Sage MCP for Claude — Accounting and Intacct Setup

"Sage" is several products, and which Sage MCP route you take depends on which one you run. There is no first-party Sage MCP server; you connect through each product's API with a community server or a thin one you build. This guide covers the two that matter for finance work — Sage Accounting (Business Cloud) and Sage Intacct — plus what the connector does and does not do.

Sage Accounting (Business Cloud)

Sage Accounting exposes a REST API with OAuth 2.0. It covers contacts, sales and purchase invoices, credit notes, bank accounts and transactions, ledger accounts, journals and the trial balance and financial statement endpoints. To connect:

1. Register an app in the Sage Developer portal for a client ID and secret and a redirect URI.
2. Run the OAuth 2.0 authorization-code flow once for an access token and refresh token (access tokens are short-lived; the server refreshes them).
3. Wrap the endpoints you need as MCP tools, or point a community Sage Accounting MCP server at your credentials.
4. Add it to claude_desktop_config.json with the credentials as environment variables and restart Claude Desktop.

Sage Intacct

Sage Intacct is the mid-market financial-management platform and has its own API — historically XML over HTTP with session-based authentication (web services credentials plus a company/user login), and a growing REST surface. Intacct's dimensional GL, multi-entity consolidation and reporting are the high-value targets. A Sage Intacct MCP server authenticates once per session and exposes read_by_query-style tools over objects (GL entries, AP/AR, dimensions) plus the reporting API. Because Intacct deployments are heavily customised, an Intacct MCP is usually built in-house against that company's object model rather than adopted off the shelf.

What you can do once connected

• "Pull the trial balance from Sage for the last closed period and flag any account more than 20% different from the same period last year."
• "List every unpaid purchase invoice in Sage due within 14 days, grouped by supplier."
• "Get the aged debtors report and draft a chase email for each invoice over 45 days overdue."
• "From the Sage Intacct GL, summarise spend by department dimension for the quarter and write the variance commentary against budget."

Where the MCP connector stops

A Sage MCP returns Sage data and, in write mode, posts to it. It does not compute:

• ASC 842 / IFRS 16 lease schedules or ASC 606 / IFRS 15 revenue recognition
• Multi-jurisdiction VAT/GST reconciliation and net position
• Depreciation schedules, R&D tax credit analysis, three-statement forecasts

Run ClaudeFinanceLab's Accounting MCP alongside it for that computation and the drafted commentary — a free API key covers a month-end test.

ClaudeFinanceLab's Sage connector

ClaudeFinanceLab maintains an open, read-only reference Sage Accounting MCP server (sage_mcp) for the Business Cloud product. It manages the OAuth 2.0 refresh lifecycle and exposes tools for the business profile, sales and purchase invoices, trial balance, contacts and bank transactions. Install it with pip install claudefinancelab-mcp (console script sage-mcp) and run it self-hosted with your own Sage app credentials and refresh token in the environment. It pairs with the Accounting MCP for standards-based computation. (Sage Intacct still needs a connector built against your account's object model.)

Related guides

• Xero MCP for Claude
• QuickBooks MCP for Claude
• Best MCP Servers for Accounting Firms (2026)
• Connect Claude to Silverfin

Frequently Asked Questions

Is there an official Sage MCP server?

No. Sage publishes APIs for its products — Sage Accounting (REST, OAuth 2.0) and Sage Intacct (session-based XML plus a growing REST surface) — but no first-party MCP server. You connect through a community server or a thin one built on the relevant API.

Which Sage product am I connecting?

It matters. Sage Accounting / Sage Business Cloud is the small-business product with a clean REST API. Sage Intacct is the mid-market financial-management platform with dimensional GL and multi-entity consolidation and its own API. Sage 50 (desktop) is a different integration story again. Identify the product before choosing a connector.

Can a Sage MCP write back to Sage?

Depending on the server and the scopes granted, yes. Default to read access and enable writes only for specific reviewed workflows.

What can't a Sage MCP do?

It is a ledger-access layer. It will not run ASC 842 lease accounting, ASC 606 revenue allocation, multi-jurisdiction VAT reconciliation, depreciation schedules, or forecasts — those sit on top of the ledger data, which is what ClaudeFinanceLab's Accounting MCP adds.