Interact with Live Okta Data in Meta Muse via CData Connect AI

Muse is Meta's personal AI agent for iOS, Android, and the web, built on the Muse Spark models. It connects to remote model context protocol (MCP) servers, so you can point Muse at a governed data source and let it discover and call live data tools.

Connect Muse to CData Connect AI through its Remote MCP Server, and Muse gains governed, real-time access to live Okta data. You can explore data, fetch records, and interact with objects using natural language prompts, with every request running against authorized sources.

This article shows you how to configure Okta connectivity in Connect AI, generate a personal access token, create a custom connector to the Connect AI Remote MCP Server in Muse, and interact with live Okta data from Muse.

Step 1: Configure Okta connectivity for Meta Muse

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

Add a Personal Access Token

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

Step 2: Create a custom connector to the Connect AI MCP Server in Meta Muse

Muse has no manual "add MCP server" form. Instead, you ask Muse in plain language to build a custom connector that points at the Connect AI Remote MCP Server, a hosted, public HTTPS endpoint that speaks streamable HTTP. Muse builds the connector on its secure VM using the official MCP SDK, then discovers and calls the available Connect AI data tools.

1. Open Muse on iOS, Android, or the web and start a new chat
2. Ask Muse to build a custom connector to the Connect AI Remote MCP Server, giving it the server URL and noting that the endpoint is a hosted MCP server over streamable HTTP, for example:
   Create a custom connector to CData Connect AI. It is a hosted MCP server over streamable HTTP at https://mcp.cloud.cdata.com/mcp and it requires an Authorization header.
3. When Muse prompts for credentials, it opens a secure entry flow, separate from the chat, that saves the value in its Secure Credentials Store. Enter the Authorization header value in the format Basic your_base64_encoded_email_PAT

   Note: For the Authorization value, base64 encode email:PAT and prefix it with Basic. Enter it only in Muse's secure credential prompt, never in the chat.

4. Muse connects to the Connect AI MCP Server and lists the available data tools. Review the custom connector confirmation, then click Continue. When Muse offers to save the integration as a skill, choose yes so the connector is available in every future chat

With the custom connector saved, the Connect AI tools are available to Muse in any chat.

Step 3: Interact with live Okta data from Meta Muse

With the integration complete, interact with live Okta data directly from Muse through natural language prompts.

1. In a Muse chat, type a prompt that uses the Connect AI connector, for example:
   • Use the CData Connect AI connector to list all available connections
   • Show the available objects and fields for Okta
   • Fetch the top 5 records from Okta
2. Approve the tool call in the Sentinel dialog when prompted
3. Muse calls the Connect AI MCP Server and returns live results from Okta data

At this point, Muse communicates with the Connect AI MCP Server and retrieves live Okta data through remote MCP tools directly from your chats.

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