Use ChatGPT to Talk to Your UKG Pro HCM Data via CData Connect AI

ChatGPT is an AI chatbot developed by OpenAI, launched in November 2022. Based on large language models (LLMs), it enables users to refine and steer conversations through natural language processing. ChatGPT's developer mode, available to Plus and Pro subscribers, provides full Model Context Protocol (MCP) support for connecting to external data sources and tools.

CData Connect AI offers a dedicated cloud-to-cloud interface for connecting to UKG Pro HCM data. The CData Connect AI Remote MCP Server enables secure communication between ChatGPT and UKG Pro HCM. This allows you to ask questions and take actions on your UKG Pro HCM data using ChatGPT, all without the need for data replication to a natively supported database. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to UKG Pro HCM. This leverages server-side processing to swiftly deliver the requested UKG Pro HCM data.

Step 1: Configure UKG Pro HCM Connectivity for ChatGPT

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

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

2. Select "UKG Pro HCM" from the Add Connection panel.

3. Enter the necessary authentication properties to connect to UKG Pro HCM.

   Start by setting the Profile connection property to the location of the UKGProHCM Profile on disk (e.g. C:\profiles\UKGProHCM.apip). Next, set the ProfileSettings connection property to the connection string for UKGProHCM (see below).

   UKGProHCM API Profile Settings

   UKG Pro HCM uses Basic authentication combined with a customer API key to authorize access to the API. To connect, you will need your UKG Pro HCM credentials and a customer API key issued by UKG.

   Set the following connection properties to authenticate:

   • AuthScheme: Set this to Basic.
   • User: Set this to your UKG Pro HCM username.
   • Password: Set this to your UKG Pro HCM password.
   • ProfileSettings: Set this to a semicolon-separated list containing:
     • Host: Your UKG Pro HCM tenant hostname (e.g., yourcompany.ultipro.com).
     • CustomerAPIKey: Your UKG customer API key. This is passed as the US-CUSTOMER-API-KEY request header on each API call.

   To obtain your customer API key, contact your UKG Pro HCM administrator or refer to the UKG Developer Portal at https://developer.ukg.com.

   
4. Click Save & Test

With the connection configured, we are ready to connect to UKG Pro HCM data from ChatGPT.

Step 2: Connect ChatGPT to CData Connect AI

Follow these steps to add a CData Connect AI connection in ChatGPT:

1. Sign in to ChatGPT with a Plus or Pro subscription.
2. Navigate to Apps from the left panel.
3. Select the CData Connect AI app from the list.
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4. Click Connect to authenticate to your Connect AI account.

5. Click Sign in with CData Connect AI to add Connect AI to your ChatGPT account.

6. After successful authorization, you will be redirected back to ChatGPT.
7. Click Start Chat to start a new conversation in ChatGPT with Connect AI connected at the background.

Step 3: Explore Live UKG Pro HCM Data with ChatGPT

1. Start a new conversation in ChatGPT.
2. Connect AI should ideally be automatically enabled in the chat. If not, navigate to -> More -> CData Connect AI, under the chatbox, to enable the connector from the dropdown

3. You can now start exploring your data with natural language prompts. ChatGPT will use the Connect AI MCP server to query your live UKG Pro HCM data. Example prompts:
   • "Show me all customers from the last 30 days"
   • "What are my top performing products?"
   • "Analyze sales trends for this quarter"
   • "List all active projects and their current status"
   Refer to CData prompt library for more prompt ideas.

4. Permit ChatGPT to access your UKG Pro HCM data. Click Query Data to continue, or Deny to refuse.

5. ChatGPT translates your natural language queries into SQL and execute them against your UKG Pro HCM data through the Connect AI MCP server.

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