How to Access Live Certinia Data in Visual Studio Code via Cline

Cline is an autonomous coding agent right in your IDE, capable of creating/editing files, running commands, using the browser, and more with your permission every step of the way. When paired with the CData MCP Server for Certinia, you get live access to CRM data within your IDE, enabling you to build, test, and validate data-driven features using real-time schema and records without ever leaving your development environment.

This article outlines how to run the CData MCP Server for Certinia on WSL (Windows Subsystem for Linux) and connect to it from the Cline extension in Visual Studio Code on Windows.

Background

CData MCP Servers are typically designed for clients like Claude Desktop. However, when attempting to use the server via the Cline extension in Windows VS Code, the following error occurred:

MCP error -32000: Connection closed

This issue is suspected to be caused by I/O handling problems in the stdio transport implementation on the Windows version of the Cline extension.

• Related GitHub Issue: https://github.com/cline/cline/issues/3464
• Additionally, environment variables such as PATH may not be inherited correctly when launching processes like Java or Node.

Prerequisites

• Visual Studio Code installed on Windows
• Cline extension installed and configured in VS Code
• Windows Subsystem for Linux (WSL) installed with a working Linux distribution (e.g., Ubuntu)
• Java 21+ JRE installed in WSL
• CData MCP Server for Certinia installed on Windows

Step 1: Authenticate with Certinia (on Windows)

Before running the MCP Server in WSL, you must complete authentication flow in a Windows environment. This ensures all necessary credentials are generated and stored properly. Find and run the "CData MCP Server for Certinia" or execute the MCP Server JAR file to open the configuration wizard.

java -jar "C:\Program Files\CData\CData MCP Server for Certinia 2024\lib\cdata.mcp.certinia.jar"

Connecting 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.

Configuring the CData MCP Server

Name your MCP Server (e.g. cdatacertinia), enter the required connection properties, and click "Connect."

Upon successful connection, the following directory and files will be created:

C:\Users\<username>\AppData\Roaming\CData\certinia Provider\
 |-- cdatacertinia.mcp
 |-- (other supporting config files)

Step 2: Copy the MCP Server Configuration into WSL

Next, copy the entire configuration folder from Windows into your WSL environment.

mkdir -p ~/.config/CData/
cp -r /mnt/c/Users/<username>/AppData/Roaming/CData/"certinia Provider" ~/.config/CData/

Ensure the destination path matches exactly: ~/.config/CData/certinia Provider/.

Step 3: Install the MCP Server on WSL

Install Java and place the MCP Server JAR in the desired location within WSL:

sudo apt update
sudo apt install openjdk-21-jre-headless
sudo mkdir -p /opt/cdata/mcp_certinia/lib
sudo cp /mnt/c/Program\ Files/CData/CData\ MCP\ Server\ for\ Certinia\ 2024/lib/cdata.mcp.certinia.jar /opt/cdata/mcp_certinia/lib/

Step 4: Configure Cline

Now, configure the Cline extension to launch the MCP Server inside WSL using the wsl command.

Create or update cline_mcp_settings.json with the following content:

{
  "mcpServers": {
    "cdatacertinia": {
      "autoApprove": ["*"],
      "disabled": false,
      "timeout": 60,
      "type": "stdio",
      "command": "wsl",
      "args": [
        "-d",
        "Ubuntu", // Replace with your installed WSL distro name
        "--",
        "/usr/bin/java",
        "-jar",
        "/opt/cdata/mcp_certinia/lib/cdata.mcp.certinia.jar",
        "cdatacertinia"
      ],
      "env": {
        "JAVA_TOOL_OPTIONS": "-Xmx2g"
      }
    }
  }
}

Note: Replace Ubuntu with your actual WSL distribution name (e.g., Ubuntu-22.04). Run wsl -l in PowerShell or CMD to confirm.

Step 5: Interact with Live Data in Cline

From within Visual Studio Code, you can now run MCP commands through the Cline extension.

cdatacertinia_get_tables
cdatacertinia_get_columns Account

If configured correctly, these commands will return a list of available Certinia objects and metadata, allowing you to interact with your CRM schema in real time.

Try natural language prompts like:

• "Generate a React form to create a new Certinia Lead."
• "Write a Python function to pull Opportunities closed this quarter."

Connect your AI to your data today!

CData MCP Servers make it easier than ever for LLMs to work with live enterprise data. To explore the technology hands-on, download a free, 30-day trial or visit the CData Community to share insights, ask questions, and help shape the future of enterprise-ready AI.