Access Live Paylocity Data in Emergent via CData Connect AI

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 Paylocity data. This enables agents to query, analyze, and visualize Paylocity 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 Paylocity connectivity in Connect AI, register the CData MCP Server in Emergent, and interact with live Paylocity data from Emergent.

Step 1: Configure Paylocity connectivity for Emergent

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

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a connection in Connect AI

2. Select Paylocity from the Add Connection panel
👁 Selecting data source

3. Enter the necessary authentication properties to connect to Paylocity.

   Set the following to establish a connection to Paylocity:

   • RSAPublicKey: Set this to the RSA Key associated with your Paylocity, if the RSA Encryption is enabled in the Paylocity account.

     This property is required for executing Insert and Update statements, and it is not required if the feature is disabled.

   • UseSandbox: Set to true if you are using sandbox account.
   • CustomFieldsCategory: Set this to the Customfields category. This is required when IncludeCustomFields is set to true. The default value for this property is PayrollAndHR.
   • Key: The AES symmetric key(base 64 encoded) encrypted with the Paylocity Public Key. It is the key used to encrypt the content.

     Paylocity will decrypt the AES key using RSA decryption.
     It is an optional property if the IV value not provided, The driver will generate a key internally.

   • IV: The AES IV (base 64 encoded) used when encrypting the content. It is an optional property if the Key value not provided, The driver will generate an IV internally.

   Connect Using OAuth Authentication

   You must use OAuth to authenticate with Paylocity. OAuth requires the authenticating user to interact with Paylocity using the browser. For more information, refer to the OAuth section in the Help documentation.

   The Pay Entry API

   The Pay Entry API is completely separate from the rest of the Paylocity API. It uses a separate Client ID and Secret, and must be explicitly requested from Paylocity for access to be granted for an account. The Pay Entry API allows you to automatically submit payroll information for individual employees, and little else. Due to the extremely limited nature of what is offered by the Pay Entry API, we have elected not to give it a separate schema, but it may be enabled via the UsePayEntryAPI connection property.

   Please be aware that when setting UsePayEntryAPI to true, you may only use the CreatePayEntryImportBatch & MergePayEntryImportBatchgtable stored procedures, the InputTimeEntry table, and the OAuth stored procedures. Attempts to use other features of the product will result in an error. You must also store your OAuthAccessToken separately, which often means setting a different OAuthSettingsLocation when using this connection property. 👁 Configuring a connection (Salesforce is shown)
   

4. Click Save & Test
5. Navigate to the Permissions tab and update 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 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
👁 Creating a new PAT

4. Copy the token when displayed and store it securely. It will not be shown again

With the Paylocity connection configured and a PAT generated, Emergent can now connect to Paylocity 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 Paylocity 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 👁 Creating a new project in Emergent
   
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 👁 Opening Advanced Controls in Emergent
   
5. In the Select MCPs to use dialog, click + New MCP Server to add a custom MCP server 👁 Adding a new MCP server in Emergent
   
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...

   👁 Configuring the CData MCP Server in Emergent
   
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 Paylocity data through Connect AI in any project.

Query live Paylocity data from Emergent

With the MCP server configured, start a conversation in the Emergent agent panel to interact with live Paylocity 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 Paylocity.
   • Query the top 5 records from Paylocity data.
2. The agent calls the CData Connect AI MCP Server and returns live results from Paylocity 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 Paylocity 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 Paylocity data through Connect AI and renders live results in the App Preview panel. 👁 Emergent agent returning live data from CData Connect AI
   

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

Get CData Connect AI

To access hundreds of 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.