Integrating Gumloop with Monday.com Data via CData Connect AI

Gumloop is a visual automation platform designed to create AI-powered workflows by combining triggers, AI nodes, APIs, and data connectors. By integrating Gumloop with CData Connect AI through the built-in MCP (Model Context Protocol) Server, workflows can seamlessly access and interact with live Monday.com data.

The platform provides a low-code environment, making it easier to orchestrate complex processes without heavy development effort. Its flexibility allows integration across multiple business applications, enabling end-to-end automation with live data.

This article outlines the steps required to configure Monday.com connectivity in Connect AI, register the MCP server in Gumloop, and build a workflow that queries Monday.com data.

Step 1: Configure Monday.com Connectivity for Gumloop

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

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

2. Select "Monday.com" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Monday.com.

   You can connect to Monday.com using either API Token authentication or OAuth authentication.

   Connecting with an API Token

   Connect to Monday.com by specifying the APIToken. Set the AuthScheme to Token and obtain the APIToken as follows:

   • API tokens for admin users
     1. Log in to your Monday.com account and click on your avatar in the bottom left corner.
     2. Select Admin.
     3. Select "API" on the left side of the Admin page.
     4. Click the "Copy" button to copy the user's API token.
   • API tokens for non-admin users
     1. Click on your profile picture in the bottom left of your screen.
     2. Select "Developers"
     3. Click "Developer" and then "My Access Tokens" at the top.
     4. Select "Show" next to the API token, where you'll be able to copy it.

   Connecting with OAuth Authentication

   Alternatively, you can establish a connection using OAuth (refer to the OAuth section of the Help documentation).

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Monday.com Connection page and update the User-based permissions.

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Gumloop. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the Monday.com connection configured and a PAT generated, Gumloop is prepared to connect to Monday.com data through the CData MCP server.

Step 2: Connect to the MCP server in Gumloop

The MCP server endpoint and authentication values from Connect AI must be added to Gumloop credentials.

1. Sign in to Gumloop and create an account
2. Visit the Gumloop Credentials page to configure MCP server
3. Click on Add Credentials and search and select MCP Server

4. Provide the following details:
   • URL: https://mcp.cloud.cdata.com/mcp
   • Label: A descriptive name such as Monday.com-mcp-server
   • Access Token / API Key: leave blank
   • Additional Header: Authorization: Basic YOUR EMAIL:YOUR PAT
   
   • Save the credentials
   

The MCP server is now available to build workflows in Gumloop.

Step 3: Build a workflow and explore live Monday.com data with Gumloop

1. Visit Gumloop Personal workspace and click on the Create Flow

2. Select the icon or press Ctrl + B to add a node or a subflow

3. Search for Ask AI and select it

4. Click Show More Options and enable the Connect MCP Server? option

5. From the MCP Servers dropdown, choose the saved MCP credential
6. Add a Prompt and Choose an AI Model according to your requirements

7. After configuring the required details, Click Run to run the pipeline

With the workflow run completed, Gumloop demonstrates successful retrieval of Monday.com 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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