Use Manus AI to Talk to Your Act CRM Data via CData Connect AI

Manus AI is an autonomous AI agent platform that helps users accomplish complex tasks through natural language from browsing the web to executing code and interacting with external services. When combined with CData Connect AI remote MCP, users can leverage Manus AI to interact with their Act CRM data in real-time, without any data replication.

This article explains how to connect to Act CRM using the CData Connect AI MCP Server and configure Manus AI to conversationally explore (or Vibe Query) their Act CRM data. With Connect AI, users can build AI agents with access to live Act CRM data, plus hundreds of other sources.

Step 1: Configure Act CRM connectivity for Manus AI

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

1. Log into Connect AI, click Connections and 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.

   Click Save & Test
4. Navigate to the Permissions tab in the Add Act CRM Connection page and update the User-based permissions.

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Manus AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, we are ready to connect to Act CRM data from Manus AI.

Step 2: Get started with Manus AI

Navigate to Manus and sign in to your Manus AI account. Once logged in, you are ready to configure the CData Connect AI MCP Server as a custom connector.

Step 3: Add the CData Connect AI MCP Server as a connector

Manus AI supports connecting to external MCP servers via its Connectors settings. There are two methods to add the CData Connect AI MCP Server: Import by JSON or Direct Configuration. Both methods are explained below.

1. In Manus AI, click on the profile icon and navigate to Settings
2. Go to the Connectors section and click Add Connectors
3. Locate Custom MCP
4. Click Add custom MCP to select the configuration options

Option A: Import by JSON

Use this method to quickly configure the MCP Server by pasting a JSON configuration snippet.

1. Select Import by JSON from the connector setup options.
2. Paste the following JSON into the configuration field, replacing the placeholder values with your Connect AI credentials:

   {
     "mcpServers": {
       "cdata-connect-ai": {
         "transport": "sse",
         "url": "https://mcp.cloud.cdata.com/mcp",
         "headers": {
           "Authorization": "Basic USER_NAME:YOUR_CONNECTAI_PAT;"
         }
       }
     }
   }
       

   Replace url with the Connect AI MCP URL, USER_NAME with your Connect AI email address, and YOUR_CONNECTAI_PAT with the Personal Access Token created in Step 1.
3. Click Import to apply the configuration.

Option B: Direct Configuration

Use this method to manually enter the MCP Server connection properties through the Manus AI interface.

1. Select Direct Configuration from the connector setup options.
2. Fill in the following fields:
   • Server Name: CData Connect AI
   • Transport Type: HTTP
   • Server URL: https://mcp.cloud.cdata.com/mcp
   • Custom Headers: Add a header with the name Authorization and the value Basic Base64Encoded(username:pat), replacing the placeholder with your Base64-encoded Connect AI email and PAT combination.
   
3. Optionally, enter a Note to provide Manus AI with instructions on how and when to use this MCP connector.
4. Click Save to establish the connection to the CData Connect AI MCP Server. Once saved, the connector will appear as active in your Connectors list.

Step 4: Query your Act CRM data using natural language

With the CData Connect AI MCP configured in Manus AI, users can now interact with their Act CRM data using natural language in any new Manus AI chat session.

1. Open a new chat in Manus AI.
2. Start asking questions about the Act CRM data. For example:
   • Show me all customers from the last 30 days
   • What are my top performing products?
   • Analyze sales trends for Q4
   • List all active projects with their current status
3. Manus AI will use the CData Connect AI MCP Server to query your Act CRM data in real-time and provide responses based on live data.

Get CData Connect AI

To get live data access to 300+ SaaS, big data, and NoSQL sources directly from your cloud applications, try CData Connect AI today!