How to Connect to Live Square Data from OpenAI Python Applications (via CData Connect AI)

Jerod Johnson
Senior Technology Evangelist

Leverage the CData Connect AI Remote MCP Server to enable OpenAI-powered Python applications to securely read and take actions on your Square data through natural language.

OpenAI's Python SDK provides powerful capabilities for building AI applications that can interact with various data sources. When combined with CData Connect AI Remote MCP, you can build intelligent chat applications that interact with your Square data in real-time through natural language queries. This article outlines the process of connecting to Square using Connect AI Remote MCP and configuring an OpenAI-powered Python application to interact with your Square data through conversational AI.

CData Connect AI offers a dedicated cloud-to-cloud interface for connecting to Square data. The CData Connect AI Remote MCP Server enables secure communication between OpenAI applications and Square. This allows your AI assistants to read from and take actions on your live Square data. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to Square. This leverages server-side processing to swiftly deliver the requested Square data.

In this article, we show how to configure an OpenAI-powered Python application to conversationally explore (or Vibe Query) your data using natural language. With Connect AI you can build AI assistants with access to live Square data, plus hundreds of other sources.

Step 1: Configure Square Connectivity for OpenAI Applications

Connectivity to Square from OpenAI applications is made possible through CData Connect AI Remote MCP. To interact with Square data from your OpenAI assistant, we start by creating and configuring a Square connection in CData Connect AI.

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

Select "Square" from the Add Connection panel

Enter the necessary authentication properties to connect to Square.
Square uses the OAuth authentication standard. To authenticate using OAuth, register an app with Square to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL. See the "Getting Started" chapter of the help documentation for a guide to using OAuth.

Additionally, you must specify the LocationId. You can retrieve the Ids for your Locations by querying the Locations table. Alternatively, you can set the LocationId in the search criteria of your query.
Click Save & Test
Navigate to the Permissions tab in the Add Square Connection page and update the User-based permissions.

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from your OpenAI application. It is best practice to create a separate PAT for each service to maintain granularity of access.

Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
On the Settings page, go to the Access Tokens section and click Create PAT.
Give the PAT a name and click Create.
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 Square data from your OpenAI application.

Step 2: Configure Your OpenAI Python Application for CData Connect AI

Follow these steps to configure your OpenAI Python application to connect to CData Connect AI. You can use our pre-built client as a starting point, available at https://github.com/CDataSoftware/openai-mcp-client, or follow the instructions below to create your own.

Ensure you have Python 3.8+ installed and install the required dependencies:
```
pip install openai python-dotenv httpx
```

Clone or download the OpenAI MCP client from GitHub:

git clone https://github.com/CDataSoftware/openai-mcp-client.git
cd openai-mcp-client

Set up your environment variables. Create a .env file in your project root with the following variables:
```
OPENAI_API_KEY=YOUR_OPENAI_API_KEY
MCP_SERVER_URL=https://mcp.cloud.cdata.com/mcp
MCP_USERNAME=YOUR_EMAIL
MCP_PASSWORD=YOUR_PAT
OPENAI_MODEL=gpt-4
    
```
Replace YOUR_OPENAI_API_KEY with your OpenAI API key, YOUR_EMAIL with your Connect AI email address, and YOUR_PAT with the Personal Access Token created in Step 1.

If creating your own application, here's the core implementation for connecting to CData Connect AI MCP Server:

import os
import asyncio
import base64
from dotenv import load_dotenv
from mcp_client import MCPServerStreamableHttp, MCPAgent

# Load environment variables
load_dotenv()

async def main():
    """Main chat loop for interacting with Square data."""
    # Get configuration
    api_key = os.getenv('OPENAI_API_KEY')
    mcp_url = os.getenv('MCP_SERVER_URL', 'https://mcp.cloud.cdata.com/mcp')
    username = os.getenv('MCP_USERNAME', '')
    password = os.getenv('MCP_PASSWORD', '')
    model = os.getenv('OPENAI_MODEL', 'gpt-4')

    # Create auth header for MCP server
    headers = {}
    if username and password:
        auth = base64.b64encode(f"{username}:{password}".encode()).decode()
        headers = {"Authorization": f"Basic {auth}"}

    # Connect to CData MCP Server
    async with MCPServerStreamableHttp(
        name="CData MCP Server",
        params={
            "url": mcp_url,
            "headers": headers,
            "timeout": 30,
            "verify_ssl": True
        }
    ) as mcp_server:

        # Create AI agent with access to Square data
        agent = MCPAgent(
            name="data_assistant",
            model=model,
            mcp_servers=[mcp_server],
            instructions="""You are a data query assistant with access to Square data through CData Connect AI.

            You can help users explore and query their Square data in real-time.
            Use the available MCP tools to:
            - List available databases and schemas
            - Explore table structures
            - Execute SQL queries
            - Provide insights about the data

            Always explain what you're doing and format results clearly.""",
            api_key=api_key
        )

        await agent.initialize()
        print(f"Connected! {len(agent._tools_cache)} tools available.")
        print("
Chat with your Square data (type 'exit' to quit):
")

        # Interactive chat loop
        conversation = []
        while True:
            user_input = input("You: ")
            if user_input.lower() in ['exit', 'quit']:
                break

            conversation.append({"role": "user", "content": user_input})

            print("Assistant: ", end="", flush=True)
            response = await agent.run(conversation)
            print(response["content"])

            conversation.append({"role": "assistant", "content": response["content"]})

if __name__ == "__main__":
    asyncio.run(main())

Run your OpenAI application:
```
python client.py
```
Start interacting with your Square data through natural language queries. Your OpenAI assistant now has access to your Square data through the CData Connect AI MCP Server.

Step 3: Build Intelligent Applications with Live Square Data Access

With your OpenAI Python application configured and connected to CData Connect AI, you can now build sophisticated AI assistants that interact with your Square data using natural language. The MCP integration provides your applications with powerful data access capabilities through OpenAI's advanced language models.

Available MCP Tools for Your Assistant

Your OpenAI assistant has access to the following CData Connect AI MCP tools:

queryData: Execute SQL queries against connected data sources and retrieve results
getCatalogs: Retrieve a list of available connections from CData Connect AI
getSchemas: Retrieve database schemas for a specific catalog
getTables: Retrieve database tables for a specific catalog and schema
getColumns: Retrieve column metadata for a specific table
getProcedures: Retrieve stored procedures for a specific catalog and schema
getProcedureParameters: Retrieve parameter metadata for stored procedures
executeProcedure: Execute stored procedures with parameters

Example Use Cases

Here are some examples of what your OpenAI-powered applications can do with live Square data access:

Conversational Analytics: Build chat interfaces that answer complex business questions using natural language
Automated Reporting: Generate dynamic reports and summaries based on real-time data queries
Data Discovery Assistant: Help users explore and understand their data structure without SQL knowledge
Intelligent Data Monitor: Create AI assistants that proactively identify trends and anomalies
Custom Query Builder: Enable users to create complex queries through conversational interactions

Interacting with Your Assistant

Once running, you can interact with your OpenAI assistant through natural language. Example queries include:

"Show me all available databases"
"What tables are in the sales database?"
"List the top 10 customers by revenue"
"Find all orders from the last month"
"Analyze the trend in sales over the past quarter"
"What's the structure of the customer table?"

Your OpenAI assistant will automatically translate these natural language queries into appropriate SQL queries and execute them against your Square data through the CData Connect AI MCP Server, providing intelligent insights without requiring users to write complex SQL or understand the underlying data structure.

Advanced Features

The OpenAI MCP integration supports advanced capabilities:

Context Awareness: The assistant maintains conversation context for follow-up questions
Multi-turn Conversations: Build complex queries through iterative dialogue
Intelligent Error Handling: Get helpful suggestions when queries encounter issues
Data Insights: Leverage GPT's analytical capabilities to identify patterns and trends
Format Flexibility: Request results in various formats (tables, summaries, JSON, etc.)

Get CData Connect AI

To get live data access to 300+ SaaS, Big Data, and NoSQL sources directly from your OpenAI applications, try CData Connect AI today!

Ready to get started?

Learn more about CData Connect AI or sign up for free trial access:

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