This MCP server wraps the CData JDBC Driver for Exact Online to expose live Exact Online data through a simple, read-only MCP interface. You can ask natural language questions and retrieve up-to-date information from Exact Online without writing SQL, enabling AI clients to query data efficiently and safely.

How to use

Once you have the MCP server running, you can connect your AI client to the local MCP server and start querying Exact Online data through built-in tools. Use plain natural language questions to retrieve data, such as asking for counts, lists, or summaries from tables like Accounts or Opportunities. The server exposes a set of tools that let you discover available tables, inspect columns, and run constrained queries without needing to write SQL.

How to install

# Prerequisites: ensure you have Java installed on your machine
# 1) Clone the repository
git clone https://github.com/cdatasoftware/exact-online-mcp-server-by-cdata.git
cd exact-online-mcp-server-by-cdata

# 2) Build the server
mvn clean install

# 3) Download and install the CData JDBC Driver for Exact Online
#   (follow the driver installation instructions from the vendor)

# 4) License the CData JDBC Driver
#   Navigate to the driver's lib folder and run:
java -jar cdata.jdbc.exact.jar --license
#   Provide your name, email, and a license key or TRIAL key as prompted

# 5) Configure your connection to Exact Online
#   Use the Connection String utility to create a connection string, then copy it for later use
java -jar cdata.jdbc.exact.jar
#   Test Connection and copy the JDBC URL

# 6) Create a .prp file for the JDBC connection
#   Example content for exact-online.prp
Prefix=exact
ServerName=CDataExact
ServerVersion=1.0
DriverPath=PATH\TO\cdata.jdbc.exact.jar
DriverClass=cdata.jdbc.exact.ExactDriver
JdbcUrl=jdbc:exact:InitiateOAuth=GETANDREFRESH;
Tables=

# 7) Start the MCP server using the prp file
#   The following command runs the server in stdio mode and uses the Salesforce.prp (as shown in the example):
java -jar /PATH/TO/CDataMCP-jar-with-dependencies.jar /PATH/TO/Salesforce.prp

Notes

• The server runs in stdio mode, which means the client must run on the same machine as the server.
• Replace Salesforce.prp with exact-online.prp or the path to your own prp file as configured.

## Configuration and usage notes

To expose your Exact Online data, ensure you have completed the following steps: licensing the JDBC driver, configuring the connection, and generating a .prp file that references your driver and JDBC URL. The server will read the .prp file you supply when starting and expose the data through the MCP interface.

## Troubleshooting

If the MCP server does not appear in your client, verify that you have fully stopped and restarted the client after starting the server. Double-check that the prp file path and server command are correct, and ensure the JDBC driver is licensed and accessible via the DriverPath. If you encounter connection problems, re-run the Connection String utility to re-create and validate the JDBC URL, then update your .prp accordingly.

## Security and access notes

This is a read-only MCP server. Ensure appropriate access controls are in place for the machine hosting the server and limit network exposure to trusted clients. For production usage, consider securing the environment and reviewing any OAuth prompts in the JDBC driver setup.

## Examples of what you can ask

Ask questions like: What is the total value of open opportunities for a given account? How many invoices are overdue by customer? What is the latest payment date for a customer? Use the available tables and columns exposed by the driver to craft your questions.

## Available tools

### exact\_get\_tables

Retrieves a list of tables available in the data source. The output is in CSV format with headers on the first line.

### exact\_get\_columns

Retrieves a list of columns for a specified table. The output is in CSV format with headers on the first line.

### exact\_run\_query

Executes a SQL SELECT query against the connected data source to fetch computed results.