Interact with Live Okta Data in Warp via CData Connect AI

Warp is an agentic development environment that combines a modern terminal with an AI agent. It supports large language model (LLM) interactions and Model Context Protocol (MCP) server integrations, so the agent can reach live external data sources without leaving the terminal.

By integrating Warp with CData Connect AI through its built-in MCP Server, the Warp Agent gets governed, real-time access to live Okta data. You can explore Okta data, ask questions in plain language, and work with your records without writing custom integration code.

This article walks through configuring Okta connectivity in Connect AI, configuring the CData MCP Server in Warp, and interacting with live Okta data from the Warp Agent.

Step 1: Configure Okta connectivity for Warp

Connectivity to Okta from Warp is made possible through Connect AI's Remote MCP Server. To interact with Okta data from Warp, 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 Warp. 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, Warp can now connect to Okta data through Connect AI.

Step 2: Configure Connect AI in Warp

Enable the Warp Agent, configure an LLM provider, and the Connect AI MCP endpoint in Warp so the agent can discover and call live data tools.

1. Download and install Warp, and then sign up or log in to your Warp account
2. Click the Tabs panel icon at the top left of the window, or press Ctrl + Shift + B
3. Click Settings, expand Agents, select Warp Agent, and toggle Warp Agent on

Configure an LLM provider

The Warp Agent needs an LLM provider to interpret your prompts and decide which MCP tools to call. Add an API key for your preferred provider.

1. On the same Warp Agent page, scroll down to the Custom Inference section
2. Enter the API key for the LLM provider of your choice (e.g., OpenAI, Anthropic, or Google)

Add the Connect AI MCP Server

1. Under Agents, click MCP servers, and then click Add
2. In the Add New MCP Server editor, paste the following JSON configuration:

   {
     "mcpServers": {
       "CData_Connect_AI": {
         "url": "https://mcp.cloud.cdata.com/mcp",
         "headers": {
           "Authorization": "Basic your_base64_encoded_email_PAT"
         }
       }
     }
   }

   Note: Combine your Connect AI email and PAT in the format email:PAT, Base64 encode the combined string, and prefix it with Basic. For example, given [email protected]:ABC123...XYZ, the header value becomes something like: Basic dXNlckBteWRvbWFpbjphSzkvbVB4Mi9Rcjd2TjQ...

   
3. Click Save to add the MCP server
4. Under My MCPs, confirm that CData_Connect_AI appears with the toggle enabled and the tools available

With the MCP server and an LLM provider configured, the Warp Agent is ready to interact with live Okta data through Connect AI.

Step 3: Interact with live Okta data from the Warp Agent

Use natural language prompts in the Warp Agent to explore live Okta data.

1. Click the icon in the left navigation bar and select Agent
2. Enter a prompt to interact with your data, for example:
   • List the sources available in my CData_Connect_AI mcp connection
   • Show me what I can explore in Okta
   • Fetch the five most recent records from Okta data
   
3. The agent calls the Connect AI MCP Server and returns live results from Okta data

Your Warp Agent now calls the Connect AI MCP Server to interact with live Okta data through remote MCP tools, all from the terminal.

Get CData Connect AI

To interact with hundreds of SaaS and enterprise data sources directly from your AI agents and cloud applications, try CData Connect AI. Download a free 14-day trial of CData Connect AI, and our Support Team is available to answer any questions.