Sage Intacct
Sage Intacct is a cloud financial management platform for accounting, purchasing, billing, cash management, projects, and related business operations.
What agents can do
Actions26
Create attachment
Upload files and create a Sage Intacct attachment.
Create keyed object record
Create a purchasing transaction definition at a caller-supplied key.
Create object record
Create a record in one cataloged Sage Intacct object.
Create security admin record
Perform explicitly authorized security/access administration by creating a role, user group, or user-group membership.
Create singleton object
Create a cataloged Sage Intacct singleton setup object.
Delete object record
Delete one record from a cataloged Sage Intacct object.
Delete security admin record
Perform explicitly authorized destructive security/access administration by deleting a role, user group, or group membership.
Download generated file
Generate or download a file from one cataloged Sage Intacct report, export, or PDF operation.
18 moreFewer
Execute destructive workflow
Execute one cataloged irreversible Sage Intacct workflow or consolidation operation.
Execute service operation
Execute a cataloged Sage Intacct bulk, WIP, document-sequence, schedule-reallocation, or read-only composite operation.
Execute workflow
Execute a cataloged Sage Intacct submit, approve, post, renew, hold, resume, release, recall, or reclassification workflow.
Get gl account
Get the full General Ledger account identified by its Sage Intacct system-assigned key.
Get object model
List available or type-filtered Sage Intacct object resources, or return the full field, enum, relationship, nullability, and method model for one object.
Get object record
Get one record by key from a cataloged Sage Intacct object.
Get singleton object
Get a cataloged Sage Intacct singleton setup object.
List allowed operations
Check which operations the connected user may perform on specific Sage Intacct records without changing those records.
List dimensions
List the company's standard and user-defined accounting dimensions, including General Ledger enablement and each dimension's backing object endpoint.
List entities
Return up to 100 company entities and their exact entity IDs for safely scoping Sage Intacct requests.
List gl accounts
Return up to 100 General Ledger account references with the system keys needed to retrieve full account details.
List object records
List records for one cataloged Sage Intacct object.
Query object records
Query one permitted Sage Intacct object with selected fields, filters, sorting, and one page of results.
Run read service
Run a cataloged read-only Sage Intacct status, view, report, or WIP inspection operation selected by its fixed method and path.
Update attachment
Upload files or metadata to update a Sage Intacct attachment.
Update object record
Update one record in a cataloged Sage Intacct object.
Update security admin record
Perform explicitly authorized security/access administration by updating a role, permission assignment, or user group.
Update singleton object
Update a cataloged Sage Intacct singleton setup object.
How it connects
You sign in to Sage Intacct in a window. Composio, our app-connections provider, holds the sign-in; Definable keeps only a reference to it.
Keep the connection to yourself or share it with your workspace. Any action that writes or sends can wait for your approval.
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