CData Connect AI

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 making multi-source analytics faster and more reliable at scale.Read the full article here: https://www.cdata.com/kb/articles/connect-ai-derived-views-performance.rst

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 hallucinating columns and starts writing clean, accurate queries. It’s simple, it’s powerful, and honestly… it feels like giving Claude glasses. 🤓Check it out here: https://www.cdata.com/kb/articles/claude-projects.rst

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 Connect watsonx Orchestrate directly to 350+ data sources through CData’s MCP server. Use secure, governed SQL access — your data never leaves its source. Build agents that query, summarize, and act on real-time data. How it works Add your data connection in CData Connect AI. Link it in IBM watsonx Orchestrate using a secure Key-Value connection. Import CData MCP toolkits via the ADK CLI and start building workflows.   Try the tutorial for your platform

Learn how to bring live, conversational data insights directly into Microsoft Teams using Microsoft Copilot Studio and CData Connect AI. This guide walks through deploying Copilot Studio agents to Teams and connecting them securely to enterprise data via the Connect AI Remote MCP Server. With CData Connect AI, you can query and act on live data for smarter business interactions; no replication required.Read the full article here: https://www.cdata.com/kb/articles/cloud-copilot-teams.rst

We’re excited to announce our first-ever CData Connect AI Hackathon! 🎉 This is your chance to show off the coolest, most impactful AI use cases using CData Connect AI and MCP-enabled AI tools to connect live enterprise data to your agents, assistants, and copilots. Anyone can enter and win – Connect AI only takes minutes to set up.  Kickoff: September 24, 2025  Submission Deadline: October 31, 2025  How it works  Build your solution  Use CData Connect AI to connect at least one live enterprise data source.  Integrate with any MCP-enabled AI agent, assistant, or copilot.  Create something that’s innovative, practical, or just plain fun!  Submit your entry below  Post in thi

https://www.cdata.com/cloud/   Try it free, but it gives Error 500, please take a look.

Hey CData Community! We’re excited to share that CData Connect Cloud is now CData Connect AI 🎉. This update brings a new name and fresh AI capabilities, while keeping everything you already rely on exactly the same. Here’s the quick breakdown: ✨ What’s New: 🤖 AI-ready out of the box 🔗 Support for Model Context Protocol (MCP) ⚡ Seamless integration with tools like ChatGPT, Claude, Copilot & Crew AI ✅ What Stays the Same: 🔒 Your connectors, credentials & datasets ⚙️ Your configurations & pricing 🛠️ The same trusted platform experience So it’s business as usual — only now smarter, faster, and ready for the AI era. Check out the full announcement here: https://www.cdata.com/blog/connect-cloud-is-connect-ai  

We’re extremely excited at CData to announce the launch of our newest product today, Connect AI! As a data connector company, it has always been our mission to provide the best available connectivity wherever it’s needed. Over the past year, the introduction of Model Context Protocol (MCP) for AI has created a wave of demand for AI data connectivity we are excited to meet. Connect AI is a first-of-its-kind managed Model Context Protocol (MCP) platform to build, manage, and scale data connections for AI. Generate responses from AI that:  Are more accurate  Grounded in real business data  Turn AI from cool demo to critical business copilot.  The platform provides all the governance and security controls that businesses need to feel safe connecting AI to actual data. Getting set up is easy – most sources only need a login. Querying real data from AI can take a matter of minutes. Lea

CData Connect Cloud makes it simple to manage your subscription through self-service directly in the platform. If you have signed up for a trial and wish to cancel, you can complete the process from your own account. Follow the steps below to complete the cancellation process. Step 1: Log in to your account  Go to https://cloud.cdata.com/.  Enter your registered email and password to sign in.    Step 2: Open the settings page  From the left-hand navigation panel, click on Settings.  Under Settings, select Billing. 

CData Connect AI provides a unified, secure platform for accessing real-time data across hundreds of sources. With features like Derived Views, Saved Queries, and Custom Reports, you can shape, reuse, and present data seamlessly without complex coding or manual exports.In Connect AI, you can:Build Derived Views to create new perspectives on existing data. Save frequently used queries with Saved Queries for efficiency and consistency. Generate Custom Reports that transform complex datasets into actionable insights.To learn more, read: How to Create Derived Views, Saved Queries, and Custom Reports in CData Connect AI

After wrestling with this issue to download / refresh over 140k rows of data daily I believe the problem is pivot tables embedded in the same workbook.  After downloading data and creating pivot tables the data would time out on any overwrite or refresh.  But…. if I use Queries then the issue does not seem to occur.  

Are you looking to connect to your Tesla data? Our latest article covers how to connect to the Tesla Fleet API with the CData Connect AI API Connector, including environment setup, authentication, and retrieving data like location, charge status, and more.Read the full article: https://www.cdata.com/kb/articles/tesla-api.rst  Let us know if you’re building something cool with Tesla data!

Hello CData Community! Are you looking to connect to your Tesla vehicle data? Our latest article shows you how to connect using the Tesla Fleet API, including environment setup, authentication, and retrieving data like location, charge status, and more.Read the full article: https://www.cdata.com/kb/articles/tesla-api.rst Let us know if you’re building something cool with Tesla data!

I am trying to setup Connect Spreadsheets to Sage One (renamed to Sage Business Cloud Accounting) but when I want to setup the authentication via the basic setup I don’t get South Africa as a region and can therefor not authenticate to our company in Sage. Any assistance would be appreciated. 

Hi Community!I’m trying to create a source to sharepoint where we can navigate to a specific file saved on the sharepoint location and open the contents of a csv or xlsm file. Is this possible? I have the sharepoint connection created using AzureAD authentication method. Using a query such as this:  SELECT * FROM [Sharepoint_testing].[REST].[Financial Models] where Name like '%.xlsm%' I can get the various file names contained in the Sharepoint location, and see things like file size, modify date, etc. At this point, I can’t figure out how to use the file name retrieved and then query it to get at the contents of it… any help with this?  TIA for the assist, i appreciate it. 

CData Connect AI offers a pure cloud-to-cloud interface for your data, enabling the creation of business applications directly from live data within Appsmith. In Connect AI , you can create connections from 300+ sources, and then connect to that data in Appsmith using Connect Cloud’s Virtual SQL Server. The article below outlines the process of connecting to a data source in Connect AI and creating a basic application from that data within Appsmith:https://www.cdata.com/kb/tech/salesforce-cloud-appsmith.rstNote: While this article refers to Salesforce, the principles can be applied to any of the 300+ data sources CData Connect AI supports.

I created a custom report that we’re using as a source in a Power BI semantic model. The intent is that our financial controller developed the Saved Search in Netsuite to grab the transactions desired. With that as a data source, we should be able to reconcile pretty quickly and shouldn’t see variances between the Saved Search results in Netsuite and the data pulled in Connect AI - however that’s not the case.Initially this data exclusion seemed to be limited to Credit Card transactions - a relatively small number, around 3000 rows. I created a work-around to get the transactions into our data model, but i’m encountering the issue again with transactions that seem to be standard Journal Entries. My initial through was perhaps this was a permissions issue and maybe the access token created uses a restricted account - when i set it up it was the first time, i didn’t really know what i was doing, etc… SO i created a new token using the Netsuite account I use to run t

Hi Team, I am trying to run this query in CDATA through powerautomate but its not producing any results but with some other divisons it producing results strange issue.please guide me on this  SELECT GLAccountCode,MIN(FinancialYear) AS LeastFinancialYear,MAX(FinancialYear) AS HighestFinancialYearFROM [ExactOnline1].[11111111.[TransactionLines]GROUP BY GLAccountCode

Greetings,I am in the process of creating an advice report to a corporate client who is interested if CData Connect Spreadsheet is a right tool for her needs.The following features are required:Load data from multiple backend Excel spreadsheets to a report sheet in Excel. Update the report sheet and push updates to the backend sheets if needed. Create joins using backend spreadsheets and display them in the report in Excel.  Joins should be created in GUI without using SQL queries. Do you think these objectives can be effectively achieved using CData add-in for Excel? Thanks,Eugene

I am using CDATA Connect AI with a virtual SQL server to connect to Exact Online. I have two requirements related to data tracking and retrieval: Tracking Classification Code Changes: I need to track any changes or modifications made to the Classification Codes in Exact Online. Specifically, I want to retrieve all rows where changes have occurred in the Classification Codes. Request: Could you provide a SQL query to fetch rows with any modifications or changes in the Classification Codes? Retrieving Division-Associated GL Account Codes: I need to retrieve the GL Account Codes associated with each Division in Exact Online. Request: Could you provide a SQL query to fetch the Division-associated GL Account Codes?

 We are excited to share that this week scheduled queries are available to all Connect AI accounts! With Scheduled Queries, you can automatically write data to a variety of supported destinations based on a schedule you set. Using either our Query Builder, or by writing your own custom SQL queries, ensure your data is up to date when needed in the destination of your choice. The following destinations are currently supported: BigQuery Databricks PostgreSQL Redshift Smartsheet Snowflake Try it out in the Data Explorer in Connect AI today!Learn more in the blog: 

Hello!  If you are on a free Spreadsheets plan every month you are receiving an email that states you may need to update your billing information.  Remember that your subscription is FREE and that you are not required to have payment details on file. However, due to regulations we need to send out a reminder that you are on an auto renewal and we have our emails worded the same for all our renewal emails if you are paying or not at this time.  Sorry if it has confused you. 

Hello Connect Spreadsheets community!  What kinds of reports are you connecting data to and building in Excel and Google Sheets using Connect Spreadsheets? We are looking for feedback and ideas of what reports we can standardize to come prebuilt in templates, ready to fill with data, in Connect Spreadsheets, to make it easier for users to get the report they want. Whether it’s P/L statements, sales reports, or something else, let us know and your idea may be chosen to make building your reports easier!

 Q: How do I install Connect Spreadsheets? Select your preferred spreadsheet, where you’ll be directed to install the add-in for Google Sheets or Excel in their add-in marketplaces. Then, open your spreadsheet and launch Connect Spreadsheets. You’ll be prompted to sign up for a Connect Spreadsheets account. Finally, sign in and start connecting data to your spreadsheet.  Q: Is there a free trial? All accounts start on a 15-day free trial of the unlimited Pro plan. Purchase a paid plan before your trial ends to convert automatically and never lose access to the unlimited benefits of Connect Spreadsheets.  Q: What are the limits if I stay on the free plan? Continue to use Connect Spreadsheets free forever, no credit card required, but after your 15-day free trial you’ll be limited to only 5,000 records per query, 1 user, 3 data sources, and 50 total queries per month. Upgrade to a paid plan to connect data with more users, remove