Integrate Trae with Live Sage Intacct Data via CData Connect AI
Trae is an AI-powered integrated development environment (IDE) that pairs a familiar editor with agent modes such as Builder and SOLO. It supports the Model Context Protocol (MCP), so you can add external tools and data sources and give the agent access to live data.
By integrating Trae with CData Connect AI through the built-in MCP Server, Trae 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, generate the required personal access token, install Trae, add the Connect AI MCP Server, configure an LLM model, and verify the integration by querying live Sage Intacct data from the Trae agent.
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 Trae
Connectivity to Sage Intacct from Trae is made possible through Connect AI's Remote MCP Server. To interact with Sage Intacct data from Trae, start by creating and configuring a Sage Intacct connection in Connect AI.
- Log into Connect AI, click Sources, and then click Add Connection
- Select Sage Intacct from the Add Connection panel
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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 Trae. 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, Trae can now connect to Sage Intacct data through Connect AI.
Step 2: Install Trae and configure the Connect AI MCP Server
Next, install Trae, add the Connect AI Remote MCP Server, and configure an LLM model so the agent can discover and call live data tools through Connect AI.
- Download and install the Trae IDE, then launch the application
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Switch to SOLO mode using the toggle at the top left, or press Ctrl + Alt + \
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Click Toggle AI Sidebar to open the chat panel
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Open Settings, then select MCP from the left menu
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Click Add Manually
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In the Configure Manually dialog, paste the following configuration and click Confirm:
{ "mcpServers": { "cdata-connect-ai": { "type": "streamable-http", "url": "https://mcp.cloud.cdata.com/mcp", "headers": { "Authorization": "Basic your_base64_encoded_email_PAT" } } } }Note: Trae will use Basic authentication with Connect AI. Combine your Connect AI user email and the PAT you created earlier in the format email:PAT, base64 encode the combined string, and prefix it with Basic. For example, given [email protected]:ABC123...XYZ789, the Authorization header value becomes something like: Basic dXNlckBkb21haW4uY29tOkFCQzEyMy4uLlhZWjc4OQ==
Configure an LLM model
Trae requires at least one LLM model to power the agent's reasoning. Add a model so the agent can interpret prompts and call MCP tools through Connect AI.
- Return to Settings and select Models
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Click Add Model, choose a provider such as OpenAI, Anthropic, or Google, select a model, enter your API key, and click Add Model
With the MCP server added and an LLM model configured, Trae is ready to query live Sage Intacct data through Connect AI.
Step 3: Query live Sage Intacct data from Trae
With the integration complete, use the Trae agent to interact with live Sage Intacct data through natural language prompts handled by the configured LLM.
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In the chat panel, type @ and select Builder with MCP. Confirm that cdata-connect-ai is listed under Tools - MCP
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Enter a prompt to interact with your data, for example:
- List all catalogs in cdata-connect-ai
- Show the available schemas and tables for Sage Intacct
- Query the top 5 records from a table in Sage Intacct data
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Trae calls the Connect AI MCP Server and returns live results from Sage Intacct data
At this point, the Trae agent communicates with the Connect AI MCP Server and retrieves live Sage Intacct data through remote MCP tools directly from the IDE.
Get 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.