Use ChatGPT to Talk to Your Salesforce 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 Salesforce data. The CData Connect AI Remote MCP Server enables secure communication between ChatGPT and Salesforce. This allows you to ask questions and take actions on your Salesforce 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 Salesforce. This leverages server-side processing to swiftly deliver the requested Salesforce data.
About Salesforce Data Integration
Accessing and integrating live data from Salesforce has never been easier with CData. Customers rely on CData connectivity to:
- Access to custom entities and fields means Salesforce users get access to all of Salesforce.
- Create atomic and batch update operations.
- Read, write, update, and delete their Salesforce data.
- Leverage the latest Salesforce features and functionalities with support for SOAP API versions 30.0.
- See improved performance based on SOQL support to push complex queries down to Salesforce servers.
- Use SQL stored procedures to perform actions like creating, retrieving, aborting, and deleting jobs, uploading and downloading attachments and documents, and more.
Users frequently integrate Salesforce data with:
- other ERPs, marketing automation, HCMs, and more.
- preferred data tools like Power BI, Tableau, Looker, and more.
- databases and data warehouses.
For more information on how CData solutions work with Salesforce, check out our Salesforce integration page.
Getting Started
Step 1: Configure Salesforce Connectivity for ChatGPT
Connectivity to Salesforce from ChatGPT is made possible through CData Connect AI Remote MCP. To interact with Salesforce data from ChatGPT, we start by creating and configuring a Salesforce connection in CData Connect AI.
- Log into Connect AI, click Sources, and then click Add Connection
- Select "Salesforce" from the Add Connection panel
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Salesforce uses OAuth to authenticate. Click "Sign in" to authenticate with Salesforce.
With the connection configured, we are ready to connect to Salesforce 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 Salesforce 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 Salesforce 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 Salesforce 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 Salesforce 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
To get live data access to 300+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI today!
