Access Live Zuora Data in Emergent via CData Connect AI

Yazhini G
Yazhini G
Technical Marketing Engineer
Leverage the CData Connect AI Remote MCP Server to enable Emergent agents to securely access and build applications with live Zuora data through MCP integration.

Emergent is an AI-powered development platform that lets users describe what they want to build and have an autonomous agent generate full-stack web applications in real time. Agents can connect to external tools and data sources through MCP to retrieve live data and power their outputs.

By integrating Emergent with CData Connect AI through the built-in MCP (Model Context Protocol) Server, Emergent agents gain governed, real-time access to live Zuora data. This enables agents to query, analyze, and visualize Zuora data: either by calling MCP tools directly during a session, or by generating a full application wired to live data, all without manual data exports or custom integration code.

This article outlines the steps to configure Zuora connectivity in Connect AI, register the CData MCP Server in Emergent, and interact with live Zuora data from Emergent.

Step 1: Configure Zuora connectivity for Emergent

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

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Select Zuora from the Add Connection panel
  3. 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.
  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 Emergent. 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 Zuora connection configured and a PAT generated, Emergent can now connect to Zuora data through Connect AI.

Step 2: Configure Connect AI in Emergent

CData Connect AI can be integrated with Emergent in two ways depending on your account tier. Pro and Enterprise users can register the MCP Server directly in the Emergent UI, while free-tier users can describe the integration in natural language and have Emergent's agent build a connected application automatically.

Method 1: Direct MCP Configuration (Pro/Enterprise)

Pro and Enterprise users can register the CData Connect AI MCP Server directly in the Emergent UI. Once registered, agents in any project can call live Zuora data through MCP tools without additional setup.

  1. Sign in to Emergent and create an account if you do not already have one
  2. Click to start a new project. Enter a Project Name and click Create Project
  3. In the project chat window, select your preferred model from the dropdown (e.g., Claude 4.5 Sonnet)
  4. Click the Advanced Controls icon and then click Select MCP Tools to open the MCP configuration panel
  5. In the Select MCPs to use dialog, click + New MCP Server to add a custom MCP server
  6. In the Configure New MCP dialog, fill in the following:
    • MCP Name: cdata-mcp
    • Description: (optional) A brief description of the server
    • JSON Configuration: Paste the following, replacing base64-encode-email-pat with your Base64-encoded email:PAT string:
    {
        "mcpServers": {
            "cdata-mcp": {
                "args": [
                    "-y",
                    "mcp-client",
                    "connect",
                    "https://mcp.cloud.cdata.com/mcp"
                ],
                "command": "npx",
                "env": {
                    "MCP_HEADERS": "{\"Authorization\":\"Basic base64-encode-email-pat\"}"
                }
            }
        }
    }
            

    Note: Combine your Connect AI email and PAT in the format email:PAT, then Base64 encode the combined string. For example, given [email protected]:ABC123...XYZ, the value becomes something like: dXNlckBteWRvbWFpbjphSzkvbVB4Mi9Rcjd2TjQ...

  7. Click Verify and Save to register the MCP server
  8. Return to Select MCP Tools and confirm that cdata-mcp is listed and its toggle is enabled. If it is not enabled, toggle it on

With the CData MCP Server registered and enabled, Emergent agents can now query and act on live Zuora data through Connect AI in any project.

Query live Zuora data from Emergent

With the MCP server configured, start a conversation in the Emergent agent panel to interact with live Zuora data.

  1. Return to the project chat and enter a prompt to explore your data, for example:
    • List all available catalogs in my cdata-mcp connection.
    • Show the schemas and tables available for Zuora.
    • Query the top 5 records from Zuora data.
  2. The agent calls the CData Connect AI MCP Server and returns live results from Zuora data

Method 2: Build an application with natural language (Free)

Free-tier users can direct Emergent to build a full-stack application that connects to the CData Connect AI MCP Server through a natural language prompt. The agent will gather the required endpoint and credentials interactively, then generate a working application wired to live Zuora data.

  1. Sign in to Emergent and open the chat window
  2. Enter a prompt that describes the application you want to build. For example:
    I would like to build a small application that connects to a remote MCP HTTPS server.
    I already have the MCP endpoint URL and the required credentials.
    The application should:
      - Establish a connection to the remote MCP server
      - Authenticate using the provided credentials
      - Retrieve and list all available catalogs from the MCP
    
    Please make sure the credentials are stored securely in a .env file
    and not hardcoded in the application.
            
  3. Emergent will prompt you to provide the MCP endpoint URL and authentication credentials. Supply the following values:
    • MCP Endpoint URL: https://mcp.cloud.cdata.com/mcp
    • Authorization: Basic base64(email:PAT)
  4. The Emergent agent generates a full-stack application that connects to Zuora data through Connect AI and renders live results in the App Preview panel.

At this point, Emergent has built an application that communicates with the CData Connect AI MCP Server and retrieves live Zuora data, all from a single natural language prompt.

Get CData Connect AI

To access 300+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI today! Sign up for a free 14-day trial of CData Connect AI, and as always, our world-class Support Team is available to assist you with any questions you may have.

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