Use Microsoft Copilot Studio to talk to your Presto Data via CData Connect AI

Cameron Leblanc
Cameron Leblanc
Technology Evangelist
Leverage the CData Connect AI Remote MCP Server to enable Microsoft Copilot Studio to securely answer questions and take actions on your Presto data for you.

Microsoft Copilot Studio is a no-code/low-code platform for creating AI Agents that can automate tasks, answer questions, and assist with various business processes. When combined with CData Connect AI Remote MCP, you can leverage Copilot Studio to interact with your Presto data in real-time. This article outlines the process of connecting to Presto using Connect AI Remote MCP and creating a connection in Copilot Studio to interact with your Presto data.

CData Connect AI offers a dedicated cloud-to-cloud interface for connecting to Presto data. The CData Connect AI Remote MCP Server enables secure communication between Microsoft Copilot Studio and Presto. This allows you to ask questions and take actions on your Presto data using Microsoft Copilot Studio, all without the need for data replication to a natively supported database. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to Presto. This leverages server-side processing to swiftly deliver the requested Presto data.

In this article, we show how to build a agent in Microsoft Copilot Studio to conversational explore (or Vibe Query) your data. The connectivity principals apply to any Copilot agent. With Connect AI you can build workflows and agents with access to live Presto data, plus hundreds of other sources.

About Presto Data Integration

Accessing and integrating live data from Trino and Presto SQL engines has never been easier with CData. Customers rely on CData connectivity to:

  • Access data from Trino v345 and above (formerly PrestoSQL) and Presto v0.242 and above (formerly PrestoDB)
  • Read and write access all of the data underlying your Trino or Presto instances
  • Optimized query generation for maximum throughput.

Presto and Trino allow users to access a variety of underlying data sources through a single endpoint. When paired with CData connectivity, users get pure, SQL-92 access to their instances, allowing them to integrate business data with a data warehouse or easily access live data directly from their preferred tools, like Power BI and Tableau.

In many cases, CData's live connectivity surpasses the native import functionality available in tools. One customer was unable to effectively use Power BI due to the size of the datasets needed for reporting. When the company implemented the CData Power BI Connector for Presto they were able to generate reports in real-time using the DirectQuery connection mode.


Getting Started


Step 1: Configure Presto Connectivity for Microsoft Copilot Studio

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

  1. Log into Connect AI, click Connections and click Add Connection
  2. Select "Presto" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to Presto.

    Set the Server and Port connection properties to connect, in addition to any authentication properties that may be required.

    To enable TLS/SSL, set UseSSL to true.

    Authenticating with LDAP

    In order to authenticate with LDAP, set the following connection properties:

    • AuthScheme: Set this to LDAP.
    • User: The username being authenticated with in LDAP.
    • Password: The password associated with the User you are authenticating against LDAP with.

    Authenticating with Kerberos

    In order to authenticate with KERBEROS, set the following connection properties:

    • AuthScheme: Set this to KERBEROS.
    • KerberosKDC: The Kerberos Key Distribution Center (KDC) service used to authenticate the user.
    • KerberosRealm: The Kerberos Realm used to authenticate the user with.
    • KerberosSPN: The Service Principal Name for the Kerberos Domain Controller.
    • KerberosKeytabFile: The Keytab file containing your pairs of Kerberos principals and encrypted keys.
    • User: The user who is authenticating to Kerberos.
    • Password: The password used to authenticate to Kerberos.
    Click Save & Test
  4. Navigate to the Permissions tab in the Add Presto Connection page and update the User-based permissions.

With the connection configured, we are ready to connect to Presto data from Microsoft Copilot Studio.

Step 2: Connect Microsoft Copilot Studio to CData Connect AI

Follow these steps to add a CData Connect AI MCP connection in Microsoft Copilot Studio:

  1. Under Tools, click Add tool, then click + New Tool.
  2. In the Add Tool window, search for and click CData Connect AI.
  3. In the Connect to CData Connect AI window, click Create to authenticate your connection CData Connect AI using OAuth authentication.
  4. Click Add and configure to add the CData Connect AI Tool to your agent.

Optional: Give the AI Agent context

This step establishes the AI Agent's role and provides context for the conversation through the Instructions property in the Agent. By providing instructions that explicitly informs the agent about its role as an MCP Server expert and lists the available tools, you can enhance the agent's understanding and response accuracy. For example, you can set the System Message to: 

You are an expert at using the MCP Client tool connected which is the CData Connect AI MCP Server. Always search thoroughly and use the most relevant MCP Client tool for each query. Below are the available tools and a description of each:
queryData: Execute SQL queries against connected data sources and retrieve results. When you use the queryData tool, ensure you use the following format for the table name: catalog.schema.tableName
getCatalogs: Retrieve a list of available connections from CData Connect AI. The connection names should be used as catalog names in other tools and in any queries to CData Connect AI. Use the `getSchemas` tool to get a list of available schemas for a specific catalog.
getSchemas: Retrieve a list of available database schemas from CData Connect AI for a specific catalog. Use the `getTables` tool to get a list of available tables for a specific catalog and schema.
getTables: Retrieve a list of available database tables from CData Connect AI for a specific catalog and schema. Use the `getColumns` tool to get a list of available columns for a specific table.
getColumns: Retrieve a list of available database columns from CData Connect AI for a specific catalog, schema, and table.
getProcedures: Retrieve a list of stored procedures from CData Connect AI for a specific catalog and schema
getProcedureParameters: Retrieve a list of stored procedure parameters from CData Connect AI for a specific catalog, schema, and procedure.
executeProcedure: Execute stored procedures with parameters against connected data sources

Step 3: Explore Live Presto Data with Microsoft Copilot Studio

With the Agent created in Microsoft Copilot Studio and the MCP tool connected, you can now interact with your Presto data using Microsoft Copilot Studio. The MCP tool allows you to send queries and receive responses from the Presto data source in real-time.

Open the chat window in your Microsoft Copilot Studio Agent to begin interacting with your Presto data. You can ask questions, retrieve data, and perform actions on your Presto data using the MCP tool:

Get CData Connect AI

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