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URL: https://www.cdata.com/kb/tech/cvent-mcp-perplexity-mac-desktop.rst

⇱ How to Query Live Cvent Data in Perplexity MacOS Desktop


How to Query Live Cvent Data in Perplexity MacOS Desktop

πŸ‘ Yazhini G
Yazhini G
Technical Marketing Engineer
Connect to and query live Cvent Data in Perplexity Desktop using CData Code Assist MCP.

Perplexity is an AI-powered research and answer engine that allows users to combine web search, structured data, and connected tools through a unified conversational interface. With Perplexity Desktop for macOS, users can bring local tools and data sources directly into their workflow using MCP, enabling fast, context-aware insights powered by live data.

Model Context Protocol (MCP) is an emerging, open-source standard for connecting LLMs with external services and enterprise data sources. Using MCP Servers, AI clients such as Perplexity Desktop can securely interact with applications and data, performing actions, retrieving live information, and enabling natural language access to data.

CData Code Assist MCP provides schema-aware context to AI tools β€” whether you're using it for AI-assisted code generation in IDEs like Cursor, or for querying live data through chat interfaces like Perplexity Desktop.

In this article, we guide you through installing CData Code Assist MCP for Cvent, configuring the connection to Cvent, and interacting with your live Cvent data from Perplexity Desktop.

Step 1: Download and install CData Code Assist MCP for Cvent

  1. To begin, download CData Code Assist MCP for Cvent πŸ‘ Downloading the CData Code Assist MCP installer
  2. Find and double-click the installer to begin the installation
  3. Drag the Code Assist MCP app into the Applications folder πŸ‘ Completing the Code Assist MCP installation

When the installation is complete, you are ready to configure Code Assist MCP by connecting to Cvent.

NOTE: Since you downloaded the application from the internet and not the Apple App Store, you may see a warning that the application was not opened because Apple could not verify its security. You may continue with the installation.

Installing a trusted, unverified App

CData's solutions are trusted across the globe by some of the largest software vendors in the world. That said, if you have any concerns about continuing, please consult with your IT and/or security team.

  1. In the warning message that pops up, click "Done"
  2. Open "System Settings" on your machine and navigate to the "Privacy & Security" page
  3. πŸ‘ Dismissing the notification
  4. Scroll down to the "Security" section and click "Open Anyway" πŸ‘ Installing a trusted, unverified App
  5. Authorize the installation (passkey or password) πŸ‘ Authorizing the installation

Step 2: Configure the Connection to Cvent

  1. After installation, you can open CData Code Assist MCP for Cvent from the Applications folder on your mac πŸ‘ The Code Assist MCP configuration wizard
  2. Click the dropdown menu in MCP Configuration > Configuration Name and select "new configuration" πŸ‘ Creating a new configuration
  3. Name the configuration (e.g. "cdata_cvent") and click "OK" πŸ‘ Naming the configuration
  4. Enter the appropriate connection properties in the configuration wizard.

    Before you can authenticate to Cvent, you must create a workspace and an OAuth application.

    Creating a Workspace

    To create a workspace:

    1. Sign into Cvent and navigate to App Switcher (the blue button in the upper right corner of the page) >> Admin.
    2. In the Admin menu, navigate to Integrations >> REST API.
    3. A new tab launches for Developer Management. Click on Manage API Access in the new tab.
    4. Create a Workspace and name it. Select the scopes you would like your developers to have access to. Scopes control what data domains the developer can access.
      • Choose All to allow developers to choose any scope, and any future scopes added to the REST API.
      • Choose Custom to limit the scopes developers can choose for their OAuth apps to selected scopes. To access all tables exposed by the driver, you need to set the following scopes:
        event/attendees:readevent/attendees:writeevent/contacts:read
        event/contacts:writeevent/custom-fields:readevent/custom-fields:write
        event/events:readevent/events:writeevent/sessions:delete
        event/sessions:readevent/sessions:writeevent/speakers:delete
        event/speakers:readevent/speakers:writebudget/budget-items:read
        budget/budget-items:writeexhibitor/exhibitors:readexhibitor/exhibitors:write
        survey/surveys:readsurvey/surveys:write

    Creating an OAuth Application

    After you have set up a Workspace and invited them, developers can sign up and create a custom OAuth app. See the Creating a Custom OAuth Application section in the Help documentation for more information.

    Connecting to Cvent

    After creating an OAuth application, set the following connection properties to connect to Cvent:

    • InitiateOAuth: GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.
    • OAuthClientId: The Client ID associated with the OAuth application. You can find this on the Applications page in the Cvent Developer Portal.
    • OAuthClientSecret: The Client secret associated with the OAuth application. You can find this on the Applications page in the Cvent Developer Portal.
    πŸ‘ Configuring the Server connection.
  5. Click "Connect" to authenticate with Cvent through OAuth.
  6. Click "Save Configuration" to save the configuration πŸ‘ Saving the Code Assist MCP configuration

With Code Assist MCP configured, you are ready to connect it to Perplexity Desktop.

Step 3: Connect Code Assist MCP to Perplexity Desktop

  1. Download the Perplexity Desktop application for macOS and sign in with your Pro or Premium account
  2. Open Settings > Connectors. If the Perplexity Helper App is not installed, you will be prompted to download it. Install the Helper App, then restart Perplexity Desktop πŸ‘ Downloading Perplexity Helper App
  3. After restarting, return to Settings > Connectors and click Add Connector
  4. Select the Simple tab and assign a name for the connector (e.g., "CData Cvent"). In the Command box, enter the absolute path to the Code Assist MCP executable.

    For example:

    	/Applications/CData Code Assist MCP for Cvent.app/Contents/Payload/jre/Contents/Home/bin/java \
    	-jar /Applications/CData Code Assist MCP for Cvent.app/Contents/Payload/lib/cdata.mcp.cvent.jar \
    	cdata_cvent
    
    πŸ‘ Providing the MCP server command
  5. Click Save. Code Assist MCP should now appear in the connector list with a "Running" status πŸ‘ Connector successfully running

Step 4: Query Your Live Cvent data in Perplexity Desktop

  1. Open a new chat in Perplexity Desktop. Click the Sources toggle and enable Code Assist MCP πŸ‘ Selecting Code Assist MCP as a source
  2. Start asking questions about your Cvent data. For example:

    "List all the tables available in my Cvent data connection."

    πŸ‘ Querying live data through MCP

Build with Code Assist MCP. Deploy with CData Drivers.

Download Code Assist MCP for free and give your AI tools schema-aware access to live Cvent data during development. When you're ready to move to production, CData Cvent Drivers deliver the same SQL-based access with enterprise-grade performance, security, and reliability.

Visit the CData Community to share insights, ask questions, and explore what's possible with MCP-powered AI workflows.

Ready to get started?

Download a free Cvent Code Assist MCP to get started:

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Cvent Code Assist MCP

The CData Code Assist MCP for Cvent provides schema-aware context for AI-assisted code generation with live Cvent data.