Integrating Boomi Agentstudio with Zuora Data via CData Connect AI

Dibyendu Datta
Lead Technology Evangelist

Use CData Connect AI to provide Boomi Agentstudio with secure, governed access to Zuora data, enabling AI agents to act on live enterprise data within your integration and automation workflows.

Boomi Agentstudio is an enterprise platform for designing, orchestrating, and governing AI agents that automate tasks, enhance integration workflows, and support intelligent decision making across business processes. When you connect it with CData Connect AI, Boomi Agentstudio can securely access, query, and act on live enterprise data such as Zuora through a standardized MCP tool interface.

CData Connect AI is a managed Model Context Protocol (MCP) platform that provides governed, real-time access to enterprise data systems. It exposes structured metadata, including catalogs, schemas, tables, and SQL querying across more than 350 data sources. With Connect AI, Boomi Agentstudio can incorporate live operational data directly into agent logic and workflow automation, eliminating the need for ETL pipelines, data replication, or custom integration code.

This article explains how to connect Boomi Agentstudio to a CData Connect AI MCP endpoint, configure access to your Zuora or any other supported data source, and begin issuing real-time queries from within your agent-driven workflows.

Prerequisites

An account in Zuora.
An account in CData Connect AI
An account of Boomi Agentstudio.

Step 1: Configure Zuora connectivity for Boomi Agentstudio

For Boomi Agentstudio to access Zuora, create a connection to Zuora in CData Connect AI. This connection is then exposed to Boomi using the remote MCP server.

Log in to Connect AI click Sources, and then click + Add Connection
From the available data sources, choose Zuora
Enter the necessary authentication properties to connect to Zuora
Zuora uses the OAuth standard to authenticate users. See the online Help documentation for a full OAuth authentication guide.

Configuring Tenant property

In order to create a valid connection with the provider you need to choose one of the Tenant values (USProduction by default) which matches your account configuration. The following is a list with the available options:
- USProduction: Requests sent to https://rest.zuora.com.
- USAPISandbox: Requests sent to https://rest.apisandbox.zuora.com"
- USPerformanceTest: Requests sent to https://rest.pt1.zuora.com"
- EUProduction: Requests sent to https://rest.eu.zuora.com"
- EUSandbox: Requests sent to https://rest.sandbox.eu.zuora.com"
Selecting a Zuora Service

Two Zuora services are available: Data Query and AQuA API. By default ZuoraService is set to AQuADataExport.

DataQuery

The Data Query feature enables you to export data from your Zuora tenant by performing asynchronous, read-only SQL queries. We recommend to use this service for quick lightweight SQL queries.
Limitations
- The maximum number of input records per table after filters have been applied: 1,000,000
- The maximum number of output records: 100,000
- The maximum number of simultaneous queries submitted for execution per tenant: 5
- The maximum number of queued queries submitted for execution after reaching the limitation of simultaneous queries per tenant: 10
- The maximum processing time for each query in hours: 1
- The maximum size of memory allocated to each query in GB: 2
- The maximum number of indices when using Index Join, in other words, the maximum number of records being returned by the left table based on the unique value used in the WHERE clause when using Index Join: 20,000
AQuADataExport

AQuA API export is designed to export all the records for all the objects ( tables ). AQuA query jobs have the following limitations:
Limitations
- If a query in an AQuA job is executed longer than 8 hours, this job will be killed automatically.
- The killed AQuA job can be retried three times before returned as failed.
Click Create & Test
Once authenticated, open the Permissions tab in the Zuora connection and configure user-based permissions as required

Generate a Personal Access Token (PAT)

Boomi Agentstudio authenticates to Connect AI using an account email and a Personal Access Token (PAT). Creating separate PATs for each integration is recommended to maintain access control granularity.

In Connect AI, select the Gear icon in the top-right to open Settings
Under Access Tokens, select Create PAT
Provide a descriptive name for the token and select Create
Copy the token and store it securely. The PAT will only be visible during creation

With the Zuora connection configured and a PAT generated, Boomi Agentstudio is ready to connect to Zuora data via the CData Connect AI MCP server.

Step 2: Create a source using the CData Connect AI MCP endpoint

Start by creating a new MCP data source inside Boomi Agentstudio. This establishes a secure connection between Boomi and CData Connect AI, allowing agents to call MCP tools and work with live enterprise data.

To connect with Connect AI MCP as a source, follow the given process:

Log in to Boomi.
Open Services and select Agentstudio from the list.
Go to the Sources tab and click Create a new source.
In the Agent Designer window, open the Sources tab and choose Model Context Protocol (MCP) as the source type.
On the Create MCP Source screen, enter the following Configuration details:
- Name: Provide a name for the source
- Details: Add a short description for the source
- Transport Type: Streamable HTTP
- URL: https://mcp.cloud.cdata.com/mcp
- Authentication: Basic Authentication
- Username: Enter your Connect AI account username
- Password: Enter your Connect AI PAT
Click Test Connection.
After you establish a successful connection, click Discover Tools. Boomi lists all MCP tools exposed by CData Connect AI, including queryData, getCatalogs, getSchemas, and getTables, along with the remaining tools, in the Tools tab.
Select all tools in the Discover and Select Tools section and click Continue.
In the Review section, verify the details and click Save.

Boomi adds the new source to the Sources tab.

Click the Tools tab to confirm that all tools from CData Connect AI appear in the list.

All the tools from CData Connect AI appear in the list.

Step 3: Create a new agent

Create a new agent to interact with your Zuora data. The agent acts as the interface between your prompts and the tools exposed by Connect AI, enabling it to process queries and return intelligent responses.

Go to the Agents tab and click Create New Agent.
In the Agent Designer window, select Blank Template under the Agents tab.
In the Profile section, enter the following details:
- Basic Information: Specify the goal, agent name, and agent picture.
- Agent Mode: Select either Conversational or Structured mode based on how you want the agent to respond to prompts, and configure the mode accordingly.
Click Save and Continue.
In the Tasks section, define the actions your agent will perform:
1. Click + Add New Task.
2. In the Description tab, enter the task name and description.
3. In the Instructions tab, click + Add New Instruction and describe how the agent should use the tool within this task.
4. In the Tools tab, click + Add New Tool and select the tools exposed by Connect AI. Click Update Selected Tool, enable Requires Approval and Data Passthrough, save the task, and click Save and Continue.
Note: You can add up to 25 tools across all tasks.
In the Guardrails section, define the rules, restrictions, and filters to ensure your agent operates securely and ethically. Add a blocked message, denied topics, word filters, and custom regex patterns as required. Click Save and Continue.
In the Review section, verify all details and click Deploy to deploy the agent.