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The Management MCP is available for the Connect AI Developer edition only.
To use the Management MCP from a supported client tool, add the following URL to the Remote MCP Server URL field: https://mcp.cloud.cdata.com/mcp/mgmt. Once you are connected, you can ask natural-language questions that drive the management tools, or invoke the tools directly via tools/call.

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Authentication

The Management MCP server uses the same authentication options as the data MCP server. See Authentication for details.

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Management MCP Tools

The Management MCP server exposes the following tools. Invoke them via tools/call with the tool name and an arguments object matching the input parameters below.

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Connection Management

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create_connection

Save a new data source connection. Required property names depend on the source and come from get_source_properties. If the source uses OAuth (for example, Google Sheets or Salesforce), the response includes a link the user opens in their browser to sign in and finish setup. Parameters
  • name (string, required)–short, human-friendly name shown in the user’s connection list.
  • source (string, required)–internal source name from list_available_sources.
  • properties (object, required)–string/string map of configuration values keyed by the field names from get_source_properties.
Returns: The created connection object, including its new id. For OAuth sources, also includes the sign-in URL the user must open.

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get_source_properties

Describe the configuration fields a given data source accepts, such as URLs, credentials, and options. The response is split into basic fields (shown first) and advanced fields grouped by category. For fields with a fixed set of values (such as an authentication method), the response lists the allowed values and the follow-up fields each value unlocks. Call this before create_connection. Parameters
  • source (string, required)–the internal source name returned by list_available_sources (for example, "JIRA", "Salesforce", "Snowflake").
Returns: Object with basic and advanced field descriptors, including each field’s name, type, required flag, allowed values, and conditional follow-up fields.

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list_available_sources

List the data sources the user can connect to (for example, Salesforce, Snowflake, Jira). Call this before create_connection to confirm a source is available. Parameters: None Returns: Array of source entries with the internal source name (pass this to other tools), display name, version, and category.

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list_connections

List the data source connections the user has already saved. Use this to look up the connection id needed by test_connection or add_tool_to_toolkit. Parameters: None Returns: Array of connection objects, each with id, name, and source type.

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test_connection

Verify that a saved connection actually works by attempting to connect to the data source. Use this after create_connection, after the user finishes an OAuth sign-in, or when a previously working connection has started failing. Parameters
  • id (string, required)–the connection id returned by list_connections.
Returns: Success message, or a specific error the user can act on.

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Toolkit Management

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add_tool_to_toolkit

Attach an existing connection to a toolkit, making its data operations available to the toolkit’s MCP server. Parameters
  • toolkit_id (string, required)–the id of the toolkit, from list_toolkits.
  • connection_id (string, required)–the id of the connection to add, from list_connections.
Returns: The new toolkit tool entry, including the connection name, source type, and default enabled operations.

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create_toolkit

Create a new empty toolkit. After creation, use add_tool_to_toolkit to populate it with connections. Parameters
  • name (string, required)–short, human-friendly name for the toolkit.
  • server_instructions (string, optional)–natural-language guardrails surfaced to MCP clients connecting to this toolkit.
Returns: The created toolkit object, including its new id.

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get_toolkit

Fetch a toolkit’s full state, including its name, server instructions, isActive status, and MCP remote connection info. Parameters
  • toolkit_id (string, required)–the id of the toolkit, from list_toolkits.
Returns: Toolkit object with id, name, serverInstructions, isActive, and MCP remote info.

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get_toolkit_tool

Fetch one connection’s full state within a toolkit, including the connection name, enabled operations, and per-operation instructions. Parameters
  • toolkit_id (string, required)–the id of the toolkit, from list_toolkits.
  • tool_id (string, required)–the id of the toolkit tool, from list_toolkit_tools.
Returns: Toolkit tool object with connection name, source type, enabled operations, and instructions.

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list_custom_tools

List custom SQL tools across all connections inside a toolkit. Optionally filter to one connection. SQL bodies are not included. Use the admin UI to edit a tool’s SQL. Parameters
  • toolkit_id (string, required)–the id of the toolkit, from list_toolkits.
  • tool_id (string, optional)–the id of the connection inside the toolkit, from list_toolkit_tools; omit to return custom tools from all connections.
Returns: Array of custom SQL tool objects, each with id, name, description, active status, and parameter count.

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list_toolkit_tools

List the connections currently inside a toolkit. Use this to look up tool_id values needed by get_toolkit_tool, set_tool_op_enabled, and similar operations. Parameters
  • toolkit_id (string, required)–the id of the toolkit, from list_toolkits.
Returns: Array of toolkit tool entries, each with id, connection name, source type, and enabled operations.

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list_toolkits

List the toolkits the user has saved. Use this to look up toolkit_id values needed by other toolkit operations. Parameters: None Returns: Array of toolkit objects, each with id, name, and isActive status.

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rename_toolkit

Change a toolkit’s display name. Parameters
  • toolkit_id (string, required)–the id of the toolkit, from list_toolkits.
  • name (string, required)–the new display name.
Returns: Updated toolkit object with the new name.

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set_all_tool_ops_enabled

Bulk enable or disable every operation of one kind for a connection inside a toolkit. To toggle a single operation instead, use set_tool_op_enabled. Parameters
  • toolkit_id (string, required)–the id of the toolkit, from list_toolkits.
  • tool_id (string, required)–the id of the toolkit tool, from list_toolkit_tools.
  • kind (string, required)–"universal" for built-in SQL ops or "source" for driver-specific ops.
  • enabled (Boolean, required)–true to enable all operations of that kind, false to disable them.
Returns: Updated toolkit tool object reflecting the new operation states.

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set_custom_tool_active

Activate or deactivate one custom SQL tool within a toolkit. Parameters
  • toolkit_id (string, required)–the id of the toolkit, from list_toolkits.
  • custom_tool_id (string, required)–the id of the custom tool, from list_custom_tools.
  • active (Boolean, required)–true to activate, false to deactivate.
Returns: Updated custom tool object with the new active status.

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set_tool_op_enabled

Enable or disable a single operation on one connection inside a toolkit. To toggle every operation of a kind at once, use set_all_tool_ops_enabled. Parameters
  • toolkit_id (string, required)–the id of the toolkit, from list_toolkits.
  • tool_id (string, required)–the id of the toolkit tool, from list_toolkit_tools.
  • kind (string, required)–"universal" for built-in SQL ops (for example, execute_select) or "source" for driver-specific ops (for example, get_issue). Use get_toolkit_tool to see which kind each op belongs to.
  • op_name (string, required)–the op name as shown in get_toolkit_tool.
  • enabled (Boolean, required)–true to enable, false to disable.
Returns: Updated toolkit tool object.

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set_toolkit_active

Activate or deactivate a toolkit. Deactivating hides the toolkit from MCP clients (requests return a 423 error) without deleting it. To permanently delete a toolkit, use the admin UI. Parameters
  • toolkit_id (string, required)–the id of the toolkit, from list_toolkits.
  • active (Boolean, required)–true to activate, false to deactivate.
Returns: Updated toolkit object with the new isActive status.

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update_source_tool_instructions

Replace the per-source-op AI instructions surfaced to the LLM when a source tool is invoked. Source ops only. Universal ops have no per-op instructions. Pass an empty string to clear. Parameters
  • toolkit_id (string, required)–the id of the toolkit, from list_toolkits.
  • tool_id (string, required)–the id of the toolkit tool, from list_toolkit_tools.
  • source_op_name (string, required)–the source op name as shown in get_toolkit_tool (for example, "get_issue").
  • instructions (string, required)–the replacement instruction text. Pass an empty string to clear.
Returns: Updated toolkit tool object with the new instructions.

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update_toolkit_server_instructions

Replace the natural-language server-instructions text for a toolkit. The LLM reads these instructions when it first connects to the toolkit’s MCP server. Parameters
  • toolkit_id (string, required)–the id of the toolkit, from list_toolkits.
  • server_instructions (string, required)–natural-language guardrails surfaced to MCP clients connecting to this toolkit.
Returns: Updated toolkit object with the new server instructions.

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Suggested Prompts

To get the most out of the Management MCP, use specific prompts that name the source or connection you want to act on. For example:
  • “List every connection I have, and group them by source type.”
  • “What data sources can I connect to right now?”
  • “Show me the required properties I need to provide to connect to Salesforce.”
  • “Create a new Salesforce connection named Sales Prod using OAuth.”
  • “Test the Sales Prod connection and tell me if anything is failing.”
  • “Create a new toolkit called Sales Tools, add my Salesforce connection to it, and give me the URL to connect my MCP client.”
  • “Set the server instructions for Sales Tools to ‘Read-only access to sales data. Do not modify any records.’”
  • “Show me everything in the Sales Tools toolkit, including which connections are in it and which operations are enabled.”