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Sage Intacct MCP server for AI agents and assistants

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Sage Intacct MCP or direct API to query financial records, review vendor bills, manage purchasing data, and track cash operations through natural language.

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Sage Intacct is a cloud financial management platform for accounting, purchasing, billing, and cash management. It helps businesses streamline financial operations with centralized, real-time business data.

26 Tools

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Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
Sage Intacct
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TOOLS

Supported Tools

Every Sage Intacct action and event your agent gets out of the box.

Create Attachment

Upload files and create a Sage Intacct attachment.

Create Keyed Object Record

Create a purchasing transaction definition at a caller-supplied key.

Create Object Record

Create a record in one cataloged Sage Intacct object.

Create Security Access Admin Record - Explicit Authorization Required

Perform explicitly authorized security/access administration by creating a role, user group, or user-group membership.

Create Singleton Object

Create a cataloged Sage Intacct singleton setup object.

Delete Object Record

Delete one record from a cataloged Sage Intacct object.

Delete Security Access Admin Record - Explicit Authorization Required

Perform explicitly authorized destructive security/access administration by deleting a role, user group, or group membership.

Download Generated File

Generate or download a file from one cataloged Sage Intacct report, export, or PDF operation.

Execute Destructive Workflow

Execute one cataloged irreversible Sage Intacct workflow or consolidation operation.

Execute Service Operation

Execute a cataloged Sage Intacct bulk, WIP, document-sequence, schedule-reallocation, or read-only composite operation.

Execute Workflow

Execute a cataloged Sage Intacct submit, approve, post, renew, hold, resume, release, recall, or reclassification workflow.

Get GL Account

Get the full General Ledger account identified by its Sage Intacct system-assigned key.

Get Object Model

List available or type-filtered Sage Intacct object resources, or return the full field, enum, relationship, nullability, and method model for one object.

Get Object Record

Get one record by key from a cataloged Sage Intacct object.

Get Singleton Object

Get a cataloged Sage Intacct singleton setup object.

List Allowed Operations

Check which operations the connected user may perform on specific Sage Intacct records without changing those records.

List Dimensions

List the company's standard and user-defined accounting dimensions, including General Ledger enablement and each dimension's backing object endpoint.

List Entities

Return up to 100 company entities and their exact entity IDs for safely scoping Sage Intacct requests.

List GL Accounts

Return up to 100 General Ledger account references with the system keys needed to retrieve full account details.

List Object Records

List records for one cataloged Sage Intacct object.

Query Object Records

Query one permitted Sage Intacct object with selected fields, filters, sorting, and one page of results.

Run Read Service

Run a cataloged read-only Sage Intacct status, view, report, or WIP inspection operation selected by its fixed method and path.

Update Attachment

Upload files or metadata to update a Sage Intacct attachment.

Update Object Record

Update one record in a cataloged Sage Intacct object.

Update Security Access Admin Record - Explicit Authorization Required

Perform explicitly authorized security/access administration by updating a role, permission assignment, or user group.

Update Singleton Object

Update a cataloged Sage Intacct singleton setup object.

SETUP GUIDE

Connect Sage Intacct MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/mcp @ai-sdk/openai
Install the Composio SDK and your agent framework
2

Create a session with MCP enabled

typescript
import { Composio } from "@composio/core";

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["sage_intacct"],
  mcp: true,
});
Create a session scoped to Sage Intacct and read its MCP URL and headers
3

Connect your agent to the MCP server

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { openai } from "@ai-sdk/openai";
import { generateText, stepCountIs } from "ai";

const client = await createMCPClient({
  transport: { type: "http", url: mcp.url, headers: mcp.headers },
});

const { text } = await generateText({
  model: openai("gpt-5.6-sol"),
  tools: await client.tools(),
  prompt: "List unpaid vendor bills due this month in Sage Intacct",
  stopWhen: stepCountIs(10),
});

console.log(text);
await client.close();
Pass the session's MCP URL and headers to your agent and run a Sage Intacct request
SETUP GUIDE

Connect Sage Intacct API Tool with your Agent

1

Install Composio

typescript
npm install @composio/core @composio/openai openai
Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
2

Create a Composio session

typescript
import OpenAI from "openai";
import { Composio } from "@composio/core";
import { OpenAIResponsesProvider } from "@composio/openai";

const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();

const session = await composio.create("your-user-id", { toolkits: ["sage_intacct"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to Sage Intacct
3

Run Sage Intacct tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "List unpaid vendor bills due this month in Sage Intacct" }],
});

while (response.output.some((o) => o.type === "function_call")) {
  const outputs = await composio.provider.handleToolCalls(session, response.output);
  response = await client.responses.create({
    model: "gpt-5.6-sol",
    tools,
    previous_response_id: response.id,
    input: outputs,
  });
}

console.log(response.output_text);
Send a request, execute the Sage Intacct tool calls through the session, and print the final answer

Why Use Composio?

AI Native Sage Intacct Integration

  • Supports both Sage Intacct MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Sage Intacct data

Managed Auth

  • Supports OAuth credential configuration with secure token handling
  • Central place to manage, scope, and revoke Sage Intacct access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Sage Intacct
  • Scoped, least privilege access to Sage Intacct resources
  • Full audit trail of agent actions to support review and compliance
FRAMEWORKS

Use Sage Intacct with any AI Agent Framework

Choose a Framework you want to connect Sage Intacct with

ChatGPT logo

ChatGPT

Use Sage Intacct MCP with ChatGPT

Claude Cowork logo

Claude Cowork

Use Sage Intacct MCP with Claude Cowork

Hermes logo

Hermes

Use Sage Intacct MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Sage Intacct MCP with Atomic Agent

Rolling this out across your team?

Give your team centralized access control across every framework with Composio’s MCP Gateway.

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FAQ

Frequently asked questions

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