Integrate Goose with Live Microsoft Dataverse Data via CData Connect AI

Yazhini G
Yazhini G
Technical Marketing Engineer
Leverage the CData Connect AI Remote MCP Server to enable Goose to securely access and query live Microsoft Dataverse data from within the local AI agent.

Goose is an open source AI agent that runs locally on your machine and works with a wide range of LLM providers. It supports the model context protocol (MCP) through its extensions framework, so you can add external tools and data sources and give the agent access to live systems beyond the model's training data.

By integrating Goose with CData Connect AI through the built-in MCP Server, Goose gains governed, real-time access to live Microsoft Dataverse data. You can list catalogs, explore schemas, and query records from Microsoft Dataverse data using natural language prompts, with all data access running securely against authorized sources.

This article explains how to configure Microsoft Dataverse connectivity in Connect AI, generate the required personal access token, install and set up Goose, add the Connect AI MCP Server as a custom extension, and verify the integration by querying live Microsoft Dataverse data from the Goose chat.

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 Microsoft Entra ID, 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 Goose

Connectivity to Microsoft Dataverse from Goose is made possible through Connect AI's Remote MCP Server. To interact with Microsoft Dataverse data from Goose, start by creating and configuring a Microsoft Dataverse connection in Connect AI.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. Adding a connection in Connect AI
  2. Select Microsoft Dataverse from the Add Connection panel
    3. Selecting data source
  3. 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.

    Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab and update user-based permissions
    6. Updating permissions

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Goose. It is best practice to create a separate PAT for each integration to maintain granular access control.

  1. Click the gear icon () at the top right of the Connect AI app to open Settings
  2. On the Settings page, go to the Access Tokens section and click Create PAT
  3. Give the PAT a descriptive name and click Create
    4. Creating a new PAT
  4. Copy the token when displayed and store it securely. It will not be shown again

With the Microsoft Dataverse connection configured and a PAT generated, Goose can now connect to Microsoft Dataverse data through Connect AI.

Step 2: Install and set up Goose

Next, install Goose, choose an LLM provider, and add the Connect AI Remote MCP Server as a custom extension so the agent can discover and call live data tools through Connect AI.

  1. Download and install Goose by following the official installation guide, then launch the application
  2. On the Welcome to goose screen, choose an AI provider. Select Use Free/Local Providers to run a local model, or Connect to a Provider to configure a provider such as OpenAI, Anthropic, or Google, and enter the required API key Choosing an AI provider in Goose
  3. In the left navigation, click Extensions, then click + Add custom extension Adding a custom extension in Goose
  4. In the extension dialog, configure the server with the following values:
    • Extension Name: CData MCP, or any name of your choice
    • Type: Streamable HTTP
    • Endpoint: https://mcp.cloud.cdata.com/mcp
  5. Under Request Headers, add the following two headers and click + Add after each pair:
    • Authorization: Basic your_base64_encoded_email_PAT
    • Content-Type: application/json

    Note: Goose will use Basic authentication with Connect AI. Combine your Connect AI user email and the PAT you created earlier in the format email:PAT, base64 encode the combined string, and prefix it with Basic. For example, given [email protected]:ABC123...XYZ789, the Authorization header value becomes something like: Basic dXNlckBkb21haW4uY29tOkFCQzEyMy4uLlhZWjc4OQ==

    Configuring the Connect AI MCP Server in Goose
  6. Click Save to save the configuration
  7. Return to the chat, click the extensions icon at the bottom of the chat input, and confirm that the configured MCP is enabled Enabling the CData MCP extension in the chat

With the MCP server added and an LLM provider configured, Goose is ready to query live Microsoft Dataverse data through Connect AI.

Step 3: Query live Microsoft Dataverse data from Goose

With the integration complete, use the Goose chat to interact with live Microsoft Dataverse data through natural language prompts handled by the configured LLM.

  1. With the CData MCP extension enabled, type a prompt in the chat, for example:
    • List catalogs from my CData MCP
    • Show the available schemas and tables for Microsoft Dataverse
    • Query the top 5 records from a table in Microsoft Dataverse data
  2. Goose calls the Connect AI MCP Server and returns live results from Microsoft Dataverse data Querying live data from Goose

At this point, your Goose agent communicates with the Connect AI MCP Server and retrieves live Microsoft Dataverse data through remote MCP tools directly from the chat.

Get CData Connect AI

To access hundreds of SaaS, big data, and NoSQL sources directly from your cloud applications, try CData Connect AI today. Download a free 14-day trial of CData Connect AI, and our Support Team is available to help with any questions you have.

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