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⇱ Integrating Claude Code CLI with Sage Intacct Data via CData CLI

Integrating Claude Code CLI with Sage Intacct Data via CData CLI

👁 Justin Floyd
Justin Floyd
Product Business Analyst
CData CLI gives AI coding agents direct, command-line-native access to CData Drivers across hundreds of data sources, allowing agents to manage licenses, configure connections, run SQL queries, and explore schema metadata - all without leaving the terminal.

Claude Code is Anthropic's agentic command-line tool that brings AI assistance directly into your development workflow. Running natively in the terminal, it can plan and execute multi-step tasks: reading files, running commands, and making decisions across your project without constant manual input. Its ability to load and follow agent skill files makes it especially well-suited for structured workflows, making it a natural fit for connecting to external data sources through tools like CData CLI. With Claude Code, you can describe your data goals in plain language and let the agent handle driver setup, connection configuration, and query execution automatically.

This article details step-by-step directions for how to connect Sage Intacct data to Claude Code CLI through CData CLI.

Prerequisites

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: Download skill (one-time setup)

The CData CLI should always be used with the official Skill.

  • The official CData CLI Skill on GitHub can be downloaded using npx skills through the terminal: 
    npx skills add CDataSoftware/cli-skills
  • Follow prompts in terminal to install skill for Claude Code
👁 Install skill for Claude Code

Step 2: Set up project directory

A project directory should be created to contain all project files.

Navigate to directory within the terminal and start a session using the claude command

👁 Start Claude Code in the terminal

Step 3: Establish driver and connection

Describe what you hope to accomplish in this session with the CLI and Sage Intacct data. For example, consider the following prompt:

"I would like to build a command line app that connects to Sage Intacct data and checks for updates from Customer. Make sure to include data from important columns like Name and TotalDue."

This should automatically load the Skill and kick off the following process. You can always manually prompt the agent for each of the following steps.

  1. Driver setup: Check for existing CData Sage Intacct driver, or search and download a new one: 
    1. cdatacli drivers list
    2. cdatacli drivers search --driver "Sage Intacct"
    3. cdatacli drivers download --artifact-id <artifact-id>
  2. Activation: Activate Sage Intacct driver with a single command for trial or full license: 
    1. cdatacli drivers activate "Sage Intacct" --name "<name>" --email "<email>" --trial
    2. cdatacli drivers activate "Sage Intacct" --name "<name>" --email "<email>" --key "<product-key>"
  3. Establish Sage Intacct connection: Check for existing Sage Intacct connections or create a new one: 
    1. cdatacli connection list
    2. cdatacli connection create --driver "Sage Intacct" --name my_sageintacct_connection --connectionstring "Prop1=value1;Prop2=value2;..."
  4. Create Sage Intacct skill (if applicable): CData provides driver instructions for popular sources that can be used to create a source specific skill to guide the agent through best practices for the driver. Run the following command to generate a skill file and save the output to your skills directory. You can choose to save the skill either at the project level or globally. (Note: If "No instructions available for Sage Intacct" error is returned, no driver instructions exist and you can continue to use main driver skill) 
    cdatacli drivers skill "Sage Intacct" > ~/skills/cdata-sageintacct/SKILL.md

Step 4: Query Sage Intacct data

With the CData Sage Intacct Driver fully setup, your agent can now begin executing queries and writing code if desired.

cdatacli query sql --connection my_sageintacct_connection --sql "SELECT * FROM Customer"

Query Sage Intacct data directly from your terminal with CData CLI

Claude Code and CData CLI together give your AI coding agent a direct path to live Sage Intacct data without custom middleware, scheduled syncs, or manual setup at each step. Describe your goal, and the agent handles driver configuration, connection setup, and query execution from start to finish in the terminal.

Download the free CData CLI and start a free, 30-day trial of the CData JDBC Driver for Sage Intacct today.

Ready to get started?

Download a free trial of the Sage Intacct Driver to get started:

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Learn more:

👁 Sage Intacct Icon
Sage Intacct JDBC Driver

Complete read-write access to Sage Intacct enables developers to search (Contacts, Invoices, Transactions, Vendors, etc.), update items, edit customers, and more, from any Java/J2EE application.