Integrate Dify with Live SharePoint Data via CData Connect AI
Dify is an open source platform for building production-ready agentic workflows, chatbots, and other LLM applications. It includes built-in, two-way support for the model context protocol (MCP), allowing you to register remote MCP servers as tools in the platform to add external data sources and give your agents access to live data.
By integrating Dify with CData Connect AI through the built-in MCP Server, Dify gains governed, real-time access to live SharePoint data. You can list catalogs, explore schemas, and query records from SharePoint data using natural language prompts, with all data access running securely against authorized sources.
This article explains how to configure SharePoint connectivity in Connect AI, generate the required personal access token, register the Connect AI MCP Server as a tool in Dify, add it to an agent application, and verify the integration by querying live SharePoint data from Dify.
About SharePoint Data Integration
Accessing and integrating live data from SharePoint has never been easier with CData. Customers rely on CData connectivity to:
- Access data from a wide range of SharePoint versions, including Windows SharePoint Services 3.0, Microsoft Office SharePoint Server 2007 and above, and SharePoint Online.
- Access all of SharePoint thanks to support for Hidden and Lookup columns.
- Recursively scan folders to create a relational model of all SharePoint data.
- Use SQL stored procedures to upload and download documents and attachments.
Most customers rely on CData solutions to integrate SharePoint data into their database or data warehouse, while others integrate their SharePoint data with preferred data tools, like Power BI, Tableau, or Excel.
For more information on how customers are solving problems with CData's SharePoint solutions, refer to our blog: Drivers in Focus: Collaboration Tools.
Getting Started
Step 1: Configure SharePoint connectivity for Dify
Connectivity to SharePoint from Dify is made possible through Connect AI's Remote MCP Server. To interact with SharePoint data from Dify, start by creating and configuring a SharePoint connection in Connect AI.
- Log into Connect AI, click Sources, and then click Add Connection
- Select SharePoint from the Add Connection panel
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Enter the necessary authentication properties to connect to SharePoint.
Set the URL property to the base SharePoint site or to a sub-site. This allows you to query any lists and other SharePoint entities defined for the site or sub-site.
The User and Password properties, under the Authentication section, must be set to valid SharePoint user credentials when using SharePoint On-Premise.
If you are connecting to SharePoint Online, set the SharePointEdition to SHAREPOINTONLINE along with the User and Password connection string properties. For more details on connecting to SharePoint Online, see the "Getting Started" chapter of the help documentation
- Click Save & Test
- 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 Dify. It is best practice to create a separate PAT for each integration to maintain granular access control.
- Click the gear icon () at the top right of the Connect AI app to open Settings
- On the Settings page, go to the Access Tokens section and click Create PAT
- Give the PAT a descriptive name and click Create
- Copy the token when displayed and store it securely. It will not be shown again
With the SharePoint connection configured and a PAT generated, Dify can now connect to SharePoint data through Connect AI.
Step 2: Register the Connect AI MCP Server in Dify
Next, register the Connect AI Remote MCP Server as a tool in Dify so your agents and workflows can discover and call live data tools through Connect AI.
- Log into Dify, or open your self-hosted Dify instance (version 1.6.0 or later, which includes built-in MCP support)
- Navigate to the Integrations page, select Tools and click MCP tab
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Click Add MCP Server (HTTP) and enter the following details:
- Server URL: https://mcp.cloud.cdata.com/mcp
- Name Icon: Give a descriptive name, for example, CData Connect AI
- Server Identifier: A unique identifier, for example, cdata-connect-ai
- Headers: Add an Authorization header with the value Basic your_base64_encoded_email_PAT
Note: Dify will use Basic authentication with Connect AI. Combine your Connect AI user email and the PAT you created earlier in the format email:PAT, base64 encode the combined string, and prefix it with Basic.
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Click Add & Authorize. Dify connects to the Connect AI MCP Server and lists the available tools
With the MCP server registered, the Connect AI tools are available to any agent application or workflow in your Dify workspace.
Step 3: Query live SharePoint data from Dify
With the integration complete, build an agent application in Dify and interact with live SharePoint data through natural language prompts.
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From the Dify Studio page, click Create from Blank and select Agent as the application type
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In the agent configuration, click Add under the Tools section and select the Connect AI MCP tools registered in Step 2
- Select an LLM provider and model for the agent so it can interpret prompts and call MCP tools
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In the preview panel, type a prompt in the chat input, for example:
- Use the cdata-connect-ai tools to list all available catalogs
- Show the available schemas and tables for SharePoint
- Query the top 5 records from a table in SharePoint
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The Dify agent calls the Connect AI MCP Server and returns live results from SharePoint data
At this point, Dify communicates with the Connect AI MCP Server and retrieves live SharePoint data through remote MCP tools directly from your agentic workflows.
Get started with CData Connect AI
To access hundreds of SaaS, big data, and NoSQL sources directly from your cloud applications, try CData Connect AI today. Download a free 14-day trial of CData Connect AI, and our Support Team is available to help with any questions you have.