Claude Desktop connects to Reckon through the CData Code Assist MCP for Reckon using the Model Context Protocol (MCP).

When you launch Claude, it automatically detects MCP connections registered during setup. These connections are created and saved using the CData Code Assist MCP Configuration Tool, which is installed with the MCP server.

Each saved connection is recognized by Claude and can be referenced by name when asking questions.

Installing Claude

Claude Desktop は、Model Context Protocol（MCP）を使用して、サポートされているデータソースに対して自然言語クエリを実行できるスタンドアロンアプリケーションです。

MCP 経由でReckon に接続するには、はじめにClaude Desktop アプリケーションをインストールする必要があります。

最新バージョンは公式Claude ダウンロードページ からダウンロードできます。

Claude Desktop をインストールした後、CData MCP Driver for Reckon を使用してMCP 接続を設定します。

How Claude Uses the Server

When you ask Claude a question, it launches the corresponding MCP server connection, reads the available tool descriptions provided by the connector, and generates a secure query in the background.

There is no need to write SQL or teach Claude how to query your data. Each tool is self-describing, and Claude consumes those descriptions to determine how to retrieve the right information.

Example Prompts

After setup, you can ask Claude natural-language questions like:

• "Show me all sales receipts from last month."
• "List sales receipts for the customer 'Sunrise Retail'."
• "What are all the inventory items currently being tracked?"
• "Which customers are assigned to the 'Wholesale' price level?"
• "What is the discount percentage for the 'Preferred Customer' price level?"
• "List all deposits made this year along with deposit dates and amounts."
• "Show me all active customers."
• "Which customers have not made a purchase in the last 6 months?"
• "List all unpaid bills due this month."
• "List transactions categorized under the 'Marketing' class this year."

Claude securely executes the query using the MCP server and responds using the live results from Reckon.