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How do I connect Claude to Bouw7 in 5 minutes?

Execute the following steps to connect Claude to Bouw7. You only need knowledge of Claude, your own business and the Bouw7 administration.

Bouw7 is a cloud solution for construction companies. Bouw7 is also known as "Exact Online Bouw" and integrates into Exact Online. Bouw7 also provides service and maintenance modules, plus CRM functionality.

No technical knowledge is needed nor knowledge on the Bouw7 APIs to connect Bouw7 to Claude. This step-by-step plan will tell you exactly which steps you need to go through on Invantive Cloud to create your own Azure data warehouse with data from Bouw7.

The steps to connect Claude to Bouw7 are:

  1. Register an Invantive Cloud account.
  2. Create a Bouw7 database.
  3. Grant connection from Claude access to Bouw7
  4. Connect Claude to Bouw7 through the connector.
  5. Ask Claude a question about Bouw7

Invantive Cloud offers a Bouw7 connector to download data from Bouw7 into Claude, but there are over 110 other connectors available also for SQL, Power BI, Power Query, Qlik, Tableau i Azure Data Factory.

With the Bouw7 connector for Claude you will by default fetch the data from all connected Bouw7 companies in your dashboard. You can limit the number of Bouw7 companies that are retrieved in Claude through the Database settings. For example, you can also limit the connector for Claude to the data from exactly one Bouw7 company. Of course, you can also filter the data by a specific Bouw7 company using a filter step in Claude. The Bouw7 connector for Claude has advanced optimizations for great real-time performance with both a single Bouw7 company as well as with hundreds of Bouw7 companies.

When you are having questions, please check the forums for Bouw7. Every organisation is entitled to 1 hour of free training to help you get started. This free hour also applies to free plans.

Register Account on Invantive Cloud

Skip this step when you already have an account on Invantive Cloud. Otherwise execute the following steps one time to register an account on Invantive Cloud:

  1. Go to Invantive Cloud start page.

  2. Select the Log on-button.

  3. Select the Sign Up-button. Sign Up to Invantive Cloud.

  4. Enter your business email address. Enter business email address.

  5. Select the Next-button.

  6. Enter your personal data. Enter personal data.

  7. Select the Next-button.

  8. Enter your password and repeat the provided password.

  9. Select the Next-button. Enter two identical passwords.

  10. You will receive a six-digit verification code by email within 2 minutes.

  11. Enter the six-digit verification code. Six-digit verification code to validate email address.

  12. Select the Sign Up-button.

  13. Log on now. Sign Up.

  14. Make sure you have an authentication app installed on your phone. Select the Next-button. Prepare TOTP-configuration.

  15. Add the displayed QR code to the authentication app, enter the current verification code, and choose "Finish". Scan QR-code into TOTP-app and enter current code.

  16. Skip registration of the organisation. Skip company registration.

  17. Complete your personal data and choose 'Save'. Complete personal data.

  18. Go to the dashboard. Navigate to dashboard.

  19. The Invantive Cloud dashboard will be shown.

You now have a login code on Invantive Cloud with which you can set up the connection with Bouw7 and numerous other platforms. You will use the same Invantive login code and workflow for all other platforms.

Create Bouw7 database

In this step, we set up a database with data from Bouw7. The database is "virtual" because it is not a traditional database, but is fed real-time from Bouw7. Invantive Cloud provides Claude with a real-time link to Bouw7. The database will be used for all your Bouw7 reporting with Claude. So you only need to perform these steps once.

  1. Click the Add Database button. Add database.

  2. Select Bouw7 from the list. Select Bouw7 connector.

  3. Please fill out the form with login information for Bouw7.

  4. Select the OK-button.

Congratulations! You can now process data from Bouw7 within the Invantive Cloud website. You can do this for example with the interactive SQL editor.

Grant connection from Claude access to Bouw7

To retrieve the data from Claude we create a link via Invantive Bridge Online. This creates a "bridge" between the cloud of Invantive and the standard OData connector that is available in every version of Claude. You do not need to install anything locally: no connector, no ado.NET provider and no Claude add-on neither.

Execute the following steps to safely use the data from Bouw7 outside of Invantive Cloud:

  1. Next to the database you will find an orange text requesting you to allow access from your current location (IP address). Select the nearby orange button.

  2. You can completely disable IP address checking by entering an asterisk ("*").

You are now ready to import the Bouw7 data into Claude.

Configure the MCP connector in Claude for Bouw7

In Claude the address of the MCP server is added once as a custom connector, after which the data of Bouw7 is available in every conversation.

  1. In Claude: open Settings and then Connectors, and choose to add a custom connector. In Claude: open Settings and then Connectors, and choose to add a custom connector.

  2. Paste the URL address of the MCP server copied in the previous step and confirm. Paste the URL address of the MCP server copied in the previous step and confirm.

  3. Log on with your Invantive Cloud account and approve the request. Log on with your Invantive Cloud account and approve the request.

  4. Ask a question only your own Bouw7 data can answer. The connector first reads the data model and then the records the question needs. Ask a question only your own Bouw7 data can answer. The connector first reads the data model and then the records the question needs.

What Claude Can and Cannot Do

The connector offers tools such as to describe the data model and read records. There is no tool that writes, posts, deletes or executes SQL, so no instruction in a conversation can change anything in Bouw7.

Reading is bounded by the database: platforms not in it and Bouw7 companies not selected are not reachable.