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Use Claude to Talk to Your Sage Intacct Data via CData Connect Cloud
Leverage CData Connect Cloud Remote MCP to enable Claude to securely answer questions and take actions on your Sage Intacct data for you.
Claude is a family of advanced large language models (LLMs) built by Anthropic, an AI research company founded in 2021. These models power the Claude conversational assistant and developer tools.
CData Connect Cloud offers a dedicated cloud-to-cloud interface for connecting to Sage Intacct data. The CData Connect Cloud Remote MCP Server enables secure communication between Claude and Sage Intacct. This allows you to ask questions and take actions on your Sage Intacct data using Claude, all without the need for data replication to a natively supported database. With its inherent optimized data processing capabilities, CData Connect Cloud efficiently channels all supported SQL operations, including filters and JOINs, directly to Sage Intacct. This leverages server-side processing to swiftly deliver the requested Sage Intacct data.
About Sage Intacct Data Integration
CData provides the easiest way to access and integrate live data from Sage Intact. Customers use CData connectivity to:
- Access Sage Intacct without worrying about API updates or changes.
- Access custom objects and fields in Sage Intacct with no extra configuration steps involved.
- Write data back to Sage Intacct using embedded Web Services credentials with Basic authentication.
- Use SQL stored procedures to perform functional operations like approving or declining vendors, inserting engagements, and creating or deleting custom objects or fields.
Users frequently integrate Sage Intact with analytics tools such as Tableau, Power BI, and Excel, and leverage our tools to replicate Workday data to databases or data warehouses.
To learn about how other customers are using CData's Sage Intacct solutions, check out our blog: Drivers in Focus: Accounting Connectivity.
Getting Started
Step 1: Configure Sage Intacct Connectivity for Claude
Connectivity to Sage Intacct from Claude is made possible through CData Connect Cloud Remote MCP. To interact with Sage Intacct data from Claude, we start by creating and configuring a Sage Intacct connection in CData Connect Cloud.
- Log into Connect Cloud, click Sources, and then click Add Connection
- Select "Sage Intacct" from the Add Connection panel
- Enter the necessary authentication properties to connect to Sage Intacct.
To connect using the Login method, the following connection properties are required: User, Password, CompanyId, SenderId and SenderPassword.
User, Password, and CompanyId are the credentials for the account you wish to connect to.
SenderId and SenderPassword are the Web Services credentials assigned to you by Sage Intacct.
- Click Save & Test
Step 2: Connect Claude to CData Connect Cloud
Follow these steps to add a CData Connect Cloud connector in Claude:
- Sign in to Claude.ai or create a new account.
- Expand the left navigation menu.
- In the bottom-left corner, click your user name and select Settings from the menu. The Settings screen appears.
- In the Settings screen, click Connectors.
- In the top-right corner, set your button toggle to Organization connectors.
- Click Add custom connector at the bottom of the page.
- Enter a name for the connector (such as Connect Cloud MCP).
- In the Remote MCP server URL field, enter https://mcp.cloud.cdata.com/mcp.
- Click Add to save the connector. The Connect Cloud MCP connector appears under Connectors.
- Click Connect to the right of the connector and enter your CData Connect Cloud user name and password. You have now connected Claude to CData Connect Cloud.
- Click the three dots after Connected and select Tools and settings.
- Review the provided tools and enable or disable specific tools made available by the server. In addition, determine whether you want unsupervised access to the tools, or whether you want Claude to ask your permission.
- Click Done when finished with your settings.
Step 3: Explore Live Sage Intacct Sage Intacct data with Claude
- In the left navigation menu of Claude, click New chat.
- You can now start exploring your data with natural language prompts. Claude outlines the steps it uses to retrieve data from the source in CData Connect Cloud. Refer to CData's prompt library for prompt ideas.
NOTE: Claude's setup process is subject to change. Refer to Claude's documentation for the latest setup information.
Get CData Connect Cloud
To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect Cloud today!
