How to Connect to Live PingOne Data in Mistral AI Workflows and Agents (via CData Connect AI)

Mistral AI is a frontier AI company that builds enterprise-grade open-source and commercial large language models (LLMs). With Mistral, you can train, fine-tune, and deploy agents anywhere – on premises, in the cloud, or at the edge – while retaining full control of your data. Its agent-ready platform enables multilingual and multimodal AI that can search, create, code, automate, and collaborate securely, with support for memory and extended context handling.

CData Connect AI provides a secure cloud-to-cloud interface for easily integrating hundreds of enterprise data sources with Mistral AI. Through CData Connect AI, Mistral AI agents can query, analyze, and act on live PingOne data in real time, without replication. Connect AI manages authentication, security, and query optimization so you can focus on building intelligent workflows, while Mistral handles reasoning and natural language interaction.

In this guide, we will use Mistral AI's Le Chat, Mistral's customizable conversational chatbot, along with CData Connect AI to connect to live PingOne data. You will be able to interact with your live PingOne data directly in Mistral AI workflows – running queries and automating tasks securely.

The setup takes just a few minutes, and once connected, you will have your own chatbot agent intelligently conversing with your live PingOne data.

Let's begin.

Prerequisites

1. A Mistral AI account – Sign up or log in here.
2. A CData Connect AI account – Sign up or log in here.
3. An active PingOne account with valid credentials.

Overview

Here is a quick overview of the steps we will follow:

1. Connect: Add a connection to PingOne in CData Connect AI using your credentials.
2. Configure: Create a custom MCP connection in Mistral AI Le Chat that points to your PingOne connection in CData Connect AI.
3. Query: Interact with live PingOne data in Mistral AI workflows – running queries and taking actions using natural language.

Step 1: Configure PingOne Connectivity for Mistral

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

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

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

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

   To connect to PingOne, configure these properties:

   • Region: The region where the data for your PingOne organization is being hosted.
   • AuthScheme: The type of authentication to use when connecting to PingOne.
   • Either WorkerAppEnvironmentId (required when using the default PingOne domain) or AuthorizationServerURL, configured as described below.

   Configuring WorkerAppEnvironmentId

   WorkerAppEnvironmentId is the ID of the PingOne environment in which your Worker application resides. This parameter is used only when the environment is using the default PingOne domain (auth.pingone). It is configured after you have created the custom OAuth application you will use to authenticate to PingOne, as described in Creating a Custom OAuth Application in the Help documentation.

   First, find the value for this property:

   1. From the home page of your PingOne organization, move to the navigation sidebar and click Environments.
   2. Find the environment in which you have created your custom OAuth/Worker application (usually Administrators), and click Manage Environment. The environment's home page displays.
   3. In the environment's home page navigation sidebar, click Applications.
   4. Find your OAuth or Worker application details in the list.
   5. Copy the value in the Environment ID field. It should look similar to:
      

      WorkerAppEnvironmentId='11e96fc7-aa4d-4a60-8196-9acf91424eca'

   Now set WorkerAppEnvironmentId to the value of the Environment ID field.

   Configuring AuthorizationServerURL

   AuthorizationServerURL is the base URL of the PingOne authorization server for the environment where your application is located. This property is only used when you have set up a custom domain for the environment, as described in the PingOne platform API documentation. See Custom Domains.

   Authenticating to PingOne with OAuth

   PingOne supports both OAuth and OAuthClient authentication. In addition to performing the configuration steps described above, there are two more steps to complete to support OAuth or OAuthCliet authentication:

   • Create and configure a custom OAuth application, as described in Creating a Custom OAuth Application in the Help documentation.
   • To ensure that the driver can access the entities in Data Model, confirm that you have configured the correct roles for the admin user/worker application you will be using, as described in Administrator Roles in the Help documentation.
   • Set the appropriate properties for the authscheme and authflow of your choice, as described in the following subsections.

   OAuth (Authorization Code grant)

   Set AuthScheme to OAuth.

   Desktop Applications

   Get and Refresh the OAuth Access Token

   After setting the following, you are ready to connect:

   • InitiateOAuth: GETANDREFRESH. To avoid the need to repeat the OAuth exchange and manually setting the OAuthAccessToken each time you connect, use InitiateOAuth.
   • OAuthClientId: The Client ID you obtained when you created your custom OAuth application.
   • OAuthClientSecret: The Client Secret you obtained when you created your custom OAuth application.
   • CallbackURL: The redirect URI you defined when you registered your custom OAuth application. For example: https://localhost:3333

   When you connect, the driver opens PingOne's OAuth endpoint in your default browser. Log in and grant permissions to the application. The driver then completes the OAuth process:

   1. The driver obtains an access token from PingOne and uses it to request data.
   2. The OAuth values are saved in the location specified in OAuthSettingsLocation, to be persisted across connections.

   The driver refreshes the access token automatically when it expires.

   For other OAuth methods, including Web Applications, Headless Machines, or Client Credentials Grant, refer to the Help documentation.

   
4. Click Save & Test.
5. Navigate to the Permissions tab in the Add PingOne Connection page and update the user-based permissions.

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Mistral AI. It is a best practice to create a separate PAT for each service to maintain fine-grained access control.

1. Click on the gear icon () at the top right of the Connect AI app to open the Settings page.
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. Note: The PAT is only visible at creation, so be sure to copy and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to PingOne data from Mistral AI workflows.

Step 2: Configure the MCP Connector in Mistral Le Chat

With your PingOne connection and PAT created in CData Connect AI, the next step is to configure a custom MCP connector inside Mistral Le Chat.

1. Log into Le Chat.
2. From the left-hand menu, click on Intelligence, then select Connectors. Click Add Connector.
3. In the dialog, select Custom MCP Connector and enter the following details:
   • Connector Name: For example, CData_Remote_MCP.
   • Connector Server: https://mcp.cloud.cdata.com/mcp (found in the "Connect Data to AI" ribbon in Connect AI).
   • Authentication Method: API Token Authentication.
   • Header Name: Authorization.
   • Header Value: Basic [email protected]:YourPAT (replace "[email protected]" with your CData Connect AI email and "YourPAT" with the PAT created earlier in above format).
   
4. Click Connect to establish the connection.
5. Scroll down to the bottom of the Connections section to confirm that your MCP connection is successfully established.

This step ensures that Mistral Le Chat can securely route queries through the CData Remote MCP Server to your live PingOne data.

Step 3: Query Live PingOne Data from Mistral AI

Now that your MCP connector is configured in Le Chat, you can begin querying live PingOne data directly in your conversations.

1. In Le Chat, click on Chats in the left menu to start a new chat.
2. Enable your MCP connector by clicking the Enable Tools button.
3. Run a discovery query such as Get Catalogs or Get Tables to see the available data sources and schemas connected through CData Connect AI.
4. Test the connection by running a simple query. For example: "Compare the win rate of Opportunities across different industries."

And that's it! You can now interact with live PingOne data conversationally inside Mistral Le Chat.

Build Complex AI Agents with CData Connect AI

With the integration complete, you can go beyond simple queries and build complex, multi-step AI agents. These agents can combine reasoning from Mistral AI with secure, real-time access to your enterprise data through CData Connect AI, enabling workflows such as sales forecasting, support triage, customer trend analysis, and more.

Try CData Connect AI for free today and use the full power of Mistral AI agents with secure, live access to your enterprise data.