Interact with Live Anaplan Data in Meta Muse via CData Connect AI

Muse is Meta's personal AI agent for iOS, Android, and the web, built on the Muse Spark models. It connects to remote model context protocol (MCP) servers, so you can point Muse at a governed data source and let it discover and call live data tools.

Connect Muse to CData Connect AI through its Remote MCP Server, and Muse gains governed, real-time access to live Anaplan data. You can explore data, fetch records, and interact with objects using natural language prompts, with every request running against authorized sources.

This article shows you how to configure Anaplan connectivity in Connect AI, generate a personal access token, create a custom connector to the Connect AI Remote MCP Server in Muse, and interact with live Anaplan data from Muse.

Step 1: Configure Anaplan connectivity for Meta Muse

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

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

2. Select Anaplan from the Add Connection panel

3. Enter the necessary authentication properties to connect to Anaplan.

   Authenticating to Anaplan

   The driver supports authenticating with Basic, Certificate, or OAuth. In every case, set Region to the region where your Anaplan account data is hosted (e.g., US1, which is the default).

   Using Basic Authentication

   Set AuthScheme to Basic, then supply your Anaplan User and Password. If your workspace uses single sign-on (SSO), you must be assigned as an Exception User to use Basic authentication.

   Using Certificate Authentication

   Set AuthScheme to Certificate, then supply the Certificate, CertificateType, and PrivateKey properties (and the matching CertificatePassword / PrivateKeyPassword if either is encrypted). The certificate must be a CA-issued X.509 certificate registered with your Anaplan tenant administrator.

   Using OAuth Authentication

   Register a custom OAuth application in Anaplan, then set the following properties:

   • OAuthClientId: The client Id assigned when you registered your custom OAuth application.
   • OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.
   • CallbackURL: The redirect URI defined when you registered your application.
   • InitiateOAuth: Set to GETANDREFRESH to have the driver manage the OAuth token exchange and refresh automatically.

   See the Getting Started chapter of the help documentation for a guide to creating a custom OAuth app and using OAuth.

   
4. Click Save & Test
5. Navigate to the Permissions tab and update user-based permissions

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Muse. 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 Anaplan connection configured and a PAT generated, Muse can now connect to Anaplan data through Connect AI.

Step 2: Create a custom connector to the Connect AI MCP Server in Meta Muse

Muse has no manual "add MCP server" form. Instead, you ask Muse in plain language to build a custom connector that points at the Connect AI Remote MCP Server, a hosted, public HTTPS endpoint that speaks streamable HTTP. Muse builds the connector on its secure VM using the official MCP SDK, then discovers and calls the available Connect AI data tools.

1. Open Muse on iOS, Android, or the web and start a new chat
2. Ask Muse to build a custom connector to the Connect AI Remote MCP Server, giving it the server URL and noting that the endpoint is a hosted MCP server over streamable HTTP, for example:
   Create a custom connector to CData Connect AI. It is a hosted MCP server over streamable HTTP at https://mcp.cloud.cdata.com/mcp and it requires an Authorization header.
3. When Muse prompts for credentials, it opens a secure entry flow, separate from the chat, that saves the value in its Secure Credentials Store. Enter the Authorization header value in the format Basic your_base64_encoded_email_PAT

   Note: For the Authorization value, base64 encode email:PAT and prefix it with Basic. Enter it only in Muse's secure credential prompt, never in the chat.

4. Muse connects to the Connect AI MCP Server and lists the available data tools. Review the custom connector confirmation, then click Continue. When Muse offers to save the integration as a skill, choose yes so the connector is available in every future chat

With the custom connector saved, the Connect AI tools are available to Muse in any chat.

Step 3: Interact with live Anaplan data from Meta Muse

With the integration complete, interact with live Anaplan data directly from Muse through natural language prompts.

1. In a Muse chat, type a prompt that uses the Connect AI connector, for example:
   • Use the CData Connect AI connector to list all available connections
   • Show the available objects and fields for Anaplan
   • Fetch the top 5 records from Anaplan
2. Approve the tool call in the Sentinel dialog when prompted
3. Muse calls the Connect AI MCP Server and returns live results from Anaplan data

At this point, Muse communicates with the Connect AI MCP Server and retrieves live Anaplan data through remote MCP tools directly from your chats.

Get started with CData Connect AI

With CData Connect AI, interact with hundreds of SaaS, big data, and NoSQL sources directly from your AI agents, models, and cloud applications. To explore more download a free 14-day trial today. Our Support Team is available to help with any questions you have.