Use Grok to Talk to Your Zuora Data via CData Connect AI

Anusha M B
Anusha M B
Technical Marketing Engineer
Leverage the CData Connect AI Remote MCP Server to enable Grok AI to securely answer questions and take actions on your Zuora data for you.

Grok AI is a large language model developed by xAI for real-time reasoning, tool invocation, and agentic workflows. It enables developers to build AI agents that can reason over live data, discover tools dynamically, and take intelligent actions.

CData Connect AI provides a secure cloud-to-cloud interface for integrating 350+ enterprise data sources with Grok AI. Using Connect AI, live Zuora data is exposed through a remote MCP endpoint without replication, allowing Grok AI agents to securely query and analyze governed enterprise data in real time.

Step 1: Configure Zuora in CData Connect AI

To enable Grok to query live Zuora data, first create a Zuora connection in CData Connect AI. This connection is exposed through the CData Remote MCP Server.

  1. Log into Connect AI, click Sources, and then click Add Connection.
  2. Select "Zuora" from the Add Connection panel.
  3. Enter the required authentication properties.

    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.
  4. Open the Permissions tab and configure user access.

Add a Personal Access Token

A Personal Access Token (PAT) authenticates MCP requests from Agno to CData Connect AI.

  1. Open Settings and navigate to Access Tokens.
  2. Click Create PAT.
  3. Save the generated token securely.

Step 2: Install required dependencies

Remote MCP Tools allow Grok to connect to external MCP (Model Context Protocol) servers, extending its capabilities with custom tools from third parties or your own implementations. Simply specify a server URL and optional configuration xAI manages the MCP server connection and interaction on your behalf.

Open the terminal and install the required dependencies for the MCP integration using pip.

	pip install xai-sdk==1.4.0

The xai-sdk (v1.4.0) enables Remote MCP tools, and python-dotenv is used to securely load environment variables.

	pip install python-dotenv

Step 3: Generate an xAI API key

  1. Create or login to xAI account
  2. Open xAI API console
  3. Navigate to API Keys
  4. Click on create API key

After generating an API key, user need to save it somewhere safe. Recommended option is to export it as an environment variable in your terminal or save it to a .env file.

Step 4: Connect to CData Connect AI

Initialize the Grok client and configure the MCP connection to CData Connect AI. The code below establishes a secure connection and sends a natural language query to your data source.

import os

from xai_sdk import Client
from xai_sdk.chat import user
from xai_sdk.tools import mcp

client = Client(api_key="Your_xAI-API_KEY")
chat = client.chat.create(
	model="grok-4-1-fast-non-reasoning",
	tools=[
		mcp(
			server_url="https://mcp.cloud.cdata.com/mcp",
			extra_headers={"Authorization": "Basic Username:PAT"} #Base64 Encoded Username:PAT
		)
		],
	include=["verbose_streaming"],
)

chat.append(user("List the top two catalogs for me please"))

is_thinking = True
for response, chunk in chat.stream():
	# View the server-side tool calls as they are being made in real-time
	for tool_call in chunk.tool_calls:
		print(f"
Calling tool: {tool_call.function.name} with arguments: {tool_call.function.arguments}")
	if response.usage.reasoning_tokens and is_thinking:
		print(f"
Thinking... ({response.usage.reasoning_tokens} tokens)", end="", flush=True)
	if chunk.content and is_thinking:
		print("

Final Response:")
		is_thinking = False
	if chunk.content and not is_thinking:
		print(chunk.content, end="", flush=True)

print("

Usage:")
print(response.usage)
print(response.server_side_tool_usage)
print("

Server Side Tool Calls:")
print(response.tool_calls)

This code initializes the Grok AI client, connects to CData Connect AI via MCP using Basic Authentication, and streams the response in real-time. The agent automatically discovers available tools, invokes them to query your live data, and displays both the tool calls and final results.

Run the script to see Grok query your connected data source.

Query Results

The output shows Grok invoking MCP tools through CData Connect AI and returning live data from your connected source.

User can now query live data using natural language through Grok AI.

Build agentic workflows with Grok and CData Connect AI

Combining Grok AI with CData Connect AI delivers AI-powered data access without pipelines or custom integrations. Start your free trial today to see how CData can empower Grok with live, secure access to 350+ external systems.

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