AI agents for Sage Accounting

List businesses

Lists the Sage Accounting businesses the connected person can reach, optionally by name or active subscriptions only.

Find contacts

Lists customers and suppliers, by a search over the name, company name or reference, a contact person's email, the type (CUSTOMER or VENDOR), or changed since a time, with their balances.

Get a contact

Reads one customer or supplier by ID: name, reference, types, tax number, notes, balance, credit limit, days and terms, currency, main and delivery addresses, main contact person.

Find sales invoices

Lists sales invoices, newest first, by a search over the invoice reference or contact name, contact, status ID, a date range, or changed since a time.

Get a sales invoice

Reads one sales invoice by ID with its lines (description, quantity, unit price, ledger account, tax rate and amounts), contact and addresses, notes, net, tax, total, paid and outstanding amounts.

Find sales quotes

Lists sales quotes, newest first, by a search, contact, status ID, a date range or changed since a time.

Find purchase invoices

Lists purchase invoices (bills from suppliers), newest first, by a search, supplier contact, status ID, a date range or changed since a time.

Find products

Lists products, by a search over the item code and description, active only unless asked, or changed since a time.

List bank accounts

Lists the business's bank, cash and card accounts.

List ledger accounts

Lists the chart of accounts, optionally only those usable in sales, expenses, banking, journals or reporting, or matching a search.

List tax rates

Lists the business's tax rates, optionally only those for sales or purchases, as they stand on a date.

Get the trial balance

Reads the trial balance for a date range (Accounting in Canada, the UK and Ireland).

Add a contact

Adds a customer or supplier with a name, and optionally a reference, tax number, notes, credit limit and days, a main address.

Create a sales invoice

Creates a sales invoice for a customer contact, dated a day, with lines of description, quantity, unit price, a sales ledger account ID.

Create a sales quote

Creates a sales quote for a customer contact, dated a day and valid to an expiry date, with lines of description, quantity, unit price.

Enter a purchase invoice

Enters a supplier's invoice: the supplier contact, the invoice date and due date, the supplier's own reference, and lines of description, quantity, unit price, a purchase ledger account ID.