How to Connect Sage to MCP for AI Agents

Sage Accounting with AI Agents

Sage is one of the most widely used accounting platforms globally. Connecting Sage to MCP enables AI agents to query financial data, manage invoices, and access business reports.

Step-by-Step Guide

Step 1: Deploy AnythingMCP

curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d

Step 2: Create a REST Connector

Open the AnythingMCP dashboard at http://localhost:3000 and create a new REST connector. Set the base URL to your Sage API endpoint (e.g., https://api.accounting.sage.com/v3.1 for Sage Business Cloud).

Step 3: Configure Authentication

In the connector settings, configure OAuth 2.0 with your Sage Developer Portal credentials.

Step 4: Import and Customize Tools

Configure endpoints for contacts, invoices, bank transactions, and ledger accounts in the dashboard.

Step 5: Test and Connect

{
  "mcpServers": {
    "sage": {
      "url": "http://localhost:4000/mcp"
    }
  }
}

AI Agent Use Cases

• "Show all unpaid invoices older than 30 days"
• "What's the total revenue this quarter?"
• "List all bank transactions from last week"
• "Create an invoice for client XYZ"
• "What's the current balance for the marketing budget?"

Best Practices

1. Sage Developer Portal — Register for API access
2. OAuth scopes — Request only the scopes your tools need
3. Rate limits — Sage APIs enforce rate limits per app
4. Read-first approach — Start with read-only endpoints

Next Steps

• DATEV to MCP Guide — German accounting
• REST to MCP Guide — General REST patterns