Claude Desktop connects to SugarCRM through the CData MCP Server for SugarCRM 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 SugarCRM 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 SugarCRM.

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:

• "Which accounts have been inactive for over a year?"
• "Show all critical bugs reported in the last 30 days."
• "How many new support cases were created this week?"
• "What documents were uploaded this month and by whom?"
• "How many emails were sent to clients last week?"
• "Which workflow processes are currently paused or delayed?"
• "List all calls scheduled for next week."
• "What fields were modified in the 'Cases' module yesterday, and by whom?"
• "Track changes to the assigned user for the bug with ID BUG-1023."
• "List all contacts related to accounts in the 'Financial Services' industry."

Claude securely executes the query using the MCP Server and responds using the live results from SugarCRM.