How to Query Live Sage 300 Data in Claude Desktop

Model Context Protocol (MCP) is an emerging, open-source standard for connecting LLMs with external services and data sources. Through MCP Servers, AI clients can perform actions like opening Jira tickets, posting Slack messages, committing GitHub branches and more. With CData Code Assist MCP, these capabilities expand exponentially.

CData Code Assist MCP provides schema-aware context to AI tools — whether you're using it for AI-assisted code generation in IDEs like Cursor, or for querying live data through chat interfaces like Claude Desktop.

In this article, we guide the reader through installing CData Code Assist MCP for Sage 300, configuring the connection to Sage 300, and asking questions of the data in Claude Desktop.

Prerequisites

You need to download Claude Desktop (download) and create an account before continuing.

Overview

Here's a quick overview of the steps:

1. Download and install the CData Code Assist MCP for Sage 300
2. Configure the connection to Sage 300
3. Ask questions about the data in Claude Desktop

Step 1: Download and install CData Code Assist MCP

1. To begin, navigate to https://www.cdata.com/solutions/codeassist/ and download the CData Code Assist MCP for Sage 300. 👁 Downloading the CData Code Assist MCP installer
   
2. Find and double-click the installer to begin the installation. 👁 Running the installer for CData Code Assist MCP (Google Sheets is shown.)
   
3. Follow the prompts to complete the installation. 👁 Completing the CData Code Assist MCP installation (Google Sheets is shown).
   

When the installation is complete, you are ready to configure Code Assist MCP by connecting to Sage 300.

Step 2: Configure the connection to Sage 300

1. After installation, the Code Assist MCP configuration wizard should open automatically. 👁 The Code Assist MCP configuration wizard.
   

   NOTE: If the wizard does not open automatically, search for "CData Code Assist MCP" in the Windows search bar and double-click the application. 👁 Opening the Code Assist MCP configuration wizard (Google Sheets is shown).
   

2. Click the dropdown menu in MCP Configuration > Configuration Name and select "
3. Name the configuration (e.g. "cdatasage300") and click "OK."

   NOTE: This name is used as the name for the MCP server and as the prefix for all of the MCP Server's tools.

   👁 Naming the configuration.
   

4. Connecting to Sage 300

   Sage 300 requires some initial setup in order to communicate over the Sage 300 Web API.

   • Set up the security groups for the Sage 300 user. Give the Sage 300 user access to the
   • Edit both web.config files in the /Online/Web and /Online/WebApi folders; change the key AllowWebApiAccessForAdmin to true. Restart the webAPI app-pool for the settings to take.
   • Once the user access is configured, click https://server/Sage300WebApi/ to ensure access to the web API.

   Authenticate to Sage 300 using Basic authentication.

   Connect Using Basic Authentication

   You must provide values for the following properties to successfully authenticate to Sage 300. Note that the provider reuses the session opened by Sage 300 using cookies. This means that your credentials are used only on the first request to open the session. After that, cookies returned from Sage 300 are used for authentication.

   • Url: Set this to the url of the server hosting Sage 300. Construct a URL for the Sage 300 Web API as follows: {protocol}://{host-application-path}/v{version}/{tenant}/ For example, http://localhost/Sage300WebApi/v1.0/-/.
   • User: Set this to the username of your account.
   • Password: Set this to the password of your account.

   Enter the appropriate connection properties in the configuration wizard.

   👁 Configuring the Server to connect with a specific Spreadsheet.
   
5. Click "Connect" to authenticate with Sage 300.
6. Finally, click "Save Configuration" to save the configuration. 👁 Saving the Code Assist MCP configuration.
   

   NOTE: This saves the configuration details to a separate file and updates the Claude Desktop configuration file (claude_desktop_config.json) to start Code Assist MCP when the Claude Desktop client starts.

With Code Assist MCP configured, you are ready to start asking questions of your live data from Claude.

Step 3: Ask AI for answers from live Sage 300 data

Now that we have installed Code Assist MCP and configured a connection, we are ready to start with Sage 300 data in Claude Desktop.

1. Open Claude Desktop. It may take a moment for Code Assist MCP to start, but you will see the list of servers and tools available in the Claude interface (look for the settings icon below the prompt bar). 👁 The MCP servers menu showing available connections in Claude Desktop
   

   You can individually enable and disable specific tools by clicking on the server name. 👁 The expanded tool list for Code Assist MCP in Claude Desktop
   

2. Now that you have connected, you can ask Claude questions about the Sage 300 data. For example: "Can you give me a quantitative analysis about my closed-won opportunities by industry?"

   NOTE: Claude may need to explore the Sage 300 data to make sense of it before it can begin answering questions of the data. The tabular model presented by CData alongside the database tools available simplify the data exploration and analysis for an LLM.

   👁 Claude Desktop displaying a quantitative analysis of live data
   

Build with Code Assist MCP. Deploy with CData Drivers.

Download Code Assist MCP for free and give your AI tools schema-aware access to live Sage 300 data during development. When you're ready to move to production, CData Sage 300 Drivers deliver the same SQL-based access with enterprise-grade performance, security, and reliability.

Visit the CData Community to share insights, ask questions, and explore what's possible with MCP-powered AI workflows.