Integrate Theia IDE with Live Dynamics CRM Data via CData Connect AI

Theia IDE is an open-source, cloud and desktop IDE platform that provides a flexible, extensible development environment with built-in AI capabilities. Its AI features support multiple LLM providers and MCP (Model Context Protocol) tool integrations, allowing developers to interact with live external data sources directly from chat-based agents inside the IDE.

By integrating Theia IDE with CData Connect AI through the built-in MCP server, Theia's AI agents gain governed, real-time access to live Dynamics CRM data. This enables developers to list catalogs, explore schemas, and query records from Dynamics CRM data without leaving the editor or writing custom integration code.

This article explains how to configure Dynamics CRM connectivity in Connect AI, generate the required personal access token, register the CData Connect AI MCP Server in Theia IDE, enable AI features with an LLM provider, and verify the integration by querying live Dynamics CRM data from the Theia AI Chat.

Getting Started

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Step 1: Configure Dynamics CRM connectivity for Theia IDE

Connectivity to Dynamics CRM from Theia IDE is made possible through Connect AI's Remote MCP Server. To interact with Dynamics CRM data from Theia IDE, 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 Theia IDE. 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, Theia IDE can now connect to Dynamics CRM data through Connect AI.

Step 2: Configure Connect AI MCP in Theia IDE

Next, register the CData Connect AI Remote MCP Server in Theia IDE so that the built-in AI agents can discover and call live data tools through Connect AI.

1. Download and install the Theia IDE
2. Open Theia IDE and navigate to Settings (or press Ctrl + ,) to open the Settings view
3. In the Settings panel, expand AI Features and select MCP
4. Click Edit in settings.json to open the configuration file and paste the following JSON:

   {
       "ai-features.mcp.mcpServers": {
           "cdata": {
               "serverUrl": "https://mcp.cloud.cdata.com/mcp",
               "serverAuthToken": "Basic your_base64_encoded_email_PAT",
               "serverAuthTokenHeader": "Authorization"
           }
       }
   }

   Note: Theia IDE 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 serverAuthToken value becomes something like: Basic dXNlckBkb21haW4uY29tOkFCQzEyMy4uLlhZWjc4OQ==

   
5. Save the settings.json file

Enable AI and configure an LLM provider

Theia IDE requires AI features to be enabled and at least one LLM provider configured to power the agent's reasoning.

1. Return to Settings and under AI Features, select AI Enablement
2. Check the Enable AI box to activate Theia's AI capabilities
3. Under AI Features, choose your preferred LLM provider (e.g., Anthropic, OpenAI, Google, Hugging Face) and enter your API key

With the MCP server registered and an LLM provider configured, Theia's AI agents are ready to query live Dynamics CRM data through Connect AI.

Step 3: Query live Dynamics CRM data from the Theia AI Chat

With the integration complete, use the Theia AI Chat panel to interact with live Dynamics CRM data.

1. Open the AI Chat panel from the right sidebar of the Theia IDE
2. At the bottom of the chat, click the Toggle Capabilities Configuration icon (or press Ctrl + Shift + .) to open the capabilities panel
3. Under Generic Capabilities, expand MCP and check the cdata server (and any specific tools you want to expose) to make the Connect AI tools available to the agent
4. Type @AppTester in the chat input followed by your prompt, for example:
   • List all catalogs in my cdata mcp
   • Show the available schemas and tables for Dynamics CRM
   • Query the top 5 records from a table in Dynamics CRM data
5. The agent calls the Connect AI MCP Server and returns live results from Dynamics CRM data

At this point, your Theia IDE communicates with the Connect AI MCP Server and retrieves live Dynamics CRM data through remote MCP directly from the editor.

Get CData Connect AI

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