Use ChatGPT to Talk to Your QuickBooks Online Data via CData Connect AI
ChatGPT is an AI chatbot developed by OpenAI, launched in November 2022. Based on large language models (LLMs), it enables users to refine and steer conversations through natural language processing. ChatGPT's developer mode, available to Plus and Pro subscribers, provides full Model Context Protocol (MCP) support for connecting to external data sources and tools.
CData Connect AI offers a dedicated cloud-to-cloud interface for connecting to QuickBooks Online data. The CData Connect AI Remote MCP Server enables secure communication between ChatGPT and QuickBooks Online. This allows you to ask questions and take actions on your QuickBooks Online data using ChatGPT, 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 QuickBooks Online. This leverages server-side processing to swiftly deliver the requested QuickBooks Online data.
About QuickBooks Online Data Integration
CData provides the easiest way to access and integrate live data from QuickBooks Online. Customers use CData connectivity to:
- Realize high-performance data reads thanks to push-down query optimization for complex operations like filters and aggregations.
- Read, write, update, and delete QuickBooks Online data.
- Run reports, download attachments, and send or void invoices directly from code using SQL stored procedures.
- Connect securely using OAuth and modern cryptography, including TLS 1.2, SHA-256, and ECC.
Many users access live QuickBooks Online data from preferred analytics tools like Power BI and Excel, directly from databases with federated access, and use CData solutions to easily integrate QuickBooks Online data with automated workflows for business-to-business communications.
For more information on how customers are solving problems with CData's QuickBooks Online solutions, refer to our blog: https://www.cdata.com/blog/360-view-of-your-customers.
Getting Started
Step 1: Configure QuickBooks Online Connectivity for ChatGPT
Connectivity to QuickBooks Online from ChatGPT is made possible through CData Connect AI Remote MCP. To interact with QuickBooks Online data from ChatGPT, we start by creating and configuring a QuickBooks Online connection in CData Connect AI.
- Log into Connect AI, click Sources, and then click Add Connection
- Select "QuickBooks Online" from the Add Connection panel
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QuickBooks Online uses OAuth to authenticate. Click "Sign in" to authenticate with QuickBooks Online.
With the connection configured, we are ready to connect to QuickBooks Online data from ChatGPT.
Step 2: Connect ChatGPT to CData Connect AI
Follow these steps to add a CData Connect AI connector in ChatGPT:
- Sign in to ChatGPT with a Plus or Pro subscription.
- Navigate to Settings > Connectors.
- Under the "Advanced settings" section, toggle on Developer mode.
- Once developer mode is enabled, return to the Connectors page and click Create.
- Enter a name for the connector (such as Connect AI MCP).
- In the Remote MCP server URL field, enter:
https://mcp.cloud.cdata.com/mcp
- Set Authentication to "OAuth."
- Check I trust this application and click Create
- You will be redirected to CData Connect AI's OAuth authorization page. Sign in with your Connect AI credentials.
- Review the permissions requested and click Authorize to grant ChatGPT access to your Connect AI resources.
- After successful authorization, you will be redirected back to ChatGPT.
- The Connect AI MCP Server will now appear in your available connectors list where you can manage the connector and enable/disable actions (tools).
Step 3: Explore Live QuickBooks Online Data with ChatGPT
- Start a new conversation in ChatGPT.
- In the tool picker, enable "Developer Mode."
- Enable your Connect AI MCP Sever.
- You can now start exploring your data with natural language prompts. ChatGPT will use the Connect AI MCP server to query your live QuickBooks Online data. Example prompts:
- "Show me all customers from the last 30 days"
- "What are my top performing products?"
- "Analyze sales trends for this quarter"
- "List all active projects and their current status"
- ChatGPT will translate your natural language queries into SQL and execute them against your QuickBooks Online data through the Connect AI MCP server.
IMPORTANT: ChatGPT's developer mode provides full read/write MCP access. Be cautious when allowing write operations to your QuickBooks Online data. Always review and confirm any data modifications before allowing them to proceed.
NOTE: Developer mode is in beta and only available to ChatGPT Plus and Pro subscribers. Refer to OpenAI's documentation for the latest setup information.
Get CData Connect AI
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