Query Live Okta Data in Perplexity Desktop via CData Connect AI

Perplexity is an AI-powered research and answer engine that combines web search, structured data, and connected tools through a unified conversational interface. With Perplexity Desktop for macOS, you can bring external data sources directly into your workflow using MCP, enabling fast, context-aware insights powered by live data.

Integrating Perplexity Desktop with CData Connect AI via its built-in MCP connector allows the AI to query, explore, and reason over live Okta data without copying data out of its source system. The result is a research experience where you can ask questions about your governed enterprise data directly from Perplexity Desktop.

This article outlines how to configure Okta connectivity in Connect AI, generate the required access token, register Connect AI's MCP Server in Perplexity Desktop, and then use the chat interface to explore live Okta data.

Step 1: Configure Okta connectivity for Perplexity Desktop

Connectivity to Okta from Perplexity Desktop is made possible through CData Connect AI's Remote MCP Server. To interact with Okta data from Perplexity Desktop, 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

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Perplexity Desktop. 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. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use

Create an OAuth App in CData Connect AI

Perplexity Desktop uses OAuth 2.0 to authenticate users against the CData Connect AI MCP Server. This requires creating an OAuth App in your CData Connect AI account.

1. Click the Gear icon () in the top-right corner of Connect AI to open Settings
2. Navigate to OAuth Apps and click + Create App. The Create OAuth App dialog appears
3. Fill in the following fields:
   • Name: Enter a descriptive name (e.g., PerplexityOAuth)
   • Authentication Flow: Select User-based (Authorization Code)
   • Callback URL: Enter the callback URL provided by Perplexity Desktop when adding the connector
   
4. Click Confirm. CData Connect AI generates a Client ID and Client Secret
5. Copy both values and store them securely. You will need them in Step 2

With the Okta connection configured and an OAuth App created, Perplexity Desktop can now connect to Okta data through Connect AI.

Step 2: Configure Connect AI in Perplexity Desktop

Next, register the CData Connect AI MCP Server as a custom remote connector in Perplexity Desktop. This feature requires a Perplexity Pro, Max, or Enterprise account and the macOS desktop app. Once configured, Perplexity's AI can call the tools exposed by CData Connect AI to access live Okta data.

1. Download the Perplexity Desktop application for macOS and sign in with your Pro, Max, or Enterprise account
2. Click Customize in the left sidebar and open the Connectors tab. Click + Custom connector in the top-right corner to open the Add custom connector dialog
3. Enter a Name for the connector (e.g., CData Connect AI) and, optionally, a Description. In the MCP server URL field, enter the CData Connect AI MCP endpoint: https://mcp.cloud.cdata.com/mcp
4. Expand Advanced and configure the following:
   • Authentication: Select OAuth, then enter the Client ID and Client Secret from the OAuth App created in Step 1
   • Transport: Select Streamable HTTP
   • Network access: Select Public
   Check the box acknowledging that custom connectors can introduce risks, then click Add
5. The new connector appears in the Connectors list. Click + on the connector to connect it. When redirected to CData Connect AI, sign in and click Allow to grant Perplexity access

Step 3: Query your live Okta data from Perplexity Desktop

1. Click New Session and make sure the CData Connect AI connector is enabled for the session. The active connector appears above the prompt box
2. Start asking questions about your Okta data. For example:

   "Which data sources do you have access to via Connect AI?"

   
3. Try additional queries such as:
   • "List all the tables available in my Okta data connection."
   • "Show the available schemas in Okta."
   • "Retrieve the top 10 records from the Account table."
   • "Summarize the high-priority open opportunities in Okta."

Perplexity Desktop is now fully integrated with the CData Connect AI MCP Server and can reason over live Okta data directly from the chat interface.

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