Connect AI · Developer Guide

Build AI agents on your business data

Connect Salesforce, Workday, HubSpot, NetSuite, and hundreds of sources to Claude, ChatGPT, and any agent framework, through one managed data layer and MCP server.

Start free · First answer in 5 min · Developer Edition is free 

import cdata_connect_ai

conn = cdata_connect_ai.connect(
    username="[email protected]",
    password="<your_pat>",
)
cur = conn.cursor()

cur.execute("""
  SELECT Name, AnnualRevenue
  FROM [Salesforce].[Salesforce].[Account]
  WHERE Industry = 'Healthcare'
  LIMIT 10
""")

for row in cur.fetchall():
    print(row)

Python SDK guide · GitHub 

"mcpServers": {
  "cdata-connect-ai": {
    "url": "https://mcp.cloud.cdata.com/mcp",
    "headers": {
      "Authorization": "Basic <Base64(email:PAT)>"
    }
  }
}

// Available tools: getCatalogs, getSchemas,
// getTables, getColumns, queryData,
// getProcedures, executeProcedure
$ curl https://cloud.cdata.com/api/query \
    -u "[email protected]:<your_pat>" \
    -H "Content-Type: application/json" \
    -d '{"query": "SELECT Name, AnnualRevenue FROM [Salesforce].[Salesforce].[Account] WHERE Industry = '\''Healthcare'\'' LIMIT 10"}'

# Response: streaming JSON with schema + rows
# Same endpoint for Workday, HubSpot, NetSuite,
# and hundreds of other connected sources.

Quickstart

Three paths into the platform. Start where it fits your day.

5 min First answer Connect GitHub via Data Copilot, wire Connect AI’s MCP server into Claude Code, and ask a natural-language question about your repos.
10 min Scaffold an agent One npx command generates a working LangChain, Google ADK, or Vercel AI SDK agent pre-wired to Connect AI MCP.
Dev Edition Management MCP List, create, test, and delete connections from Claude or Cursor. No UI required.

By AI surface

Framework-specific patterns for connecting AI tools to your business data.

View all
Claude Anthropic’s Claude with the Connect AI managed MCP server. Native tool support.
MCP · Agent SDK
OpenAI / ChatGPT GPT models via the OpenAI SDK or ChatGPT custom connectors.
SDK · Connectors
LlamaIndex RAG and agent patterns combining Connect AI sources with unstructured knowledge bases.
Python · OSS
CrewAI Multi-agent crews coordinating across data sources via shared Connect AI tools.
Python · OSS
LangGraph Stateful graph-based agents with Connect AI as a queryable node.
Python · OSS

By source

Source-specific guides covering auth, schema, common objects, and known quirks.

All sources
Salesforce SOQL, custom objects, identity passthrough, common gotchas with bulk operations.
7 AI surfaces · 12 tutorials
Workday WQL syntax, worker objects, ACL passthrough, onboarding-flow patterns.
6 AI surfaces · 9 tutorials
HubSpot OAuth, association queries, deal & contact schemas, rate-limit backoff.
5 AI surfaces
NetSuite SuiteQL translation, role-based visibility, transactions and ERP records.
5 AI surfaces
Snowflake Warehouse analytics, role context, VARIANT semi-structured data, and credit-aware querying.
5 AI surfaces
PostgreSQL Schema search paths, JSON/JSONB queries, row-level security, and case-sensitive identifiers.
5 AI surfaces

What are you building?

Pick a source and an AI surface. We’ll route you to the right tutorial.

View tutorial
Popular: salesforce + claude workday + crewai hubspot + claude netsuite + openai

Don’t see your AI tool? Browse all integration guides for Salesforce →

Production patterns

Beyond the tutorial. What shipping with Connect AI actually looks like.

Auth for unattended agents

PATs, secret rotation, and per-user OAuth delegation for agents running without a human in the loop.

Audit & observability

Every query, mutation, and tool call is logged. Pipe it into your observability stack or query via API.

Workspace isolation

Scope each agent to a dedicated workspace so the blast radius of a compromise stays contained.

Batched writes

When agents need to insert or update many rows, batch them in one call instead of looping.

Query caching

Cut latency and source-side rate-limit pressure by caching reference data on the connection.

Private data via Gateway

Reach on-premises databases and network-restricted SaaS without opening inbound firewall rules.

Evaluating Connect AI for your team?

See the full integration overview and enterprise capabilities.

Evaluating Connect AI
Connect AI documentation

Full API reference, authentication guides, and configuration details.

View docs