Claude Desktop connects to Reckon through the CData MCP Server 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 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 is a standalone application that enables natural language querying across supported data sources using the Model Context Protocol (MCP).

To connect to Reckon via MCP, you first need to install the Claude Desktop application.

You can download the latest version from the official Claude Download Page.

After installing Claude Desktop, you can configure your MCP connection using the CData MCP Driver for Reckon.

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.