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URL: https://www.cdata.com/kb/tech/trello-cloud-gumloop.rst

⇱ Integrating Gumloop with Trello Data via CData Connect AI


Integrating Gumloop with Trello Data via CData Connect AI

πŸ‘ Yazhini G
Yazhini G
Technical Marketing Engineer
Leverage the CData Connect AI Remote MCP Server to enable Gumloop to securely access and act on Trello data within automated workflows.

Gumloop is a visual automation platform designed to create AI-powered workflows by combining triggers, AI nodes, APIs, and data connectors. By integrating Gumloop with CData Connect AI through the built-in MCP (Model Context Protocol) Server, workflows can seamlessly access and interact with live Trello data.

The platform provides a low-code environment, making it easier to orchestrate complex processes without heavy development effort. Its flexibility allows integration across multiple business applications, enabling end-to-end automation with live data.

This article outlines the steps required to configure Trello connectivity in Connect AI, register the MCP server in Gumloop, and build a workflow that queries Trello data.

Step 1: Configure Trello Connectivity for Gumloop

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

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. πŸ‘ Adding a Connection
  3. Select "Trello" from the Add Connection panel
  4. πŸ‘ Selecting a data source
  5. Enter the necessary authentication properties to connect to Trello.

    Trello uses token-based authentication to grant third-party applications access to their API. When a user has granted an application access to their data, the application is given a token that can be used to make requests to Trello's API.

    Trello's API can be accessed in 2 different ways. The first is using Trello's own Authorization Route, and the second is using OAuth1.0.

    • Authorization Route: At the moment of registration, Trello assigns an API key and Token to the account. See the Help documentation for information on how to connect via the Authorization route.
    • OAuth Route: Similar to using Authorization, OAuth creates an Application Id and Secret when you create your account. See the Help documentation for information on how to to connect.
    πŸ‘ Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Trello Connection page and update the User-based permissions. πŸ‘ Updating permissions

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Gumloop. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. πŸ‘ Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the Trello connection configured and a PAT generated, Gumloop is prepared to connect to Trello data through the CData MCP server.

Step 2: Connect to the MCP server in Gumloop

The MCP server endpoint and authentication values from Connect AI must be added to Gumloop credentials.

  1. Sign in to Gumloop and create an account
  2. Visit the Gumloop Credentials page to configure MCP server
  3. Click on Add Credentials and search and select MCP Server
  4. πŸ‘ Configuring MCP server
    πŸ‘ MCP server app
  5. Provide the following details:

The MCP server is now available to build workflows in Gumloop.

Step 3: Build a workflow and explore live Trello data with Gumloop

  1. Visit Gumloop Personal workspace and click on the Create Flow
  2. πŸ‘ Create Gumloop workflow
  3. Select the icon or press Ctrl + B to add a node or a subflow
  4. πŸ‘ Add a node
  5. Search for Ask AI and select it
  6. πŸ‘ Select Ask AI
  7. Click Show More Options and enable the Connect MCP Server? option
  8. πŸ‘ Enable 'Connect MCP Server?'
  9. From the MCP Servers dropdown, choose the saved MCP credential
  10. Add a Prompt and Choose an AI Model according to your requirements
  11. πŸ‘ Add Prompt
  12. After configuring the required details, Click Run to run the pipeline
  13. πŸ‘ Example 1: Gumloop workflow execution
    πŸ‘ Example 2: Gumloop workflow execution

With the workflow run completed, Gumloop demonstrates successful retrieval of Trello data through the CData Connect AI MCP server, with the MCP Client node providing the ability to ask questions, retrieve records, and perform actions on the data.

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