Build Anaplan-Powered Applications in Gemini Code Assist with CData MCP Server

Somya Sharma
Somya Sharma
Technical Marketing Engineer
Use the CData MCP Server for Anaplan to explore live Anaplan Data in Gemini Code Assist to assist with building Anaplan-powered applications.

Gemini Code Assist is an AI-powered coding companion that integrates intelligent code generation into everyday development workflows. With support for MCP, Gemini Code Assist can connect to live enterprise data sources directly from Visual Studio Code, enabling natural language interaction with structured data without switching context or manually writing data access code.

Model Context Protocol (MCP) is an open standard for connecting LLM clients to external services through structured tool interfaces. MCP servers expose capabilities such as schema discovery and live querying, allowing AI agents to retrieve and reason over real-time data safely and consistently.

This guide explains how to install the CData MCP Server for Anaplan, configure the connection to Anaplan, connect the MCP Server add-on to Gemini Code Assist, and query live Anaplan data from within the editor.

Prerequisites

Before starting, ensure the following requirements are met:

  1. Visual Studio Code is installed on the machine
  2. Gemini Code Assist extension is enabled in Visual Studio Code
  3. CData MCP Server for Anaplan has been installed
  4. Access to Anaplan

Note: Gemini Code Assist must already be set up and functional in Visual Studio Code before configuring MCP servers. MCP servers are accessed when Gemini Code Assist is running in Agent mode.

Step 1: Download and install the CData MCP Server for Anaplan

  1. To begin, download the CData MCP Server for Anaplan
  2. Find and double-click the installer to begin the installation
  3. Run the installer and follow the prompts to complete the installation

When the installation is complete, the MCP Server add-on is ready for configuration by connecting to Anaplan.

Step 2: Configure the connection to Anaplan

  1. After installation, open the CData MCP Server for Anaplan configuration wizard

    NOTE: If the wizard does not open automatically, search for "CData MCP Server for Anaplan" in the Windows search bar and open the application.

  2. In MCP Configuration > Configuration Name, either select an existing configuration or choose to create a new one
  3. Name the configuration (e.g. "cdata_anaplan") and click OK
  4. Enter the appropriate connection properties in the configuration wizard

    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.

  5. Click Connect to authenticate with Anaplan through OAuth
  6. Then, click Save Configuration to save the MCP Server add-on

This process creates a .mcp configuration file that Gemini Code Assist will reference when launching the MCP Server add-on. With the MCP Server add-on configured, it is ready to connect to Gemini Code Assist.

Step 3: Connect the MCP Server add-on to Gemini Code Assist

  1. Ensure Visual Studio Code is installed and the Gemini Code Assist extension is enabled
  2. From the configuration wizard, click Next after saving and testing the connection
  3. Select Gemini Code Assist from the AI MCP Tool dropdown
  4. Click Copy JSON to copy the generated MCP configuration to the clipboard
  5. Paste the copied JSON into the appropriate configuration file based on the desired scope:
    • User-level: Configuration applies across all projects for the current user
    • Workspace-level: Configuration applies only to the current workspace or project

    NOTE: The configuration includes the path to Java 17+ executable and the CData MCP Server add-on JAR file. The final argument must match the MCP configuration name saved in the wizard (e.g. "cdata_anaplan").

  6. Save the configuration file and restart Visual Studio Code if necessary

Step 4: Query live Anaplan data in Gemini Code Assist

  1. Open Visual Studio Code and select Gemini Code Assist in the activity bar
  2. Enter /mcp in the chat prompt to verify the connection status. The Anaplan MCP Server add-on should appear with a green connection indicator
  3. Ask questions about Anaplan data using natural language. For example:
    "Provide the list of all tables available in my Anaplan data connection."
  4. Generate code that works with live Anaplan data. For example:
    "Write a function to retrieve records from the Sales table where Region matches a given value."

Gemini Code Assist is now fully integrated with the CData MCP Server add-on and can use the MCP tools exposed to explore schemas, execute live queries against Anaplan, and generate data-aware code.

Build with MCP Server. Deploy with CData Drivers.

Download MCP Server for free and give your AI tools schema-aware access to live Anaplan data during development. When you're ready to move to production, CData Anaplan Drivers deliver the same SQL-based access with enterprise-grade performance, security, and reliability.

Visit the CData Community to share insights, ask questions, and explore what's possible with MCP-powered AI workflows.

Ready to get started?

Download a free Anaplan MCP Server to get started:

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The CData MCP Server for Anaplan provides schema-aware context for AI-assisted code generation with live Anaplan data.