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⇱ Integrating Codex CLI with Sage Intacct data via CData CLI

Integrating Codex 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.

Codex CLI is OpenAI's open-source coding agent that runs locally from your terminal, built in Rust for speed and efficiency. It can read, modify, and execute code on your machine through natural language instructions, handling multi-file edits, running shell commands, reviewing code changes, and launching Codex Cloud tasks. Its support for integrations, agent skills, and AGENTS.md configuration files makes it well-suited for structured, tool-driven workflows, making it a natural fit for connecting to external data sources through CData CLI.

By describing your data goals in plain language, Codex CLI can handle the full setup process, from driver configuration and license activation to connection creation and query execution, without manual intervention at each step.

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

Prerequisites

  1. Codex CLI installed
  2. CData CLI installed
  3. Access to Sage Intacct

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 the skill (one-time setup)

Always use CData CLI with the official skill.

  1. The official CData CLI Skill is available on GitHub and installs through npx skills in the terminal: 
    npx skills add CDataSoftware/cli-skills
  2. Follow the prompts in the terminal to install for Codex. 👁 Install for Codex

Step 2: Set up the project directory

Create a project directory to contain all project files.

  1. Navigate to the directory within the terminal and start a session with the codex command: 👁 Start a Codex session

Step 3: Establish the driver and connection

Describe what you want to accomplish in this session with the CLI and Sage Intacct data.

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 prompt automatically loads the skill and kicks off the following process. You can always manually prompt the agent for each of the following steps.

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

Step 4: Query Sage Intacct data

With the CData driver fully configured, your agent can now execute queries and write code against live Sage Intacct data: 

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

Query Sage Intacct data directly from your terminal with CData CLI

Codex CLI 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 in plain language, 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.