Interact with Live Salesloft Data in Warp via CData Connect AI

Warp is an agentic development environment that combines a modern terminal with an AI agent. It supports large language model (LLM) interactions and Model Context Protocol (MCP) server integrations, so the agent can reach live external data sources without leaving the terminal.

By integrating Warp with CData Connect AI through its built-in MCP Server, the Warp Agent gets governed, real-time access to live Salesloft data. You can explore Salesloft data, ask questions in plain language, and work with your records without writing custom integration code.

This article walks through configuring Salesloft connectivity in Connect AI, configuring the CData MCP Server in Warp, and interacting with live Salesloft data from the Warp Agent.

Step 1: Configure Salesloft connectivity for Warp

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

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

2. Select Salesloft from the Add Connection panel

3. Enter the necessary authentication properties to connect to Salesloft. SalesLoft authenticates using the OAuth authentication standard or an API Key. OAuth requires the authenticating user to interact with SalesLoft using the browser.

   Using OAuth

   For OAuth authentication, create an OAuth app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the OAuth section in the Help documentation for an authentication guide.

   Using APIKey

   Alternatively, you can authenticate with an APIKey. Provision an API key from the SalesLoft user interface: https://accounts.salesloft.com/oauth/applications/. You will receive a Key which will be used when issuing requests.

   
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 Warp. 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 Salesloft connection configured and a PAT generated, Warp can now connect to Salesloft data through Connect AI.

Step 2: Configure Connect AI in Warp

Enable the Warp Agent, configure an LLM provider, and the Connect AI MCP endpoint in Warp so the agent can discover and call live data tools.

1. Download and install Warp, and then sign up or log in to your Warp account
2. Click the Tabs panel icon at the top left of the window, or press Ctrl + Shift + B
3. Click Settings, expand Agents, select Warp Agent, and toggle Warp Agent on

Configure an LLM provider

The Warp Agent needs an LLM provider to interpret your prompts and decide which MCP tools to call. Add an API key for your preferred provider.

1. On the same Warp Agent page, scroll down to the Custom Inference section
2. Enter the API key for the LLM provider of your choice (e.g., OpenAI, Anthropic, or Google)

Add the Connect AI MCP Server

1. Under Agents, click MCP servers, and then click Add
2. In the Add New MCP Server editor, paste the following JSON configuration:

   {
     "mcpServers": {
       "CData_Connect_AI": {
         "url": "https://mcp.cloud.cdata.com/mcp",
         "headers": {
           "Authorization": "Basic your_base64_encoded_email_PAT"
         }
       }
     }
   }

   Note: Combine your Connect AI email and PAT in the format email:PAT, Base64 encode the combined string, and prefix it with Basic. For example, given [email protected]:ABC123...XYZ, the header value becomes something like: Basic dXNlckBteWRvbWFpbjphSzkvbVB4Mi9Rcjd2TjQ...

   
3. Click Save to add the MCP server
4. Under My MCPs, confirm that CData_Connect_AI appears with the toggle enabled and the tools available

With the MCP server and an LLM provider configured, the Warp Agent is ready to interact with live Salesloft data through Connect AI.

Step 3: Interact with live Salesloft data from the Warp Agent

Use natural language prompts in the Warp Agent to explore live Salesloft data.

1. Click the icon in the left navigation bar and select Agent
2. Enter a prompt to interact with your data, for example:
   • List the sources available in my CData_Connect_AI mcp connection
   • Show me what I can explore in Salesloft
   • Fetch the five most recent records from Salesloft data
   
3. The agent calls the Connect AI MCP Server and returns live results from Salesloft data

Your Warp Agent now calls the Connect AI MCP Server to interact with live Salesloft data through remote MCP tools, all from the terminal.

Get CData Connect AI

To interact with hundreds of SaaS and enterprise data sources directly from your AI agents and cloud applications, try CData Connect AI. Download a free 14-day trial of CData Connect AI, and our Support Team is available to answer any questions.