LABSCO SUMMARY

Read-only is the right default for the ledger.

Accounting data is exactly where you do not want an assistant holding a write handle, and this server does not have one: table discovery plus a SELECT. That makes it usable for the questions finance actually asks between close cycles — what has been posted, against which dimension, since when — while leaving the system of record untouched. Getting there takes a Maven build, a licensed driver and a property file.

What it is

A local, read-only bridge between an assistant and Intacct. CData's JDBC driver exposes Intacct as relational SQL models; this server wraps the driver so a model can discover the tables and query them, and you can ask in plain language instead of writing SQL. It runs over stdio, so the client has to be on the same machine.

What you get

get_tables lists the tables the driver exposes, returned as CSV with a header row
get_columns lists the columns on one of those tables, in the same CSV shape
run_query executes a SQL SELECT against live Intacct data
Tool names carry the prefix you set in the property file — the sample config uses Prefix=sageintacct
A Tables setting that only picks which tables also get a ready-made description (blank means none); it does not limit what the tools can list or query, so limit the connection or the account it signs in with

Requirements

Java and Maven: mvn clean install builds CDataMCP-jar-with-dependencies.jar. Separately install the CData JDBC Driver for Intacct and license it by running java -jar cdata.jdbc.sageintacct.jar --license, entering TRIAL or a license key. Build the connection string with the same jar, authenticating in the browser if the source uses OAuth, then write a .prp file naming the driver path, the driver class cdata.jdbc.sageintacct.SageIntacctDriver and that JDBC URL. Point your client at java -jar with the built jar and the .prp file.

Setup effort

Build from source — clone the repository, then point your client at the binary

See installation options

USE CASES

01

Finding out how the ledger is modelled

List the tables the driver publishes, then the columns on the one you need.

02

Answering a finance question without a report request

Ask in plain language; the assistant writes the SELECT and reads the CSV back.

03

Reconciling a figure against the source

Query the underlying records directly rather than trusting an exported spreadsheet.

3 tools

Listed in project docs. Your client may show a different list.

sageintacct_get_tables

sageintacct_get_columns

sageintacct_run_query

BEFORE YOU INSTALL

What to know first

Tools you get

3 tools named in the project's documentation. Tool names take the Prefix= value from the .prp file, such as sageintacct_get_tables; the intacct_get_tables form in the examples does not match. All tools are read-only. The Tables setting does not limit what the tools reach; your connection's access does.

Where it runs

The documented client runs the server on your machine.

INSTALLATION

Connect your client

Clone the repository, then point your client at the binary. This one is built from source rather than installed with a single command.

Server setup

TERMINAL

git clone https://github.com/cdatasoftware/intacct-mcp-server-by-cdata.git
cd intacct-mcp-server-by-cdata
mvn clean install

Download and install the CData JDBC Driver for Intacct from https://www.cdata.com/drivers/intacct/download/jdbc

License the driver: java -jar cdata.jdbc.sageintacct.jar --license (enter name, email, and "TRIAL" or a license key)

Run java -jar cdata.jdbc.sageintacct.jar with no arguments to open the Connection String utility, test the connection, copy the connection string

Write a .prp file (e.g. intacct.prp) containing Prefix=sageintacct, ServerName, ServerVersion, DriverPath, DriverClass=cdata.jdbc.sageintacct.SageIntacctDriver, JdbcUrl, Tables

Tables only picks which tables also get a ready-made description for your assistant, and empty means none; the server can still list and query every table your connection string reaches, so to keep data out of reach, limit that connection or the account it signs in with.

Add the mcpServers entry below to claude_desktop_config.json, pointing java at CDataMCP-jar-with-dependencies.jar and at the .prp file, then fully quit and reopen the client

MCP Clients

Claude Desktop — macOS / Linux

CLAUDE DESKTOP — MACOS / LINUX · JSON

{
  "mcpServers": {
    "intacct": {
      "command": "<YOUR_PATH_TO_JAVA>",
      "args": [
        "-jar",
        "<YOUR_PATH_TO_CDATA_MCP_JAR_WITH>",
        "<YOUR_PATH_TO_INTACCT>"
      ]
    }
  }
}

Intacct MCP Server by CData