MCP For Claude Marketplace
Sage Accounting

Sage Accounting MCP Connector for Claude

A+

Automate business finances via Sage Accounting — manage invoices, banking, and contacts directly from any AI agent.

11 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Sage Business Cloud Accounting account to any AI agent and take full control of your financial orchestration through natural conversation. Sage is a leading cloud accounting platform, and this integration allows you to retrieve ledger metadata, monitor bank transactions, and manage professional contacts directly from your chat interface.

What you can do

  • Invoice & Financial Orchestration — List sales and purchase invoices programmatically to maintain a clear overview of your accounts receivable and payable.
  • Banking & Transaction Intelligence — Access bank accounts and retrieve real-time transaction metadata to keep your cash flow synchronized directly from the AI interface.
  • Contact & CRM Control — List and search through your customer and supplier database to maintain accurate records via natural language.
  • Inventory & Ledger Management — Access product catalogs, service lists, and ledger accounts to ensure your accounting data is always optimized.
  • Operational Monitoring — Track tax rates and retrieve business profile metadata using simple AI commands to ensure compliance.

How it works

  1. Subscribe to this server
  2. Enter your Sage OAuth 2.0 Access Token from your developer application
  3. Start managing your business finances from Claude, Cursor, or any MCP-compatible client

No more manual report exports or multiple dashboard logins. Your AI acts as a dedicated financial analyst or assistant accountant.

Who is this for?

  • Small Business Owners — quickly retrieve balance summaries and monitor unpaid invoices without switching apps.
  • Finance Teams — automate the retrieval of transaction metadata and track tax rates via natural conversation.
  • Accountants — streamline the monitoring of ledger accounts and monitor client business health directly within the chat.
cloud-accountinginvoicingbank-reconciliationledger-managementfinancial-reportinginventory-tracking

11 tools expose this connector's capabilities to your AI agent.

get_sales_invoice

Get details for a specific sales invoice

list_bank_accounts

List business bank accounts

list_businesses

List accessible businesses

list_contacts

) in the accounting system. List customers and suppliers

list_ledger_accounts

List Chart of Accounts

get_user_info

Get Sage user information

list_products

List physical products

list_purchase_invoices

List purchase invoices

list_sales_invoices

List sales invoices

list_services

List service items

list_tax_rates

List configured tax rates

See how to talk to your AI agent using Sage Accounting.

List all active sales invoices in my Sage account.

I've retrieved your invoices. You have 5 active records including #INV-1001 (Sent) and #INV-1002 (Draft). Would you like to see the customer details for the sent invoice?

Show me all outstanding sales invoices and the total accounts receivable balance.

23 outstanding sales invoices totaling $156,400. Overdue (8): $67,200 (oldest: INV-2025-089 from Meridian Corp, $12,400, 34 days past due). Due this week (6): $42,800. Due within 30 days (9): $46,400. Top debtors: Meridian Corp ($28,400 across 3 invoices), TechVentures ($18,600 across 2 invoices), DataFlow ($14,200). Average collection period: 28 days. Payment terms breakdown: Net 30 (65%), Net 15 (25%), Due on receipt (10%). 4 invoices have partial payments recorded.

List all bank accounts with their current balances and recent transaction activity.

4 bank accounts configured. "Business Current Account" (ending 4521): Balance $234,500. Last 7 days: 23 deposits ($89,200), 45 payments ($67,400), net +$21,800. "Savings Account" (ending 7834): Balance $450,000 (reserve fund). "Tax Reserve" (ending 2156): Balance $67,800. "PayPal Business" (ending 9012): Balance $12,340. Total cash position: $764,640. Unreconciled transactions: 12 items ($8,900). Automatic bank feed: synced 1 hour ago.

Yes! Use the `list_bank_accounts` tool. Your agent will respond with complete metadata for all accounts, including currency, account type, and current balances in seconds.

Related Connectors

ET

Everhour Time Tracking MCP

10 tools Official

Equip your AI agent to track time, manage projects, and monitor budgets via the Everhour API.

A+ View details →
SA

SITA Airport Reference API MCP

3 tools Official

Query global airport infrastructure data — IATA codes, terminals, gates, and reference metadata via AI.

A+ View details →
ES

Estimote MCP

10 tools Official

Manage beacon fleets via Estimote — list and configure devices, track proximity analytics, monitor sensor telemetry, and manage physical locations directly from any AI agent.

A+ View details →
LU

Lunatask MCP

8 tools Official

Manage tasks, habits, and notes via the Lunatask REST API (Encrypted Metadata Only).

A+ View details →