Connect Anthropic Claude to live Sage Intacct data, securely.
CData Connect AI lets you plug any business application into any AI tool — like Sage Intacct into Anthropic Claude — for live, trusted answers and actions with zero data copies.
Give Sage Intacct rich semantic context and real-time data from Anthropic Claude so it can answer precisely and take safe, effective actions across your business.
Sage Intacct:
Sage Intacct is a cloud-based financial management software designed for small to mid-sized businesses. It offers comprehensive features for accounting, budgeting, and reporting, allowing users to streamline their financial processes and gain real-time insights into their company's performance. With its user-friendly interface and customizable dashboards, Sage Intacct helps businesses make informed decisions and drive growth.
Anthropic Claude:
Claude is Anthropic's AI assistant built for enterprise-grade reliability and safety. It excels at reasoning, writing, coding, and data analysis, with long-context understanding and secure tool use via the Model Context Protocol (MCP). Available on web, desktop, and API, Claude helps teams draft, summarize, and answer questions—and, when paired with CData Connect AI, deliver real answers from live business data.
Popular Anthropic Claude & Sage Intacct integration use cases
- Long-document Q&A — Have Claude answer detailed questions about contracts, policies, or financials by grounding prompts in live Sage Intacct records.
- Summaries and analysis with real context — Generate reports, project briefs, or strategy docs using the most up-to-date data from [tech].
- Desktop workflows with governed data — Let teams use Claude Desktop to securely query Sage Intacct without building custom pipelines or risking data leaks.
- Safe writebacks and approvals — Expose only approved write operations on [tech] through Claude's MCP tools for governed, auditable actions.
Learn more about CData Connect AI
Sage Intacct to Anthropic Claude Features
Real-time data accessed in-place
Access data where it lives right now. Ensure data is always live, always retains its metadata and semantics, and always protected by source system permissions.
Semantic intelligence & preserved context
Expose your data's metadata, relationships, and context so AI has real understanding of your business without recreating it on top of a warehouse.
One connection to both explore and take action
Point-and-click connection setup that works for both queries and actions so you can set up integrations in minutes.
Enterprise security and governance
Pass through and edit role-based access control (RBAC) inherited from the source to users in AI and AI agents.
How It Works: Model Context Protocol (MCP)
Connect AI is first managed Model Context Protocol (MCP) platform for AI integration. Model Context Protocol (MCP) is an open standard for connecting AI assistants, agents, and automations to external tools and data.
With Connect AI's managed MCP platform, you can present your enterprise systems as standardized MCP tools and resources and call them directly from AI.
Instead of building and maintaining dozens of one-off MCP Servers, your AI simply calls one universal MCP URL from Connect AI, and gets governed access to live data from across your enterprise stack.
Getting Started is Easy:
- Configure data sources (Salesforce, NetSuite, Workday, SQL, Jira, etc.) in Connect AI.
- Create a 'Remote MCP' URL.
- Connect Anthropic Claude to your business data.
Get Started for FREE
Access live Sage Intacct data in other popular AI tools
No complicated data movement, ETL, or data integration required. Securely connect live Sage Intacct data with any AI tool that supports MCP. Select your preferred tool below to learn more.
