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.