Claude Data: Query Your Business Data Without SQL

Updated November 11, 2026.

How many sales this month? Which product is slipping? In many small businesses, answering these questions means waiting for the person who knows how to write queries. Claude Data promises to shorten that path: you ask the question in plain language, Claude queries your data and shows you the answer.

It’s the third tool covered in the guide Claude for small business, and the only one no longer in beta. Here’s what it does, and above all what it takes to set up.

From Claude Dashboards to Claude Data

Anthropic launched Claude Dashboards in beta in October 2026. It let teams ask quick questions of company data stored in tools like Amazon Redshift, BigQuery or ClickHouse. On November 10, it became generally available under a new name: Claude Data. Anthropic explains that the way companies use data goes beyond dashboards, hence the new name.

What’s new

• Certified definitions. Your data team can certify the queries everyone should use, such as the right way to calculate revenue. Charts built on these metrics carry a “certified” badge. No more dashboards giving different numbers for the same question.
• Stories from data. Claude can draft a story, or even a narrated video, from your metrics. You review it before sharing.
• Live sharing. Colleagues see up-to-date numbers when they open a shared dashboard, even without access to the data sources. They only see the results of queries you’ve approved, and can’t run others with your access.
• Your brand. Design systems are supported, so dashboards look like your company.
• Faster loading. Dashboards are cached, and you choose how often each one refreshes.
• Change tracking. You see who changed what, and can roll back to a previous version.

Certified queries and live sharing are still in beta. Anthropic lists Amplitude, Mixpanel, Omni, PostHog and Sigma as partners.

The requirement: connected data

This is the point not to miss: Claude Data needs a connector to a data source, such as a data warehouse or a CRM. Claude doesn’t guess your numbers; it queries what you give it.

For a small business, that means three things:

1. Your data must live somewhere in a structured way: a CRM, a web analytics tool, a database. Scattered Excel files won’t do.
2. Someone has to set up the connection, often whoever manages your tools or a vendor.
3. Definitions matter. Take the time to certify key metrics, like sales or active customers. That’s what ends debates about “the right number.”

If you’re not there yet, start smaller: a sheet in Claude Sheets may be enough to track a few indicators.

Sharing: an asset to manage carefully

Live sharing is handy: leadership sees today’s numbers without access to your tools. But it requires discipline. Before sharing a dashboard, make sure it doesn’t expose personal information about customers or employees. Privacy laws limit who may see that information, even internally.

Who has access?

Claude Data is available on all paid Claude plans, on web, desktop and mobile. On Team plans, it’s on by default. On Enterprise, it turns on by default on November 19, 2026. Admins can change this setting at any time.

Frequently asked questions

What’s the difference between Claude Dashboards and Claude Data?

It’s the same tool. Claude Dashboards launched in beta in October 2026 and became generally available as Claude Data on November 10, with new features.

Do I need to know SQL?

Not to ask questions: you ask in plain language and Claude queries the data. However, someone has to set up the connection to the data sources and, ideally, certify the key metrics.

Which data sources are compatible?

Anthropic mentions data warehouses like Amazon Redshift, BigQuery and ClickHouse, and partners like Amplitude, Mixpanel, Omni, PostHog and Sigma. You need a connector to a data warehouse or a CRM.

Do colleagues see all my data if I share a dashboard?

No. With live sharing, they only see the results of the queries you’ve approved, and can’t run other queries with your access.

Can I undo a change?

Yes. Claude Data keeps a change history: you see who changed what and can roll back to a specific version.