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Vinkius

Sage Accounting Connector for AI agents.

11 live capabilities

Manage your business invoices and bank transactions through natural conversation.

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AI Agent

Why people use Sage Accounting

Sage Accounting for Automated Invoice Tracking

With this Connector, you just ask your agent to list sales invoices or find overdue payments. It pulls the data instantly, giving you a clear picture of your accounts receivable in seconds. You get your time back.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get a direct line to your Sage accounting data without switching tabs.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    Checking unpaid invoices

    A business owner asks for all sales invoices over 30 days old and gets a list of debtors using list_sales_invoices.

  2. Real-world use case 02

    Bank reconciliation

    A bookkeeper asks the agent to summarize the last 7 days of transactions from all bank accounts using list_bank_accounts.

  3. Real-world use case 03

    Contact lookup

    A sales rep asks for a supplier's contact info and gets it instantly from the contact list using list_contacts.

Complete set · 11capabilities

The complete Sage Accounting capability set.

These are the exact actions your AI can choose when you ask it to work with Sage Accounting.

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 11 available through Sage Accounting.

  1. 01 Capability

    Get sales invoice

    The get_sales_invoice capability pulls the specifics of a single sales invoice. This helps you quickly check payment status or items sold.

  2. 02 Capability

    List bank accounts

    The list_bank_accounts capability shows all your connected business bank accounts. It lets you check balances across multiple financial institutions.

  3. 03 Capability

    List businesses

    The list_businesses capability shows all the businesses you have access to. It makes it easy to switch contexts between different entities.

  4. 04 Capability

    List contacts

    The list_contacts capability finds customers and suppliers in your database. Use this to quickly pull contact info without searching manually.

Capability set02 / 03

05—08

4 capabilities in this set.

Part of 11 available through Sage Accounting.

  1. 05 Capability

    List ledger accounts

    The list_ledger_accounts capability shows your full Chart of Accounts. It gives your agent the structure it needs to understand your ledger.

  2. 06 Capability

    Get user info

    The get_user_info capability pulls your Sage user profile details. This confirms which account the agent is currently interacting with.

  3. 07 Capability

    List purchase invoices

    The list_purchase_invoices capability pulls a list of all your purchase invoices. Use this to track what your business is spending on supplies.

  4. 08 Capability

    List sales invoices

    The list_sales_invoices capability gets a list of all sales invoices. This is the go-to capability for seeing what money is coming in.

Capability set03 / 03

09—11

3 capabilities in this set.

Part of 11 available through Sage Accounting.

  1. 09 Capability

    List services

    The list_services capability shows your list of service items. It helps the agent distinguish between physical goods and services.

  2. 10 Capability

    List tax rates

    The list_tax_rates capability shows all the tax rates configured in your account. This ensures your agent knows the correct rates for different regions.

  3. 11 Capability

    List products

    The list_products capability shows your full list of physical products. It lets the agent know exactly what you have in stock.

Set up in minutes

One URL. Then ask Sage Accounting to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Sage Accounting from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_2Y6iEL1tSiYQ8x7M0UV2K45YkMs7arBbBu59IX6Y/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Sage Accounting, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Sage Accounting for the conversation.

Where the request belongs

Work Sage Accounting can move forward.

Built around the request

This is for small business owners who are tired of clicking through dozens of tabs to see their balance. It is for finance teams who need to pull transaction data without manual exports and accountants who want to monitor client health in one place.

01

Small Business Owner

Checks unpaid invoices and bank balances on the go while running the company.

02

Bookkeeper

Monitors ledger accounts and tax rates to ensure everything balances on a Tuesday afternoon.

03

Finance Manager

Retrieves transaction metadata to track department spending and cash flow.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
MYOB logo
01 23 capabilities

MYOB

Automate accounting and sales management via MYOB. list GL accounts, journal transactions, invoices, and customer payments directly from any AI agent.

View Connector
QuickBooks Online logo
02 10 capabilities

QuickBooks Online

Connect QuickBooks to AI. query invoices, manage customers, run financial reports, and automate accounting workflows.

View Connector
Uniconta logo
03 8 capabilities

Uniconta

Automate ERP workflows via Uniconta. retrieve debtors, query invoices, manage GL accounts, and list inventory directly from any AI agent.

View Connector
FreeAgent logo
04 12 capabilities

FreeAgent

Manage accounting, track invoices, and oversee bank transactions via AI agents with FreeAgent.

View Connector
Pennylane logo
05 13 capabilities

Pennylane

Manage French accounting workflows via Pennylane. track invoices, customers, suppliers, and synchronize estimates dynamically using AI.

View Connector
Dext logo
06 10 capabilities

Dext

Equip your AI agent to manage receipts, track invoices, and monitor accounting data via the Dext API.

View Connector

Bring your own AI

Change the model, client or framework. Keep Sage Accounting connected.

  • Claude
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Before you connect

Questions about Sage Accounting.

The practical details behind the request, access and result.

How can I use Sage Accounting MCP to manage my invoices?

You can ask your AI agent to list all your sales invoices, find specific ones by number, or pull details on purchase invoices. This lets you track your accounts receivable and payable without opening the Sage dashboard.

Can Sage Accounting MCP show me my bank balances?

Yes, it can list all your connected business bank accounts and show their current balances. Your agent can even summarize recent transaction activity to give you a quick cash flow update.

Will Sage Accounting MCP help with my tax compliance?

It can pull your configured tax rates and business profile metadata. You can ask your agent to verify the correct tax rate for a specific region or service to ensure you stay compliant.

Can I search for my customers using Sage Accounting MCP?

You can search your entire customer and supplier database using natural language. Just ask your agent to find a specific contact, and it will pull the details from your Sage account.

Does Sage Accounting MCP work with Claude or Cursor?

Yes, it works with Claude, Cursor, Windsurf, and any other MCP-compatible client. You just connect your Sage account and start asking questions about your finances.

Is Sage Accounting MCP good for small businesses?

It is built for small business owners who need to see their numbers quickly. It replaces the need to manually navigate complex accounting software for everyday tasks like checking balances or finding invoices.

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.

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.

One connection away

Give your agent a direct line to Sage Accounting.

Connect Sage Accounting once. Keep it beside 5,900+ managed Connectors when the next task needs more.

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