Integrate Devin with Live Salesforce CRM Analytics Data Using CData Connect AI

Devin is an AI software engineer from Cognition that plans, writes, and tests code in autonomous sessions. It supports the model context protocol (MCP) through its built-in MCP marketplace, allowing you to install remote MCP servers and give Devin access to external tools and live data sources.

By integrating Devin with CData Connect AI through the built-in MCP Server, Devin gains governed, real-time access to live Salesforce CRM Analytics data. You can list catalogs, explore schemas, and query records from Salesforce CRM Analytics data using natural language prompts, with all data access running securely against authorized sources.

This article explains how to configure Salesforce CRM Analytics connectivity in Connect AI, install the CData Connect AI MCP Server from the Devin MCP marketplace, and verify the integration by querying live Salesforce CRM Analytics data from a Devin session.

Step 1: Configure Salesforce CRM Analytics connectivity for Devin

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

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

2. Select Salesforce CRM Analytics from the Add Connection panel

3. Enter the necessary authentication properties to connect to Salesforce CRM Analytics.

   Salesforce CRM Analytics uses the OAuth 2 authentication standard. Obtain the OAuthClientId and OAuthClientSecret by registering an app with Salesforce CRM Analytics.

   See the Getting Started section of the Help documentation for an authentication guide.

   Multi-Factor Authentication (MFA)

   If the connected Salesforce org has MFA enforcement enabled, set MFACode to the time-based one-time passcode (TOTP) generated by your authenticator app (such as Salesforce Authenticator or Google Authenticator). MFACode applies alongside the standard OAuth flow.

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

With the Salesforce CRM Analytics connection configured, Devin can now connect to Salesforce CRM Analytics data through Connect AI.

Step 2: Install the Connect AI MCP Server in Devin

Next, install the CData Connect AI MCP Server from the Devin MCP servers list so your sessions can discover and call live data tools through Connect AI.

Note: Installing MCP servers in Devin requires the Manage MCP Servers permission. If you don't have this permission, use the Suggest option or contact your organization admin.

1. Log into Devin and navigate to Settings and Connections, then select the MCP servers tab
2. Search for CData Connect AI in the marketplace and select the verified listing

3. Click Install and enable. When prompted, complete the OAuth flow to authenticate with your Connect AI account
4. Once installed, confirm the Enable in sessions toggle is on and click Test tools. Devin validates the connection and lists the available Connect AI tools, such as getCatalogs, getSchemas, getTables, and queryData

With the MCP server installed and enabled, the Connect AI tools are available to every Devin session in your workspace.

Step 3: Query live Salesforce CRM Analytics data from Devin

With the integration complete, start a Devin session and interact with live Salesforce CRM Analytics data through natural language prompts.

1. From the Devin home page, start a new session
2. In the session prompt, ask Devin to work with your Connect AI data, for example:
   • Can you list the connections in CData Connect AI
   • Show the available schemas and tables for Salesforce CRM Analytics
   • Query the top 5 records from a table in Salesforce CRM Analytics
3. Devin calls the Connect AI MCP Server and returns live results from Salesforce CRM Analytics data directly in the session. You can follow the tool calls, inputs, and outputs in the Progress panel

At this point, Devin communicates with the Connect AI MCP Server and retrieves live Salesforce CRM Analytics data through remote MCP tools directly from your sessions, whether you're exploring data, building features against it, or automating engineering tasks.

Get started with CData Connect AI

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