no pipelines. What you can do: Query Supabase using natural language (ChatGPT, Claude, Copilot, MCP agents) Write back to … --- ## [Resolving NetSuite Schema Replication Failures in Microsoft Fabric using CData](https://community.cdata.com/t/resolving-netsuite-schema-replication-failures-in-microsoft-fabric-using-cdata/1274)
**Author:** [@Anusha\_M\_B](https://community.cdata.com/u/Anusha_M_B)\ **Replies:** 0\ **Last updated:** [March 20, 2026, 4:31am UTC](https://community.cdata.com/t/resolving-netsuite-schema-replication-failures-in-microsoft-fabric-using-cdata/1274 "2026-03-20T04:31:37Z")
Tired of broken NetSuite schema replication in Microsoft Fabric? Learn how the CData JDBC Driver solves connector limitations and ensures accurate, complete data replication. Read the full guide: Resolving NetSuite Sch… --- ## [Grouping together records in a flat format (CSV) based on a shared key](https://community.cdata.com/t/grouping-together-records-in-a-flat-format-csv-based-on-a-shared-key/36)
**Author:** [@James\_B](https://community.cdata.com/u/James_B)\ **Replies:** 1\ **Last updated:** [February 2, 2026, 5:16pm UTC](https://community.cdata.com/t/grouping-together-records-in-a-flat-format-csv-based-on-a-shared-key/36 "2026-02-02T17:16:55Z")
A common challenge that can be encountered in mapping projects occurs when a data source contains element that can be grouped into multiple transactions, but the format of the data is in a flatten data model. A simple ex… --- ## [Know Your LLM (Series): ChatGPT](https://community.cdata.com/t/know-your-llm-series-chatgpt/1266)
**Author:** [@Somya](https://community.cdata.com/u/Somya)\ **Replies:** 0\ **Last updated:** [January 27, 2026, 10:13am UTC](https://community.cdata.com/t/know-your-llm-series-chatgpt/1266 "2026-01-27T10:13:46Z")
ChatGPT encompasses multiple OpenAI model families including GPT-5, GPT-4.1, and o-series reasoning models designed to support natural language queries and tool-based data access. Integrated with CData Connect AI, ChatGP… --- ## [❄️ Greetings from CData! ❄️ Sync Q1 2026 Release Highlights ](https://community.cdata.com/t/greetings-from-cdata-sync-q1-2026-release-highlights/1265)
**Author:** [@anonymous](https://community.cdata.com/u/anonymous)\ **Replies:** 0\ **Last updated:** [January 20, 2026, 7:35pm UTC](https://community.cdata.com/t/greetings-from-cdata-sync-q1-2026-release-highlights/1265 "2026-01-20T19:35:00Z")
A new year brings new capabilities! We’re excited to kick off 2026 with one of our largest CData Sync releases yet, this Q1 roll out is packed with enhancements designed to give you more flexibility, control, and power a… --- ## [Know Your LLMs: Enterprise AI Model Evaluations for CData Connect AI](https://community.cdata.com/t/know-your-llms-enterprise-ai-model-evaluations-for-cdata-connect-ai/1264)
**Author:** [@Mohsin](https://community.cdata.com/u/Mohsin)\ **Replies:** 0\ **Last updated:** [January 16, 2026, 9:28am UTC](https://community.cdata.com/t/know-your-llms-enterprise-ai-model-evaluations-for-cdata-connect-ai/1264 "2026-01-16T09:28:55Z")
Choosing the right LLM for your enterprise data workflows just got easier. We’ve published a new Know Your LLMs series in our Knowledge Base—comprehensive technical evaluations of the leading AI models for integration w… --- ## [Creating Linked Servers in AWS RDS for SQL Server (Without the SSMS UI)](https://community.cdata.com/t/creating-linked-servers-in-aws-rds-for-sql-server-without-the-ssms-ui/1258)
**Author:** [@Mohsin](https://community.cdata.com/u/Mohsin)\ **Replies:** 0\ **Last updated:** [January 9, 2026, 11:30am UTC](https://community.cdata.com/t/creating-linked-servers-in-aws-rds-for-sql-server-without-the-ssms-ui/1258 "2026-01-09T11:30:25Z")
AWS RDS for SQL Server simplifies backups, patching, and high availability, but its managed model restricts certain administrative actions — including creating linked servers through the SSMS UI. If you see errors like “… --- ## [CData Virtuality 25.4: FIPS support for SSL connections, Git Integration improvements, and more](https://community.cdata.com/t/cdata-virtuality-25-4-fips-support-for-ssl-connections-git-integration-improvements-and-more/1257)
**Author:** [@Anna](https://community.cdata.com/u/Anna)\ **Replies:** 0\ **Last updated:** [December 24, 2025, 6:27pm UTC](https://community.cdata.com/t/cdata-virtuality-25-4-fips-support-for-ssl-connections-git-integration-improvements-and-more/1257 "2025-12-24T18:27:21Z")
In this release, we’ve implemented Federal Information Processing Standards (FIPS) support for SSL connections, ensuring that all cryptographic operations used by the CData Virtuality Server and JDBC driver can be perfor… --- ## [How Derived Views in Connect AI Reduce LLM Token Usage](https://community.cdata.com/t/how-derived-views-in-connect-ai-reduce-llm-token-usage/1256)
**Author:** [@Cameron\_L](https://community.cdata.com/u/Cameron_L)\ **Replies:** 0\ **Last updated:** [December 23, 2025, 7:24pm UTC](https://community.cdata.com/t/how-derived-views-in-connect-ai-reduce-llm-token-usage/1256 "2025-12-23T19:24:20Z")
AI-driven analytics can be slow and costly when LLMs repeatedly rebuild schemas and relationships across multiple data sources. Derived Views with CData Connect AI eliminate that overhead, reducing token usage while maki… --- ## [How to Use an External ID to Perform an UPSERT Operation against Salesforce](https://community.cdata.com/t/how-to-use-an-external-id-to-perform-an-upsert-operation-against-salesforce/1252)
**Author:** [@Somya](https://community.cdata.com/u/Somya)\ **Replies:** 0\ **Last updated:** [December 11, 2025, 4:57am UTC](https://community.cdata.com/t/how-to-use-an-external-id-to-perform-an-upsert-operation-against-salesforce/1252 "2025-12-11T04:57:09Z")
The CData Salesforce connectivity solutions make it easy to synchronize data with Salesforce by enabling seamless UPSERT operations using External IDs. An External ID allows you to match records from your source system w… --- ## [Using Claude Projects to Work Effectively with Dynamic Data Models with CData Connect AI](https://community.cdata.com/t/using-claude-projects-to-work-effectively-with-dynamic-data-models-with-cdata-connect-ai/1248)
**Author:** [@Dibyendu](https://community.cdata.com/u/Dibyendu)\ **Replies:** 0\ **Last updated:** [December 4, 2025, 10:38am UTC](https://community.cdata.com/t/using-claude-projects-to-work-effectively-with-dynamic-data-models-with-cdata-connect-ai/1248 "2025-12-04T10:38:06Z")
Hey CData Community! Tired of Claude guessing your schema wrong? Give it a brain upgrade with Claude Projects + CData Connect AI. We put together a quick guide on teaching Claude your database layout so it stops hallu… --- ## [Understanding Dynamics 365 & Dataverse API Limits](https://community.cdata.com/t/understanding-dynamics-365-dataverse-api-limits/1244)
**Author:** [@Mohsin](https://community.cdata.com/u/Mohsin)\ **Replies:** 0\ **Last updated:** [December 2, 2025, 2:22pm UTC](https://community.cdata.com/t/understanding-dynamics-365-dataverse-api-limits/1244 "2025-12-02T14:22:45Z")
API limits in Microsoft Dynamics 365 and Dataverse directly affect integration performance, throughput, and reliability. To help teams plan and optimize usage, we published a clear breakdown of daily request allocations,… --- ## [Configuring Clustering for CData Sync](https://community.cdata.com/t/configuring-clustering-for-cdata-sync/1243)
**Author:** [@Somya](https://community.cdata.com/u/Somya)\ **Replies:** 0\ **Last updated:** [December 1, 2025, 2:10pm UTC](https://community.cdata.com/t/configuring-clustering-for-cdata-sync/1243 "2025-12-01T14:10:21Z")
The CData Sync clustering feature allows multiple Sync installations to operate together as a single, scalable, and highly available environment. By distributing workloads across multiple nodes, clustering ensures contin… --- ## [How to Handle PostgreSQL Infinity Values Using CData Sync](https://community.cdata.com/t/how-to-handle-postgresql-infinity-values-using-cdata-sync/1242)
**Author:** [@Anusha\_M\_B](https://community.cdata.com/u/Anusha_M_B)\ **Replies:** 0\ **Last updated:** [November 27, 2025, 6:26am UTC](https://community.cdata.com/t/how-to-handle-postgresql-infinity-values-using-cdata-sync/1242 "2025-11-27T06:26:57Z")
Working with PostgreSQL data that includes “Infinity” values? Learn how to manage and sync these special values effortlessly using CData Sync. Our newest guide walks you through the necessary steps and best practices to … --- ## [How to Retrieve More Than 5000 Records in CData SharePoint Drivers](https://community.cdata.com/t/how-to-retrieve-more-than-5000-records-in-cdata-sharepoint-drivers/1241)
**Author:** [@Anusha\_M\_B](https://community.cdata.com/u/Anusha_M_B)\ **Replies:** 0\ **Last updated:** [November 27, 2025, 5:59am UTC](https://community.cdata.com/t/how-to-retrieve-more-than-5000-records-in-cdata-sharepoint-drivers/1241 "2025-11-27T05:59:11Z")
Hey CData Community! Struggling with SharePoint’s 5,000-item limit? Our latest article shows how to easily bypass this threshold using CData SharePoint Drivers. Discover simple steps to access larger datasets smoothly a… --- ## [Build AI Agents in Minutes with Your Live Data using IBM watsonx Orchestrate + CData Connect AI](https://community.cdata.com/t/build-ai-agents-in-minutes-with-your-live-data-using-ibm-watsonx-orchestrate-cdata-connect-ai/1236)
**Author:** [@Mohsin](https://community.cdata.com/u/Mohsin)\ **Replies:** 0\ **Last updated:** [November 12, 2025, 12:43pm UTC](https://community.cdata.com/t/build-ai-agents-in-minutes-with-your-live-data-using-ibm-watsonx-orchestrate-cdata-connect-ai/1236 "2025-11-12T12:43:11Z")
Want to build intelligent agents that can query live enterprise data — no replication, no ETL, just governed, real-time access? CData Connect AI and IBM watsonx Orchestrate make it possible in minutes. What you can do … [Next page](https://community.cdata.com/tag/discussion/3.md?match_all_tags=true&page=1&tags%5B%5D=discussion)