Use ChatGPT to Talk to Your Vault CRM 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 Vault CRM data. The CData Connect AI Remote MCP Server enables secure communication between ChatGPT and Vault CRM. This allows you to ask questions and take actions on your Vault CRM 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 Vault CRM. This leverages server-side processing to swiftly deliver the requested Vault CRM data.

Step 1: Configure Vault CRM Connectivity for ChatGPT

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

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

2. Select "Vault CRM" from the Add Connection panel

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

   You are ready to connect after specifying the following connection properties:

   • Url: The host you see in the URL after you login to your account. For example: https://my-veeva-domain.veevavault.com
   • User: The username you use to login to your account.
   • Password: The password you use to login to your account.
   
4. Click Save & Test

With the connection configured, we are ready to connect to Vault CRM data from ChatGPT.

Step 2: Connect ChatGPT to CData Connect AI

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

1. Sign in to ChatGPT with a Plus or Pro subscription.
2. Navigate to Settings > Connectors.
3. Under the "Advanced settings" section, toggle on Developer mode.
4. Once developer mode is enabled, return to the Connectors page and click Create.
5. Enter a name for the connector (such as Connect AI MCP).
6. In the Remote MCP server URL field, enter:

   https://mcp.cloud.cdata.com/mcp

7. Set Authentication to "OAuth."
8. Check I trust this application and click Create
9. You will be redirected to CData Connect AI's OAuth authorization page. Sign in with your Connect AI credentials.
10. Review the permissions requested and click Authorize to grant ChatGPT access to your Connect AI resources.
11. After successful authorization, you will be redirected back to ChatGPT.
12. The Connect AI MCP Server will now appear in your available connectors list where you can manage the connector and enable/disable actions (tools).

Step 3: Explore Live Vault CRM Data with ChatGPT

1. Start a new conversation in ChatGPT.
2. In the tool picker, enable "Developer Mode."
3. Enable your Connect AI MCP Sever.
4. You can now start exploring your data with natural language prompts. ChatGPT will use the Connect AI MCP server to query your live Vault CRM 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's prompt library for more prompt ideas.
5. ChatGPT will translate your natural language queries into SQL and execute them against your Vault CRM data through the Connect AI MCP server.

IMPORTANT: ChatGPT's developer mode provides full read/write MCP access. Be cautious when allowing write operations to your Vault CRM data. Always review and confirm any data modifications before allowing them to proceed.

NOTE: Developer mode is in beta and only available to ChatGPT Plus and Pro subscribers. Refer to OpenAI's documentation for the latest setup information.

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