Build Agents in Relevance AI with Access to Live Bitbucket Data via CData Connect AI
Relevance AI is an AI automation and agent-building platform that enables organizations to create autonomous workflows powered by natural language reasoning. Users can visually design agents that interact with APIs, databases, and third-party systems to complete everyday business tasks or data operations.
By integrating Relevance AI with CData Connect AI through the built-in MCP (Model Context Protocol) Server, your agents can query, summarize, and act on live Bitbucket data in real time. This connection bridges Relevance AI intelligent workflow engine with the governed enterprise connectivity of CData Connect AI ensuring every query runs securely against authorized sources without manual data export.
This article outlines the steps to configure Bitbucket connectivity in Connect AI, register Connect AI in Relevance AI, and build an agent that interacts with live Bitbucket data.
Step 1: Configure Bitbucket Connectivity for Relevance AI
Connectivity to Bitbucket from Relevance AI is made possible through CData Connect AI's Remote MCP Server. To interact with Bitbucket data from Relevance AI, we start by creating and configuring a Bitbucket connection in CData Connect AI.
- Log into Connect AI, click Sources, and then click Add Connection
- Select Bitbucket from the Add Connection panel
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Enter the necessary authentication properties to connect to Bitbucket.
For most queries, you must set the Workspace. The only exception to this is the Workspaces table, which does not require this property to be set, as querying it provides a list of workspace slugs that can be used to set Workspace. To query this table, you must set Schema to 'Information' and execute the query SELECT * FROM Workspaces>.
Setting Schema to 'Information' displays general information. To connect to Bitbucket, set these parameters:
- Schema: To show general information about a workspace, such as its users, repositories, and projects, set this to Information. Otherwise, set this to the schema of the repository or project you are querying. To get a full set of available schemas, query the sys_schemas table.
- Workspace: Required if you are not querying the Workspaces table. This property is not required for querying the Workspaces table, as that query only returns a list of workspace slugs that can be used to set Workspace.
Authenticating to Bitbucket
Bitbucket supports OAuth authentication only. To enable this authentication from all OAuth flows, you must create a custom OAuth application, and set AuthScheme to OAuth.
Be sure to review the Help documentation for the required connection properties for you specific authentication needs (desktop applications, web applications, and headless machines).
Creating a custom OAuth application
From your Bitbucket account:
- Go to Settings (the gear icon) and select Workspace Settings.
- In the Apps and Features section, select OAuth Consumers.
- Click Add Consumer.
- Enter a name and description for your custom application.
- Set the callback URL:
- For desktop applications and headless machines, use http://localhost:33333 or another port number of your choice. The URI you set here becomes the CallbackURL property.
- For web applications, set the callback URL to a trusted redirect URL. This URL is the web location the user returns to with the token that verifies that your application has been granted access.
- If you plan to use client credentials to authenticate, you must select This is a private consumer. In the driver, you must set AuthScheme to client.
- Select which permissions to give your OAuth application. These determine what data you can read and write with it.
- To save the new custom application, click Save.
- After the application has been saved, you can select it to view its settings. The application's Key and Secret are displayed. Record these for future use. You will use the Key to set the OAuthClientId and the Secret to set the OAuthClientSecret.
- Click Save & Test
- 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 Relevance AI. It is best practice to create a separate PAT for each integration to maintain granular access control.
- Click the gear icon () at the top right of the Connect AI app to open Settings
- On the Settings page, go to the Access Tokens section and click Create PAT
- Give the PAT a descriptive name and click Create
- Copy the token when displayed and store it securely. It will not be shown again
With the Bitbucket connection configured and a PAT generated, Relevance AI can now connect to Bitbucket data through Connect AI.
Step 2: Configure Connectivity in Relevance AI
The CData Connect AI MCP endpoint and authorization details are registered within Relevance AI so that agents can call live data from Connect AI.
- Sign in to Relevance AI and create an account if you do not already have one
- From the sidebar, navigate to Agents and then click on New Agent
- Select Build from scratch and name the agent (eg; CData MCP Server)
- Inside the agent editor, select Advanced and then switch to the MCP Server tab
- Click + Add Remote MCP Tools
- In the dialog that appears, fill out the fields as follows:
- URL: https://mcp.cloud.cdata.com/mcp
- Label: Any custom label (eg; cdata_mcp_server)
- Authentication: Select Custom headers
- Add header key:value pair. Combine your email and PAT as email:PAT and encode that string in Base64 and then prefix with the word Basic
- Key: Authorization
- Value: Basic base64(email:PAT)
Click Connect to establish the connection. Relevance AI will verify your credentials and register the CData Connect AI MCP Server for use in agents.
Step 3: Build and Run a Relevance AI Agent with Live Bitbucket Data
- Switch to the Run tab for your agent
- Enter a task for example, "List the five most recent incidents from ServiceNow"
- The agent will query Connect AI via the MCP endpoint and display live results from Bitbucket data
With the connection complete, Relevance AI agents can now issue queries, retrieve records, and perform AI-driven tasks over live Bitbucket data through CData Connect AI MCP Server.
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