Integrate LibreChat with Live Dynamics 365 Data via CData Connect AI

Yazhini G
Yazhini G
Technical Marketing Engineer
Leverage the CData Connect AI Remote MCP Server to enable LibreChat to securely access and query live Dynamics 365 data from within the chat interface.

LibreChat is an open-source, self-hosted AI chat platform that brings together multiple LLM providers, agents, and assistants behind a single interface. It also supports the Model Context Protocol (MCP), so you can connect external tools and data sources directly to the chat and pull in live data from the systems you already work with.

By integrating LibreChat with CData Connect AI through the built-in MCP Server, LibreChat gains governed, real-time access to live Dynamics 365 data. This enables you to list catalogs, explore schemas, and query records from Dynamics 365 data using natural language prompts, with all data access running securely against authorized sources.

This article explains how to configure Dynamics 365 connectivity in Connect AI, generate the required personal access token, install LibreChat, register the Connect AI MCP Server, configure an LLM provider, and verify the integration by querying live Dynamics 365 data from the LibreChat interface.

About Dynamics 365 Data Integration

CData simplifies access and integration of live Microsoft Dynamics 365 data. Our customers leverage CData connectivity to:

  • Read and write data in the full Dynamics 365 ecosystem: Sales, Customer Service, Finance & Operations, Marketing, and more.
  • Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
  • Authenticate securely with Dynamics 365 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 their Dynamics 365 entities - listing, creating, and removing associations between entities.

CData customers use our Dynamics 365 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 Dynamics 365 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 Dynamics 365 connectivity for LibreChat

Connectivity to Dynamics 365 from LibreChat is made possible through Connect AI's Remote MCP Server. To interact with Dynamics 365 data from LibreChat, start by creating and configuring a Dynamics 365 connection in Connect AI.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Select Dynamics 365 from the Add Connection panel
  3. Enter the necessary authentication properties to connect to Dynamics 365.

    Edition and OrganizationUrl are required connection properties. The Dynamics 365 connector supports connecting to the following editions: CustomerService, FieldService, FinOpsOnline, FinOpsOnPremise, HumanResources, Marketing, ProjectOperations and Sales.

    For Dynamics 365 Business Central, use the separate Dynamics 365 Business Central driver.

    OrganizationUrl is the URL to your Dynamics 365 organization. For instance, https://orgcb42e1d0.crm.dynamics.com

  4. Click Save & Test
  5. 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 LibreChat. 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. Copy the token when displayed and store it securely. It will not be shown again

With the Dynamics 365 connection configured and a PAT generated, LibreChat can now connect to Dynamics 365 data through Connect AI.

Step 2: Install LibreChat and configure Connect AI MCP

Next, install LibreChat locally and configure the Connect AI Remote MCP Server so that the chat interface can discover and call live data tools through Connect AI.

  1. Install LibreChat by following the official installation guide. If you are using the npm setup, make sure MongoDB and MeiliSearch are installed and running locally
  2. Once the installation is complete, start LibreChat and open http://localhost:3080/ in your browser to access the chat interface
  3. In the left navigation bar, click the MCP Settings icon, then click Add MCP
  4. In the Add MCP panel, configure the server with the following values:
    • Name: CData MCP, or any name of your choice
    • Description: Optional description for the server
    • MCP Server URL: https://mcp.cloud.cdata.com/mcp
    • Transport: Streamable HTTPS
    • Authentication: API Key
    • Header Format: Basic
    • API Key: base64-encoded value of email:PAT

    Note: LibreChat will use Basic authentication with Connect AI. Combine your Connect AI user email and the PAT you created earlier in the format email:PAT, then base64 encode the combined string and paste it in the API Key field. For example, [email protected]:ABC123...XYZ789 base64-encoded becomes something like: dXNlckBkb21haW4uY29tOkFCQzEyMy4uLlhZWjc4OQ==

  5. Check I trust this application and click Add to save the server
  6. The CData MCP server now appears in the left navigation bar. Click the connect icon next to it to establish the connection to Connect AI

Enable the MCP server and configure an LLM provider

LibreChat requires at least one LLM provider to power the chat. Enable the MCP server in the chat input and add an API key for your preferred provider so the model can interpret prompts and call MCP tools through Connect AI.

  1. In the chat interface, click the MCP selector at the bottom of the input box and confirm that CData MCP is checked so the tools are exposed to the chat
  2. At the top of the chat, click the model selector and choose your preferred LLM provider (e.g., OpenAI, Anthropic, Google) and model
  3. Click Set API Key next to the chosen provider, paste your provider API key, and click Submit

With the MCP server and an LLM provider configured, LibreChat is ready to query live Dynamics 365 data through Connect AI.

Step 3: Query live Dynamics 365 data from LibreChat

With the integration complete, use the LibreChat chat input to interact with live Dynamics 365 data through natural language prompts handled by the configured LLM.

  1. With the CData MCP server enabled and a model selected, type a prompt in the chat input, for example:
    • List all catalogs in my cdata mcp
    • Show the available schemas and tables for Dynamics 365
    • Query the top 5 records from a table in Dynamics 365 data
  2. LibreChat calls the Connect AI MCP Server and returns live results from Dynamics 365 data

At this point, your LibreChat instance communicates with the Connect AI MCP Server and retrieves live Dynamics 365 data through remote MCP tools directly from the chat interface.

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, and as always, our world-class Support Team is available to assist you with any questions you may have.

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