How to Connect Flowise AI Agents to Live ServiceNow Data via CData Connect AI

Integrate Flowise AI with the CData Connect AI MCP Server to enable agents to securely query and act on live data without replication.

Flowise AI is an open-source, no-code tool for building AI workflows and custom agents visually. Its drag-and-drop interface allows you to integrate large language models (LLMs) with APIs, databases, and external systems effortlessly.

CData Connect AI enables real-time connectivity to over 350+ enterprise data sources. Through its Model Context Protocol (MCP) server, CData Connect AI bridges Flowise agents with live ServiceNow securely and efficiently, no data replication required. By combining Flowise AI's intuitive agent builder with CData's MCP integration, users can create agents capable of fetching, analyzing, and acting upon live ServiceNow data directly within Flowise AI workflows.

This guide shows you how to connect Flowise AI to CData Connect AI MCP, set up credentials, and enable your agents to query live ServiceNow data in real time.

About ServiceNow Data Integration

CData simplifies access and integration of live ServiceNow data. Our customers leverage CData connectivity to:

  • Get optimized performance since CData uses the REST API for data and the SOAP API for schema.
  • Read, write, update, and delete ServiceNow objects like Schedules, Timelines, Questions, Syslogs and more.
  • Use SQL stored procedures for actions like adding items to a cart, submitting orders, and downloading attachments.
  • Securely authenticate with ServiceNow, including basic (username and password), OKTA, ADFS, OneLogin, and PingFederate authentication schemes.

Many users access live ServiceNow data from preferred analytics tools like Tableau, Power BI, and Excel, and use CData solutions to integrate ServiceNow data with their database or data warehouse.


Getting Started


Step 1: Configure ServiceNow Connectivity for Flowise

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

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Select ServiceNow from the Add Connection panel
  3. Enter the necessary authentication properties to connect to ServiceNow.

    ServiceNow uses the OAuth 2.0 authentication standard. To authenticate using OAuth, register an OAuth app with ServiceNow to obtain the OAuthClientId and OAuthClientSecret connection properties. In addition to the OAuth values, specify the Instance, Username, and Password connection properties.

    See the "Getting Started" chapter in the help documentation for a guide on connecting to ServiceNow.

  4. Click Save & Test
  5. Navigate to the Permissions tab and update user-based permissions

Once the connection is established, ServiceNow data is now accessible in CData Connect AI and ready to be used with MCP enabled tools.

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Flowise 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 ServiceNow connection configured and a PAT generated, Flowise AI can now connect to ServiceNow data through the CData MCP Server.

Step 2: Configure Connect AI credentials in Flowise AI

Log in to Flowise AI workspace to set up the integration.

Add OpenAI credentials

  1. Navigate to Credentials and choose Add Credential
  2. Select OpenAI API from the dropdown
  3. Provide a name (e.g., OpenAI_Key) and paste the API key

Add the PAT variable

  1. Navigate to Variables and Add Variable
  2. Set Variable Name (e.g., PAT), choose Static as type, and set the Value to Base64-encoded username:PAT
  3. Click Add to save the variable

Step 3: Build the agent in Flowise AI

  1. Go to Agent Flows, select Add New
  2. Click the "+" icon to add a new node and choose Agent and drag the agent to the workflow
  3. Connect the Start node to the Agent node

Configure agent settings

Double-click on the Agent node and fill in the details:

  • Model: select ChatOpenAI or preferred model (e.g., gpt-4o-mini)
  • Connect Credential: Select OpenAI API key credential which was created earlier
  • Streaming: Enabled

Add the custom MCP tool

  1. Under Tools, click Add Tool and choose Custom MCP
  2. Fill in the JSON parameters as shown below:
 
{
  "url": "https://mcp.cloud.cdata.com/mcp",
  "headers": {
    "Authorization": "Basic {{$vars.PAT}}"
  }
}

Click the refresh icon to load available MCP actions. Once actions are listed, now Flowise agent is successfully connected to CData Connect AI MCP.

Step 4: Test and query live ServiceNow data in Flowise

  1. Open the Chat tab in Flowise
  2. Type a query such as "Show top 10 records from ServiceNow data table"
  3. Observe that responses are fetched in real time via the CData Connect AI MCP connection

With the workflow run completed, Flowise 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.


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