Last updated: 4 July 2026

Sage

Sage

Live
Auth: OAuth (Connect Link) · Plans: Business, Enterprise · Tools: 4 · Category: Finance & IT

Query invoices, account balances, journal entries, and aged debtor reports from Sage Accounting.

Who needs this: Finance teams and business owners using Sage who need AI to answer accounting questions without logging in.

Example questions once connected

  • Show me all unpaid invoices older than 30 days
  • What is the current balance on the operations account?
  • Who are our top 5 debtors right now?
  • Post a journal entry for the June M-Pesa reconciliation

Step-by-step setup

  1. Open the connector in your Msharti dashboard. Go to Connectors → Sage → Connect. Msharti creates a unique OAuth link. Click Open in Browser.
  2. Log in with your Sage account. A consent screen lists what Msharti can access. Review the permissions and click Accept or Continue.
  3. Confirm the connection in Msharti. You will be redirected back to the dashboard. The connector shows Connected with a green dot. Tokens are stored securely and refreshed automatically.

Tool reference

These are the tools the AI can call on this connector. Each tool fires automatically when you ask a relevant question.

list_invoices() List sales or purchase invoices with optional filters for status, date, and customer.
Inputs optional: type (sales/purchase), status (paid/unpaid/overdue), date_range, customer_name
Try asking "Show me all overdue invoices from customers in Nairobi"
Returns 4 overdue invoices. Total: KES 218,400. Oldest: INV-2026-0312 (Juhudi Hardware, KES 85,000, 45 days overdue).
get_balance() Retrieve the current balance for a specified account or account group.
Inputs account_name or account_code
Try asking "What is the balance on the Trade Debtors account?"
Returns Trade Debtors (1100): KES 842,350 debit balance as of 12 Jun 2026.
post_journal() Post a manual journal entry to Sage.
Inputs date, reference, line_items (account, debit/credit amount, description)
Try asking "Post a journal: Dr M-Pesa Clearing KES 50,000, Cr Trade Debtors KES 50,000, ref MPR-JUN-12"
Returns Journal JNL-2026-0892 posted. Date: 12 Jun 2026. Ref: MPR-JUN-12. 2 lines, balanced.
aged_debtors() Return an aged debtors report grouped by 30-day aging buckets.
Inputs optional: as_of_date, customer_name
Try asking "Give me the aged debtors report as of today"
Returns Total: KES 842,350. Current: KES 412,000. 1-30 days: KES 218,400. 31-60 days: KES 112,950. 60+ days: KES 99,000.

Limits

  • Uses Sage OAuth — connect via the dashboard without needing API credentials.
  • Journal posting requires Accounts Admin role in Sage. Read-only queries work with any Sage user role.
  • Supports Sage Business Cloud Accounting and Sage 50. Contact support for Sage 200 or Sage Intacct.

Related connectors

MP
M-Pesa Daraja
Query Paybill and Till transactions, balances, and collections in plain English.
 KR
KRA GavaConnect
Verify KRA PINs, check Tax Compliance Certificates, and query taxpayer status instantly.
 PG
PostgreSQL
Query your PostgreSQL database in plain English — the AI writes the SQL, you get the answer.
Need help? [email protected] — Nairobi-based, same time zone.