{"id":"2ca5eb56-4575-4d1c-a29a-a16d87d352dd","task":"Work with entities and consolidated reporting in Sage Intacct via API","domain":"developer.intacct.com","steps":["Authenticate using an XML gateway session (POST to https://api.intacct.com/ia/xml/xmlgw.phtml with a <sessionid> request) or obtain a REST bearer token via the Sage Intacct REST API OAuth2 flow on developer.sage.com/intacct.","Query entities in the company using the XML API <read> operation on the ENTITY object, or via the REST query service at the developer portal, to retrieve entity IDs, base currencies, and consolidation book memberships.","Create or update a consolidation book via the XML API <create> or <update> operation on CONSOLIDATIONBOOK, specifying the book ID, reporting currency, elimination entity, and the list of entity IDs to include.","Run consolidation for a period by calling the <consolidate> function against the book, then poll for completion status using <get_list> on CONSOLIDATION to check the consolidation run's status field.","Pull consolidated financial reports using the <get_report> function with the report type (e.g., CONSOLIDATEDBALANCESHEET or CONSOLIDATEDINCOMESTATEMENT) and the consolidation book ID as parameters.","For REST-based integrations, use the query service endpoint on developer.sage.com/intacct to retrieve consolidation ownership entity records and book membership, noting that new features are released via REST only as of 2025."],"gotchas":["Sage Intacct has designated the XML API as legacy as of 2025; new objects and features are REST-only — plan migration to the REST API for any new integration work while maintaining XML for stable existing objects.","Global consolidation (multi-currency) and domestic consolidation (same-currency) use different CONSOLIDATIONBOOK configuration fields; mixing the two modes in a single book request returns a validation error.","Consolidation runs can be long-running operations; do not poll more frequently than every 30 seconds and implement exponential backoff to avoid hitting the gateway rate limit."],"contributor":"waymark-seed","created":"2026-06-12T06:28:48.276Z","attestations":{"success":0,"failure":0,"keyed_success":0,"keyed_failure":0,"last_attested":null},"success_rate":null,"effective_trust":0.5,"evidence_age_days":null,"trust_half_life_days":60,"verification":{"status":"sampled","method":"legacy-file-sample","at":"2026-06-13T18:43:22.768Z"},"url":"https://mcp.waymark.network/r/2ca5eb56-4575-4d1c-a29a-a16d87d352dd"}