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URL: https://www.cdata.com/kb/tech/qbonline-cloud-relevance-ai.rst

⇱ Build Agents in Relevance AI with Access to Live QuickBooks Online Data via CData Connect AI

Build Agents in Relevance AI with Access to Live QuickBooks Online Data via CData Connect AI

👁 Yazhini G
Yazhini G
Technical Marketing Engineer
Leverage the CData Connect AI Remote MCP Server to enable Relevance AI to securely access and act on QuickBooks Online data within intelligent agent workflows.

Relevance AI is an AI automation and agent-building platform that enables organizations to create autonomous workflows powered by natural language reasoning. Users can visually design agents that interact with APIs, databases, and third-party systems to complete everyday business tasks or data operations.

By integrating Relevance AI with CData Connect AI through the built-in MCP (Model Context Protocol) Server, your agents can query, summarize, and act on live QuickBooks Online data in real time. This connection bridges Relevance AI intelligent workflow engine with the governed enterprise connectivity of CData Connect AI ensuring every query runs securely against authorized sources without manual data export.

This article outlines the steps to configure QuickBooks Online connectivity in Connect AI, register Connect AI in Relevance AI, and build an agent that interacts with live QuickBooks Online data.

About QuickBooks Online Data Integration

CData provides the easiest way to access and integrate live data from QuickBooks Online. Customers use CData connectivity to:

  • Realize high-performance data reads thanks to push-down query optimization for complex operations like filters and aggregations.
  • Read, write, update, and delete QuickBooks Online data.
  • Run reports, download attachments, and send or void invoices directly from code using SQL stored procedures.
  • Connect securely using OAuth and modern cryptography, including TLS 1.2, SHA-256, and ECC.

Many users access live QuickBooks Online data from preferred analytics tools like Power BI and Excel, directly from databases with federated access, and use CData solutions to easily integrate QuickBooks Online data with automated workflows for business-to-business communications.

For more information on how customers are solving problems with CData's QuickBooks Online solutions, refer to our blog: https://www.cdata.com/blog/360-view-of-your-customers.


Getting Started


Step 1: Configure QuickBooks Online Connectivity for Relevance AI

Connectivity to QuickBooks Online from Relevance AI is made possible through CData Connect AI's Remote MCP Server. To interact with QuickBooks Online data from Relevance AI, we start by creating and configuring a QuickBooks Online 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 QuickBooks Online from the Add Connection panel
    3. 👁 Selecting data source
  3. QuickBooks Online uses OAuth to authenticate. Click "Sign in" to authenticate with QuickBooks Online. 👁 Authenticating with OAuth (Salesforce is shown).
  4. Navigate to the Permissions tab and update user-based permissions
    5. 👁 Updating permissions

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Relevance AI. 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
    4. 👁 Creating a new PAT
  4. Copy the token when displayed and store it securely. It will not be shown again

With the QuickBooks Online connection configured and a PAT generated, Relevance AI can now connect to QuickBooks Online data through Connect AI.

Step 2: Configure Connectivity in Relevance AI

The CData Connect AI MCP endpoint and authorization details are registered within Relevance AI so that agents can call live data from Connect AI.

  1. Sign in to Relevance AI and create an account if you do not already have one
  2. From the sidebar, navigate to Agents and then click on New Agent
    3. 👁 Creating a new agent in Relevance AI
  3. Select Build from scratch and name the agent (eg; CData MCP Server)
    4. 👁 Building an agent from scratch
  4. Inside the agent editor, select Advanced and then switch to the MCP Server tab
    5. 👁 Opening MCP Server settings
  5. Click + Add Remote MCP Tools
  6. In the dialog that appears, fill out the fields as follows:
    • URL: https://mcp.cloud.cdata.com/mcp
    • Label: Any custom label (eg; cdata_mcp_server)
    • Authentication: Select Custom headers
    • Add header key:value pair. Combine your email and PAT as email:PAT and encode that string in Base64 and then prefix with the word Basic
      • Key: Authorization
      • Value: Basic base64(email:PAT)
    👁 Connecting to CData Connect AI MCP Server in Relevance AI

Click Connect to establish the connection. Relevance AI will verify your credentials and register the CData Connect AI MCP Server for use in agents.

Step 3: Build and Run a Relevance AI Agent with Live QuickBooks Online Data

  1. Switch to the Run tab for your agent
  2. Enter a task for example, "List the five most recent incidents from ServiceNow"
    3. 👁 Running the Relevance AI agent
  3. The agent will query Connect AI via the MCP endpoint and display live results from QuickBooks Online data
    4. 👁 Example query result from Connect AI

With the connection complete, Relevance AI agents can now issue queries, retrieve records, and perform AI-driven tasks over live QuickBooks Online data through CData Connect AI MCP Server.

Get CData Connect AI

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