Integrate OpenCode with Live Dynamics CRM Data via CData Connect AI

OpenCode is an open source AI coding agent that connects to a wide range of LLM providers. It supports the model context protocol (MCP), allowing you to configure local or remote MCP servers in its configuration files to add external tools and data sources and give the agent access to live data.

By integrating OpenCode with CData Connect AI through the built-in MCP Server, OpenCode 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, generate the required personal access token, install OpenCode, add the Connect AI MCP Server in the project configuration file, configure an LLM provider, and verify the integration by querying live Dynamics CRM data from OpenCode.

Getting Started

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Step 1: Configure Dynamics CRM connectivity for OpenCode

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

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select Dynamics CRM from the Add Connection panel

3. 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.

   
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 OpenCode. 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 CRM connection configured and a PAT generated, OpenCode can now connect to Dynamics CRM data through Connect AI.

Step 2: Install OpenCode and configure the Connect AI MCP Server

Next, install OpenCode, add the Connect AI Remote MCP Server in your project configuration file, and configure an LLM provider so the agent can discover and call live data tools through Connect AI.

1. Download and install OpenCode by following the official installation guide
2. Create a new folder for your project, or open an existing project directory
3. In the root of that directory, create a file named opencode.json and paste the following configuration:

   {
     "$schema": "https://opencode.ai/config.json",
     "mcp": {
       "cdata-connect-ai": {
         "type": "remote",
         "url": "https://mcp.cloud.cdata.com/mcp",
         "enabled": true,
         "oauth": false,
         "headers": {
           "Authorization": "Basic your_base64_encoded_email_PAT"
         },
         "timeout": 30000
       }
     }
   }
   		

   Note: OpenCode 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==

4. Open the project directory in OpenCode. Select the project from the project dropdown, or click Add project to point OpenCode at the folder that contains opencode.json
5. Configure an LLM provider so the agent can interpret prompts and call MCP tools. Open the model selector (Ctrl + '), choose a provider such as OpenAI, Anthropic, or Google, and enter your API key

With the MCP server added in opencode.json and an LLM provider configured, OpenCode is ready to query live Dynamics CRM data through Connect AI.

Step 3: Query live Dynamics CRM data from OpenCode

With the integration complete, use OpenCode to interact with live Dynamics CRM data through natural language prompts handled by the configured LLM.

1. In a new session, type a prompt in the chat input, for example:
   • Use the cdata-connect-ai tools to list all available catalogs
   • Show the available schemas and tables for Dynamics CRM
   • Query the top 5 records from a table in Dynamics CRM
2. OpenCode calls the Connect AI MCP Server and returns live results from Dynamics CRM data

At this point, OpenCode communicates with the Connect AI MCP Server and retrieves live Dynamics CRM data through remote MCP tools directly from your AI coding agent.

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