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Get Instant Business Insights from Your Spreadsheets with CData MCP and Claude

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The Rundown: Transform your Google Sheets invoice data into a conversational business intelligence system using CData Connect AI and Claude Desktop - no more manual calculations or complex formulas needed.

🧰 Who is this useful for:

  • Finance managers tracking overdue payments and cash flow
  • Small business owners analyzing customer payment patterns
  • Operations teams monitoring invoice processing efficiency
  • Accountants generating quick financial summaries without pivot tables


STEP 1: Create Your CData Connect AI Account

Head to CData Connect AI and sign up for a free account. Once logged in, navigate to the dashboard where you'll manage your data connections.

CData Connect...

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