Integrate OpenCode with Live QuickBooks Online Data via CData Connect AI
OpenCode is an open source AI coding agent that connects to a wide range of LLM providers. It supports the model context protocol (MCP), allowing you to configure local or remote MCP servers in its configuration files to add external tools and data sources and give the agent access to live data.
By integrating OpenCode with CData Connect AI through the built-in MCP Server, OpenCode gains governed, real-time access to live QuickBooks Online data. You can list catalogs, explore schemas, and query records from QuickBooks Online data using natural language prompts, with all data access running securely against authorized sources.
This article explains how to configure QuickBooks Online connectivity in Connect AI, generate the required personal access token, install OpenCode, add the Connect AI MCP Server in the project configuration file, configure an LLM provider, and verify the integration by querying live QuickBooks Online data from OpenCode.
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 OpenCode
Connectivity to QuickBooks Online from OpenCode is made possible through Connect AI's Remote MCP Server. To interact with QuickBooks Online data from OpenCode, start by creating and configuring a QuickBooks Online connection in 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
- 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 OpenCode. It is best practice to create a separate PAT for each integration to maintain granular access control.
- Click the gear icon () at the top right of the Connect AI app to open Settings
- On the Settings page, go to the Access Tokens section and click Create PAT
- Give the PAT a descriptive name and click Create
- Copy the token when displayed and store it securely. It will not be shown again
With the QuickBooks Online connection configured and a PAT generated, OpenCode can now connect to QuickBooks Online data through Connect AI.
Step 2: Install OpenCode and configure the Connect AI MCP Server
Next, install OpenCode, add the Connect AI Remote MCP Server in your project configuration file, and configure an LLM provider so the agent can discover and call live data tools through Connect AI.
- Download and install OpenCode by following the official installation guide
- Create a new folder for your project, or open an existing project directory
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In the root of that directory, create a file named opencode.json and paste the following configuration:
{ "$schema": "https://opencode.ai/config.json", "mcp": { "cdata-connect-ai": { "type": "remote", "url": "https://mcp.cloud.cdata.com/mcp", "enabled": true, "oauth": false, "headers": { "Authorization": "Basic your_base64_encoded_email_PAT" }, "timeout": 30000 } } }Note: OpenCode will use Basic authentication with Connect AI. Combine your Connect AI user email and the PAT you created earlier in the format email:PAT, base64 encode the combined string, and prefix it with Basic. For example, given [email protected]:ABC123...XYZ789, the Authorization header value becomes something like: Basic dXNlckBkb21haW4uY29tOkFCQzEyMy4uLlhZWjc4OQ==
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Open the project directory in OpenCode. Select the project from the project dropdown, or click Add project to point OpenCode at the folder that contains opencode.json
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Configure an LLM provider so the agent can interpret prompts and call MCP tools. Open the model selector (Ctrl + '), choose a provider such as OpenAI, Anthropic, or Google, and enter your API key
With the MCP server added in opencode.json and an LLM provider configured, OpenCode is ready to query live QuickBooks Online data through Connect AI.
Step 3: Query live QuickBooks Online data from OpenCode
With the integration complete, use OpenCode to interact with live QuickBooks Online data through natural language prompts handled by the configured LLM.
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In a new session, type a prompt in the chat input, for example:
- Use the cdata-connect-ai tools to list all available catalogs
- Show the available schemas and tables for QuickBooks Online
- Query the top 5 records from a table in QuickBooks Online
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OpenCode calls the Connect AI MCP Server and returns live results from QuickBooks Online data
At this point, OpenCode communicates with the Connect AI MCP Server and retrieves live QuickBooks Online data through remote MCP tools directly from your AI coding agent.
Get CData Connect AI
To access hundreds of SaaS, big data, and NoSQL sources directly from your cloud applications, try CData Connect AI today. Download a free 14-day trial of CData Connect AI, and our Support Team is available to help with any questions you have.