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For initial account setup, see the Quick Start Guide. For a diagram of how the components fit together, see Reference Architecture.

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Step 1: Create a Sub-Account for Your Customer

Each of your customers receives an isolated sub-account. Create one using the Account API: 
POST https://cloud.cdata.com/api/poweredby/account/create
Authorization: Bearer <your-signed-JWT>
{
  "accountName": "acme-corp",
  "externalId": "your-internal-customer-id"
}
The response includes the accountId you use in subsequent calls for this customer. See the Create Account reference for full request and response details.

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Step 2: Create a Connection and Redirect Your Customer to Authenticate

Create a connection for the sub-account. Connect AI Embed returns a redirect URL that sends your customer to a hosted connection page where they authenticate using their own credentials. 
POST https://cloud.cdata.com/api/poweredby/connection/create
Authorization: Bearer <your-signed-JWT-with-sub-account-id>
{
  "sourceType": "Salesforce"
}
The response includes a redirectURL. Send your customer to that URL. CData handles the authentication UI and credential lifecycle. When the customer completes authentication, Connect AI Embed redirects them back to your application with the connectionId. See the Create Connection in the API Reference and Connection Flow for full details.

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Step 3: Point Your Agent at the MCP Endpoint and Start Querying

With a sub-account and connection in place, your agent can query live data through MCP. Generate a JWT scoped to the customer’s connection and point your MCP client at the endpoint: 
# JWT must include:
# iss: your parent account ID
# sub: the sub-account ID for this customer
# connection_ids: ["<connectionId from Step 2>"]

# Agent discovers available sources
getCatalogs()
# Response: ["Salesforce"]

# Agent queries live data
queryData("SELECT Id, Name, Amount FROM Opportunity WHERE IsClosed = 0")
The standard MCP tools are consistent across hundreds of sources. The same Get Schemas → Get Tables → Get Columns → Query Data pattern works whether your customer has connected Salesforce, Jira, NetSuite, or any other supported source. See MCP in the API Reference for the full tools reference, including how to use getInstructions to get source-specific query guidance before writing your first query.