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

⇱ Integrating Gumloop with Dynamics CRM Data via CData Connect AI

Integrating Gumloop with Dynamics CRM Data via CData Connect AI

👁 Yazhini G
Yazhini G
Technical Marketing Engineer
Leverage the CData Connect AI Remote MCP Server to enable Gumloop to securely access and act on Dynamics CRM data within automated workflows.

Gumloop is a visual automation platform designed to create AI-powered workflows by combining triggers, AI nodes, APIs, and data connectors. By integrating Gumloop with CData Connect AI through the built-in MCP (Model Context Protocol) Server, workflows can seamlessly access and interact with live Dynamics CRM data.

The platform provides a low-code environment, making it easier to orchestrate complex processes without heavy development effort. Its flexibility allows integration across multiple business applications, enabling end-to-end automation with live data.

This article outlines the steps required to configure Dynamics CRM connectivity in Connect AI, register the MCP server in Gumloop, and build a workflow that queries Dynamics CRM data.

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 Gumloop

Connectivity to Dynamics CRM from Gumloop is made possible through CData Connect AI's Remote MCP Server. To interact with Dynamics CRM data from Gumloop, we 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
  2. Select "Dynamics CRM" from the Add Connection panel
    3. 👁 Selecting a 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 in the Add Dynamics CRM Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Gumloop. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the Dynamics CRM connection configured and a PAT generated, Gumloop is prepared to connect to Dynamics CRM data through the CData MCP server.

Step 2: Connect to the MCP server in Gumloop

The MCP server endpoint and authentication values from Connect AI must be added to Gumloop credentials.

  1. Sign in to Gumloop and create an account
  2. Visit the Gumloop Credentials page to configure MCP server
  3. Click on Add Credentials and search and select MCP Server
    4. 👁 Configuring MCP server
    👁 MCP server app
  4. Provide the following details:

The MCP server is now available to build workflows in Gumloop.

Step 3: Build a workflow and explore live Dynamics CRM data with Gumloop

  1. Visit Gumloop Personal workspace and click on the Create Flow
    2. 👁 Create Gumloop workflow
  2. Select the icon or press Ctrl + B to add a node or a subflow
    3. 👁 Add a node
  3. Search for Ask AI and select it
    4. 👁 Select Ask AI
  4. Click Show More Options and enable the Connect MCP Server? option
    5. 👁 Enable 'Connect MCP Server?'
  5. From the MCP Servers dropdown, choose the saved MCP credential
  6. Add a Prompt and Choose an AI Model according to your requirements
    7. 👁 Add Prompt
  7. After configuring the required details, Click Run to run the pipeline
    8. 👁 Example 1: Gumloop workflow execution
    👁 Example 2: Gumloop workflow execution

With the workflow run completed, Gumloop demonstrates successful retrieval of Dynamics CRM data through the CData Connect AI MCP server, with the MCP Client node providing the ability to ask questions, retrieve records, and perform actions on the data.

Get CData Connect AI

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI today!