Sage Accounting

Sage Accounting is an online accounting software designed for small businesses to manage their finances. It helps users track income and expenses, send invoices, and run reports. Accountants and business owners use it to maintain accurate financial records.

Official docs: https://developers.sage.com/accounting/

Sage Accounting Overview

• Contact
• Invoice
  • Invoice Line Item
• Bill
  • Bill Line Item
• Credit Note
  • Credit Note Line Item
• Debit Note
  • Debit Note Line Item
• Product
• Service
• Tax Rate
• Journal Entry
  • Journal Entry Line
• Bank Account
• Cash Flow
• Trial Balance
• Fixed Asset
• Fixed Asset Category
• Fixed Asset Depreciation
• Recurring Invoice
• Recurring Bill
• Payment
• Receipt
• Transfer
• User
• Role
• Address
• Attachment
• Company
• Reconciliation
• Transaction
• Sales Invoice
• Purchase Invoice
• Sales Credit Note
• Purchase Credit Note
• Sales Debit Note
• Purchase Debit Note

Use action names and parameters as needed.

Working with Sage Accounting

This skill uses the Membrane CLI to interact with Sage Accounting. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.

Install the CLI

Install the Membrane CLI so you can run membrane from the terminal:

npm install -g @membranehq/cli

First-time setup

membrane login --tenant

A browser window opens for authentication.

Headless environments: Run the command, copy the printed URL for the user to open in a browser, then complete with membrane login complete <code>.

Connecting to Sage Accounting

1. Create a new connection:

   membrane search sage-accounting --elementType=connector --json
   

   Take the connector ID from output.items[0].element?.id, then:

   membrane connect --connectorId=CONNECTOR_ID --json
   

   The user completes authentication in the browser. The output contains the new connection id.

Getting list of existing connections

When you are not sure if connection already exists:

1. Check existing connections:

   membrane connection list --json
   

   If a Sage Accounting connection exists, note its connectionId

Searching for actions

When you know what you want to do but not the exact action ID:

membrane action list --intent=QUERY --connectionId=CONNECTION_ID --json

This will return action objects with id and inputSchema in it, so you will know how to run it.

Popular actions