Getting Started

Getting Started

Prerequisites

• A CorralData account with access to at least one company

• Your organization's CorralData instance must have the MCP integration enabled

Connecting via Claude

1. Open claude.ai and navigate to Settings > Integrations

2. Find CorralData in the list of available integrations and click Connect

3. You'll be redirected to your organization's login page — sign in with your CorralData credentials

4. Grant the requested permissions and you'll be redirected back to Claude

Once connected, Claude can access your CorralData tools automatically. No further configuration is needed.

Your first conversation

After connecting, try asking Claude something like:

"What databases and schemas are available in my CorralData account?"

Claude will use the list_schemas tool to discover your data. From there, you can explore further:

"Show me the tables in the public schema"

"Describe the customers table — what columns does it have?"

"Write a SQL query to find the top 10 customers by revenue this month"

Understanding permissions

What you can do depends on your role in CorralData:

Permission level	What you can do
All authenticated users	Explore schemas, tables, and relationships. Execute read-only SQL queries. View boards, widgets, filters, and datasets.
board.edit role	All of the above, plus create and update boards and board filters.
widget.edit role	All of the above, plus create and update widgets and datasets.

If you try an action you don't have permission for, Claude will let you know. Contact your CorralData administrator to request additional roles.

Tips for effective use

• Start with schema exploration — Ask Claude to list schemas and describe tables before writing queries. This helps it understand your data model and write accurate SQL.

• Use progressive disclosure — Ask for a list of boards first, then drill into a specific one. This keeps responses concise.

• Be specific with SQL — When asking for data, mention the table names and columns you're interested in. Claude can explore your schema, but specificity leads to faster results.

• Leverage filters — When listing boards or widgets, mention the name or keyword you're looking for to narrow results.