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

ChatGPT is an AI chatbot developed by OpenAI, launched in November 2022. Based on large language models (LLMs), it enables users to refine and steer conversations through natural language processing. ChatGPT's developer mode, available to Plus and Pro subscribers, provides full Model Context Protocol (MCP) support for connecting to external data sources and tools.

CData Connect AI offers a dedicated cloud-to-cloud interface for connecting to Okta data. The CData Connect AI Remote MCP Server enables secure communication between ChatGPT and Okta. This allows you to ask questions and take actions on your Okta data using ChatGPT, 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 Okta. This leverages server-side processing to swiftly deliver the requested Okta data.

Step 1: Configure Okta Connectivity for ChatGPT

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

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

2. Select "Okta" from the Add Connection panel.

3. Enter the necessary authentication properties to connect to Okta.

   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.
   
4. Click Save & Test

With the connection configured, we are ready to connect to Okta data from ChatGPT.

Step 2: Connect ChatGPT to CData Connect AI

Follow these steps to add a CData Connect AI connection in ChatGPT:

1. Sign in to ChatGPT with a Plus or Pro subscription.
2. Navigate to Apps from the left panel.
3. Select the CData Connect AI app from the list.
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4. Click Connect to authenticate to your Connect AI account.

5. Click Sign in with CData Connect AI to add Connect AI to your ChatGPT account.

6. After successful authorization, you will be redirected back to ChatGPT.
7. Click Start Chat to start a new conversation in ChatGPT with Connect AI connected at the background.

Step 3: Explore Live Okta Data with ChatGPT

1. Start a new conversation in ChatGPT.
2. Connect AI should ideally be automatically enabled in the chat. If not, navigate to -> More -> CData Connect AI, under the chatbox, to enable the connector from the dropdown

3. You can now start exploring your data with natural language prompts. ChatGPT will use the Connect AI MCP server to query your live Okta data. Example prompts:
   • "Show me all customers from the last 30 days"
   • "What are my top performing products?"
   • "Analyze sales trends for this quarter"
   • "List all active projects and their current status"
   Refer to CData prompt library for more prompt ideas.

4. Permit ChatGPT to access your Okta data. Click Query Data to continue, or Deny to refuse.

5. ChatGPT translates your natural language queries into SQL and execute them against your Okta data through the Connect AI MCP server.

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