Use ChatGPT to Talk to Your Certinia 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 Certinia data. The CData Connect AI Remote MCP Server enables secure communication between ChatGPT and Certinia. This allows you to ask questions and take actions on your Certinia 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 Certinia. This leverages server-side processing to swiftly deliver the requested Certinia data.

Step 1: Configure Certinia Connectivity for ChatGPT

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

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

2. Select "Certinia" from the Add Connection panel.

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

   There are several authentication methods available for connecting to Certinia: login credentials, SSO, and OAuth.

   Authenticating with a Login and Token

   Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

   To disable the security token:

   1. Log in to Certinia and enter "Network Access" in the Quick Find box in the setup section.
   2. Add your IP address to the list of trusted IP addresses.

   To obtain the security token:

   1. Open the personal information page on certinia.com.
   2. Click the link to reset your security token. The token will be emailed to you.
   3. Specify the security token in the SecurityToken connection property or append it to the Password.

   Authenticating with OAuth

   If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

   Connecting to Certinia Sandbox Accounts

   Set UseSandbox to true (false by default) to use a Certinia sandbox account. Ensure that you specify a sandbox user name in User.

   
4. Click Save & Test

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

Step 2: Connect ChatGPT to CData Connect AI

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

1. Sign in to ChatGPT with a Plus or Pro subscription.
2. Navigate to Apps from the left panel.
3. Select the CData Connect AI app from the list.
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4. Click Connect to authenticate to your Connect AI account.

5. Click Sign in with CData Connect AI to add Connect AI to your ChatGPT account.

6. After successful authorization, you will be redirected back to ChatGPT.
7. Click Start Chat to start a new conversation in ChatGPT with Connect AI connected at the background.

Step 3: Explore Live Certinia Data with ChatGPT

1. Start a new conversation in ChatGPT.
2. Connect AI should ideally be automatically enabled in the chat. If not, navigate to -> More -> CData Connect AI, under the chatbox, to enable the connector from the dropdown

3. You can now start exploring your data with natural language prompts. ChatGPT will use the Connect AI MCP server to query your live Certinia 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 prompt library for more prompt ideas.

4. Permit ChatGPT to access your Certinia data. Click Query Data to continue, or Deny to refuse.

5. ChatGPT translates your natural language queries into SQL and execute them against your Certinia data through the Connect AI MCP server.

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