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Connect Sage Accounting to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Run your business finances through a natural conversation.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 11 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 11 available through Sage Accounting.

  1. 01

    Get user info

    This capability retrieves your Sage user profile information.

  2. 02

    List businesses

    Use this to see all the different businesses you have access to in Sage.

  3. 03

    List contacts

    This capability pulls your full list of customers and suppliers from the accounting system.

  4. 04

    List ledger accounts

    Access your complete Chart of Accounts through this capability.

Capability set02 / 03

05-08

4 capabilities in this set.

Part of 11 available through Sage Accounting.

  1. 05

    List purchase invoices

    This capability lists all purchase invoices recorded in your account.

  2. 06

    List sales invoices

    Use this to view your sales invoices and track incoming revenue.

  3. 07

    List services

    This capability retrieves the list of service items you offer.

  4. 08

    List products

    Access your catalog of physical products via this capability.

Capability set03 / 03

09-11

3 capabilities in this set.

Part of 11 available through Sage Accounting.

  1. 09

    Get sales invoice

    This capability fetches the specific details for a single sales invoice.

  2. 10

    List bank accounts

    Use this to see all your business bank accounts and their details.

  3. 11

    List tax rates

    This capability pulls the tax rates currently configured in your Sage account.

Real work

What teams actually run

01

Accounts Receivable Tracking

Ask your agent to identify which customers have overdue sales invoices.

02

Cash Position Checks

Get an instant summary of all bank account balances and total cash on hand.

03

Inventory Audits

Use the AI to pull lists of physical products or service items for quick reference.

04

Compliance Monitoring

Check configured tax rates and business profile data to ensure everything is correct.

Automate a task

Put Sage Accounting to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Sage Accounting works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Sage Accounting to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

903ms average. Fast in production.

Sage Accounting is checked daily against the live service.

Daily averagePeak 1229ms
Oct 3Today
Fastest day
688ms
Slowest day
1229ms
14-day trend
Slowing+32%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 11 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Sage Accounting, so you can see the experience inside your AI.

It does not authenticate your account with Sage Accounting. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Sage Accounting Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_2Y6iEL1tSiYQ8x7M0UV2K45YkMs7arBbBu59IX6Y/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Sage Accounting capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "sage-accounting-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_2Y6iEL1tSiYQ8x7M0UV2K45YkMs7arBbBu59IX6Y/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Sage Accounting in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Sage Accounting owners hand off.

This MCP is built for anyone managing business finances through Sage who wants to interact with their data using natural language.

  • 01

    Small Business Owners

    They use the AI to check unpaid invoices and balance summaries without opening the Sage dashboard.

  • 02

    Finance Teams

    They hand off the task of retrieving transaction metadata and tracking tax rates to their agent.

  • 03

    Accountants

    They use the AI to monitor ledger accounts and check the financial health of clients.

FAQ

Questions Sage Accounting owners ask.

  • 01

    How do I connect my Sage account?

    You need to provide your Sage OAuth 2.0 Access Token from your developer application after subscribing to the MCP on Vinkius.

  • 02

    Which AI clients can I use with this MCP?

    This MCP works with any compatible client, including Claude, Cursor, and Windsurf.

  • 03

    Can I see my bank balances through the AI?

    Yes, you can use the list_bank_accounts capability to see your business bank accounts and their current balances.

  • 04

    Does this MCP allow me to see my customers?

    Yes, you can list and search through your customer and supplier database using the list_contacts capability.

  • 05

    Is my financial data secure?

    Vinkius hosts the MCP and manages your credentials to ensure a secure connection to your Sage account.

  • 06

    Can my AI automatically find the balance for all my business bank accounts in Sage?

    Yes! Use the list_bank_accounts capability. Your agent will respond with complete metadata for all accounts, including currency, account type, and current balances in seconds.

  • 07

    How do I find my Sage OAuth 2.0 Access Token?

    Log in to the Sage Developer Portal, create an application, and use your preferred OAuth 2.0 client library to complete the authorization flow and retrieve a bearer token.

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