Integrate Live Sugar CRM Data in the Windsurf IDE via CData Connect AI

Windsurf is an AI-native IDE built around Cascade, an autonomous coding agent that understands project context and executes multi-step tasks directly inside the editor. Cascade supports the Model Context Protocol (MCP), allowing the agent to discover and call external tools and data sources without leaving the development environment.

By integrating Windsurf with CData Connect AI through the built-in MCP server, the Cascade agent gains governed, real-time access to live Sugar CRM data. This enables developers to list catalogs, inspect schemas, and query records from Sugar CRM data within the IDE using natural language prompts.

This article explains how to configure Sugar CRM connectivity in Connect AI, generate the required personal access token, configure the Connect AI MCP Server in Windsurf, and verify the integration by querying live Sugar CRM data from the Cascade chat.

Step 1: Configure Sugar CRM connectivity for Windsurf

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

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

2. Select Sugar CRM from the Add Connection panel

3. Enter the necessary authentication properties to connect to Sugar CRM.

   The User and Password properties, under the Authentication section, must be set to valid SugarCRM user credentials. This will use the default OAuth token created to allow client logins. OAuthClientId and OAuthClientSecret are required if you do not wish to use the default OAuth token.

   You can generate a new OAuth consumer key and consumer secret in Admin -> OAuth Keys. Set the OAuthClientId to the OAuth consumer key. Set the OAuthClientSecret to the consumer secret.

   Additionally, specify the URL to the SugarCRM account.

   Note that retrieving SugarCRM metadata can be expensive. It is advised that you store the metadata locally as described in the "Caching Metadata" chapter of the help documentation.

   
4. Click Save & Test
5. 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 Windsurf. 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 Sugar CRM connection configured and a PAT generated, Windsurf can now connect to Sugar CRM data.

Step 2: Configure Connect AI MCP in Windsurf

Next, configure the Connect AI Remote MCP Server in Windsurf so that the Cascade agent can discover and call live data tools through Connect AI.

1. Download and install the Windsurf IDE
2. Open Windsurf, click your profile icon in the top right, and select Windsurf Settings
3. Under the Cascade section, locate MCP Servers and click Open MCP Registry
4. In the MCP Marketplace, click Add custom MCP in the top right
5. This opens the mcp_config.json file. Paste the following JSON:

   {
       "mcpServers": {
           "cdata-mcp": {
               "serverUrl": "https://mcp.cloud.cdata.com/mcp",
               "headers": {
                   "Authorization": "Basic your_base64_encoded_email_PAT",
                   "Content-Type": "application/json"
               }
           }
       }
   }
   		

   Note: Windsurf 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. For example, given [email protected]:ABC123...XYZ789, the Authorization header value becomes something like: Basic dXNlckBkb21haW4uY29tOkFCQzEyMy4uLlhZWjc4OQ==

   
6. Save the mcp_config.json file and return to the MCP Registry
7. Under Installed, confirm that cdata-mcp is listed and marked as Enabled

With the MCP server registered and enabled, Windsurf is ready to query live Sugar CRM data through Connect AI.

Step 3: Query live Sugar CRM data from Windsurf

With the integration complete, use the Cascade chat panel in Windsurf to interact with live Sugar CRM data through natural language prompts.

1. On the top bar of Windsurf, switch from Editor to Agent to open a new Cascade chat
2. At the bottom of the chat panel, confirm that the cdata-mcp server is listed and the toggle is enabled
3. Start interacting with the agent by entering prompts like:
   • List all catalogs in my cdata-mcp connection
   • Show the available schemas and tables for Sugar CRM
   • Query the top 5 records from a table in Sugar CRM data
4. The Cascade agent calls the Connect AI MCP Server and returns live results from Sugar CRM data

At this point, your Windsurf IDE communicates with the Connect AI MCP Server and retrieves live Sugar CRM data through remote MCP directly from the editor.

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