Claude Desktop connects to Microsoft Dataverse through the CData Code Assist MCP for Microsoft Dataverse 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Microsoft Dataverse 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 Microsoft Dataverse 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:

• "How many new leads were created last month?"
• "Which opportunities are expected to close this week?"
• "What is the total value of opportunities in the pipeline by stage?"
• "List all opportunities that have been inactive for over 30 days."
• "How many support cases were resolved within SLA last month?"
• "List customers who submitted more than 5 cases in the past 90 days."
• "Which campaigns generated the most leads?"
• "How many emails were opened by contacts in the last campaign?"
• "List project tasks that are overdue and assigned to external contractors."
• "What is the most common value in the 'Issue Type' field for recent bug reports?"

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