How to Query Live Avalara AvaTax Data in Perplexity MacOS Desktop

Perplexity is an AI-powered research and answer engine that allows users to combine web search, structured data, and connected tools through a unified conversational interface. With Perplexity Desktop for macOS, users can bring local tools and data sources directly into their workflow using MCP, enabling fast, context-aware insights powered by live data.

Model Context Protocol (MCP) is an emerging, open-source standard for connecting LLMs with external services and enterprise data sources. Using MCP Servers, AI clients such as Perplexity Desktop can securely interact with applications and data, performing actions, retrieving live information, and enabling natural language access to data.

In this article, we guide you through installing the CData MCP Server for Avalara, configuring the connection to Avalara AvaTax, and interacting with your live Avalara AvaTax data from Perplexity Desktop.

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

1. To begin, download the CData MCP Server for Avalara
2. Find and double-click the installer to begin the installation
3. Drag the CData MCP Server app into the Applications folder

When the installation is complete, you are ready to configure your MCP Server by connecting to Avalara AvaTax.

NOTE: Since you downloaded the application from the internet and not the Apple App Store, you may see a warning that the application was not opened because Apple could not verify its security. You may continue with the installation.

Installing a trusted, unverified App

CData's solutions are trusted across the globe by some of the largest software vendors in the world. That said, if you have any concerns about continuing, please consult with your IT and/or security team.

1. In the warning message that pops up, click "Done"
2. Open "System Settings" on your machine and navigate to the "Privacy & Security" page

3. Scroll down to the "Security" section and click "Open Anyway"
4. Authorize the installation (passkey or password)

Step 2: Configure the Connection to Avalara AvaTax

1. After installation, you can open the CData MCP Server for Avalara from the Applications folder on your mac
2. Click the dropdown menu in MCP Configuration > Configuration Name and select "new configuration"
3. Name the configuration (e.g. "cdata_avalaraavatax") and click "OK"

4. Enter the appropriate connection properties in the configuration wizard.

   The primary method for performing basic authentication is to provide your login credentials, as follows:

   • User: Set this to your username.
   • Password: Set this to your password.

   Optionally, if you are making use of a sandbox environment, set the following:

   • UseSandbox: Set this to true if you are authenticating with a sandbox account.

   Authenticating Using Account Number and License Key

   Alternatively, you can authenticate using your account number and license key. Connect to data using the following:

   • AccountId: Set this to your Account Id. The Account Id is listed in the upper right hand corner of the admin console.
   • LicenseKey: Set this to your Avalara Avatax license key. You can generate a license key by logging into Avalara Avatax as an account administrator and navigating to Settings -> Reset License Key.
   
5. Click "Connect" to authenticate with Avalara AvaTax.
6. Click "Save Configuration" to save the MCP server

With your MCP Server configured, you are ready to connect it to Perplexity Desktop.

Step 3: Connect the MCP Server to Perplexity Desktop

1. Download the Perplexity Desktop application for macOS and sign in with your Pro or Premium account
2. Open Settings > Connectors. If the Perplexity Helper App is not installed, you will be prompted to download it. Install the Helper App, then restart Perplexity Desktop
3. After restarting, return to Settings > Connectors and click Add Connector
4. Select the Simple tab and assign a name for the connector (e.g., "CData Avalara AvaTax MCP"). In the Command box, enter the absolute path to your MCP Server executable.

   For example:

   	/Applications/CData MCP Server for Avalara.app/Contents/Payload/jre/Contents/Home/bin/java \
   	-jar /Applications/CData MCP Server for Avalara.app/Contents/Payload/lib/cdata.mcp.avalaraavatax.jar \
   	cdata_avalaraavatax
   

   
5. Click Save. Your MCP Server should now appear in the connector list with a "Running" status

Step 4: Query Your Live Avalara AvaTax data in Perplexity Desktop

1. Open a new chat in Perplexity Desktop. Click the Sources toggle and enable your MCP Server
2. Start asking questions about your Avalara AvaTax data. For example:

   "List all the tables available in my Avalara AvaTax data connection."

   

Connect your AI to your Avalara AvaTax data today!

CData MCP Servers make it simple to connect Perplexity and other LLM clients to real-time enterprise data. Download a free, 30-day trial and join the CData Community to share insights, ask questions, and help shape the future of enterprise-ready AI.