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URL: https://www.cdata.com/kb/tech/sftp-mcp-perplexity-mac-desktop.rst

⇱ How to Query Live SFTP Data in Perplexity MacOS Desktop


How to Query Live SFTP Data in Perplexity MacOS Desktop

πŸ‘ Yazhini G
Yazhini G
Technical Marketing Engineer
Connect to and query live SFTP Data in Perplexity Desktop using CData Code Assist MCP.

Perplexity is an AI-powered research and answer engine that allows users to combine web search, structured data, and connected tools through a unified conversational interface. With Perplexity Desktop for macOS, users can bring local tools and data sources directly into their workflow using MCP, enabling fast, context-aware insights powered by live data.

Model Context Protocol (MCP) is an emerging, open-source standard for connecting LLMs with external services and enterprise data sources. Using MCP Servers, AI clients such as Perplexity Desktop can securely interact with applications and data, performing actions, retrieving live information, and enabling natural language access to data.

CData Code Assist MCP provides schema-aware context to AI tools β€” whether you're using it for AI-assisted code generation in IDEs like Cursor, or for querying live data through chat interfaces like Perplexity Desktop.

In this article, we guide you through installing CData Code Assist MCP for SFTP, configuring the connection to SFTP, and interacting with your live SFTP data from Perplexity Desktop.

Step 1: Download and install CData Code Assist MCP for SFTP

  1. To begin, download CData Code Assist MCP for SFTP πŸ‘ Downloading the CData Code Assist MCP installer
  2. Find and double-click the installer to begin the installation
  3. Drag the Code Assist MCP app into the Applications folder πŸ‘ Completing the Code Assist MCP installation

When the installation is complete, you are ready to configure Code Assist MCP by connecting to SFTP.

NOTE: Since you downloaded the application from the internet and not the Apple App Store, you may see a warning that the application was not opened because Apple could not verify its security. You may continue with the installation.

Installing a trusted, unverified App

CData's solutions are trusted across the globe by some of the largest software vendors in the world. That said, if you have any concerns about continuing, please consult with your IT and/or security team.

  1. In the warning message that pops up, click "Done"
  2. Open "System Settings" on your machine and navigate to the "Privacy & Security" page
  3. πŸ‘ Dismissing the notification
  4. Scroll down to the "Security" section and click "Open Anyway" πŸ‘ Installing a trusted, unverified App
  5. Authorize the installation (passkey or password) πŸ‘ Authorizing the installation

Step 2: Configure the Connection to SFTP

  1. After installation, you can open CData Code Assist MCP for SFTP from the Applications folder on your mac πŸ‘ The Code Assist MCP configuration wizard
  2. Click the dropdown menu in MCP Configuration > Configuration Name and select "new configuration" πŸ‘ Creating a new configuration
  3. Name the configuration (e.g. "cdata_sftp") and click "OK" πŸ‘ Naming the configuration
  4. Enter the appropriate connection properties in the configuration wizard.

    SFTP can be used to transfer files to and from SFTP servers using the SFTP Protocol. To connect, specify the RemoteHost;. service uses the User and Password and public key authentication (SSHClientCert). Choose an SSHAuthMode and specify connection values based on your selection.

    Set the following connection properties to control the relational view of the file system:

    • RemotePath: Set this to the current working directory.
    • TableDepth: Set this to control the depth of subfolders to report as views.
    • FileRetrievalDepth: Set this to retrieve files recursively and list them in the Root table.
    Stored Procedures are available to download files, upload files, and send protocol commands. See gdatamodel for more on using SQL to interact with the server. πŸ‘ Configuring the Server connection.
  5. Click "Connect" to authenticate with SFTP.
  6. Click "Save Configuration" to save the configuration πŸ‘ Saving the Code Assist MCP configuration

With Code Assist MCP configured, you are ready to connect it to Perplexity Desktop.

Step 3: Connect Code Assist MCP to Perplexity Desktop

  1. Download the Perplexity Desktop application for macOS and sign in with your Pro or Premium account
  2. Open Settings > Connectors. If the Perplexity Helper App is not installed, you will be prompted to download it. Install the Helper App, then restart Perplexity Desktop πŸ‘ Downloading Perplexity Helper App
  3. After restarting, return to Settings > Connectors and click Add Connector
  4. Select the Simple tab and assign a name for the connector (e.g., "CData SFTP"). In the Command box, enter the absolute path to the Code Assist MCP executable.

    For example:

    	/Applications/CData Code Assist MCP for SFTP.app/Contents/Payload/jre/Contents/Home/bin/java \
    	-jar /Applications/CData Code Assist MCP for SFTP.app/Contents/Payload/lib/cdata.mcp.sftp.jar \
    	cdata_sftp
    
    πŸ‘ Providing the MCP server command
  5. Click Save. Code Assist MCP should now appear in the connector list with a "Running" status πŸ‘ Connector successfully running

Step 4: Query Your Live SFTP data in Perplexity Desktop

  1. Open a new chat in Perplexity Desktop. Click the Sources toggle and enable Code Assist MCP πŸ‘ Selecting Code Assist MCP as a source
  2. Start asking questions about your SFTP data. For example:

    "List all the tables available in my SFTP data connection."

    πŸ‘ Querying live data through MCP

Build with Code Assist MCP. Deploy with CData Drivers.

Download Code Assist MCP for free and give your AI tools schema-aware access to live SFTP data during development. When you're ready to move to production, CData SFTP Drivers deliver the same SQL-based access with enterprise-grade performance, security, and reliability.

Visit the CData Community to share insights, ask questions, and explore what's possible with MCP-powered AI workflows.

Ready to get started?

Download a free SFTP Code Assist MCP to get started:

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SFTP Code Assist MCP

The CData Code Assist MCP for SFTP provides schema-aware context for AI-assisted code generation with live SFTP data.