Accounting ledger
Sage Cloud Accounting MCP Server
Published by Sage (via CData)
Vendor MCP server for Sage Cloud Accounting invoices, payments, bank accounts and reports.
Remote
API key
Vendor
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Trailing 12-month revenue
Drives: Revenue Multiple, Comparable Transactions
EBITDA
Drives: EBITDA Multiple
Free cash flow (DCF base year)
Drives: Discounted Cash Flow
What you approve
- 1.Authorize the CData connector against your Sage company.
- 2.Restrict the connection to read-only reporting access.
How your agent connects it
- 1.Add the CData Sage MCP endpoint to your assistant with your key.
- 2.Ask the agent for the twelve-month P&L and operating cash flow.
Figures, not records
Your agent reads Sage Cloud Accounting MCP Server directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.