Integrating Boomi Agentstudio with SAP SuccessFactors Data via CData Connect AI

Boomi Agentstudio is an enterprise platform for designing, orchestrating, and governing AI agents that automate tasks, enhance integration workflows, and support intelligent decision making across business processes. When you connect it with CData Connect AI, Boomi Agentstudio can securely access, query, and act on live enterprise data such as SAP SuccessFactors through a standardized MCP tool interface.

CData Connect AI is a managed Model Context Protocol (MCP) platform that provides governed, real-time access to enterprise data systems. It exposes structured metadata, including catalogs, schemas, tables, and SQL querying across more than 350 data sources. With Connect AI, Boomi Agentstudio can incorporate live operational data directly into agent logic and workflow automation, eliminating the need for ETL pipelines, data replication, or custom integration code.

This article explains how to connect Boomi Agentstudio to a CData Connect AI MCP endpoint, configure access to your SAP SuccessFactors or any other supported data source, and begin issuing real-time queries from within your agent-driven workflows.

Prerequisites

• An account in SAP SuccessFactors.
• An account in CData Connect AI
• An account of Boomi Agentstudio.

Step 1: Configure SAP SuccessFactors connectivity for Boomi Agentstudio

For Boomi Agentstudio to access SAP SuccessFactors, create a connection to SAP SuccessFactors in CData Connect AI. This connection is then exposed to Boomi using the remote MCP server.

1. Log in to Connect AI click Sources, and then click + Add Connection
2. From the available data sources, choose SAP SuccessFactors
3. Enter the necessary authentication properties to connect to SAP SuccessFactors

   You can authenticate to SAP Success Factors using Basic authentication or OAuth with SAML assertion.

   Basic Authentication

   You must provide values for the following properties to successfully authenticate to SAP Success Factors. Note that the provider will reuse the session opened by SAP Success Factors using cookies. Which means that your credentials will be used only on the first request to open the session. After that, cookies returned from SAP Success Factors will be used for authentication.

   • Url: set this to the URL of the server hosting Success Factors. Some of the servers are listed in the SAP support documentation (external link).
   • User: set this to the username of your account.
   • Password: set this to the password of your account.
   • CompanyId: set this to the unique identifier of your company.

   OAuth Authentication

   You must provide values for the following properties, which will be used to get the access token.

   • Url: set this to the URL of the server hosting Success Factors. Some of the servers are listed in the SAP support documentation (external link).
   • User: set this to the username of your account.
   • CompanyId: set this to the unique identifier of your company.
   • OAuthClientId: set this to the API Key that was generated in API Center.
   • OAuthClientSecret: the X.509 private key used to sign SAML assertion. The private key can be found in the certificate you downloaded in Registering your OAuth Client Application.
   • InitiateOAuth: set this to GETANDREFRESH.
   
4. Click Create & Test
5. Once authenticated, open the Permissions tab in the SAP SuccessFactors connection and configure user-based permissions as required

Generate a Personal Access Token (PAT)

Boomi Agentstudio authenticates to Connect AI using an account email and a Personal Access Token (PAT). Creating separate PATs for each integration is recommended to maintain access control granularity.

1. In Connect AI, select the Gear icon in the top-right to open Settings
2. Under Access Tokens, select Create PAT
3. Provide a descriptive name for the token and select Create
4. Copy the token and store it securely. The PAT will only be visible during creation

With the SAP SuccessFactors connection configured and a PAT generated, Boomi Agentstudio is ready to connect to SAP SuccessFactors data via the CData Connect AI MCP server.

Step 2: Create a source using the CData Connect AI MCP endpoint

Start by creating a new MCP data source inside Boomi Agentstudio. This establishes a secure connection between Boomi and CData Connect AI, allowing agents to call MCP tools and work with live enterprise data.

To connect with Connect AI MCP as a source, follow the given process:

1. Log in to Boomi.
2. Open Services and select Agentstudio from the list.
3. Go to the Sources tab and click Create a new source.
4. In the Agent Designer window, open the Sources tab and choose Model Context Protocol (MCP) as the source type.
5. On the Create MCP Source screen, enter the following Configuration details:
   • Name: Provide a name for the source
   • Details: Add a short description for the source
   • Transport Type: Streamable HTTP
   • URL: https://mcp.cloud.cdata.com/mcp
   • Authentication: Basic Authentication
   • Username: Enter your Connect AI account username
   • Password: Enter your Connect AI PAT
6. Click Test Connection.
7. After you establish a successful connection, click Discover Tools. Boomi lists all MCP tools exposed by CData Connect AI, including queryData, getCatalogs, getSchemas, and getTables, along with the remaining tools, in the Tools tab.
8. Select all tools in the Discover and Select Tools section and click Continue.
9. In the Review section, verify the details and click Save.

Boomi adds the new source to the Sources tab.

Click the Tools tab to confirm that all tools from CData Connect AI appear in the list.

Step 3: Create a new agent

Create a new agent to interact with your SAP SuccessFactors data. The agent acts as the interface between your prompts and the tools exposed by Connect AI, enabling it to process queries and return intelligent responses.

1. Go to the Agents tab and click Create New Agent.
2. In the Agent Designer window, select Blank Template under the Agents tab.
3. In the Profile section, enter the following details:
   • Basic Information: Specify the goal, agent name, and agent picture.
   • Agent Mode: Select either Conversational or Structured mode based on how you want the agent to respond to prompts, and configure the mode accordingly.
4. Click Save and Continue.
5. In the Tasks section, define the actions your agent will perform:
   1. Click + Add New Task.
   2. In the Description tab, enter the task name and description.
   3. In the Instructions tab, click + Add New Instruction and describe how the agent should use the tool within this task.
   4. In the Tools tab, click + Add New Tool and select the tools exposed by Connect AI. Click Update Selected Tool, enable Requires Approval and Data Passthrough, save the task, and click Save and Continue.

   Note: You can add up to 25 tools across all tasks.

6. In the Guardrails section, define the rules, restrictions, and filters to ensure your agent operates securely and ethically. Add a blocked message, denied topics, word filters, and custom regex patterns as required. Click Save and Continue.
7. In the Review section, verify all details and click Deploy to deploy the agent.

After you deploy the agent, use it to generate accurate and contextual responses to your prompts in the chat interface.

Step 4: Prompt the SAP SuccessFactors data using the agent

After you create and deploy your agent, interact with your SAP SuccessFactors data using natural language prompts.

Follow these steps to prompt your SAP SuccessFactors data:

1. Go to the Chat tab and select your agent from the dropdown list.
2. Enter a prompt (for example, "How many tables are available in SAP SuccessFactors?").
3. The agent processes your prompt and returns the results.

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