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URL: https://www.cdata.com/kb/tech/intacct-cloud-cursor.rst

⇱ Integrate Cursor with Live Sage Intacct Data via CData Connect AI

Integrate Cursor with Live Sage Intacct Data via CData Connect AI

👁 Yazhini G
Yazhini G
Technical Marketing Engineer
Leverage the CData Connect AI Remote MCP Server to enable Cursor to securely access and act on live Sage Intacct data from within the editor.

Cursor is an AI-powered code editor that embeds conversational and agent-style assistance alongside your development workflow. By extending Cursor with MCP (Model Context Protocol) tools, you can give its AI agents secure access to external systems such as APIs and databases.

Integrating Cursor with CData Connect AI via the built-in MCP server allows the editor's AI to query, analyze, and act on live Sage Intacct data without copying data into the IDE. The result is a development experience where you can chat with your governed enterprise data directly from Cursor.

This article outlines how to configure Sage Intacct connectivity in Connect AI, generate the required access token, register Connect AI's MCP Server in Cursor, and then use the AI chat pane to explore live Sage Intacct data.

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 Cursor

Connectivity to Sage Intacct from Cursor is made possible through CData Connect AI's Remote MCP Server. To interact with Sage Intacct data from Cursor, start by creating and configuring a Sage Intacct connection in CData Connect AI.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a connection in Connect AI
  2. Select Sage Intacct from the Add Connection panel
    3. 👁 Selecting data source
  3. 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.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab and update user-based permissions
    6. 👁 Updating permissions

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Cursor. It is best practice to create a separate PAT for each integration to maintain granular access control.

  1. Click the gear icon () at the top right of the Connect AI app to open Settings
  2. On the Settings page, go to the Access Tokens section and click Create PAT
  3. Give the PAT a descriptive name and click Create
    4. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use

With the Sage Intacct connection configured and a PAT generated, Cursor can now connect to Sage Intacct data through Connect AI.

Step 2: Configure Connect AI in Cursor

Next, configure Cursor to use Connect AI. Cursor reads MCP configuration from an mcp.json file in the user configuration directory and exposes the registered servers under the Tools & MCP settings. Once configured, Cursor's AI chat can call the tools exposed by CData Connect AI.

  1. Download the Cursor desktop application and complete the sign-up flow for your account
  2. From the top menu, click Settings to open the settings panel 👁 Opening Cursor Settings
  3. In the left navigation, open the Tools & MCP tab and click Add Custom MCP 👁 Tools & MCP tab with Add Custom MCP
  4. Cursor opens an mcp.json file in the editor
  5. Add the following configuration. Make sure to base64-encode your email:PAT before inserting into the header: 
    {
 "mcpServers": {
 "cdata-mcp": {
 "url": "https://mcp.cloud.cdata.com/mcp",
 "headers": {
 "Authorization": "Basic your_base64_encoded_email_PAT"
 }
 }
 }
}
    👁 Configuring mcp.json with Connect AI
  6. Save the file
  7. Return to Settings and then select Tools & MCP. You can now see cdata-mcp enabled with an active indicator 👁 Connect AI enabled

Step 3: Chat with CData Connect AI from Cursor

  1. From the top bar, click Toggle AI Pane to open the chat window 👁 Opening the AI pane
  2. Test the connection by entering "List connections"
  3. You can also run queries like "Query Sage Intacct data and list the high priority accounts" 👁 Querying Sage Intacct data from Connect AI

Cursor is now fully integrated with the CData Connect AI MCP Server and can act on live Sage Intacct data directly from the editor.

Get CData Connect AI

To access hundreds of SaaS, Big Data, and NoSQL sources directly from your development tools, try CData Connect AI today!