Sage Intacct

Setup Guide

Follow these steps to connect Sage Intacct to your Connect AI account:

Open the Sources page of the Connect AI navigation menu.

Click + Add Connection in the upper-right corner.

Type Sage Intacct into the search field, then click the data source name.

On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

For the Schema field, select either SageIntacct or SageIntacctRest. Then proceed to the relevant section and follow those instructions.

Schema

SageIntacct
SageIntacctRest

Select the Authentication method, then proceed to the relevant tab and follow those instructions.

Authentication Methods

Basic
OKTA
AzureAD
OneLogin

If your organization does not use embedded CData credentials, you must first add the CData Sender ID in Sage Intacct:

Navigate to Company.

Under Setup select Company.

Go to the Security section and add the CData Sender ID.

If this does not work, utilize our Sender ID and Sender Password to select another user with the right permissions from your Web Services authorizations list.

If necessary, contact support@cdata.com for additional assistance.

Enter the following information:

User—the Sage Intacct username for authentication.
Password—the user password.
Company ID—the Company ID. You can find this in Sage Intacct under Company > Company info.

If your organization does not use embedded CData credentials, go to the Advanced Settings tab and enter the following:

Sender ID—the Web Services Sender ID you added above.
Sender Password—the Web Services password you added above.

At the top of the Connect AI Add Sage Intacct Connection page, click Save & Test.

If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

Enter the following information:

User—the Okta user account.
Password—the password associated with the Okta account.
SSO Login URL—set to the URL used by the SSO provider.
SSO Properties—add property IntacctUserID, set to the Okta user specified in the User connection property. Then add all desired properties. The following is an example of a valid connection string:
AuthScheme=Okta; SSOLoginURL='https://example.okta.com/home/appType/0bg4ivz6cJRZgCz5d6/46'; User=oktaUserName; Password=oktaPassword; SSOProperties='IntacctUserID=intacct\_user';
If you add an APIToken property, it must be set to the API Token that the customer created from the Okta org. It should only be used when authenticating a user via a trusted application or proxy that overrides Okta client request context.
Company ID—the Company ID. You can find this in Sage Intacct under Company > Company info.

At the top of the Connect AI Add Sage Intacct Connection page, click Save & Test.

If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

Create an OAuth Application

To create an OAuth application in Sage Intacct, follow these steps:

Navigate to Company > Setup > Web Services.

Under OAuth 2.0, create a new application. Provide a name for the application (for example, CData Connect AI).

In the Redirect URI field, enter https://oauth.cdata.com/oauth/.

Set the grant type to Authorization Code.

Save the application. Copy the Client ID and Client Secret. You need these values in the connection steps below.

Connect to Sage Intacct

Copy the Callback URL and confirm it matches the redirect URL registered in your Sage Intacct OAuth application.

Enter the OAuth Client Id from your Sage Intacct OAuth application.

Enter the OAuth Client Secret from your Sage Intacct OAuth application.

Click Sign in to connect securely through OAuth. This action opens the Sage Intacct sign-in page in a new tab.

At the top of the Connect AI Add Sage Intacct Connection page, click Save & Test.

If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

More Information

For more information about interactions between Connect AI and Sage Intacct, see this information page.

Use this source with AI. Connect Claude, ChatGPT, Copilot, or another AI client to this source over MCP in the Quick Start. To route your application’s model requests through one governed endpoint, see the LLM Gateway. New to Connect AI? Create a free Connect AI account and set up your first connection in minutes.

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Sage Intacct

Setup Guide