Connecting Mastra with SFTP Data via CData Connect AI MCP Server

Somya Sharma
Somya Sharma
Technical Marketing Engineer
Leverage the CData Connect AI MCP Server to enable Mastra agents to securely query, read, and act on real-time SFTP data, no replication required.

Mastra is designed for developers and enterprise teams building intelligent, composable AI agents. Its modular framework and declarative architecture make it simple to orchestrate agents, integrate LLMs, and automate data-driven workflows. But when agents need to work with data beyond their local memory or predefined APIs, many implementations rely on custom middleware or scheduled syncs to copy data from external systems into local stores. This approach adds complexity, increases maintenance overhead, introduces latency, and limits the real-time potential of your agents.

CData Connect AI bridges this gap with live, direct connectivity to more than 300 enterprise applications, databases, ERPs, and analytics platforms. Through CData's remote Model Context Protocol (MCP) Server, Mastra agents can securely query, read, and act on real-time data without replication. The result is grounded responses, faster reasoning, and automated decision-making across systems all with stronger governance and fewer moving parts.

This article outlines the steps required to configure CData Connect AI MCP connectivity, register the MCP server in Mastra Studio, and build an agent that queries live SFTP data in real time.

Prerequisites

Before starting, make sure you have:

  1. A CData Connect AI account
  2. Node.js 18+ and npm installed
  3. A working Mastra project (created via npm create mastra@latest)
  4. Access to SFTP

Credentials checklist

Ensure you have these credentials ready for the connection:

  1. USERNAME: Your CData email login
  2. PAT: Connect AI, go to Settings and click on Access Tokens (copy once)
  3. MCP_BASE_URL: https://mcp.cloud.cdata.com/mcp

Step 1: Configure SFTP connectivity for Mastra

Connectivity to SFTP from Mastra is made possible through CData Connect AI Remote MCP. To interact with SFTP data from Mastra, we start by creating and configuring a SFTP connection in CData Connect AI.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "SFTP" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to SFTP.

    SFTP can be used to transfer files to and from SFTP servers using the SFTP Protocol. To connect, specify the RemoteHost;. service uses the User and Password and public key authentication (SSHClientCert). Choose an SSHAuthMode and specify connection values based on your selection.

    Set the following connection properties to control the relational view of the file system:

    • RemotePath: Set this to the current working directory.
    • TableDepth: Set this to control the depth of subfolders to report as views.
    • FileRetrievalDepth: Set this to retrieve files recursively and list them in the Root table.
    Stored Procedures are available to download files, upload files, and send protocol commands. See gdatamodel for more on using SQL to interact with the server. Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add SFTP Connection page and update the User-based permissions. Updating permissions

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Mastra. 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. Creating a new PAT
  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 connection configured and a PAT generated, we are ready to connect to SFTP data from Mastra.

Step 2: Set up the Mastra project

  • Open a terminal and navigate to your desired folder
  • Create a new project:
    npm create mastra@latest
  • Creating a New Project
  • Open the folder in VS Code
  • Install the required Mastra dependencies:
    npm install @mastra/core @mastra/libsql @mastra/memory
  • Then install the MCP integration package separately:
    npm install @mastra/mcp
  • Step 3: Configure environment variables

    Create a .env file at the project root with the following keys:

    
    OPENAI_API_KEY=sk-...
    [email protected]
    CDATA_CONNECT_AI_PASSWORD=your_PAT
    

    Restart your dev server after saving changes:

    npm run dev

    Step 4: Add the CData Connect AI agent

    Create a file src/mastra/agents/connect-ai-agent.ts with the following code:

    
    import { Agent } from "@mastra/core/agent";
    import { Memory } from "@mastra/memory";
    import { LibSQLStore } from "@mastra/libsql";
    import { MCPClient } from "@mastra/mcp";
    
    const mcpClient = new MCPClient({
      servers: {
        cdataConnectAI: {
          url: new URL("https://connect.cdata.com/mcp/"),
          requestInit: {
            headers: {
              Authorization: `Basic ${Buffer.from(
                `${process.env.CDATA_CONNECT_AI_USER}:${process.env.CDATA_CONNECT_AI_PASSWORD}`
              ).toString("base64")}`,
            },
          },
        },
      },
    });
    
    export const connectAIAgent = new Agent({
      name: "Connect AI Agent",
      instructions: "You are a data exploration and analysis assistant with access to CData Connect AI.",
      model: "openai/gpt-4o-mini",
      tools: await mcpClient.getTools(),
      memory: new Memory({
        storage: new LibSQLStore({ url: "file:../mastra.db" }),
      }),
    });
    

    Step 5: Update index.ts to register the agent

    Replace the contents of src/mastra/index.ts with:

    
    import { Mastra } from "@mastra/core/mastra";
    import { PinoLogger } from "@mastra/loggers";
    import { LibSQLStore } from "@mastra/libsql";
    import { connectAIAgent } from "./agents/connect-ai-agent.js";
    
    export const mastra = new Mastra({
      agents: { connectAIAgent },
      storage: new LibSQLStore({ url: "file:../mastra.db" }),
      logger: new PinoLogger({ name: "Mastra", level: "info" }),
      observability: { default: { enabled: true } },
    });
    

    Step 6: Run and verify the connection

    Start your Mastra server:

    npm run dev
    Start your Mastra server

    Step 7: Run a live query in Mastra Studio

    In Mastra Studio, open the chat interface and enter one of the following sample prompts:

    List available catalogs from my connected data sources.
    Run QUery in Mastra Studio

    Build real-time, data-aware agents with Mastra and CData

    Mastra and CData Connect AI together enable powerful AI-driven workflows where agents have live access to enterprise data and act intelligently without sync pipelines or manual integration logic.

    Start your free trial today to see how CData can empower Mastra with live, secure access to hundreds of external systems.

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