Integrating Dataiku with Act CRM Data via CData Connect AI

Dataiku is a collaborative data science and AI platform that enables teams to design, deploy, and manage machine learning and generative AI projects within a governed environment. It's Agent and GenAI framework allows users to build intelligent agents that can analyze, generate, and act on data through custom workflows and model orchestration.

By integrating Dataiku with CData Connect AI through the built-in MCP (Model Context Protocol) Server, these agents gain secure, real-time access to live Act CRM data. The integration bridges Dataiku's agent execution environment with CData's governed enterprise connectivity layer, allowing every query or instruction to run safely against authorized data sources without manual exports or staging.

This article demonstrates how to configure Act CRM connectivity in Connect AI, prepare a Python code environment in Dataiku with MCP support, and create an agent that queries and interacts with live Act CRM data directly from within Dataiku.

Step 1: Configure Act CRM Connectivity for Dataiku

Connectivity to Act CRM from Dataiku is made possible through CData Connect AI's Remote MCP Server. To interact with Act CRM data from Dataiku, you start by creating and configuring a Act CRM connection in CData Connect AI.

1. Log into Connect AI, click Sources, then click Add Connection

2. Select "Act CRM" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Act CRM.

   The User and Password properties, under the Authentication section, must be set to valid Act! user credentials. In addition to the authentication values, see the following:

   • Connecting to Act! Premium

     In addition to the authentication values, the URL to Act! is also required; for example https://eup1-iis-04.eu.hosted.act.com/.

     Additionally, you must specify the ActDatabase you will connect to. This is found by going to the About Act! Premium menu of your account, at the top right of the page, in the ? menu. Use the Database Name in the window that appears.

   • Connecting to Act! Premium Cloud

     To connect to your Act! Premium Cloud account, you also need to specify the ActCloudName property. This property is found in the URL address of the Cloud account; for example https://eup1-iis-04.eu.hosted.act.com/ActCloudName/.

   Note that retrieving ActCRM metadata can be expensive. It is advised that you set the CacheMetadata property to store the metadata locally.

   
4. Click Save & Test
5. Open the Permissions tab and set user-based permissions

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Dataiku. It is best practice to create a separate PAT for each integration to maintain granular access control

1. Click the gear icon () at the top right of the Connect AI app to open Settings
2. On the Settings page, go to the Access Tokens section and click Create PAT
3. Give the PAT a descriptive name and click Create

4. Copy the token when displayed and store it securely. It will not be shown again

With the Act CRM connection configured and a PAT generated, Dataiku can now connect to Act CRM data through the CData MCP Server.

Step 2: Prepare Dataiku and the Code Environment

A dedicated python code environment in Dataiku provides the runtime support needed for MCP-based communication. To enable Dataiku Agents to connect to CData Connect AI, create a Python environment and install the MCP client dependencies required for agent-to-server interaction.

1. In Dataiku Cloud, open Code Envs

2. Click Add a code env to open the DSS settings window

3. In DSS, click New Python env. Name it (for example, MCP_Package) and choose Python 3.10 (3.10 to 3.13 supported)

4. Open Packages to install and add the following pip packages:
• httpx
• anyio
• langchain-mcp-adapters

5. Open Containerized execution and under Container runtime additions select Agent tool MCP servers support

6. Check Rebuild env and click Save and update to install packages
7. Back in Dataiku Cloud, open Overview and click Open instance

8. Click + New project and select Blank project. Name the project

Step 3: Create a Dataiku Agent and connect to the MCP server

The Dataiku Agent serves as the bridge between the Dataiku workspace and the CData MCP Server. To enable this connection, create a custom code-based agent, assign it the configured Python environment, and embed your Connect AI credentials to allow the agent to query and interact with live Act CRM data.

1. Go to Agents & GenAI Models and click Create your first agent

2. Choose Code agent, name it, and for Agent version select Asynchronous agent without streaming

3. From the tab above select Settings. In Code env selection set Default Python code env to the environment you created (for example, MCP_Package)

4. Return to the Agent Design tab and paste the following code. Replace EMAIL, and PAT with your values

import os
import base64
from typing import Dict, Any, List
 
from dataiku.llm.python import BaseLLM
from langchain_mcp_adapters.client import MultiServerMCPClient
 
# ---------- Persistent MCP client (cached between calls) ----------
_MCP_CLIENT = None
 
def _get_mcp_client() -> MultiServerMCPClient:
    """Create (or reuse) a MultiServerMCPClient to CData Cloud MCP."""
    global _MCP_CLIENT
    if _MCP_CLIENT is not None:
        return _MCP_CLIENT
 
    # Set creds via env/project variables ideally
    EMAIL = os.getenv("CDATA_EMAIL", "YOUR_EMAIL") 
    PAT   = os.getenv("CDATA_PAT",   "YOUR_PAT")        
    BASE_URL = "https://mcp.cloud.cdata.com/mcp"
 
    if not EMAIL or PAT == "YOUR_PAT":
        raise ValueError("Set CDATA_EMAIL and CDATA_PAT as env variables or inline in the code.")
 
    token = base64.b64encode(f"{EMAIL}:{PAT}".encode()).decode()
    headers = {"Authorization": f"Basic {token}"}
 
    _MCP_CLIENT = MultiServerMCPClient(
        connections={
            "cdata": {
                "transport": "streamable_http",
                "url": BASE_URL,
                "headers": headers,
            }
        }
    )
    return _MCP_CLIENT
 
 
def _pick_tool(tools, names: List[str]):
    L = [n.lower() for n in names]
    return next((t for t in tools if t.name.lower() in L), None)
 
 
async def _route(prompt: str) -> str:
    """
    Simple intent router:
      - 'list connections' / 'list catalogs' -> getCatalogs
      - 'sql: ...' or 'query: ...' -> queryData
      - otherwise -> help text
    """
    client = _get_mcp_client()
    tools = await client.get_tools()
 
    p = prompt.strip()
    low = p.lower()
 
    # 1) List connections (catalogs)
    if "list connections" in low or "list catalogs" in low:
        t = _pick_tool(tools, ["getCatalogs", "listCatalogs"])
        if not t:
            return "No 'getCatalogs' tool found on the MCP server."
        res = await t.ainvoke({})
        return str(res)[:4000]
 
    # 2) Run SQL
    if low.startswith("sql:") or low.startswith("query:"):
        sql = p.split(":", 1)[1].strip()
        t = _pick_tool(tools, ["queryData", "sqlQuery", "runQuery", "query"])
        if not t:
            return "No query-capable tool (queryData/sqlQuery) found on the MCP server."
        try:
            res = await t.ainvoke({"query": sql})
            return str(res)[:4000]
        except Exception as e:
            return f"Query failed: {e}"
 
    # 3) Help
    return (
        "Connected to CData MCP

"
        "Say **'list connections'** to view available sources, or run a SQL like:
"
        "  sql: SELECT * FROM [Salesforce1].[SYS].[Connections] LIMIT 5

"
        "Remember to use bracket quoting for catalog/schema/table names."
    )
 
 
class MyLLM(BaseLLM):
    async def aprocess(self, query: Dict[str, Any], settings: Dict[str, Any], trace: Any):
        # Extract last user message from the Quick Test payload
        prompt = ""
        try:
            prompt = (query.get("messages") or [])[-1].get("content", "")
        except Exception:
            prompt = ""
 
        try:
            reply = await _route(prompt)
        except Exception as e:
            reply = f"Error: {e}"
 
        # The template expects a dict with a 'text' key
        return {"text": reply}

Run a Quick Test

1. Open Quick Test on the right side panel
2. Paste the JSON code and click Run test

{
   "messages": [
      {
         "role": "user",
         "content": "list connections"
      }
   ],
   "context": {}
}

Chat with your Agent

Switch to the Chat tab and try prompting like, "List all connections". The chat output will show a list of connection catalogs.



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