Integrate Theia IDE with Live Paylocity Data via CData Connect AI

Theia IDE is an open-source, cloud and desktop IDE platform that provides a flexible, extensible development environment with built-in AI capabilities. Its AI features support multiple LLM providers and MCP (Model Context Protocol) tool integrations, allowing developers to interact with live external data sources directly from chat-based agents inside the IDE.

By integrating Theia IDE with CData Connect AI through the built-in MCP server, Theia's AI agents gain governed, real-time access to live Paylocity data. This enables developers to list catalogs, explore schemas, and query records from Paylocity data without leaving the editor or writing custom integration code.

This article explains how to configure Paylocity connectivity in Connect AI, generate the required personal access token, register the CData Connect AI MCP Server in Theia IDE, enable AI features with an LLM provider, and verify the integration by querying live Paylocity data from the Theia AI Chat.

Step 1: Configure Paylocity connectivity for Theia IDE

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

Step 2: Configure Connect AI MCP in Theia IDE

Next, register the CData Connect AI Remote MCP Server in Theia IDE so that the built-in AI agents can discover and call live data tools through Connect AI.

1. Download and install the Theia IDE
2. Open Theia IDE and navigate to Settings (or press Ctrl + ,) to open the Settings view
3. In the Settings panel, expand AI Features and select MCP 👁 Navigating to MCP under AI Features in Theia Settings
   
4. Click Edit in settings.json to open the configuration file and paste the following JSON:

   {
    "ai-features.mcp.mcpServers": {
    "cdata": {
    "serverUrl": "https://mcp.cloud.cdata.com/mcp",
    "serverAuthToken": "Basic your_base64_encoded_email_PAT",
    "serverAuthTokenHeader": "Authorization"
    }
    }
   }

   Note: Theia IDE will use Basic authentication with Connect AI. Combine your Connect AI user email and the PAT you created earlier in the format email:PAT, base64 encode the combined string, and prefix it with Basic. For example, given [email protected]:ABC123...XYZ789, the serverAuthToken value becomes something like: Basic dXNlckBkb21haW4uY29tOkFCQzEyMy4uLlhZWjc4OQ==

   👁 Pasting the CData Connect AI MCP Server configuration in settings.json
   
5. Save the settings.json file

Enable AI and configure an LLM provider

Theia IDE requires AI features to be enabled and at least one LLM provider configured to power the agent's reasoning.

1. Return to Settings and under AI Features, select AI Enablement
2. Check the Enable AI box to activate Theia's AI capabilities 👁 Enabling AI in Theia IDE settings
   
3. Under AI Features, choose your preferred LLM provider (e.g., Anthropic, OpenAI, Google, Hugging Face) and enter your API key

With the MCP server registered and an LLM provider configured, Theia's AI agents are ready to query live Paylocity data through Connect AI.

Step 3: Query live Paylocity data from the Theia AI Chat

With the integration complete, use the Theia AI Chat panel to interact with live Paylocity data.

1. Open the AI Chat panel from the right sidebar of the Theia IDE
2. At the bottom of the chat, click the Toggle Capabilities Configuration icon (or press Ctrl + Shift + .) to open the capabilities panel
3. Under Generic Capabilities, expand MCP and check the cdata server (and any specific tools you want to expose) to make the Connect AI tools available to the agent 👁 Enabling the MCP capabilities in the AI Chat
   
4. Type @AppTester in the chat input followed by your prompt, for example:
   • List all catalogs in my cdata mcp
   • Show the available schemas and tables for Paylocity
   • Query the top 5 records from a table in Paylocity data
5. The agent calls the Connect AI MCP Server and returns live results from Paylocity data 👁 Querying live data from the Theia AI Chat
   

At this point, your Theia IDE communicates with the Connect AI MCP Server and retrieves live Paylocity data through remote MCP directly from the editor.

Get CData Connect AI

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