Integrating Gumloop with Blackbaud FE NXT Data via CData Connect AI

Gumloop is a visual automation platform designed to create AI-powered workflows by combining triggers, AI nodes, APIs, and data connectors. By integrating Gumloop with CData Connect AI through the built-in MCP (Model Context Protocol) Server, workflows can seamlessly access and interact with live Blackbaud FE NXT data.

The platform provides a low-code environment, making it easier to orchestrate complex processes without heavy development effort. Its flexibility allows integration across multiple business applications, enabling end-to-end automation with live data.

This article outlines the steps required to configure Blackbaud FE NXT connectivity in Connect AI, register the MCP server in Gumloop, and build a workflow that queries Blackbaud FE NXT data.

Step 1: Configure Blackbaud FE NXT Connectivity for Gumloop

Connectivity to Blackbaud FE NXT from Gumloop is made possible through CData Connect AI's Remote MCP Server. To interact with Blackbaud FE NXT data from Gumloop, we start by creating and configuring a Blackbaud FE NXT connection in CData Connect AI.

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

2. Select "Blackbaud FE NXT" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Blackbaud FE NXT.

   Blackbaud Financial Edge NXT uses the OAuth authentication standard. To authenticate using OAuth, create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties.

   See the Getting Started guide in the CData driver documentation for more information.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Blackbaud FE NXT Connection page and update the User-based permissions.

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Gumloop. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the Blackbaud FE NXT connection configured and a PAT generated, Gumloop is prepared to connect to Blackbaud FE NXT data through the CData MCP server.

Step 2: Connect to the MCP server in Gumloop

The MCP server endpoint and authentication values from Connect AI must be added to Gumloop credentials.

1. Sign in to Gumloop and create an account
2. Visit the Gumloop Credentials page to configure MCP server
3. Click on Add Credentials and search and select MCP Server

4. Provide the following details:
   • URL: https://mcp.cloud.cdata.com/mcp
   • Label: A descriptive name such as Blackbaud FE NXT-mcp-server
   • Access Token / API Key: leave blank
   • Additional Header: Authorization: Basic YOUR EMAIL:YOUR PAT
   
   • Save the credentials
   

The MCP server is now available to build workflows in Gumloop.

Step 3: Build a workflow and explore live Blackbaud FE NXT data with Gumloop

1. Visit Gumloop Personal workspace and click on the Create Flow

2. Select the icon or press Ctrl + B to add a node or a subflow

3. Search for Ask AI and select it

4. Click Show More Options and enable the Connect MCP Server? option

5. From the MCP Servers dropdown, choose the saved MCP credential
6. Add a Prompt and Choose an AI Model according to your requirements

7. After configuring the required details, Click Run to run the pipeline

With the workflow run completed, Gumloop demonstrates successful retrieval of Blackbaud FE NXT data through the CData Connect AI MCP server, with the MCP Client node providing the ability to ask questions, retrieve records, and perform actions on the data.

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