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URL: https://www.cdata.com/kb/tech/sage200-cloud-chatgpt.rst

⇱ Use ChatGPT to Talk to Your Sage 200 Data via CData Connect AI

Use ChatGPT to Talk to Your Sage 200 Data via CData Connect AI

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Leverage the CData Connect AI Remote MCP Server to enable ChatGPT to securely answer questions and take actions on your Sage 200 data for you.

ChatGPT is an AI chatbot developed by OpenAI, launched in November 2022. Based on large language models (LLMs), it enables users to refine and steer conversations through natural language processing. ChatGPT's developer mode, available to Plus and Pro subscribers, provides full Model Context Protocol (MCP) support for connecting to external data sources and tools.

CData Connect AI offers a dedicated cloud-to-cloud interface for connecting to Sage 200 data. The CData Connect AI Remote MCP Server enables secure communication between ChatGPT and Sage 200. This allows you to ask questions and take actions on your Sage 200 data using ChatGPT, all without the need for data replication to a natively supported database. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to Sage 200. This leverages server-side processing to swiftly deliver the requested Sage 200 data.

Step 1: Configure Sage 200 Connectivity for ChatGPT

Connectivity to Sage 200 from ChatGPT is made possible through CData Connect AI Remote MCP. To interact with Sage 200 data from ChatGPT, we start by creating and configuring a Sage 200 connection in CData Connect AI.

  1. Log into your Connect AI account, click Sources, and then click Add Connection.
    2. 👁 Adding a Connection
  2. Select "Sage 200" from the Add Connection panel.
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to Sage 200.
    • Schema: Determines which Sage 200 edition you are connecting to. Specify either StandardUK or ProfessionalUK.
    • Subscription Key: Provides access to the APIs that are used to establish a connection. You will first need to log into the Sage 200 API website and subscribe to the API edition that matches your account. You can do so here: https://developer.columbus.sage.com/docs/services/api/uk. Afterwards, the subscription key may be found in your profile after logging into Sage 200.
    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test

With the connection configured, we are ready to connect to Sage 200 data from ChatGPT.

Step 2: Connect ChatGPT to CData Connect AI

Follow these steps to add a CData Connect AI connection in ChatGPT:

  1. Sign in to ChatGPT with a Plus or Pro subscription.
  2. Navigate to Apps from the left panel.
  3. Select the CData Connect AI app from the list.
    4. . 👁 Search for CData Connect AI
  4. Click Connect to authenticate to your Connect AI account.
    5. 👁 Click Connect to authenticate
  5. Click Sign in with CData Connect AI to add Connect AI to your ChatGPT account.
    6. 👁 Sign in with CData Connect AI
  6. After successful authorization, you will be redirected back to ChatGPT.
  7. Click Start Chat to start a new conversation in ChatGPT with Connect AI connected at the background.
    8. 👁 Start Chat

Step 3: Explore Live Sage 200 Data with ChatGPT

  1. Start a new conversation in ChatGPT.
  2. Connect AI should ideally be automatically enabled in the chat. If not, navigate to -> More -> CData Connect AI, under the chatbox, to enable the connector from the dropdown
    3. 👁 Enable CData Connect AI in the chat
  3. You can now start exploring your data with natural language prompts. ChatGPT will use the Connect AI MCP server to query your live Sage 200 data. Example prompts:
    • "Show me all customers from the last 30 days"
    • "What are my top performing products?"
    • "Analyze sales trends for this quarter"
    • "List all active projects and their current status"
    Refer to CData prompt library for more prompt ideas.
    4. 👁 Using natural language to explore your Sage 200 data (Salesforce used here).
  4. Permit ChatGPT to access your Sage 200 data. Click Query Data to continue, or Deny to refuse.
    5. 👁 Give permissions to ChatGPT.
  5. ChatGPT translates your natural language queries into SQL and execute them against your Sage 200 data through the Connect AI MCP server.
    6. 👁 ChatGPT shows the desired results from your Sage 200 data based on the prompts

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