Claude Desktop connects to Sage Intacct through the CData MCP Server for Sage Intacct using the Model Context Protocol (MCP).

When you launch Claude, it automatically detects MCP connections registered during setup. These connections are created and saved using the MCP Configuration Tool, which is installed with the MCP Server.

Each saved connection is recognized by Claude and can be referenced by name when asking questions.

Installing Claude

Claude Desktop is a standalone application that enables natural language querying across supported data sources using the Model Context Protocol (MCP).

To connect to Sage Intacct via MCP, you first need to install the Claude Desktop application.

You can download the latest version from the official Claude Download Page.

After installing Claude Desktop, you can configure your MCP connection using the CData MCP Driver for Sage Intacct.

How Claude Uses the Server

When you ask Claude a question, it launches the corresponding MCP Server connection, reads the available tool descriptions provided by the connector, and generates a secure query in the background.

There is no need to write SQL or teach Claude how to query your data. Each tool is self-describing, and Claude consumes those descriptions to determine how to retrieve the right information.

Example Prompts

After setup, you can ask Claude natural-language questions like:

• "Which customers have outstanding invoices over 30 days past due?"
• "List all vendors we paid in the last 90 days and the total paid to each."
• "What are our top 10 overdue accounts receivable by amount?"
• "What are the total debits and credits for each GL account last month?"
• "Show me all GL transactions related to travel expenses this year."
• "What is the total spend by location for fiscal year 2024?"
• "What is the current balance of each cash account?"
• "Show me profit and loss summary by department for Q1."
• "Which items have been ordered most frequently in the last 6 months?"
• "Show all purchase requests submitted but not yet approved."

Claude securely executes the query using the MCP Server and responds using the live results from Sage Intacct.