Use ChatGPT to Talk to Your Microsoft Dataverse 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 Microsoft Dataverse data. The CData Connect AI Remote MCP Server enables secure communication between ChatGPT and Microsoft Dataverse. This allows you to ask questions and take actions on your Microsoft Dataverse 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 Microsoft Dataverse. This leverages server-side processing to swiftly deliver the requested Microsoft Dataverse data.
About Microsoft Dataverse Data Integration
CData provides the easiest way to access and integrate live data from Microsoft Dataverse (formerly the Common Data Service). Customers use CData connectivity to:
- Access both Dataverse Entities and Dataverse system tables to work with exactly the data they need.
- Authenticate securely with Microsoft Dataverse in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.
- Use SQL stored procedures to manage Microsoft Dataverse entities - listing, creating, and removing associations between entities.
CData customers use our Dataverse connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources)or analyze live Dataverse data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).
Getting Started
Step 1: Configure Microsoft Dataverse Connectivity for ChatGPT
Connectivity to Microsoft Dataverse from ChatGPT is made possible through CData Connect AI Remote MCP. To interact with Microsoft Dataverse data from ChatGPT, we start by creating and configuring a Microsoft Dataverse connection in CData Connect AI.
- Log into Connect AI, click Sources, and then click Add Connection
- Select "Microsoft Dataverse" from the Add Connection panel
-
Enter the necessary authentication properties to connect to Microsoft Dataverse.
You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.
- InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
- OrganizationUrl: Set this to the organization URL you are connecting to, such as https://myorganization.crm.dynamics.com.
- Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.
When you connect the Common Data Service OAuth endpoint opens in your default browser. Log in and grant permissions. The OAuth process completes automatically.
- Click Save & Test
With the connection configured, we are ready to connect to Microsoft Dataverse data from ChatGPT.
Step 2: Connect ChatGPT to CData Connect AI
Follow these steps to add a CData Connect AI connector in ChatGPT:
- Sign in to ChatGPT with a Plus or Pro subscription.
- Navigate to Settings > Connectors.
- Under the "Advanced settings" section, toggle on Developer mode.
- Once developer mode is enabled, return to the Connectors page and click Create.
- Enter a name for the connector (such as Connect AI MCP).
- In the Remote MCP server URL field, enter:
https://mcp.cloud.cdata.com/mcp
- Set Authentication to "OAuth."
- Check I trust this application and click Create
- You will be redirected to CData Connect AI's OAuth authorization page. Sign in with your Connect AI credentials.
- Review the permissions requested and click Authorize to grant ChatGPT access to your Connect AI resources.
- After successful authorization, you will be redirected back to ChatGPT.
- The Connect AI MCP Server will now appear in your available connectors list where you can manage the connector and enable/disable actions (tools).
Step 3: Explore Live Microsoft Dataverse Data with ChatGPT
- Start a new conversation in ChatGPT.
- In the tool picker, enable "Developer Mode."
- Enable your Connect AI MCP Sever.
- You can now start exploring your data with natural language prompts. ChatGPT will use the Connect AI MCP server to query your live Microsoft Dataverse 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"
- ChatGPT will translate your natural language queries into SQL and execute them against your Microsoft Dataverse data through the Connect AI MCP server.
IMPORTANT: ChatGPT's developer mode provides full read/write MCP access. Be cautious when allowing write operations to your Microsoft Dataverse data. Always review and confirm any data modifications before allowing them to proceed.
NOTE: Developer mode is in beta and only available to ChatGPT Plus and Pro subscribers. Refer to OpenAI's documentation for the latest setup information.
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