How to Connect to Live Money Forward Expense Data in n8n Workflows and Agents (via CData Connect AI)

n8n is an open-source workflow automation tool that allows you to connect various applications and services to automate tasks and processes. When combined with CData Connect AI Remote MCP, you can leverage n8n to interact with your Money Forward Expense data in real-time. This article outlines the process of connecting to Money Forward Expense using Connect AI Remote MCP and creating a basic workflow in n8n to interact with your Money Forward Expense data.

CData Connect AI offers a dedicated cloud-to-cloud interface for connecting to Money Forward Expense data. The CData Connect AI Remote MCP Server enables secure communication between n8n and Money Forward Expense. This allows you to ask questions and take actions on your Money Forward Expense data using n8n, all without the need for data replication to a natively supported database. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to Money Forward Expense. This leverages server-side processing to swiftly deliver the requested Money Forward Expense data.

In this article, we show how to build a simple chat agent in n8n to conversational explore (or Vibe Query) your data. The connectivity principals apply to any n8n workflow. With Connect AI you can build workflows and agents with access to live Money Forward Expense data, plus hundreds of other sources.

Step 1: Configure Money Forward Expense Connectivity for n8n

Connectivity to Money Forward Expense from n8n is made possible through CData Connect AI Remote MCP. To interact with Money Forward Expense data from n8n, we start by creating and configuring a Money Forward Expense connection in CData Connect AI.

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

2. Select "Money Forward Expense" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Money Forward Expense.

   In order to authenticate, specify the following:

   • OAuth Client Id: the OAuth Client Id generated from MoneyForward Expense.
   • OAuth Client Secret: the OAuth Client Secret generated from MoneyForward Expense.
   • Office Id: The Id of the MoneyForward Expense office. This is required for most queries.

   For more information on obtaining the OAuth properties, refer to the Help documentation

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

1. Sign in to n8n.io or create a new account.
2. Create a Workflow in n8n that uses the MCP Client tool. The example Workflow below acts as a chatbot. OpenAI was used as the Chat Model, and Simple Memory was used for the Memory.
3. Configure the MCP Client node in the Workflow:
   • Set Endpoint to https://mcp.cloud.cdata.com/mcp (found in the "Connect Data to AI" ribbon in Connect AI)
   • Set Server Transport to HTTP Streamable
   • Set Authentication to Header Auth and set the following properties to use Basic authentication:
     • Set Name to Authorization
     • Set Value to Basic EMAIL:PAT, replacing the EMAIL and PAT with your Connect AI email address and the PAT created previously. For example: Basic [email protected]:Uu90pt5vEO..."
     
   

Optional Step: Give the AI Agent context

This step establishes the AI Agent's role and provides context for the conversation through the System Message parameter in the AI Agent node. By providing a system message that explicitly informs the agent about its role as an MCP Server expert and lists the available tools, you can enhance the agent's understanding and response accuracy. For example, you can set the System Message to:

You are an expert at using the MCP Client tool connected which is the CData Connect AI MCP Server. Always search thoroughly and use the most relevant MCP Client tool for each query. Below are the available tools and a description of each:
queryData: Execute SQL queries against connected data sources and retrieve results. When you use the queryData tool, ensure you use the following format for the table name: catalog.schema.tableName
getCatalogs: Retrieve a list of available connections from CData Connect AI. The connection names should be used as catalog names in other tools and in any queries to CData Connect AI. Use the `getSchemas` tool to get a list of available schemas for a specific catalog.
getSchemas: Retrieve a list of available database schemas from CData Connect AI for a specific catalog. Use the `getTables` tool to get a list of available tables for a specific catalog and schema.
getTables: Retrieve a list of available database tables from CData Connect AI for a specific catalog and schema. Use the `getColumns` tool to get a list of available columns for a specific table.
getColumns: Retrieve a list of available database columns from CData Connect AI for a specific catalog, schema, and table.
getProcedures: Retrieve a list of stored procedures from CData Connect AI for a specific catalog and schema
getProcedureParameters: Retrieve a list of stored procedure parameters from CData Connect AI for a specific catalog, schema, and procedure.
executeProcedure: Execute stored procedures with parameters against connected data sources
  

Step 3: Explore Live Money Forward Expense Data with n8n

With the Workflow created in n8n and the MCP Client connected, you can now interact with your Money Forward Expense data using n8n. The MCP Client node allows you to send queries and receive responses from the Money Forward Expense data source in real-time.

Open the Workflow in n8n and execute it to start interacting with your Money Forward Expense data. You can ask questions, retrieve data, and perform actions on your Money Forward Expense data using the MCP Client node:

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