Use Agno to Talk to Your Okta Data via CData Connect AI

Anusha M B
Anusha M B
Technical Marketing Engineer
Leverage the CData Connect AI Remote MCP Server to enable Agno agents to securely answer questions and take actions on your Okta data for you.

Agno is a developer-first Python framework for building AI agents that reason, plan, and take actions using tools. Agno emphasizes a clean, code-driven architecture where the agent runtime remains fully under developer control.

CData Connect AI provides a secure cloud-to-cloud interface for integrating hundreds of enterprise data sources with AI systems. Using Connect AI, live Okta data data can be exposed through a remote MCP endpoint without replication.

In this guide, we build a production-ready Agno agent using the Agno Python SDK. The agent connects to CData Connect AI via MCP using streamable HTTP, dynamically discovers available tools, and invokes them to query live Okta data.

Prerequisites

  1. Python 3.9+.
  2. A CData Connect AI account – Sign up or log in here.
  3. An active Okta account with valid credentials.
  4. An LLM API key (for example, OpenAI).

Overview

Here is a high-level overview of the process:

  1. Connect: Configure a Okta connection in CData Connect AI.
  2. Discover: Use MCP to dynamically retrieve tools exposed by CData Connect AI.
  3. Query: Wrap MCP tools as Agno functions and query live Okta data.

Step 1: Configure Okta in CData Connect AI

To enable Agno to query live Okta data, first create a Okta connection in CData Connect AI. This connection is exposed through the CData Remote MCP Server.

  1. Log into Connect AI, click Sources, and then click Add Connection.
  2. Select "Okta" from the Add Connection panel.
  3. Enter the required authentication properties.

    To connect to Okta, set the Domain connection string property to your Okta domain.

    You will use OAuth to authenticate with Okta, so you need to create a custom OAuth application.

    Creating a Custom OAuth Application

    From your Okta account:

    1. Sign in to your Okta developer edition organization with your administrator account.
    2. In the Admin Console, go to Applications > Applications.
    3. Click Create App Integration.
    4. For the Sign-in method, select OIDC - OpenID Connect.
    5. For Application type, choose Web Application.
    6. Enter a name for your custom application.
    7. Set the Grant Type to Authorization Code. If you want the token to be automatically refreshed, also check Refresh Token.
    8. Set the callback URL:
      • For desktop applications and headless machines, use http://localhost:33333 or another port number of your choice. The URI you set here becomes the CallbackURL property.
      • For web applications, set the callback URL to a trusted redirect URL. This URL is the web location the user returns to with the token that verifies that your application has been granted access.
    9. In the Assignments section, either select Limit access to selected groups and add a group, or skip group assignment for now.
    10. Save the OAuth application.
    11. The application's Client Id and Client Secret are displayed on the application's General tab. Record these for future use. You will use the Client Id to set the OAuthClientId and the Client Secret to set the OAuthClientSecret.
    12. Check the Assignments tab to confirm that all users who must access the application are assigned to the application.
    13. On the Okta API Scopes tab, select the scopes you wish to grant to the OAuth application. These scopes determine the data that the app has permission to read, so a scope for a particular view must be granted for the driver to have permission to query that view. To confirm the scopes required for each view, see the view-specific pages in Data Model < Views in the Help documentation.
    Click Create & Test.
  4. Open the Permissions tab and configure user access.

Add a Personal Access Token

A Personal Access Token (PAT) authenticates MCP requests from Agno to CData Connect AI.

  1. Open Settings and navigate to Access Tokens.
  2. Click Create PAT.
  3. Save the generated token securely.

Step 2: Install dependencies and configure environment variables

Install Agno and the MCP adapter dependencies. LangChain is included strictly for MCP tool compatibility.

pip install agno agno-mcp langchain-mcp-adapters

Configure environment variables:

export CDATA_MCP_URL="https://mcp.cloud.cdata.com/mcp"
export CDATA_MCP_AUTH="Base64EncodedCredentials"
export OPENAI_API_KEY="your-openai-key"

Where "Base64EncodedCredentials" is your Connect AI user email and your Personal Access Token joined by a colon (":") and Base64 Encoded: Base64([email protected]:MY_CONNECT_AI_PAT)

Step 3: Connect to CData Connect AI via MCP

Create an MCP client using streamable HTTP. This establishes a secure connection to CData Connect AI.

import os
from langchain_mcp_adapters.client import MultiServerMCPClient

mcp_client = MultiServerMCPClient(
  connections={
    "default": {
      "transport": "streamable_http",
      "url": os.environ["CDATA_MCP_URL"],
      "headers": {
        "Authorization": f"Basic {os.environ['CDATA_MCP_AUTH']}"
      }
    }
  }
)

Step 4: Discover MCP tools

CData Connect AI exposes operations as MCP tools. These are retrieved dynamically at runtime.

langchain_tools = await mcp_client.get_tools()
for tool in langchain_tools:
  print(tool.name)

Step 5: Convert MCP tools to Agno functions

Each MCP tool is wrapped as an Agno function so it can be used by the agent.

NOTE: Agno performs all reasoning, planning, and tool selection.LangChain is used only as a lightweight MCP compatibility layer to consume tools exposed by CData Connect AI.

from agno.tools import Function

def make_tool_caller(lc_tool):
  async def call_tool(**kwargs):
    return await lc_tool.ainvoke(kwargs)
  return call_tool

Step 6: Create an Agno agent and query live Okta data

Agno performs all reasoning, planning, and tool invocation. LangChain plays no role beyond MCP compatibility.

from agno.agent import Agent
from agno.models.openai import OpenAIChat

agent = Agent(
  model=OpenAIChat(
    id="gpt-4o",
    temperature=0.2,
    api_key=os.environ["OPENAI_API_KEY"]
  ),
  tools=agno_tools,
  markdown=True
)

await agent.aprint_response(
  "Show me the top 5 records from the available data source"
)

if __name__ == "__main__":
    asyncio.run(main())

The results below show an Agno agent invoking MCP tools through CData Connect AI and returning live Okta data data.

You can now query live Okta data using natural language through your Agno agent.


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