connect-ai-skills

Use when querying Dynamics 365 Business Central data through CData Connect AI. Covers the BC Common Service API data model (/api/v2.0 endpoint), company schema routing, sales/purchase document families, journal entries, AL enum encoding, write operations, and BC-specific conventions. Composes on top of the connect-ai-base skill.

Use when querying Microsoft Exchange data through CData Connect AI. Exchange exposes two different API surfaces — Microsoft Graph (MSGraph) and the legacy Exchange Web Services (EWS) — that present entirely different data models, table names, and column conventions. This skill identifies which surface a connection uses and routes to the matching reference for the data model, query patterns, stored procedures, write operations, and conventions. Composes on top of the connect-ai-base skill.

Use when querying Gmail data through CData Connect AI. Covers the Gmail data model (messages, threads, drafts, labels, attachments, and account settings), the label-as-view pattern, SearchQuery-based filtering, attachment retrieval via base64, mail-sending and labeling stored procedures, and Gmail-specific conventions. Composes on top of the connect-ai-base skill.

Use this skill when an existing Claude Code user wants to connect Claude Code to CData Connect AI for the first time — signing up for a Connect AI account, authenticating Claude Code to the Connect AI MCP server (via a Personal Access Token by default, with browser OAuth as an alternative), connecting a data source, and running a first query. Trigger phrases include "set me up with Connect AI", "connect Claude Code to Connect AI", "onboard me to Connect AI", "how do I use Connect AI in Claude Code", "I don't have a Connect AI account yet", "continue my Connect AI setup". Skip the steps about installing Claude Code or creating a Claude Code account — this audience already uses Claude Code.

Use when the user has CData Connect AI MCP available and is asking business questions that require querying live enterprise data. This includes: questions for live data from an enterprise system (Salesforce, Workday, NetSuite, HubSpot, Jira, SQL Server, Snowflake, etc.); requests to retrieve, look up, or explore data from a connected system, even without naming a specific platform (e.g. "show me my accounts," "pull up recent orders"); the user naming a connector or data source; business-domain questions ("top customers," "open tickets," "headcount by dept," "pipeline by stage") when at least one Connect AI connection is available; or conversations already involving Connect AI tool calls. Enforces the required discovery workflow (getInstructions before any schema/table/column call), covers query construction patterns, error recovery, and SQL dialect guidance. Load connector-specific (connect-ai-salesforce, connect-ai-jira, or connect-ai-googlesheets, etc) skills on top for deeper patterns.

Use when querying Stripe data through CData Connect AI. A Stripe connection exposes one of two API surfaces — the classic Stripe API or the newer StripeV2 API — selected by the connection's Schema property and presenting different data models. This skill identifies which surface a connection uses and routes to the matching reference for the data model, query patterns, stored procedures, and Stripe conventions. Composes on top of the connect-ai-base skill.

Use when querying Google Sheets data through CData Connect AI. Covers the Google Sheets data model (Spreadsheets and Sheets metadata, dynamic per-sheet data tables), the spreadsheet→sheet→data query flow, the create-spreadsheet/add-sheet/insert workflow, stored procedures, and Google Sheets-specific conventions. Composes on top of the connect-ai-base skill.

Use when querying Sage Intacct data through CData Connect AI. Sage Intacct exposes two different API surfaces — an XML API and a REST API — that present entirely different data models, table names, and column conventions. This skill identifies which surface a connection uses and routes to the matching reference for the data model, query patterns, stored procedures, write operations, and conventions. Composes on top of the connect-ai-base skill.

Use when querying Airtable data through CData Connect AI. Covers Airtable's multi-schema model (the Information metadata schema plus one dynamic schema per base), per-base table/view anatomy, attachment and collaborator field handling, comments, stored procedures, and Airtable-specific conventions. Composes on top of the connect-ai-base skill.

Use when querying Bullhorn CRM data through CData Connect AI. Covers the Bullhorn data model (Candidates, ClientCorporations, JobOrders, JobSubmissions, Placements), recruiting query patterns, file-attachment stored procedures, edit-history tables, and Bullhorn-specific conventions (mixed FK casing, special-character column names, soft-delete and permission patterns). Composes on top of the connect-ai-base skill.

Use when querying Confluence Cloud / Server data through CData Connect AI. Covers the Confluence data model (spaces, pages, comments, attachments, users, plus the PageChildren/PageAncestors/PageComments/Labels/Tasks/ViewsAnalytics views), the space → page → refine query workflow, image/attachment retrieval via base64, and Confluence-specific conventions. Composes on top of the connect-ai-base skill.

Use when querying DocuSign data through CData Connect AI. Covers the DocuSign data model (Envelopes, Templates, Documents, Recipients), envelope lifecycle queries, stored procedures for creating and downloading documents (with base64 vs FileLocation cloud-compat patterns), and DocuSign-specific conventions. Composes on top of the connect-ai-base skill.

Use when querying Google Calendar data through CData Connect AI. Covers the Google Calendar data model (events, calendars, ACLs, attachments), the per-calendar table pattern, event/availability query patterns, stored procedures for creating and moving events, and Google Calendar-specific conventions. Composes on top of the connect-ai-base skill.

Use when querying Google Drive data through CData Connect AI. Covers the Google Drive data model (Files as the central files+folders table, type views, Permissions, Comments, Revisions, Drives), file-content access via stored procedures (download as base64, Google Docs text), the upload/move/trash lifecycle, and Google Drive-specific conventions. Composes on top of the connect-ai-base skill.

Use when querying Jira data through CData Connect AI. Covers the Jira data model, issue hierarchy, query patterns, stored procedures, and Jira-specific conventions. Composes on top of the connect-ai-base skill.

Use when querying QuickBooks Online data through CData Connect AI. Covers the QuickBooks Online data model (GL, AP, AR, items, banking), line-item patterns, LineAggregate XML for inserts, report objects, and QuickBooks-specific conventions. Composes on top of the connect-ai-base skill.

Use when querying Salesforce data through CData Connect AI. Covers the Salesforce data model, query patterns, stored procedures, and Salesforce-specific conventions. Composes on top of the connect-ai-base skill.

Use when querying Workday data through CData Connect AI. Covers Workday's multi-connection-type model (REST/WQL/Reports/SOAP), how to identify which type a connection exposes, and routes to a per-connection-type reference for the data model, prompt-column lookups, value tables, change-resource procedures, query patterns, and Workday conventions. Composes on top of the connect-ai-base skill.