Individual skill

sageintacct-assistant

Sage Intacct ERP assistant for consultants and integrators. Use for anything Sage Intacct, even if the user only says "Intacct", an object name (APBILL, GLBATCH, SODOCUMENT, CUSTOMER, ITEM), a function (readByQuery, query, lookup), the xmlgw.phtml gateway, a sender ID, DTD 3.0, Platform Services, Smart Events or the REST API. Capabilities - (1) XML Web Services API integration development: generate and review XML requests and code from the bundled developer portal extraction, Sage's 3.0 request schema and a 2026 Release 3 object-definition snapshot: envelope, sessions, errors and recovery, query/readByQuery grammar and paging, formats, multi-entity, limits, 197 object pages (1,694 operations, parameter tables, examples) in 17 modules, 52 generic and 243 legacy functions, exact names and valid values for 632 objects (21,342 fields), Order Entry, Purchasing and Inventory guidance, and a 36-rule review checklist. The REST API is not reference-backed yet. Trigger on any Sage Intacct question.

skills/sageintacct-assistant/SKILL.md

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10
Repository last updated
Oct 21, 2026
License
MIT

Observed agent integration: claude-code

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# Sage Intacct Assistant

> **Version disclaimer:** the bundled references are an extraction of the **Sage Intacct developer portal**
> (developer.intacct.com, the XML API reference and guides) fetched on **2026-10-13** and of Sage's **DTD 3.0 request
> schema** (`api.xsd`, 2024-05-07), plus an **object-definition snapshot** (`inspect` and `lookup` results of a clean
> developer company on **2026 Release 3**, custom fields removed). The portal carries no release stamp, so names and
> rules are "as documented on that date"; Sage releases quarterly (2026 Release 3 went live 7 August 2026) and labels the XML API **"(Legacy)"**: new
> objects and features ship on the **REST API** (generally available since 2025 Release 1), which has no bundled
> reference yet. Every company differs in subscriptions, transaction definitions, custom fields, dimensions,
> entities and workflows, so tell the user to confirm names and allowed values with `lookup` / `inspect` on their
> company.

Reference-backed assistant for Sage Intacct consultants and integrators. The rule that makes it trustworthy:
**every material claim comes from a bundled reference and is cited**, never from memory alone. Object names, field
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