Getting Started with the CData Connect AI Python SDK for Certinia

The CData Connect AI Python SDK (cdata-connect-ai) is a DB-API 2.0 (PEP 249) compliant client that lets you fetch and act on live Certinia data with standard Python database code. Because Connect AI provides the connectivity: you install one package, authenticate with a Personal Access Token, and query Certinia (and every other source connected in Connect AI) using the same familiar connect() / cursor() / fetchall() pattern you already know from libraries like sqlite3 and psycopg2.

This guide walks through connecting Certinia in Connect AI, generating a Personal Access Token, installing the SDK, and reading (and, where supported, writing) live Certinia data.

Prerequisites

• An account in CData Connect AI
• Python 3.8 or higher
• An active Certinia account with valid credentials

Connect to Certinia in Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect AI, 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
5. Navigate to the Permissions tab and update the user-based permissions.

Generate a Personal Access Token (PAT)

The Python SDK authenticates to Connect AI with your account email and a Personal Access Token (PAT). It is best practice to create a separate PAT for each application to maintain granularity of access.

1. Click 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 PAT is only visible at creation, so copy it and store it securely.

Install the SDK

Install the SDK from PyPI with pip:

pip install cdata-connect-ai

Connect and Run Your First Query

Connect with your account email and PAT, then query sys_tables to discover every table available across your connected sources. Identifiers in Connect AI are three-part: <Connection>.<Schema>.<Table>, where the connection name defaults to the source name (for example, Certinia1).

import cdata_connect_ai

conn = cdata_connect_ai.connect(
    username="[email protected]",
    password="<your_pat>",
)
cur = conn.cursor()

# Discover what's available across your connected sources
cur.execute("SELECT CatalogName, SchemaName, TableName FROM sys_tables LIMIT 25")

for row in cur.fetchall():
    print(row)

Pick any table from the results and query it directly:

cur.execute(
    "SELECT BillingState, Name "
    "FROM [Certinia1].[Certinia].[Account] "
    "LIMIT 10"
)

for row in cur.fetchall():
    print(row)

Write Back to Certinia

When the data source and your connection permissions allow it, the same cursor runs INSERT, UPDATE, and DELETE statements. Bind values with pyformat (%(name)s) parameters, exactly as you would for a filtered read, and check cursor.rowcount for the number of affected rows.

# Insert a new record
cur.execute(
    "INSERT INTO [Certinia1].[Certinia].[Account] (BillingState) "
    "VALUES (%(newvalue)s)",
    {"newvalue": "Example value"},
)
print(f"Rows inserted: {cur.rowcount}")

# Update existing records
cur.execute(
    "UPDATE [Certinia1].[Certinia].[Account] "
    "SET Name = %(newvalue)s "
    "WHERE Industry = 'Floppy Disks'",
    {"newvalue": "Updated value"},
)
print(f"Rows updated: {cur.rowcount}")

conn.close()

Note: Even for writable sources, a read-only PAT or connection permission will reject write operations. The same parameterized pattern also covers DELETE statements and stored procedures through cursor.callproc().

That is the entire workflow: one package, a PAT, and standard DB-API calls. Because the SDK returns a normal DB-API connection, it drops straight into the rest of the Python data ecosystem. From here you can load Certinia data into pandas, build ETL pipelines with petl, or power a Dash web app, all using this same connection.

More Information and Free Trial

Now you can query live Certinia data from Python through the CData Connect AI Python SDK. For more information on connecting to Certinia (and hundreds of other data sources), visit the Connect AI page. Sign up for a free trial and start working with live Certinia data in Python.