Integrating Claude Code CLI with Sage Cloud Accounting Data via CData CLI

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 Cloud Accounting data to Claude Code CLI through CData CLI.

Prerequisites

• Claude Code installed
• CData CLI installed

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

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

Step 3: Establish driver and connection

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

"I would like to build a command line app that connects to Sage Cloud Accounting data and checks for updates from SalesInvoices. Make sure to include data from important columns like contact_name and total_amount."

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 Cloud Accounting driver, or search and download a new one:

   1. cdatacli drivers list

   2. cdatacli drivers search --driver "Sage Cloud Accounting"

   3. cdatacli drivers download --artifact-id <artifact-id>

2. Activation: Activate Sage Cloud Accounting driver with a single command for trial or full license:

   1. cdatacli drivers activate "Sage Cloud Accounting" --name "<name>" --email "<email>" --trial

   2. cdatacli drivers activate "Sage Cloud Accounting" --name "<name>" --email "<email>" --key "<product-key>"

3. Establish Sage Cloud Accounting connection: Check for existing Sage Cloud Accounting connections or create a new one:

   1. cdatacli connection list

   2. cdatacli connection create --driver "Sage Cloud Accounting" --name my_sagebcaccounting_connection --connectionstring "Prop1=value1;Prop2=value2;..."

4. Create Sage Cloud Accounting 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 Cloud Accounting" error is returned, no driver instructions exist and you can continue to use main driver skill)

   cdatacli drivers skill "Sage Cloud Accounting" > ~/skills/cdata-sagebcaccounting/SKILL.md

Step 4: Query Sage Cloud Accounting data

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

cdatacli query sql --connection my_sagebcaccounting_connection --sql "SELECT * FROM SalesInvoices"

Query Sage Cloud Accounting 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 Cloud Accounting 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 Cloud Accounting today.