# Sage Accounting MCP

> Sage Accounting MCP lets you manage your entire financial life inside any chat interface. Access ledger details, monitor bank transactions, track unpaid invoices, and update customer records—all without logging into a dashboard. It gives your AI agent full control of your books.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** cloud-accounting, invoicing, bank-reconciliation, ledger-management, financial-reporting, inventory-tracking

## Description

Need to know where your money is? This connector links directly to Sage Business Cloud Accounting, giving your agent real-time access to your company's finances. You can ask questions about your books and get specific answers instantly. Want to check on accounts payable or receivable? The MCP pulls in details from sales invoices and purchase invoices so you always know what’s outstanding. It also monitors bank transactions, keeping your cash flow updated directly through the chat window. Plus, you can search through your contact list, manage product catalogs, and even verify tax rates—all while working within Vinkius's largest catalog of connections. Your AI acts less like a simple lookup tool and more like an actual financial analyst sitting on your team.

## Tools

### get_sales_invoice
Pulls specific details for any single sales invoice you need to review.

### list_bank_accounts
Shows a list of all business bank accounts connected to the system.

### list_businesses
Lists which specific companies or legal entities you have access to within Sage.

### list_contacts
Retrieves a searchable list of all customers and suppliers in your system.

### list_ledger_accounts
Provides the complete chart of accounts for financial classification.

### get_user_info
Fetches basic user profile information associated with your Sage account.

### list_products
Displays the catalog of physical goods you sell or buy.

### list_purchase_invoices
Generates a list of all incoming bills and purchase invoices.

### list_sales_invoices
Retrieves a comprehensive overview of your outgoing sales invoices.

### list_services
Shows the list of non-physical service items you charge clients for.

### list_tax_rates
Lists all configured tax rates to ensure billing compliance.

## Prompt Examples

**Prompt:** 
```
List all active sales invoices in my Sage account.
```

**Response:** 
```
I've retrieved your invoices. You have 5 active records including #INV-1001 (Sent) and #INV-1002 (Draft). Would you like to see the customer details for the sent invoice?
```

**Prompt:** 
```
Show me all outstanding sales invoices and the total accounts receivable balance.
```

**Response:** 
```
23 outstanding sales invoices totaling $156,400. Overdue (8): $67,200 (oldest: INV-2025-089 from Meridian Corp, $12,400, 34 days past due). Due this week (6): $42,800. Due within 30 days (9): $46,400. Top debtors: Meridian Corp ($28,400 across 3 invoices), TechVentures ($18,600 across 2 invoices), DataFlow ($14,200). Average collection period: 28 days. Payment terms breakdown: Net 30 (65%), Net 15 (25%), Due on receipt (10%). 4 invoices have partial payments recorded.
```

**Prompt:** 
```
List all bank accounts with their current balances and recent transaction activity.
```

**Response:** 
```
4 bank accounts configured. "Business Current Account" (ending 4521): Balance $234,500. Last 7 days: 23 deposits ($89,200), 45 payments ($67,400), net +$21,800. "Savings Account" (ending 7834): Balance $450,000 (reserve fund). "Tax Reserve" (ending 2156): Balance $67,800. "PayPal Business" (ending 9012): Balance $12,340. Total cash position: $764,640. Unreconciled transactions: 12 items ($8,900). Automatic bank feed: synced 1 hour ago.
```

## Capabilities

### Reviewing Financial Records
The agent lists all your active sales and purchase invoices for immediate accounting oversight.

### Tracking Bank Activity
It retrieves real-time metadata from your connected business bank accounts to keep track of cash flow.

### Managing Contacts and Inventory
You can list, search, and maintain records for both customers and suppliers, or check available products in the catalog.

## Use Cases

### Reconciling a Client's Accounts
A bookkeeper needs to know the total amount due from Meridian Corp across multiple bills. Instead of running three reports, they ask the agent and it uses list_sales_invoices to calculate the full receivable balance instantly.

### Verifying a New Service Price
A manager needs to charge for custom labor but isn't sure what tax rate applies. They check the configured rates using list_tax_rates and then verify the product list to ensure they have the right item code.

### Checking Cash Position
A small business owner wants a quick snapshot of cash reserves before making a big purchase. They ask for bank accounts, and it uses list_bank_accounts to provide balances across all configured accounts.

### Auditing Purchases
An accountant needs to verify if an expense was correctly recorded. They pull the incoming bills using list_purchase_invoices and cross-reference it with the general ledger accounts using list_ledger_accounts.

## Benefits

- Stop jumping between apps. You can get a summary of your outstanding sales invoices or purchase invoices by simply asking the agent a question.
- Maintain perfect financial records by using list_contacts to keep customer and supplier data current without opening the CRM module.
- Know exactly where your money is at any time. The MCP pulls real-time metadata from your connected bank accounts, showing deposits and payments in minutes.
- Ensure tax compliance every time. Use list_tax_rates before generating a quote or invoice to confirm the right rates are applied.
- Streamline inventory checks by accessing product catalogs and service lists, helping you quickly price out complex jobs using list_products and list_services.

## How It Works

The bottom line is you get full accounting control without leaving your conversation window.

1. Subscribe to this MCP on Vinkius and provide your Sage OAuth 2.0 Access Token.
2. Connect your preferred AI client (like Cursor or Claude) to the MCP within the chat environment.
3. Ask natural language questions—for example, 'What are my overdue invoices?'—and receive structured financial data immediately.

## Frequently Asked Questions

**How do I use Sage Accounting MCP to check my bank balances?**
You ask the agent directly to list all business bank accounts. The tool uses list_bank_accounts to pull current balances and recent transaction summaries, giving you a total cash position.

**Can I use Sage Accounting MCP for invoicing? Which tools are needed?**
Yes, the MCP handles both outgoing and incoming invoices. Use list_sales_invoices to check what your clients owe, or list_purchase_invoices to track bills you need to pay.

**Does Sage Accounting MCP help with tax rates?**
Absolutely. You can run list_tax_rates to view all configured tax rates and verify that your sales invoices are using the correct amount for compliance.

**What if I need details on a single invoice? Should I use get_sales_invoice?**
Yes, if you know the specific ID or date of an invoice, calling get_sales_invoice is the most direct way to pull all its necessary data.

**Can this MCP help me with my customer list?**
You can manage your contacts using list_contacts. It lets you search and view records for both customers and suppliers, keeping your CRM data clean.