Integrate Devin with Live Dynamics CRM Data Using CData Connect AI
Devin is an AI software engineer from Cognition that plans, writes, and tests code in autonomous sessions. It supports the model context protocol (MCP) through its built-in MCP marketplace, allowing you to install remote MCP servers and give Devin access to external tools and live data sources.
By integrating Devin with CData Connect AI through the built-in MCP Server, Devin gains governed, real-time access to live Dynamics CRM data. You can list catalogs, explore schemas, and query records from Dynamics CRM data using natural language prompts, with all data access running securely against authorized sources.
This article explains how to configure Dynamics CRM connectivity in Connect AI, install the CData Connect AI MCP Server from the Devin MCP marketplace, and verify the integration by querying live Dynamics CRM data from a Devin session.
About Dynamics CRM Data Integration
CData simplifies access and integration of live Microsoft Dynamics CRM data. Our customers leverage CData connectivity to:
- Read and write data in the Dynamics CRM 2011+ Services and Dynamics CRM Online.
- Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
- Authenticate securely with Dynamics CRM 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.
CData customers use our Dynamics CRM 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 CRMa 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 CRM connectivity for Devin
Connectivity to Dynamics CRM from Devin is made possible through Connect AI's Remote MCP Server. To interact with Dynamics CRM data from Devin, start by creating and configuring a Dynamics CRM connection in Connect AI.
- Log into Connect AI, click Sources, and then click Add Connection
- Select Dynamics CRM from the Add Connection panel
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Enter the necessary authentication properties to connect to Dynamics CRM.
The connection string options meet the authentication and connection requirements of different Dynamics CRM instances. To connect to your instance, set the User and Password properties, under the Authentication section, to valid Dynamics CRM user credentials and set the Url to a valid Dynamics CRM server organization root. Additionally, set the CRMVersion property to 'CRM2011+' or 'CRMOnline'. IFD configurations are supported as well; set InternetFacingDeployment to true.
Additionally, you can provide the security token service (STS) or AD FS endpoint in the STSURL property. This value can be retrieved with the GetSTSUrl stored procedure. Office 365 users can connect to the default STS URL by simply setting CRMVersion.
- Click Save & Test
- Navigate to the Permissions tab and update user-based permissions
With the Dynamics CRM connection configured, Devin can now connect to Dynamics CRM data through Connect AI.
Step 2: Install the Connect AI MCP Server in Devin
Next, install the CData Connect AI MCP Server from the Devin MCP servers list so your sessions can discover and call live data tools through Connect AI.
Note: Installing MCP servers in Devin requires the Manage MCP Servers permission. If you don't have this permission, use the Suggest option or contact your organization admin.
- Log into Devin and navigate to Settings and Connections, then select the MCP servers tab
- Search for CData Connect AI in the marketplace and select the verified listing
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Click Install and enable. When prompted, complete the OAuth flow to authenticate with your Connect AI account
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Once installed, confirm the Enable in sessions toggle is on and click Test tools. Devin validates the connection and lists the available Connect AI tools, such as getCatalogs, getSchemas, getTables, and queryData
With the MCP server installed and enabled, the Connect AI tools are available to every Devin session in your workspace.
Step 3: Query live Dynamics CRM data from Devin
With the integration complete, start a Devin session and interact with live Dynamics CRM data through natural language prompts.
- From the Devin home page, start a new session
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In the session prompt, ask Devin to work with your Connect AI data, for example:
- Can you list the connections in CData Connect AI
- Show the available schemas and tables for Dynamics CRM
- Query the top 5 records from a table in Dynamics CRM
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Devin calls the Connect AI MCP Server and returns live results from Dynamics CRM data directly in the session. You can follow the tool calls, inputs, and outputs in the Progress panel
At this point, Devin communicates with the Connect AI MCP Server and retrieves live Dynamics CRM data through remote MCP tools directly from your sessions, whether you're exploring data, building features against it, or automating engineering tasks.
Get started with 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.