Get instant business insights from spreadsheets

In this tutorial, you will learn how to transform your Google Sheets invoice data into a conversational business intelligence system using CData Connect AI and Claude Desktop, with no more manual calculations or complex formulas needed.

Step-by-step:

1.     Go to CData Connect AI, sign up for a free account, and navigate to the dashboard to manage data connections

2.     Click "Add Connection," select Google Sheets, authenticate with your Google account, and click "Save & Test" to confirm the connection

3.     In Claude Desktop, add the CData MCP server using URL https://mcp.cloud.cdata.com/mcp and authenticate with CData credentials

4.     Query your data with natural language like "Use CData to analyze the Demo Invoice Data sheet and show me all unpaid invoices with company names and amounts, then calculate total outstanding"

Pro tip: Connect your CRM, like HubSpot or Salesforce, as an additional data source in CData. This lets you analyze customer payment patterns alongside sales data, support tickets, and other business metrics in a single Claude chat.