Build Agents in Relevance AI with Access to Live OData Services via CData Connect AI

Yazhini G
Yazhini G
Technical Marketing Engineer
Leverage the CData Connect AI Remote MCP Server to enable Relevance AI to securely access and act on OData services within intelligent agent workflows.

Relevance AI is an AI automation and agent-building platform that enables organizations to create autonomous workflows powered by natural language reasoning. Users can visually design agents that interact with APIs, databases, and third-party systems to complete everyday business tasks or data operations.

By integrating Relevance AI with CData Connect AI through the built-in MCP (Model Context Protocol) Server, your agents can query, summarize, and act on live OData services in real time. This connection bridges Relevance AI intelligent workflow engine with the governed enterprise connectivity of CData Connect AI ensuring every query runs securely against authorized sources without manual data export.

This article outlines the steps to configure OData connectivity in Connect AI, register the CData MCP Server in Relevance AI, and build an agent that interacts with live OData services.

About OData Data Integration

CData simplifies access and integration of live OData services data. Our customers leverage CData connectivity to:

  • Access OData versions 2.0, 3.0, and 4.0, working with legacy services and the latest features and capabilities.
  • Leverage advanced query options, including $filter, $select, and $expand, enhancing data retrieval from 3rd party tools.
  • Use Server-side execution of aggregation and grouping to minimize data transfer and boost performance.
  • Authenticate securely using a variety of schemes, including Azure AD, digest, negotiate, NTLM, OAuth, and more means secure authentication with every connection.
  • Use SQL stored procedures to manage OData service entities - listing, creating, and removing associations between entities.

Customers use CData's solutions to regularly integrate their OData services with preferred tools, such as Power BI, MicroStrategy, or Tableau, and to replicate data from OData services to their databases or data warehouses.


Getting Started


Step 1: Configure OData Connectivity for Relevance AI

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

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Select OData from the Add Connection panel
  3. Enter the necessary authentication properties to connect to OData.

    The User and Password properties, under the Authentication section, must be set to valid OData user credentials. In addition, specify a URL to a valid OData server organization root or OData services file.

  4. Click Save & Test
  5. Navigate to the Permissions tab and update user-based permissions

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Relevance AI. 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. Copy the token when displayed and store it securely. It will not be shown again

With the OData connection configured and a PAT generated, Relevance AI can now connect to OData services through the CData MCP Server.

Step 2: Configure Connectivity in Relevance AI

The CData Connect AI MCP endpoint and authorization details are registered within Relevance AI so that agents can call live data from Connect AI.

  1. Sign in to Relevance AI and create an account if you do not already have one
  2. From the sidebar, navigate to Agents and then click on New Agent
  3. Select Build from scratch and name the agent (eg; CData MCP Server)
  4. Inside the agent editor, select Advanced and then switch to the MCP Server tab
  5. Click + Add Remote MCP Tools
  6. In the dialog that appears, fill out the fields as follows:
    • URL: https://mcp.cloud.cdata.com/mcp
    • Label: Any custom label (eg; cdata_mcp_server)
    • Authentication: Select Custom headers
    • Add header key:value pair. Combine your email and PAT as email:PAT and encode that string in Base64 and then prefix with the word Basic
      • Key: Authorization
      • Value: Basic base64(email:PAT)

Click Connect to establish the connection. Relevance AI will verify your credentials and register the CData Connect AI MCP Server for use in agents.

Step 3: Build and Run a Relevance AI Agent with Live OData Services

  1. Switch to the Run tab for your agent
  2. Enter a task for example, "List the five most recent incidents from ServiceNow"
  3. The agent will query Connect AI via the MCP endpoint and display live results from OData services

With the connection complete, Relevance AI agents can now issue queries, retrieve records, and perform AI-driven tasks over live OData services through CData Connect AI MCP Server.

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