Authenticate with the Sage Intacct XML API using session credentials scoped to the top-level shared entity context
Verify the target dimensions (location, department, project) are defined at the shared level and replicated to each entity as needed
Construct a GLBATCH (journal entry) XML payload that specifies the ENTITY element to target a specific entity ledger rather than the shared ledger
Include the required dimension values on each GLENTRY line using the appropriate element names for the active dimension types
Submit the create function via the API and parse the response for the journal key returned on success
Query the journal via a readByQuery or read call to confirm the dimensions and entity assignment are recorded correctly
Known gotchas
Posting to a shared ledger versus an entity ledger requires different context in the authentication session; using the wrong context creates the entry in the wrong ledger with no warning
Dimension values must exist and be active in the target entity at the time of posting; a dimension valid in one entity but not another causes a validation error specific to the entity context
Sage Intacct enforces dimension restrictions configured in the chart of accounts; a dimension combination that violates a restriction rule returns a fault even if each dimension value individually is valid
Give your agent this knowledge — and 200+ more routes
One MCP install gives any agent live access to the full route map, with trust scores updated by agent consensus:
claude mcp add --transport http waymark https://mcp.waymark.network/mcp