Integrate Devin with Live Sage Intacct Data Using CData Connect AI

Anusha M B
Anusha M B
Technical Marketing Engineer
Use the CData Connect AI Remote MCP Server to enable Devin, the AI software engineer, to securely access and query live Sage Intacct data.

Devin is an AI software engineer from Cognition that plans, writes, and tests code in autonomous sessions. It supports the model context protocol (MCP) through its built-in MCP marketplace, allowing you to install remote MCP servers and give Devin access to external tools and live data sources.

By integrating Devin with CData Connect AI through the built-in MCP Server, Devin gains governed, real-time access to live Sage Intacct data. You can list catalogs, explore schemas, and query records from Sage Intacct data using natural language prompts, with all data access running securely against authorized sources.

This article explains how to configure Sage Intacct connectivity in Connect AI, install the CData Connect AI MCP Server from the Devin MCP marketplace, and verify the integration by querying live Sage Intacct data from a Devin session.

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 Devin

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

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a connection in Connect AI
  3. Select Sage Intacct from the Add Connection panel
  4. Selecting data source
  5. 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.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab and update user-based permissions
  8. Updating permissions

With the Sage Intacct connection configured, Devin can now connect to Sage Intacct data through Connect AI.

Step 2: Install the Connect AI MCP Server in Devin

Next, install the CData Connect AI MCP Server from the Devin MCP servers list so your sessions can discover and call live data tools through Connect AI.

Note: Installing MCP servers in Devin requires the Manage MCP Servers permission. If you don't have this permission, use the Suggest option or contact your organization admin.

  1. Log into Devin and navigate to Settings and Connections, then select the MCP servers tab
  2. Search for CData Connect AI in the marketplace and select the verified listing
  3. Viewing MCP servers in Devin and searching for CData Connect AI
  4. Click Install and enable. When prompted, complete the OAuth flow to authenticate with your Connect AI account Installing the Connect AI MCP Server in Devin
  5. Once installed, confirm the Enable in sessions toggle is on and click Test tools. Devin validates the connection and lists the available Connect AI tools, such as getCatalogs, getSchemas, getTables, and queryData Verifying the Connect AI MCP tools in Devin

With the MCP server installed and enabled, the Connect AI tools are available to every Devin session in your workspace.

Step 3: Query live Sage Intacct data from Devin

With the integration complete, start a Devin session and interact with live Sage Intacct data through natural language prompts.

  1. From the Devin home page, start a new session
  2. In the session prompt, ask Devin to work with your Connect AI data, for example:
    • Can you list the connections in CData Connect AI
    • Show the available schemas and tables for Sage Intacct
    • Query the top 5 records from a table in Sage Intacct
  3. Devin calls the Connect AI MCP Server and returns live results from Sage Intacct data directly in the session. You can follow the tool calls, inputs, and outputs in the Progress panel Querying live data from a Devin session

At this point, Devin communicates with the Connect AI MCP Server and retrieves live Sage Intacct data through remote MCP tools directly from your sessions, whether you're exploring data, building features against it, or automating engineering tasks.

Get started with CData Connect AI

To access hundreds of SaaS, big data, and NoSQL sources directly from your cloud applications, try CData Connect AI today. Download a free 14-day trial of CData Connect AI, and our Support Team is available to help with any questions you have.

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