Integrating Gumloop with Salesforce 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 Salesforce 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 Salesforce 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 Salesforce connectivity in Connect AI, register the MCP server in Gumloop, and build a workflow that queries 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 Gumloop

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

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Select "Salesforce" from the Add Connection panel
  3. Salesforce uses OAuth to authenticate. Click "Sign in" to authenticate with Salesforce.
  4. Navigate to the Permissions tab in the Add Salesforce Connection page and update the User-based 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.
  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 Salesforce connection configured and a PAT generated, Gumloop is prepared to connect to Salesforce 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. Provide the following details:
    • URL: https://mcp.cloud.cdata.com/mcp
    • Label: A descriptive name such as Salesforce-mcp-server
    • Access Token / API Key: leave blank
    • Additional Header: Authorization: Basic YOUR EMAIL:YOUR PAT
    • Save the credentials

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

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

  1. Visit Gumloop Personal workspace and click on the Create Flow
  2. Select the icon or press Ctrl + B to add a node or a subflow
  3. Search for Ask AI and select it
  4. Click Show More Options and enable the Connect MCP Server? option
  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. After configuring the required details, Click Run to run the pipeline

With the workflow run completed, Gumloop demonstrates successful retrieval of Salesforce 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 300+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI today!

Ready to get started?

Learn more about CData Connect AI or sign up for free trial access:

Free Trial

In this article

Related articles