Integrating Gumloop with QuickBooks Data via CData Connect AI

Yazhini G
Yazhini G
Technical Marketing Engineer
Leverage the CData Connect AI Remote MCP Server to enable Gumloop to securely access and act on QuickBooks data within automated workflows.

Gumloop is a visual automation platform designed to create AI-powered workflows by combining triggers, AI nodes, APIs, and data connectors. By integrating Gumloop with CData Connect AI through the built-in MCP (Model Context Protocol) Server, workflows can seamlessly access and interact with live QuickBooks data.

The platform provides a low-code environment, making it easier to orchestrate complex processes without heavy development effort. Its flexibility allows integration across multiple business applications, enabling end-to-end automation with live data.

This article outlines the steps required to configure QuickBooks connectivity in Connect AI, register the MCP server in Gumloop, and build a workflow that queries QuickBooks data.

About QuickBooks Data Integration

CData simplifies access and integration of live QuickBooks data. Our customers leverage CData connectivity to:

  • Access both local and remote company files.
  • Connect across editions and regions: QuickBooks Premier, Professional, Enterprise, and Simple Start edition 2002+, as well as Canada, New Zealand, Australia, and UK editions from 2003+.
  • Use SQL stored procedures to perform actions like voiding or clearing transactions, merging lists, searching entities, and more.

Customers regularly integrate their QuickBooks data with preferred tools, like Power BI, Tableau, or Excel, and integrate QuickBooks data into their database or data warehouse.


Getting Started


Step 1: Configure QuickBooks Connectivity for Gumloop

Connectivity to QuickBooks from Gumloop is made possible through CData Connect AI's Remote MCP Server. To interact with QuickBooks data from Gumloop, we start by creating and configuring a QuickBooks connection in CData Connect AI.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. Adding a Connection
  2. Select "QuickBooks" from the Add Connection panel
    3. Selecting a data source
  3. Enter the necessary authentication properties to connect to QuickBooks.

    QuickBooks runs on-premises, so Connect AI requires the Connect Gateway to reach it. Install and start the gateway on the same machine (or network) as QuickBooks, then set the URL connection property to the Remote Connector address (e.g., http://remotehost:8166) and enter your User and Password.

    Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add QuickBooks Connection page and update the User-based permissions. Updating permissions

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Gumloop. It is best practice to create a separate PAT for each service to maintain granularity of access.

  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 name and click Create. Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the QuickBooks connection configured and a PAT generated, Gumloop is prepared to connect to QuickBooks data through the CData MCP server.

Step 2: Connect to the MCP server in Gumloop

The MCP server endpoint and authentication values from Connect AI must be added to Gumloop credentials.

  1. Sign in to Gumloop and create an account
  2. Visit the Gumloop Credentials page to configure MCP server
  3. Click on Add Credentials and search and select MCP Server
    4. Configuring MCP server MCP server app
  4. Provide the following details:
    • URL: https://mcp.cloud.cdata.com/mcp
    • Label: A descriptive name such as QuickBooks-mcp-server
    • Access Token / API Key: leave blank
    • Additional Header: Authorization: Basic YOUR EMAIL:YOUR PAT
      • Configuring to CData MCP server
    • Save the credentials
      • Saved MCP Credentials

The MCP server is now available to build workflows in Gumloop.

Step 3: Build a workflow and explore live QuickBooks data with Gumloop

  1. Visit Gumloop Personal workspace and click on the Create Flow
    2. Create Gumloop workflow
  2. Select the icon or press Ctrl + B to add a node or a subflow
    3. Add a node
  3. Search for Ask AI and select it
    4. Select Ask AI
  4. Click Show More Options and enable the Connect MCP Server? option
    5. Enable
  5. From the MCP Servers dropdown, choose the saved MCP credential
  6. Add a Prompt and Choose an AI Model according to your requirements
    7. Add Prompt
  7. After configuring the required details, Click Run to run the pipeline
    8. Example 1: Gumloop workflow execution Example 2: Gumloop workflow execution

With the workflow run completed, Gumloop demonstrates successful retrieval of QuickBooks data through the CData Connect AI MCP server, with the MCP Client node providing the ability to ask questions, retrieve records, and perform actions on the data.

Get CData Connect AI

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI today!

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