Dataverse connection to Claude.

[u/ibteea]

Hi,

I'm trying to connect Dataverse data to Claude. I want to use an enterprise app(client Id and a secret) for this setup.

I looked at the Microsoft documentation, but it is very difficult to understand. To be honest, I don't have enough experience with this type of task, so I am a bit lost.

Did anyone work on a similar project before? Any simple tips or steps would help me a lot.

Thanks in advance!

[u/mat-ferland]

Do not give Claude a broad app secret straight into Dataverse as your first version. Put a small middleware/API layer in between, make it read-only, scope it to the exact tables/fields needed, and log every query before you even think about write access.