How to Query Live Sage 300 Data in Perplexity MacOS Desktop

Perplexity is an AI-powered research and answer engine that allows users to combine web search, structured data, and connected tools through a unified conversational interface. With Perplexity Desktop for macOS, users can bring local tools and data sources directly into their workflow using MCP, enabling fast, context-aware insights powered by live data.

Model Context Protocol (MCP) is an emerging, open-source standard for connecting LLMs with external services and enterprise data sources. Using MCP Servers, AI clients such as Perplexity Desktop can securely interact with applications and data, performing actions, retrieving live information, and enabling natural language access to data.

In this article, we guide you through installing the CData MCP Server for Sage 300, configuring the connection to Sage 300, and interacting with your live Sage 300 data from Perplexity Desktop.

Step 1: Download and install the CData MCP Server for Sage 300

1. To begin, download the CData MCP Server for Sage 300
2. Find and double-click the installer to begin the installation
3. Drag the CData MCP Server app into the Applications folder

When the installation is complete, you are ready to configure your MCP Server by connecting to Sage 300.

NOTE: Since you downloaded the application from the internet and not the Apple App Store, you may see a warning that the application was not opened because Apple could not verify its security. You may continue with the installation.

Installing a trusted, unverified App

CData's solutions are trusted across the globe by some of the largest software vendors in the world. That said, if you have any concerns about continuing, please consult with your IT and/or security team.

1. In the warning message that pops up, click "Done"
2. Open "System Settings" on your machine and navigate to the "Privacy & Security" page

3. Scroll down to the "Security" section and click "Open Anyway"
4. Authorize the installation (passkey or password)

Step 2: Configure the Connection to Sage 300

1. After installation, you can open the CData MCP Server for Sage 300 from the Applications folder on your mac
2. Click the dropdown menu in MCP Configuration > Configuration Name and select "new configuration"
3. Name the configuration (e.g. "cdata_sage300") and click "OK"

4. Enter the appropriate connection properties in the configuration wizard.

   Sage 300 requires some initial setup in order to communicate over the Sage 300 Web API.

   • Set up the security groups for the Sage 300 user. Give the Sage 300 user access to the option under Security Groups (per each module required).
   • Edit both web.config files in the /Online/Web and /Online/WebApi folders; change the key AllowWebApiAccessForAdmin to true. Restart the webAPI app-pool for the settings to take.
   • Once the user access is configured, click https://server/Sage300WebApi/ to ensure access to the web API.

   Authenticate to Sage 300 using Basic authentication.

   Connect Using Basic Authentication

   You must provide values for the following properties to successfully authenticate to Sage 300. Note that the provider reuses the session opened by Sage 300 using cookies. This means that your credentials are used only on the first request to open the session. After that, cookies returned from Sage 300 are used for authentication.

   • Url: Set this to the url of the server hosting Sage 300. Construct a URL for the Sage 300 Web API as follows: {protocol}://{host-application-path}/v{version}/{tenant}/ For example, http://localhost/Sage300WebApi/v1.0/-/.
   • User: Set this to the username of your account.
   • Password: Set this to the password of your account.
   
5. Click "Connect" to authenticate with Sage 300.
6. Click "Save Configuration" to save the MCP server

With your MCP Server configured, you are ready to connect it to Perplexity Desktop.

Step 3: Connect the MCP Server to Perplexity Desktop

1. Download the Perplexity Desktop application for macOS and sign in with your Pro or Premium account
2. Open Settings > Connectors. If the Perplexity Helper App is not installed, you will be prompted to download it. Install the Helper App, then restart Perplexity Desktop
3. After restarting, return to Settings > Connectors and click Add Connector
4. Select the Simple tab and assign a name for the connector (e.g., "CData Sage 300 MCP"). In the Command box, enter the absolute path to your MCP Server executable.

   For example:

   	/Applications/CData MCP Server for Sage 300.app/Contents/Payload/jre/Contents/Home/bin/java \
   	-jar /Applications/CData MCP Server for Sage 300.app/Contents/Payload/lib/cdata.mcp.sage300.jar \
   	cdata_sage300
   

   
5. Click Save. Your MCP Server should now appear in the connector list with a "Running" status

Step 4: Query Your Live Sage 300 data in Perplexity Desktop

1. Open a new chat in Perplexity Desktop. Click the Sources toggle and enable your MCP Server
2. Start asking questions about your Sage 300 data. For example:

   "List all the tables available in my Sage 300 data connection."

   

Connect your AI to your Sage 300 data today!

CData MCP Servers make it simple to connect Perplexity and other LLM clients to real-time enterprise data. Download a free, 30-day trial and join the CData Community to share insights, ask questions, and help shape the future of enterprise-ready AI.