Claude Desktop connects to Vault CRM through the CData MCP Server for Vault CRM 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 Vault CRM 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 Vault CRM.

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:

• "How many Phase 3 trials are currently in progress?"
• "List all publications related to oncology submitted in 2024."
• "List all patient journeys that include a switch in medication after 3 months."
• "Which demographic groups have the highest treatment adherence rates?"
• "What are the most frequently mentioned concerns about Product X from medical field teams?"
• "How many adverse events were reported in Trial ID 'TRIAL_2089'?"
• "What are the active ingredients and dosage forms for Product A?"
• "How many samples of our top 5 products were distributed this year?"
• "What is the current status of our biologics products?"
• "List all clinical trials related to diabetes initiated after January 2023."

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