How to Query Live Klaviyo Data in Perplexity MacOS Desktop

Perplexity is an AI-powered research and answer engine that allows users to combine web search, structured data, and connected tools through a unified conversational interface. With Perplexity Desktop for macOS, users can bring local tools and data sources directly into their workflow using MCP, enabling fast, context-aware insights powered by live data.

Model Context Protocol (MCP) is an emerging, open-source standard for connecting LLMs with external services and enterprise data sources. Using MCP Servers, AI clients such as Perplexity Desktop can securely interact with applications and data, performing actions, retrieving live information, and enabling natural language access to data.

CData Code Assist MCP provides schema-aware context to AI tools — whether you're using it for AI-assisted code generation in IDEs like Cursor, or for querying live data through chat interfaces like Perplexity Desktop.

In this article, we guide you through installing CData API Driver for Code Assist MCP, configuring the connection to Klaviyo, and interacting with your live Klaviyo data from Perplexity Desktop.

Step 1: Download and install CData API Driver for Code Assist MCP

1. To begin, download CData API Driver for Code Assist MCP
2. Find and double-click the installer to begin the installation
3. Drag the Code Assist MCP app into the Applications folder

When the installation is complete, you are ready to configure Code Assist MCP by connecting to Klaviyo.

NOTE: Since you downloaded the application from the internet and not the Apple App Store, you may see a warning that the application was not opened because Apple could not verify its security. You may continue with the installation.

Installing a trusted, unverified App

CData's solutions are trusted across the globe by some of the largest software vendors in the world. That said, if you have any concerns about continuing, please consult with your IT and/or security team.

1. In the warning message that pops up, click "Done"
2. Open "System Settings" on your machine and navigate to the "Privacy & Security" page

3. Scroll down to the "Security" section and click "Open Anyway"
4. Authorize the installation (passkey or password)

Step 2: Configure the Connection to Klaviyo

1. After installation, you can open CData API Driver for Code Assist MCP from the Applications folder on your mac
2. Click the dropdown menu in MCP Configuration > Configuration Name and select "new configuration"
3. Name the configuration (e.g. "cdata_klaviyo") and click "OK"

4. Enter the appropriate connection properties in the configuration wizard.

   To authenticate to Klaviyo, provide an API Key. You can generate or view your API keys under 'My Account'

   1. Navigate to 'Settings' > 'API Keys'
   2. Click 'Create API Key'.
   3. Name your API key and choose the desired scopes.

   To connect in your CData solutions, set API Key to your Klaviyo API key.

   If you wish to use OAuth authentication, refer to the Help documenation.

5. Click "Connect" to authenticate with Klaviyo.
6. Click "Save Configuration" to save the configuration

With Code Assist MCP configured, you are ready to connect it to Perplexity Desktop.

Step 3: Connect Code Assist MCP to Perplexity Desktop

1. Download the Perplexity Desktop application for macOS and sign in with your Pro or Premium account
2. Open Settings > Connectors. If the Perplexity Helper App is not installed, you will be prompted to download it. Install the Helper App, then restart Perplexity Desktop
3. After restarting, return to Settings > Connectors and click Add Connector
4. Select the Simple tab and assign a name for the connector (e.g., "CData Klaviyo"). In the Command box, enter the absolute path to the Code Assist MCP executable.

   For example:

   	/Applications/CData API Driver for Code Assist MCP.app/Contents/Payload/jre/Contents/Home/bin/java \
   	-jar /Applications/CData API Driver for Code Assist MCP.app/Contents/Payload/lib/cdata.mcp.klaviyo.jar \
   	cdata_klaviyo
   

   
5. Click Save. Code Assist MCP should now appear in the connector list with a "Running" status

Step 4: Query Your Live Klaviyo data in Perplexity Desktop

1. Open a new chat in Perplexity Desktop. Click the Sources toggle and enable Code Assist MCP
2. Start asking questions about your Klaviyo data. For example:

   "List all the tables available in my Klaviyo data connection."

   

Build with Code Assist MCP. Deploy with CData Drivers.

Download Code Assist MCP for free and give your AI tools schema-aware access to live Klaviyo data during development. When you're ready to move to production, CData Klaviyo Drivers deliver the same SQL-based access with enterprise-grade performance, security, and reliability.

Visit the CData Community to share insights, ask questions, and explore what's possible with MCP-powered AI workflows.