Use ChatGPT to Talk to Your CSV Data via CData Connect AI

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Leverage the CData Connect AI Remote MCP Server to enable ChatGPT to securely answer questions and take actions on your CSV data for you.

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

Step 1: Configure CSV Connectivity for ChatGPT

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

  1. Log into your Connect AI account, click Sources, and then click Add Connection.
  2. Adding a Connection
  3. Select "CSV" from the Add Connection panel.
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to CSV.

    Connecting to Local or Cloud-Stored (Box, Google Drive, Amazon S3, SharePoint) CSV Files

    CData Drivers let you work with CSV files stored locally and stored in cloud storage services like Box, Amazon S3, Google Drive, or SharePoint, right where they are.

    Setting connection properties for local files

    Set the URI property to local folder path.

    Setting connection properties for files stored in Amazon S3

    To connect to CSV file(s) within Amazon S3, set the URI property to the URI of the Bucket and Folder where the intended CSV files exist. In addition, at least set these properties:

    • AWSAccessKey: AWS Access Key (username)
    • AWSSecretKey: AWS Secret Key

    Setting connection properties for files stored in Box

    To connect to CSV file(s) within Box, set the URI property to the URI of the folder that includes the intended CSV file(s). Use the OAuth authentication method to connect to Box.

    Dropbox

    To connect to CSV file(s) within Dropbox, set the URI proprerty to the URI of the folder that includes the intended CSV file(s). Use the OAuth authentication method to connect to Dropbox. Either User Account or Service Account can be used to authenticate.

    SharePoint Online (SOAP)

    To connect to CSV file(s) within SharePoint with SOAP Schema, set the URI proprerty to the URI of the document library that includes the intended CSV file. Set User, Password, and StorageBaseURL.

    SharePoint Online REST

    To connect to CSV file(s) within SharePoint with REST Schema, set the URI proprerty to the URI of the document library that includes the intended CSV file. StorageBaseURL is optional. If not set, the driver will use the root drive. OAuth is used to authenticate.

    Google Drive

    To connect to CSV file(s) within Google Drive, set the URI property to the URI of the folder that includes the intended CSV file(s). Use the OAuth authentication method to connect and set InitiateOAuth to GETANDREFRESH.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test

With the connection configured, we are ready to connect to CSV 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.
  4. . Search for CData Connect AI
  5. Click Connect to authenticate to your Connect AI account.
  6. Click Connect to authenticate
  7. Click Sign in with CData Connect AI to add Connect AI to your ChatGPT account.
  8. Sign in with CData Connect AI
  9. After successful authorization, you will be redirected back to ChatGPT.
  10. Click Start Chat to start a new conversation in ChatGPT with Connect AI connected at the background.
  11. Start Chat

Step 3: Explore Live CSV 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. Enable CData Connect AI in the chat
  4. You can now start exploring your data with natural language prompts. ChatGPT will use the Connect AI MCP server to query your live CSV 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.
  5. Using natural language to explore your CSV data (Salesforce used here).
  6. Permit ChatGPT to access your CSV data. Click Query Data to continue, or Deny to refuse.
  7. Give permissions to ChatGPT.
  8. ChatGPT translates your natural language queries into SQL and execute them against your CSV data through the Connect AI MCP server.
  9. ChatGPT shows the desired results from your CSV data based on the prompts

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