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

⇱ Integrating Gumloop with Sage Intacct Data via CData Connect AI

Integrating Gumloop with Sage Intacct Data via CData Connect AI

👁 Yazhini G
Yazhini G
Technical Marketing Engineer
Leverage the CData Connect AI Remote MCP Server to enable Gumloop to securely access and act on Sage Intacct data within automated workflows.

Gumloop is a visual automation platform designed to create AI-powered workflows by combining triggers, AI nodes, APIs, and data connectors. By integrating Gumloop with CData Connect AI through the built-in MCP (Model Context Protocol) Server, workflows can seamlessly access and interact with live Sage Intacct data.

The platform provides a low-code environment, making it easier to orchestrate complex processes without heavy development effort. Its flexibility allows integration across multiple business applications, enabling end-to-end automation with live data.

This article outlines the steps required to configure Sage Intacct connectivity in Connect AI, register the MCP server in Gumloop, and build a workflow that queries 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 Gumloop

Connectivity to Sage Intacct from Gumloop is made possible through CData Connect AI's Remote MCP Server. To interact with Sage Intacct data from Gumloop, we 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
  2. Select "Sage Intacct" from the Add Connection panel
    3. 👁 Selecting a 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 in the Add Sage Intacct Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Gumloop. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 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, Gumloop is prepared to connect to Sage Intacct data through the CData MCP server.

Step 2: Connect to the MCP server in Gumloop

The MCP server endpoint and authentication values from Connect AI must be added to Gumloop credentials.

  1. Sign in to Gumloop and create an account
  2. Visit the Gumloop Credentials page to configure MCP server
  3. Click on Add Credentials and search and select MCP Server
    4. 👁 Configuring MCP server
    👁 MCP server app
  4. Provide the following details:

The MCP server is now available to build workflows in Gumloop.

Step 3: Build a workflow and explore live Sage Intacct data with Gumloop

  1. Visit Gumloop Personal workspace and click on the Create Flow
    2. 👁 Create Gumloop workflow
  2. Select the icon or press Ctrl + B to add a node or a subflow
    3. 👁 Add a node
  3. Search for Ask AI and select it
    4. 👁 Select Ask AI
  4. Click Show More Options and enable the Connect MCP Server? option
    5. 👁 Enable 'Connect MCP Server?'
  5. From the MCP Servers dropdown, choose the saved MCP credential
  6. Add a Prompt and Choose an AI Model according to your requirements
    7. 👁 Add Prompt
  7. After configuring the required details, Click Run to run the pipeline
    8. 👁 Example 1: Gumloop workflow execution
    👁 Example 2: Gumloop workflow execution

With the workflow run completed, Gumloop demonstrates successful retrieval of Sage Intacct data through the CData Connect AI MCP server, with the MCP Client node providing the ability to ask questions, retrieve records, and perform actions on the data.

Get CData Connect AI

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI today!