Build Agents in Relevance AI with Access to Live Salesforce Data via CData Connect AI

Yazhini G
Yazhini G
Technical Marketing Engineer
Leverage the CData Connect AI Remote MCP Server to enable Relevance AI to securely access and act on Salesforce data within intelligent agent workflows.

Relevance AI is an AI automation and agent-building platform that enables organizations to create autonomous workflows powered by natural language reasoning. Users can visually design agents that interact with APIs, databases, and third-party systems to complete everyday business tasks or data operations.

By integrating Relevance AI with CData Connect AI through the built-in MCP (Model Context Protocol) Server, your agents can query, summarize, and act on live Salesforce data in real time. This connection bridges Relevance AI intelligent workflow engine with the governed enterprise connectivity of CData Connect AI ensuring every query runs securely against authorized sources without manual data export.

This article outlines the steps to configure Salesforce connectivity in Connect AI, register the CData MCP Server in Relevance AI, and build an agent that interacts with live 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 Relevance AI

Connectivity to Salesforce from Relevance AI is made possible through CData Connect AI's Remote MCP Server. To interact with Salesforce data from Relevance AI, 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 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 Relevance AI. 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 Salesforce connection configured and a PAT generated, Relevance AI can now connect to Salesforce data through the CData MCP Server.

Step 2: Configure Connectivity in Relevance AI

The CData Connect AI MCP endpoint and authorization details are registered within Relevance AI so that agents can call live data from Connect AI.

  1. Sign in to Relevance AI and create an account if you do not already have one
  2. From the sidebar, navigate to Agents and then click on New Agent
  3. Select Build from scratch and name the agent (eg; CData MCP Server)
  4. Inside the agent editor, select Advanced and then switch to the MCP Server tab
  5. Click + Add Remote MCP Tools
  6. In the dialog that appears, fill out the fields as follows:
    • URL: https://mcp.cloud.cdata.com/mcp
    • Label: Any custom label (eg; cdata_mcp_server)
    • Authentication: Select Custom headers
    • Add header key:value pair. Combine your email and PAT as email:PAT and encode that string in Base64 and then prefix with the word Basic
      • Key: Authorization
      • Value: Basic base64(email:PAT)

Click Connect to establish the connection. Relevance AI will verify your credentials and register the CData Connect AI MCP Server for use in agents.

Step 3: Build and Run a Relevance AI Agent with Live Salesforce Data

  1. Switch to the Run tab for your agent
  2. Enter a task for example, "List the five most recent incidents from ServiceNow"
  3. The agent will query Connect AI via the MCP endpoint and display live results from Salesforce data

With the connection complete, Relevance AI agents can now issue queries, retrieve records, and perform AI-driven tasks over live Salesforce data through CData Connect AI MCP Server.

Get CData Connect AI

To access 300+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI today!

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