How to Connect Flowise AI Agents to Live HubDB Data via CData Connect AI

Flowise AI is an open-source, no-code tool for building AI workflows and custom agents visually. Its drag-and-drop interface allows you to integrate large language models (LLMs) with APIs, databases, and external systems effortlessly.

CData Connect AI enables real-time connectivity to hundreds of enterprise data sources. Through its Model Context Protocol (MCP) server, CData Connect AI bridges Flowise agents with live HubDB securely and efficiently, no data replication required. By combining Flowise AI's intuitive agent builder with CData's MCP integration, users can create agents capable of fetching, analyzing, and acting upon live HubDB data directly within Flowise AI workflows.

This guide shows you how to connect Flowise AI to CData Connect AI MCP, set up credentials, and enable your agents to query live HubDB data in real time.

Step 1: Configure HubDB Connectivity for Flowise

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

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

2. Select HubDB from the Add Connection panel

3. Enter the necessary authentication properties to connect to HubDB.

   There are two authentication methods available for connecting to HubDB data source: OAuth Authentication with a public HubSpot application and authentication with a Private application token.

   Using a Custom OAuth App

   AuthScheme must be set to "OAuth" in all OAuth flows. Be sure to review the Help documentation for the required connection properties for you specific authentication needs (desktop applications, web applications, and headless machines).

   Follow the steps below to register an application and obtain the OAuth client credentials:

   1. Log into your HubSpot app developer account.
      • Note that it must be an app developer account. Standard HubSpot accounts cannot create public apps.
   2. On the developer account home page, click the Apps tab.
   3. Click Create app.
   4. On the App info tab, enter and optionally modify values that are displayed to users when they connect. These values include the public application name, application logo, and a description of the application.
   5. On the Auth tab, supply a callback URL in the "Redirect URLs" box.
      • If you're creating a desktop application, set this to a locally accessible URL like http://localhost:33333.
      • If you are creating a Web application, set this to a trusted URL where you want users to be redirected to when they authorize your application.
   6. Click Create App. HubSpot then generates the application, along with its associated credentials.
   7. On the Auth tab, note the Client ID and Client secret. You will use these later to configure the driver.

   8. Under Scopes, select any scopes you need for your application's intended functionality.

      A minimum of the following scopes is required to access tables:

      • hubdb
      • oauth
      • crm.objects.owners.read
   9. Click Save changes.
   10. Install the application into a production portal with access to the features that are required by the integration.
       • Under "Install URL (OAuth)", click Copy full URL to copy the installation URL for your application.
       • Navigate to the copied link in your browser. Select a standard account in which to install the application.
       • Click Connect app. You can close the resulting tab.

   Using a Private App

   To connect using a HubSpot private application token, set the AuthScheme property to "PrivateApp."

   You can generate a private application token by following the steps below:

   1. In your HubDB account, click the settings icon (the gear) in the main navigation bar.
   2. In the left sidebar menu, navigate to Integrations > Private Apps.
   3. Click Create private app.
   4. On the Basic Info tab, configure the details of your application (name, logo, and description).
   5. On the Scopes tab, select Read or Write for each scope you want your private application to be able to access.
   6. A minimum of hubdb and crm.objects.owners.read is required to access tables.
   7. After you are done configuring your application, click Create app in the top right.
   8. Review the info about your application's access token, click Continue creating, and then Show token.
   9. Click Copy to copy the private application token.

   To connect, set PrivateAppToken to the private application token you retrieved.

   
4. Click Save & Test
5. Navigate to the Permissions tab and update user-based permissions

Once the connection is established, HubDB data is now accessible in CData Connect AI and ready to be used with MCP enabled tools.

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Flowise AI. 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 HubDB connection configured and a PAT generated, Flowise AI can now connect to HubDB data through Connect AI.

Step 2: Configure Connect AI credentials in Flowise AI

Log in to Flowise AI workspace to set up the integration.

Add OpenAI credentials

1. Navigate to Credentials and choose Add Credential

2. Select OpenAI API from the dropdown
3. Provide a name (e.g., OpenAI_Key) and paste the API key

Add the PAT variable

1. Navigate to Variables and Add Variable

2. Set Variable Name (e.g., PAT), choose Static as type, and set the Value to Base64-encoded username:PAT
3. Click Add to save the variable

Step 3: Build the agent in Flowise AI

1. Go to Agent Flows, select Add New

2. Click the "+" icon to add a new node and choose Agent and drag the agent to the workflow

3. Connect the Start node to the Agent node

Configure agent settings

Double-click on the Agent node and fill in the details:

• Model: select ChatOpenAI or preferred model (e.g., gpt-4o-mini)
• Connect Credential: Select OpenAI API key credential which was created earlier
• Streaming: Enabled

Add the custom MCP tool

1. Under Tools, click Add Tool and choose Custom MCP
2. Fill in the JSON parameters as shown below:

 
{
  "url": "https://mcp.cloud.cdata.com/mcp",
  "headers": {
    "Authorization": "Basic {{$vars.PAT}}"
  }
}

Click the refresh icon to load available MCP actions. Once actions are listed, now Flowise agent is successfully connected to CData Connect AI MCP.

Step 4: Test and query live HubDB data in Flowise

1. Open the Chat tab in Flowise
2. Type a query such as "Show top 10 records from HubDB data table"
3. Observe that responses are fetched in real time via the CData Connect AI MCP connection

With the workflow run completed, Flowise demonstrates successful retrieval of Salesforce data through the CData Connect AI MCP server, with the MCP Client node providing the ability to ask questions, retrieve records, and perform actions on the data.

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