Build Agents in Relevance AI with Access to Live Microsoft Dataverse Data via CData Connect AI
Relevance AI is an AI automation and agent-building platform that enables organizations to create autonomous workflows powered by natural language reasoning. Users can visually design agents that interact with APIs, databases, and third-party systems to complete everyday business tasks or data operations.
By integrating Relevance AI with CData Connect AI through the built-in MCP (Model Context Protocol) Server, your agents can query, summarize, and act on live Microsoft Dataverse data in real time. This connection bridges Relevance AI intelligent workflow engine with the governed enterprise connectivity of CData Connect AI ensuring every query runs securely against authorized sources without manual data export.
This article outlines the steps to configure Microsoft Dataverse connectivity in Connect AI, register the CData MCP Server in Relevance AI, and build an agent that interacts with live 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 Relevance AI
Connectivity to Microsoft Dataverse from Relevance AI is made possible through CData Connect AI's Remote MCP Server. To interact with Microsoft Dataverse data from Relevance AI, 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
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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
- Navigate to the Permissions tab and update user-based permissions
Add a Personal Access Token
A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Relevance AI. It is best practice to create a separate PAT for each integration to maintain granular access control.
- Click the gear icon () at the top right of the Connect AI app to open Settings
- On the Settings page, go to the Access Tokens section and click Create PAT
- Give the PAT a descriptive name and click Create
- 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, Relevance AI can now connect to Microsoft Dataverse data through the CData MCP Server.
Step 2: Configure Connectivity in Relevance AI
The CData Connect AI MCP endpoint and authorization details are registered within Relevance AI so that agents can call live data from Connect AI.
- Sign in to Relevance AI and create an account if you do not already have one
- From the sidebar, navigate to Agents and then click on New Agent
- Select Build from scratch and name the agent (eg; CData MCP Server)
- Inside the agent editor, select Advanced and then switch to the MCP Server tab
- Click + Add Remote MCP Tools
- In the dialog that appears, fill out the fields as follows:
- URL: https://mcp.cloud.cdata.com/mcp
- Label: Any custom label (eg; cdata_mcp_server)
- Authentication: Select Custom headers
- Add header key:value pair. Combine your email and PAT as email:PAT and encode that string in Base64 and then prefix with the word Basic
- Key: Authorization
- Value: Basic base64(email:PAT)
Click Connect to establish the connection. Relevance AI will verify your credentials and register the CData Connect AI MCP Server for use in agents.
Step 3: Build and Run a Relevance AI Agent with Live Microsoft Dataverse Data
- Switch to the Run tab for your agent
- Enter a task for example, "List the five most recent incidents from ServiceNow"
- The agent will query Connect AI via the MCP endpoint and display live results from Microsoft Dataverse data
With the connection complete, Relevance AI agents can now issue queries, retrieve records, and perform AI-driven tasks over live Microsoft Dataverse data through CData Connect AI MCP Server.
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