Use ChatGPT to Talk to Your Asana Data via CData Connect AI

ChatGPT is an AI chatbot developed by OpenAI, launched in November 2022. Based on large language models (LLMs), it enables users to refine and steer conversations through natural language processing. ChatGPT's developer mode, available to Plus and Pro subscribers, provides full Model Context Protocol (MCP) support for connecting to external data sources and tools.

CData Connect AI offers a dedicated cloud-to-cloud interface for connecting to Asana data. The CData Connect AI Remote MCP Server enables secure communication between ChatGPT and Asana. This allows you to ask questions and take actions on your Asana data using ChatGPT, all without the need for data replication to a natively supported database. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to Asana. This leverages server-side processing to swiftly deliver the requested Asana data.

Step 1: Configure Asana Connectivity for ChatGPT

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

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

2. Select "Asana" from the Add Connection panel

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

   You can optionally set the following to refine the data returned from Asana.

   • WorkspaceId: Set this to the globally unique identifier (gid) associated with your Asana Workspace to only return projects from the specified workspace. To get your workspace id, navigate to https://app.asana.com/api/1.0/workspaces while logged into Asana. This displays a JSON object containing your workspace name and Id.
   • ProjectId: Set this to the globally unique identifier (gid) associated with your Asana Project to only return data mapped under the specified project. Project IDs can be found in the URL of your project's Overview page. This will be the numbers directly after /0/.

   Connect Using OAuth Authentication

   You must use OAuth to authenticate with Asana. OAuth requires the authenticating user to interact with Asana using the browser. See the "Getting Started" chapter of the help documentation for a guide to using OAuth.

   
4. Click Save & Test

With the connection configured, we are ready to connect to Asana data from ChatGPT.

Step 2: Connect ChatGPT to CData Connect AI

Follow these steps to add a CData Connect AI connector in ChatGPT:

1. Sign in to ChatGPT with a Plus or Pro subscription.
2. Navigate to Settings > Connectors.
3. Under the "Advanced settings" section, toggle on Developer mode.
4. Once developer mode is enabled, return to the Connectors page and click Create.
5. Enter a name for the connector (such as Connect AI MCP).
6. In the Remote MCP server URL field, enter:

   https://mcp.cloud.cdata.com/mcp

7. Set Authentication to "OAuth."
8. Check I trust this application and click Create
9. You will be redirected to CData Connect AI's OAuth authorization page. Sign in with your Connect AI credentials.
10. Review the permissions requested and click Authorize to grant ChatGPT access to your Connect AI resources.
11. After successful authorization, you will be redirected back to ChatGPT.
12. The Connect AI MCP Server will now appear in your available connectors list where you can manage the connector and enable/disable actions (tools).

Step 3: Explore Live Asana Data with ChatGPT

1. Start a new conversation in ChatGPT.
2. In the tool picker, enable "Developer Mode."
3. Enable your Connect AI MCP Sever.
4. You can now start exploring your data with natural language prompts. ChatGPT will use the Connect AI MCP server to query your live Asana data. Example prompts:
   • "Show me all customers from the last 30 days"
   • "What are my top performing products?"
   • "Analyze sales trends for this quarter"
   • "List all active projects and their current status"
   Refer to CData's prompt library for more prompt ideas.
5. ChatGPT will translate your natural language queries into SQL and execute them against your Asana data through the Connect AI MCP server.

IMPORTANT: ChatGPT's developer mode provides full read/write MCP access. Be cautious when allowing write operations to your Asana data. Always review and confirm any data modifications before allowing them to proceed.

NOTE: Developer mode is in beta and only available to ChatGPT Plus and Pro subscribers. Refer to OpenAI's documentation for the latest setup information.

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