Sage Accounting
Run your books from a workflow: customers and suppliers, sales invoices and supplier bills, payments, the chart of accounts, products, services, tax rates and journals — read them, create them, and reconcile what is still outstanding.
Sage Accounting is mapped and documented, but one-click connection isn't live yet — the app shows it as Coming soon. Only Google Calendar, Drive, Mail, and Tasks are connectable today; see the Standard integrations catalogue for what's live now.
This integration runs against a system you host, so a little setup is needed first. Share this with whoever administers it.
- A Sage Accounting subscription. The person who connects signs in with their own Sage login, and we only ever see the businesses that login can already reach.
- If that login has more than one business, note which one you want. Sage defaults to the first business the account ever created, so every action takes an optional Business — run List Businesses to see the ids.
- Sage asks you to authorise us once. The permission lasts as long as it is used at least once a month; leave it unused for 31 days and Sage asks the person to sign in again.
| Category | 💳 Finance |
| Connection | Coming soon not yet connectable — once live it will connect via Sign in with Sage. |
| Actions | 23 total — 15 read, 8 write |
Actions
Once connected, Sage Accounting exposes the following actions. The AI can call them with #-mentions in chat, an agent can be granted a subset as tools, and a workflow can run them in an integration-action node.
| Action | Type | What it does | Proxy |
|---|---|---|---|
Create Contactcreate-contact | Write | Add a customer or supplier to Sage. | Yes |
Record Paymentcreate-contact-payment | Write | Record money received from a customer or paid to a supplier, and optionally settle invoices with it. | Yes |
Create Journalcreate-journal | Write | Post a manual journal. Sage refuses it unless the debits and the credits are equal. | Yes |
Create Ledger Accountcreate-ledger-account | Write | Add an account to the chart of accounts. | Yes |
Create Productcreate-product | Write | Add a product to the catalogue. | Yes |
Create Purchase Invoicecreate-purchase-invoice | Write | Record a bill from a supplier. This creates a real accounting document in Sage. | Yes |
Create Sales Invoicecreate-sales-invoice | Write | Raise an invoice against a customer. This creates a real accounting document in Sage. | Yes |
Get Contactget-contact | Read | Read one customer or supplier — balance, credit limit, address and VAT number. | Yes |
Get Purchase Invoiceget-purchase-invoice | Read | Read one supplier bill — totals, tax and what is still owed. | Yes |
Get Sales Invoiceget-sales-invoice | Read | Read one sales invoice — totals, tax, what has been paid and what is left. | Yes |
List Bank Accountslist-bank-accounts | Read | List bank accounts and their balances. Recording a payment needs an id from here. | Yes |
List Businesseslist-businesses | Read | List the businesses this Sage login can reach. Run this first if the account has more than one company — every other Sage action takes the id from here, and left empty they read whichever business was created first. | Yes |
List Paymentslist-contact-payments | Read | List money received from customers and paid to suppliers. | Yes |
List Contactslist-contacts | Read | List customers and suppliers, with their balances and credit terms. | Yes |
List Journalslist-journals | Read | List manual journal entries. | Yes |
List Ledger Accountslist-ledger-accounts | Read | List the chart of accounts. The ids from here are what invoice and journal lines are posted against. | Yes |
List Productslist-products | Read | List the products you sell or buy. | Yes |
List Purchase Invoiceslist-purchase-invoices | Read | List bills you have received, with what is still owed on each. | Yes |
List Sales Invoiceslist-sales-invoices | Read | List invoices you have issued, with what is still outstanding on each. | Yes |
List Serviceslist-services | Read | List the services you sell or buy — the catalogue entries that are not stocked items. | Yes |
List Tax Rateslist-tax-rates | Read | List the tax rates this business uses. Invoice lines take an id from here. | Yes |
List Transactionslist-transactions | Read | List the ledger as it stands — every posted document, whatever raised it. | Yes |
Update Contactupdate-contact | Write | Change a customer or supplier. Only the fields you fill in are changed. | Yes |
Actions tagged Write create, update, or delete data. In chat and agent paths they pause for your confirmation before running; workflows treat their deterministic wiring as implicit consent. Agent tools covers how to scope which actions an agent may use.
Spend & quota
Sage Accounting is governed per organization: an admin sets a monetary spend cap and a monthly call quota. A quota of 0 disables the integration — it never means unlimited. See the Integrations overview for the full governance model.