Integrate LibreChat with Live Sage X3 Cloud Data via CData Connect AI

LibreChat is an open-source, self-hosted AI chat platform that brings together multiple LLM providers, agents, and assistants behind a single interface. It also supports the Model Context Protocol (MCP), so you can connect external tools and data sources directly to the chat and pull in live data from the systems you already work with.

By integrating LibreChat with CData Connect AI through the built-in MCP Server, LibreChat gains governed, real-time access to live Sage X3 Cloud data. This enables you to list catalogs, explore schemas, and query records from Sage X3 Cloud data using natural language prompts, with all data access running securely against authorized sources.

This article explains how to configure Sage X3 Cloud connectivity in Connect AI, generate the required personal access token, install LibreChat, register the Connect AI MCP Server, configure an LLM provider, and verify the integration by querying live Sage X3 Cloud data from the LibreChat interface.

Step 1: Configure Sage X3 Cloud connectivity for LibreChat

Connectivity to Sage X3 Cloud from LibreChat is made possible through Connect AI's Remote MCP Server. To interact with Sage X3 Cloud data from LibreChat, start by creating and configuring a Sage X3 Cloud connection in Connect AI.

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

2. Select Sage X3 Cloud from the Add Connection panel

3. Enter the necessary authentication properties to connect to Sage X3 Cloud.

   Sage X3 Cloud uses the OAuth 2.0 Client Credentials flow, and an X-API-Key is also required for API access. Set AuthScheme to OAuth and specify the following connection properties:

   • URL: The base URL of your Sage X3 Cloud instance.
   • OAuthAccessTokenUrl: The OAuth token endpoint (e.g., https://your-auth-domain/oauth/token).
   • OAuthClientId: Your OAuth application client ID.
   • OAuthClientSecret: Your OAuth application client secret.
   • Audience: The API audience value for the token request.
   • XAPIKey: The X-API-Key provided by your Sage X3 Cloud administrator.
   • Folder: The Sage X3 folder name (e.g., SEED). This folder is used as the default schema.
   • Folders (optional): A comma-separated list of Sage X3 folders (e.g., SEED,PERF). Each folder is exposed as a separate schema, so you can query across folders with the Schema.Table syntax.

   The driver obtains an access token with the Client Credentials flow and sends it with the X-API-Key on every API request. With InitiateOAuth set to GETANDREFRESH (the default), the driver acquires and refreshes the token automatically.

   
4. Click Save & Test
5. 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 LibreChat. It is best practice to create a separate PAT for each integration to maintain granular access control.

1. Click the gear icon () at the top right of the Connect AI app to open Settings
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. Copy the token when displayed and store it securely. It will not be shown again

With the Sage X3 Cloud connection configured and a PAT generated, LibreChat can now connect to Sage X3 Cloud data through Connect AI.

Step 2: Install LibreChat and configure Connect AI MCP

Next, install LibreChat locally and configure the Connect AI Remote MCP Server so that the chat interface can discover and call live data tools through Connect AI.

1. Install LibreChat by following the official installation guide. If you are using the npm setup, make sure MongoDB and MeiliSearch are installed and running locally
2. Once the installation is complete, start LibreChat and open http://localhost:3080/ in your browser to access the chat interface
3. In the left navigation bar, click the MCP Settings icon, then click Add MCP
4. In the Add MCP panel, configure the server with the following values:
   • Name: CData MCP, or any name of your choice
   • Description: Optional description for the server
   • MCP Server URL: https://mcp.cloud.cdata.com/mcp
   • Transport: Streamable HTTPS
   • Authentication: API Key
   • Header Format: Basic
   • API Key: base64-encoded value of email:PAT

   Note: LibreChat will use Basic authentication with Connect AI. Combine your Connect AI user email and the PAT you created earlier in the format email:PAT, then base64 encode the combined string and paste it in the API Key field. For example, [email protected]:ABC123...XYZ789 base64-encoded becomes something like: dXNlckBkb21haW4uY29tOkFCQzEyMy4uLlhZWjc4OQ==

   
5. Check I trust this application and click Add to save the server
6. The CData MCP server now appears in the left navigation bar. Click the connect icon next to it to establish the connection to Connect AI

Enable the MCP server and configure an LLM provider

LibreChat requires at least one LLM provider to power the chat. Enable the MCP server in the chat input and add an API key for your preferred provider so the model can interpret prompts and call MCP tools through Connect AI.

1. In the chat interface, click the MCP selector at the bottom of the input box and confirm that CData MCP is checked so the tools are exposed to the chat
2. At the top of the chat, click the model selector and choose your preferred LLM provider (e.g., OpenAI, Anthropic, Google) and model
3. Click Set API Key next to the chosen provider, paste your provider API key, and click Submit

With the MCP server and an LLM provider configured, LibreChat is ready to query live Sage X3 Cloud data through Connect AI.

Step 3: Query live Sage X3 Cloud data from LibreChat

With the integration complete, use the LibreChat chat input to interact with live Sage X3 Cloud data through natural language prompts handled by the configured LLM.

1. With the CData MCP server enabled and a model selected, type a prompt in the chat input, for example:
   • List all catalogs in my cdata mcp
   • Show the available schemas and tables for Sage X3 Cloud
   • Query the top 5 records from a table in Sage X3 Cloud data
2. LibreChat calls the Connect AI MCP Server and returns live results from Sage X3 Cloud data

At this point, your LibreChat instance communicates with the Connect AI MCP Server and retrieves live Sage X3 Cloud data through remote MCP tools directly from the chat interface.

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