Getting Started with the CData Connect AI Python SDK for MongoDB

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Install the CData Connect AI Python SDK to read and write live MongoDB data with standard DB-API 2.0 Python code.

The CData Connect AI Python SDK (cdata-connect-ai) is a DB-API 2.0 (PEP 249) compliant client that lets you fetch and act on live MongoDB data with standard Python database code. Because Connect AI provides the connectivity: you install one package, authenticate with a Personal Access Token, and query MongoDB (and every other source connected in Connect AI) using the same familiar connect() / cursor() / fetchall() pattern you already know from libraries like sqlite3 and psycopg2.

This guide walks through connecting MongoDB in Connect AI, generating a Personal Access Token, installing the SDK, and reading (and, where supported, writing) live MongoDB data.

Prerequisites

  • An account in CData Connect AI
  • Python 3.8 or higher
  • An active MongoDB account with valid credentials

About MongoDB Data Integration

Accessing and integrating live data from MongoDB has never been easier with CData. Customers rely on CData connectivity to:

MongoDB's flexibility means that it can be used as a transactional, operational, or analytical database. That means CData customers use our solutions to integrate their business data with MongoDB or integrate their MongoDB data with their data warehouse (or both). Customers also leverage our live connectivity options to analyze and report on MongoDB directly from their preferred tools, like Power BI and Tableau.

For more details on MongoDB use case and how CData enhances your MongoDB experience, check out our blog post: The Top 10 Real-World MongoDB Use Cases You Should Know in 2024.


Getting Started


Connect to MongoDB in Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "MongoDB" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to MongoDB.

    Set the Server, Database, User, and Password connection properties to connect to MongoDB. To access MongoDB collections as tables you can use automatic schema discovery or write your own schema definitions. Schemas are defined in .rsd files, which have a simple format. You can also execute free-form queries that are not tied to the schema.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab and update the user-based permissions. Updating permissions

Generate a Personal Access Token (PAT)

The Python SDK authenticates to Connect AI with your account email and a Personal Access Token (PAT). It is best practice to create a separate PAT for each application to maintain granularity of access.

  1. Click 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. Creating a new PAT
  4. The PAT is only visible at creation, so copy it and store it securely.

Install the SDK

Install the SDK from PyPI with pip:

pip install cdata-connect-ai

Connect and Run Your First Query

Connect with your account email and PAT, then query sys_tables to discover every table available across your connected sources. Identifiers in Connect AI are three-part: <Connection>.<Schema>.<Table>, where the connection name defaults to the source name (for example, MongoDB1).

import cdata_connect_ai

conn = cdata_connect_ai.connect(
    username="[email protected]",
    password="<your_pat>",
)
cur = conn.cursor()

# Discover what's available across your connected sources
cur.execute("SELECT CatalogName, SchemaName, TableName FROM sys_tables LIMIT 25")

for row in cur.fetchall():
    print(row)

Pick any table from the results and query it directly:

cur.execute(
    "SELECT borough, cuisine "
    "FROM [MongoDB1].[MongoDB].[restaurants] "
    "LIMIT 10"
)

for row in cur.fetchall():
    print(row)

Write Back to MongoDB

When the data source and your connection permissions allow it, the same cursor runs INSERT, UPDATE, and DELETE statements. Bind values with pyformat (%(name)s) parameters, exactly as you would for a filtered read, and check cursor.rowcount for the number of affected rows.

# Insert a new record
cur.execute(
    "INSERT INTO [MongoDB1].[MongoDB].[restaurants] (borough) "
    "VALUES (%(newvalue)s)",
    {"newvalue": "Example value"},
)
print(f"Rows inserted: {cur.rowcount}")

# Update existing records
cur.execute(
    "UPDATE [MongoDB1].[MongoDB].[restaurants] "
    "SET cuisine = %(newvalue)s "
    "WHERE Name = 'Morris Park Bake Shop'",
    {"newvalue": "Updated value"},
)
print(f"Rows updated: {cur.rowcount}")

conn.close()

Note: Even for writable sources, a read-only PAT or connection permission will reject write operations. The same parameterized pattern also covers DELETE statements and stored procedures through cursor.callproc().

That is the entire workflow: one package, a PAT, and standard DB-API calls. Because the SDK returns a normal DB-API connection, it drops straight into the rest of the Python data ecosystem. From here you can load MongoDB data into pandas, build ETL pipelines with petl, or power a Dash web app, all using this same connection.

More Information and Free Trial

Now you can query live MongoDB data from Python through the CData Connect AI Python SDK. For more information on connecting to MongoDB (and hundreds of other data sources), visit the Connect AI page. Sign up for a free trial and start working with live MongoDB data in Python.

Ready to get started?

Learn more about CData Connect AI or sign up for free trial access:

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