Query Live NetSuite Data in Perplexity Desktop via CData Connect AI

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Leverage the CData Connect AI Remote MCP Server to enable Perplexity Desktop to securely access and query live NetSuite data through a conversational interface.

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

Integrating Perplexity Desktop with CData Connect AI via its built-in MCP connector allows the AI to query, explore, and reason over live NetSuite data without copying data out of its source system. The result is a research experience where you can ask questions about your governed enterprise data directly from Perplexity Desktop.

This article outlines how to configure NetSuite connectivity in Connect AI, generate the required access token, register Connect AI's MCP Server in Perplexity Desktop, and then use the chat interface to explore live NetSuite data.

About NetSuite Data Integration

CData provides the easiest way to access and integrate live data from Oracle NetSuite. Customers use CData connectivity to:

  • Access all editions of NetSuite, including Standard, CRM, and OneWorld.
  • Connect with all versions of the SuiteTalk API (SOAP-based) and SuiteQL, which functions like SQL, enabling easier data querying and manipulation.
  • Access predefined and custom reports through support for Saved Searches.
  • Securely authenticate with Token-based and OAuth 2.0, ensuring compatibility and security for all use cases.
  • Use SQL stored procedures to perform functional actions like uploading or downloading files, attaching or detaching records or relationships, retrieving roles, getting extra table or column info, getting job results, and more.

Customers use CData solutions to access live NetSuite data from their preferred analytics tools, Power BI and Excel. They also use CData's solutions to integrate their NetSuite data into comprehensive databases and data warehouse using CData Sync directly or leveraging CData's compatibility with other applications like Azure Data Factory. CData also helps Oracle NetSuite customers easily write apps that can pull data from and push data to NetSuite, allowing organizations to integrate data from other sources with NetSuite.

For more information about our Oracle NetSuite solutions, read our blog: Drivers in Focus Part 2: Replicating and Consolidating ... NetSuite Accounting Data.


Getting Started


Step 1: Configure NetSuite connectivity for Perplexity Desktop

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

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

    The User and Password properties, under the Authentication section, must be set to valid NetSuite user credentials. In addition, the AccountId must be set to the ID of a company account that can be used by the specified User. The RoleId can be optionally specified to log in the user with limited permissions.

    See the "Getting Started" chapter of the help documentation for more information on connecting to NetSuite.

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

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Perplexity Desktop. 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. Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use

Create an OAuth App in CData Connect AI

Perplexity Desktop uses OAuth 2.0 to authenticate users against the CData Connect AI MCP Server. This requires creating an OAuth App in your CData Connect AI account.

  1. Click the Gear icon () in the top-right corner of Connect AI to open Settings
  2. Navigate to OAuth Apps and click + Create App. The Create OAuth App dialog appears
  3. Fill in the following fields:
    • Name — Enter a descriptive name (e.g., 
      PerplexityOAuth
      )
    • Authentication Flow — Select User-based (Authorization Code)
    • Callback URL — Enter the callback URL provided by Perplexity Desktop when adding the connector
    Creating a new OAuth App in CData Connect AI
  4. Click Confirm. CData Connect AI generates a Client ID and Client Secret
  5. Copy both values and store them securely. You will need them in Step 2 Copying the Client ID and Client Secret

With the NetSuite connection configured and an OAuth App created, Perplexity Desktop can now connect to NetSuite data through Connect AI.

Step 2: Configure Connect AI in Perplexity Desktop

Next, register the CData Connect AI MCP Server as a custom remote connector in Perplexity Desktop. This feature requires a Perplexity Pro, Max, or Enterprise account and the macOS desktop app. Once configured, Perplexity's AI can call the tools exposed by CData Connect AI to access live NetSuite data.

  1. Download the Perplexity Desktop application for macOS and sign in with your Pro, Max, or Enterprise 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 Opening Connectors in Perplexity Desktop Settings
  3. After restarting, return to Settings > Connectors and click Add Custom Remote Connector Adding a custom remote connector
  4. In the URL field, enter the CData Connect AI MCP endpoint: 
    https://mcp.cloud.cdata.com/mcp
    Entering the Connect AI MCP URL
  5. For the authentication method, select OAuth. Enter the Client ID and Client Secret from the OAuth App created in Step 1, and click Connect Entering OAuth credentials
  6. You will be redirected to CData Connect AI to authorize the connection. Sign in and click Allow to grant Perplexity access Authorizing Connect AI via OAuth
  7. After successful authorization, you will be redirected back to Perplexity Desktop. The connector should now appear in the list with an active status Connector successfully added

Step 3: Query your live NetSuite data from Perplexity Desktop

  1. Open a new chat in Perplexity Desktop. Click the Sources toggle and enable your CData connector Enabling the CData connector as a source
  2. Start asking questions about your NetSuite data. For example:

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

    Querying live data through CData Connect AI
  3. Try additional queries such as:
    • "Show the available schemas in NetSuite."
    • "Retrieve the top 10 records from the Account table."
    • "Summarize the high-priority open opportunities in NetSuite."

Perplexity Desktop is now fully integrated with the CData Connect AI MCP Server and can reason over live NetSuite data directly from the chat interface.

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