Update project in Sage Intacct
Accounting API · write, waits for approval · 100% field coverage
Your agent can update project in Sage Intacct through Apideck's Accounting API, the same call it makes for every Accounting app. It changes data in the customer's Sage Intacct account, so it stops with the exact request until a person approves it. Apideck adds the customer's Sage Intacct credentials, so no token ever reaches the agent.
The call
PATCH https://unify.apideck.com/accounting/projects/{id}
Headers: x-apideck-service-id: sage-intacct, plus your app id and the customer's consumer id. Apideck MCP tool: accounting-projects-update. Agent operation id: unified.accounting.projectsUpdate.
| Parameter | In | Description |
|---|---|---|
| id · required | path | ID of the record you are acting upon. |
Body fields
| Field | Type | Description |
|---|---|---|
| name · required | string | Name of the project |
| display_id | string | User-friendly project identifier |
| reference_id | string | External reference identifier for the project |
| description | string | Detailed description of the project |
| status | string | Current status of the project |
| active | boolean | Indicates whether the project is currently active or inactive |
| project_type | string | Type or category of the project |
| priority | string | Priority level of the project |
| completion_percentage | number | Percentage of project completion (0-100) |
| start_date | string | Start date of the project |
| end_date | string | Expected or planned end date of the project |
| completion_date | string | Actual end date of the project |
| customer | object | The customer this entity is linked to. |
| department | object | Department or organizational unit associated with the project |
| company_id | string | The company ID the transaction belongs to |
| owner_id | string | ID of the user who owns/manages this project |
| parent_project | object | Parent project if this is a subproject |
| currency | string | Indicates the associated currency for an amount of money. Values correspond to [ISO 4217](https://en.wikipedia.org/wiki/ |
| budget_amount | number | Total budgeted amount for the project |
| approved_amount | number | Approved budget amount for the project |
| budget_hours | number | Total budgeted hours for the project |
| hourly_rate | number | Default hourly rate for project work |
| billing_method | string | Method used for billing this project |
| is_billable | boolean | Indicates if the project is billable to the customer |
| phase | string | Current phase of the project lifecycle |
| tax_rate | object | |
| tracking_categories | array | A list of linked tracking categories. |
| tags | array | Tags associated with the project |
| notes | string | Additional notes about the project |
| contract_number | string | Contract or agreement number associated with the project |
| profit_margin | number | Expected profit margin percentage for the project |
| schedule_status | string | Current status of project schedule compared to plan |
| addresses | array | An array of addresses associated with the project (billing, job site, etc.) |
| team_size | integer | Number of team members assigned to the project |
| custom_fields | array | |
| row_version | string | A binary value used to detect updates to a object and prevent data conflicts. It is incremented each time an update is m |
More for projects in Sage Intacct
Update project in other Accounting apps
The same call works for each of these; only the service id changes.