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Reads AP bills from Sage Intacct. Display name follows the registry name. Off by default. Bill numbers can duplicate in Intacct — always send vendor_id together with bill_number when both are known.

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Authentication and enablement

Requires a workspace Sage Intacct integration. company_id, user_id, and user_password are injected and not shown as a per-run input. Enable the tool and bind the integration.

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Inputs

LLM-visible filters (all optional; combine as needed):
  • bill_number — RECORDID / invoice number.
  • vendor_id
  • amount — typically combined with a date.
  • entity_id — see Entity scoping below.
  • Additional status / posted-date filters as declared on the schema.

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Entity scoping

In a multi-entity company, Sage Intacct decides scope from the entity the API session logs into, not from the query. Set entity_id to the Intacct entity/location ID to read within that entity; leave it empty to read at the top level with shared visibility. entity_id is not a search criterion — it narrows where the other filters are applied, so still pass at least one of bill_number, vendor_id, amount, date, or filters. Entity IDs are whatever the company named them, not necessarily numbers — a real multi-entity company may use names like Charlwell or Park Ave. A wrong or inaccessible entity_id fails at login with an explicit “the entity may not exist or the Web Services user may lack access to it” error rather than silently falling back to top level. The same entity_id input is available on sage_intacct_get_payments, sage_intacct_get_po, sage_intacct_get_vendor, sage_intacct_get_receipts_by_po, sage_intacct_create_bill, and sage_intacct_create_bill_by_po. On the two create tools it decides which entity the bill is posted into, and line items without an explicit location_id inherit it.

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Output

Matching AP bills (structured).

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Limits and side effects

  • Read-only. Does not post or edit bills.
  • Duplicate bill numbers without vendor_id can return the wrong bill.

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Expected errors

  • Integration credentials missing.
  • Intacct API error / no match.