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URL: https://www.cdata.com/kb/tech/dynamicscrm-cloud-elevenlabs.rst

⇱ Build Voice Agents in ElevenLabs with access to Live Dynamics CRM Data

Build Voice Agents in ElevenLabs with access to Live Dynamics CRM Data

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use the CData Connect AI Remote MCP Server to enable ElevenLabs agents to securely access live Dynamics CRM data.

ElevenLabs is a leading AI audio platform that enables developers to build conversational voice agents capable of natural, human-like interactions. The ElevenLabs Conversational AI platform allows you to create voice-powered assistants that can reason through tasks, respond dynamically, and interact with external systems in real time.

By integrating ElevenLabs with CData Connect AI through the MCP (Model Context Protocol), your voice agents gain the ability to query, analyze, and act on live Dynamics CRM data during conversations. This integration bridges ElevenLabs' conversational AI framework with the governed enterprise connectivity of CData Connect AI, ensuring all data access runs securely against authorized sources without manual data movement.

This article outlines the steps to configure Dynamics CRM connectivity in Connect AI, generate the required authentication credentials, register the Connect AI MCP Server in ElevenLabs, and verify that your voice agent can successfully interact with live Dynamics CRM data during conversations.

About Dynamics CRM Data Integration

CData simplifies access and integration of live Microsoft Dynamics CRM data. Our customers leverage CData connectivity to:

  • Read and write data in the Dynamics CRM 2011+ Services and Dynamics CRM Online.
  • Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
  • Authenticate securely with Dynamics CRM in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.

CData customers use our Dynamics CRM connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources) or analyze live Dynamics CRMa data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).


Getting Started


Step 1: Configure Dynamics CRM connectivity for ElevenLabs

Connectivity to Dynamics CRM from ElevenLabs is made possible through CData Connect AI's Remote MCP Server. To interact with Dynamics CRM data from your voice agents, start by creating and configuring a Dynamics CRM connection in CData Connect AI.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a connection in Connect AI
  2. Select Dynamics CRM from the Add Connection panel
    3. 👁 Selecting data source
  3. Enter the necessary authentication properties to connect to Dynamics CRM.

    The connection string options meet the authentication and connection requirements of different Dynamics CRM instances. To connect to your instance, set the User and Password properties, under the Authentication section, to valid Dynamics CRM user credentials and set the Url to a valid Dynamics CRM server organization root. Additionally, set the CRMVersion property to 'CRM2011+' or 'CRMOnline'. IFD configurations are supported as well; set InternetFacingDeployment to true.

    Additionally, you can provide the security token service (STS) or AD FS endpoint in the STSURL property. This value can be retrieved with the GetSTSUrl stored procedure. Office 365 users can connect to the default STS URL by simply setting CRMVersion.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab and update user-based permissions
    6. 👁 Updating permissions

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from ElevenLabs. 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 (e.g., "ElevenLabs Voice Agent") and click Create
    4. 👁 Creating a new PAT
  4. Copy the token when displayed and store it securely. It will not be shown again

With the Dynamics CRM connection configured and a PAT generated, ElevenLabs can now connect to Dynamics CRM data through Connect AI.

Step 2: Add the Connect AI MCP Server in ElevenLabs

ElevenLabs supports connecting to external MCP servers that use SSE (Server-Sent Events) or HTTP streamable transport. The CData Connect AI Remote MCP Server is compatible with this integration.

  1. Log into the ElevenLabs platform and navigate to your agent dashboard 👁 ElevenLabs agent dashboard
  2. Go to Integrations and click + Add Integration to access the MCP server integrations section
  3. Click on Custom MCP Server to add a new integration 👁 Adding a Custom MCP Server
  4. Enter the following configuration:
    • Name: CData Connect AI
    • Description: Access live enterprise data from hundreds of sources
    • Server URL: https://mcp.cloud.cdata.com/sse
    • Secret Token: Leave empty (authentication is handled via headers)
    • HTTP Headers: Add a header with key Authorization and value Basic your_email:your_PAT
    👁 Configuring the CData Connect AI MCP server
  5. Replace your_email:your_PAT with your Connect AI login email and the Personal Access Token you created earlier. For example: Basic [email protected]:ABC123...XYZ789
  6. Click Save to test the connection and retrieve available tools from Connect AI
  7. The CData Connect AI MCP server is now available to assign to your voice agents

Step 3: Configure your Voice Agent to use Connect AI

With the MCP server registered, you can now add it to your ElevenLabs voice agents to enable real-time data access during conversations.

  1. Create a new agent or edit an existing agent in the ElevenLabs dashboard
  2. In the agent configuration, navigate to the Tools section
  3. Add the CData Connect AI MCP server you configured in Step 2 👁 Adding the MCP server to an agent
  4. Configure the tool approval mode based on your requirements:
    • Always Ask: The agent will request permission before each data query (recommended for sensitive data)
    • Fine-Grained: Set approval requirements per tool/action
    • No Approval: The agent can query data autonomously
  5. Save your agent configuration

Step 4: Interact with live data through your Voice Agent

Your ElevenLabs voice agent can now access and query live Dynamics CRM data through the CData Connect AI MCP Server during conversations.

  1. Start a conversation with your voice agent 👁 Starting a conversation with your voice agent
  2. Ask your agent data-related questions such as:
    • "What connections are available?"
    • "Show me the schemas for Dynamics CRM"
    • "Query recent records from Dynamics CRM data"
    • "Summarize our latest Data"
  3. The agent will use the Connect AI MCP tools to retrieve live data and respond conversationally 👁 Voice agent responding with data from Connect AI

Your ElevenLabs voice agent is now fully configured to access and query live Dynamics CRM data through the CData Connect AI Remote MCP Server, enabling real-time, data-driven voice interactions for your users.

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