Integrate Cline with Live Sage Intacct Data via CData Connect AI

Yazhini G
Technical Marketing Engineer

Leverage the CData Connect AI Remote MCP Server to enable Cline to securely access and query live Sage Intacct data from within your IDE.

Cline is an autonomous AI coding agent that runs inside modern IDEs such as VS Code and Cursor. It enables developers to build agent-driven workflows that can reason through tasks, execute actions, and interact with external systems directly from the editor using a structured execution model.

By integrating Cline with CData Connect AI through the built-in MCP (Model Context Protocol) Server, the agent gains the ability to query, analyze, and act on live Sage Intacct data in real time. This integration bridges Cline's in-IDE agent framework with the governed enterprise connectivity of CData Connect AI, ensuring all data access runs securely against authorized sources without manual data movement.

This article outlines the steps to configure Sage Intacct connectivity in Connect AI, generate the required personal access token, register the Connect AI MCP Server in Cline, and verify that the agent can successfully interact with live Sage Intacct data from within the IDE.

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 Cline

Connectivity to Sage Intacct from Cline is made possible through CData Connect AI's Remote MCP Server. To interact with Sage Intacct data from Cline, start by creating and configuring a Sage Intacct connection in CData Connect AI.

Log into Connect AI, 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
Navigate to the Permissions tab and update user-based permissions

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Cline. It is best practice to create a separate PAT for each integration to maintain granular access control.

Click the gear icon () at the top right of the Connect AI app to open Settings
On the Settings page, go to the Access Tokens section and click Create PAT
Give the PAT a descriptive name and click Create

Copy the token when displayed and store it securely. It will not be shown again

With the Sage Intacct connection configured and a PAT generated, Cline can now connect to Sage Intacct data through the CData Connect Ai.

Step 2: Install and set up Cline

Cline is distributed as an IDE extension and can be installed in environments such as VS Code or Cursor. In this example, Cursor is used, but the steps are identical for supported IDEs.

Open Cursor and install the Cline extension from the Extensions Marketplace
Complete the initial Cline setup flow, including model selection and permission prompts
After setup is complete, the Cline agent panel opens automatically inside the IDE

Step 3: Add the Connect AI Remote MCP Server

Once Cline is running, add the CData Connect AI Remote MCP Server so the agent can access live Sage Intacct data through Connect AI.

In the Cline panel, click MCP Servers
Open Remote Servers and click Edit Configuration
This opens a JSON configuration file. Paste the configuration below
```
{
  "mcpServers": {
    "mcp": {
      "url": "https://mcp.cloud.cdata.com/mcp",
      "type": "streamableHttp",
      "headers": {
        "Authorization": "Basic your_email:your_PAT"
      },
      "disabled": false,
      "autoApprove": []
    }
  }
}
```
Note: Cline will use Basic authentication with Connect AI. Combine your Connect AI user email and the PAT you created earlier. For example, [email protected]:ABC123...XYZ789 and add the value for the Authorization header like, Basic [email protected]:ABC123...XYZ789.
Save the file and return to the MCP Servers screen to confirm the server is listed and enabled

Step 4: Query live data from Cline

With the MCP server registered, Cline can now interact with live data sources exposed by Connect AI.

Click the icon in the Cline panel to start a New Task/Chat
At the bottom of the chat window, confirm that the configured MCP server is selected
Start interacting with the agent by entering prompts such as:
- List connections
- Show schemas for a catalog
- Query recent records from Sage Intacct data

Cline is now fully configured to access and query live Sage Intacct data through the CData Connect AI Remote MCP Server, enabling real-time, data-driven workflows directly from your IDE.

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