Configure a Connection Profile

From the CData ribbon, click Get Data and select From Claude Compliance connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Claude Compliance Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to Claude Compliance

The add-in connects to Claude Compliance using a Compliance Access Key. This is the only supported authentication method.

Authenticate with a Compliance Access Key

To create a Compliance Access Key:

1. Enable the Compliance API for your organization.
2. Sign in to claude.ai as a primary owner or organization owner and open Organization settings > API > Keys.
3. Select Create Key and assign only the scopes your integration needs:
   • read:compliance_activities for Activities and the typed activity views.
   • read:compliance_org_data for organizations, roles, groups, and settings.
   • read:compliance_user_data for users, chats, files, projects, and downloads.
   • delete:compliance_user_data for the explicit Delete* stored procedures.
4. Create the key.
5. Copy the key when it appears. The key starts with sk-ant-api01- and is shown only once.

Then set the following connection property:

• APIKey: The Compliance Access Key you created.

Optional connection properties

The OrganizationUUID parameter determines which organization is used in organization-scoped views (such as OrganizationUsers, ComplianceRoles, and ComplianceRolesPermissions). When set, these views are limited to a single linked organization.

If OrganizationUUID is left empty, the view defaults to the first available organization but does not include data from all linked Organizations.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Claude Compliance you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with Claude Compliance data, such as using the available CData Excel Functions.