How to Connect Flowise AI Agents to Live Okta Data via CData Connect AI

Flowise AI is an open-source, no-code tool for building AI workflows and custom agents visually. Its drag-and-drop interface allows you to integrate large language models (LLMs) with APIs, databases, and external systems effortlessly.

CData Connect AI enables real-time connectivity to hundreds of enterprise data sources. Through its Model Context Protocol (MCP) server, CData Connect AI bridges Flowise agents with live Okta securely and efficiently, no data replication required. By combining Flowise AI's intuitive agent builder with CData's MCP integration, users can create agents capable of fetching, analyzing, and acting upon live Okta data directly within Flowise AI workflows.

This guide shows you how to connect Flowise AI to CData Connect AI MCP, set up credentials, and enable your agents to query live Okta data in real time.

Step 1: Configure Okta Connectivity for Flowise

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

1. Log into Connect AI, 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
5. Navigate to the Permissions tab and update user-based permissions

Once the connection is established, Okta data is now accessible in CData Connect AI and ready to be used with MCP enabled tools.

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Flowise 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 Okta connection configured and a PAT generated, Flowise AI can now connect to Okta data through Connect AI.

Step 2: Configure Connect AI credentials in Flowise AI

Log in to Flowise AI workspace to set up the integration.

Add OpenAI credentials

1. Navigate to Credentials and choose Add Credential

2. Select OpenAI API from the dropdown
3. Provide a name (e.g., OpenAI_Key) and paste the API key

Add the PAT variable

1. Navigate to Variables and Add Variable

2. Set Variable Name (e.g., PAT), choose Static as type, and set the Value to Base64-encoded username:PAT
3. Click Add to save the variable

Step 3: Build the agent in Flowise AI

1. Go to Agent Flows, select Add New

2. Click the "+" icon to add a new node and choose Agent and drag the agent to the workflow

3. Connect the Start node to the Agent node

Configure agent settings

Double-click on the Agent node and fill in the details:

• Model: select ChatOpenAI or preferred model (e.g., gpt-4o-mini)
• Connect Credential: Select OpenAI API key credential which was created earlier
• Streaming: Enabled

Add the custom MCP tool

1. Under Tools, click Add Tool and choose Custom MCP
2. Fill in the JSON parameters as shown below:

 
{
  "url": "https://mcp.cloud.cdata.com/mcp",
  "headers": {
    "Authorization": "Basic {{$vars.PAT}}"
  }
}

Click the refresh icon to load available MCP actions. Once actions are listed, now Flowise agent is successfully connected to CData Connect AI MCP.

Step 4: Test and query live Okta data in Flowise

1. Open the Chat tab in Flowise
2. Type a query such as "Show top 10 records from Okta data table"
3. Observe that responses are fetched in real time via the CData Connect AI MCP connection

With the workflow run completed, Flowise demonstrates successful retrieval of Salesforce data through the CData Connect AI MCP server, with the MCP Client node providing the ability to ask questions, retrieve records, and perform actions on the data.

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