Paradigm AI Integration with Claude (MCP)

This FAQ goes over how to use the Claude Paradigm AI Connector to ask questions about Paradigm data, open records, and build reports and dashboards. To set up the connector, see Enabling the Claude Paradigm AI Connector.

Ask Claude About Paradigm Data

Claude reads Paradigm data but cannot change it. To ask, simply start a new Claude chat after the connector is enabled – example questions and screenshots below.

The link on each ID (like the product ID shown below in blue) is a deep link to the record in Paradigm. Claude can also open a record or a filtered list in Paradigm. For example, after finding the invoices over 90 days past due, ask “Open those invoices in Paradigm.” Paradigm opens the Invoice list filtered to those invoices. Clear the filter from the banner at the top of the list.

• “Which customers bought less this year than last year?”
• “Which invoices are more than 90 days past due?”
• “What is on hand and available for 26ga coil in each warehouse?”
• “What was gross profit by salesperson last month?”

Build a Report Or Dashboard With Claude

Claude can only change reports it created, or reports an administrator allowed AI edits for. Crystal reports cannot be changed. To edit a report by hand, ask Claude to open it in the report designer.

1. Describe the report or dashboard, including what it shows, how it is grouped, the date range, and the columns. Claude can also match the layout of an existing report.
2. Claude saves the report as a draft in the AI Drafts folder and opens a preview tab in Paradigm.
3. Ask for changes as needed. The preview tab reloads after each change.
4. Once the report is finalized, ask Claude to publish it. Paradigm opens the Finish Report window, filled in with a suggested name, description, menu group, default date range, and roles and users.
5. Review the settings and click Publish.

Example Dashboard & Report

The report and dashboard below were built with the following prompt: “Build a report for invoice sales by month over that last 12 months. Show top 5 customers in that date range.”