sage-accounting

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---
name: sage-accounting
description: |
  Sage Accounting integration. Manage accounting data, records, and workflows. Use when the user wants to interact with Sage Accounting data.
compatibility: Requires network access and a valid Membrane account (Free tier supported).
license: MIT
homepage: https://getmembrane.com
repository: https://github.com/membranedev/application-skills
metadata:
  author: membrane
  version: "1.0"
  categories: "Accounting"
---

# 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:

```bash
npm install -g @membranehq/cli@latest
```

### Authentication

```bash
membrane login --tenant --clientName=<agentType>
```

This will either open a browser for authentication or print an authorization URL to the console, depending on whether interactive mode is available.

**Headless environments:** The command will print an authorization URL. Ask the user to open it in a browser. When they see a code after completing login, finish with:

```bash
membrane login complete <code>
```

Add `--json` to any command for machine-readable JSON output.

**Agent Types** : claude, openclaw, codex, warp, windsurf, etc. Those will be used to adjust tooling to be used best with your harness

### Connecting to Sage Accounting

Use `membrane connection ensure` to find or create a connection by app URL or domain:

```bash
membrane connection ensure "https://www.sage.com/en-gb/sage-business-cloud/accounting/" --json
```
The user completes authentication in the browser. The output contains the new connection id.

This is the fastest way to get a connection. The URL is normalized to a domain and matched against known apps. If no app is found, one is created and a connector is built automatically.

If the returned connection has `state: "READY"`, skip to **Step 2**.

#### 1b. Wait for the connection to be ready

If the connection is in `BUILDING` state, poll until it's ready:

```bash
npx @membranehq/cli connection get <id> --wait --json
```

The `--wait` flag long-polls (up to `--timeout` seconds, default 30) until the state changes. Keep polling until `state` is no longer `BUILDING`.

The resulting state tells you what to do next:

- **`READY`** — connection is fully set up. Skip to **Step 2**.
- **`CLIENT_ACTION_REQUIRED`** — the user or agent needs to do something. The `clientAction` object describes the required action:
  - `clientAction.type` — the kind of action needed:
    - `"connect"` — user needs to authenticate (OAuth, API key, etc.). This covers initial authentication and re-authentication for disconnected connections.