DataXcel Sage 100 Contractor Authorized Development Partner

The job-cost report you’d have built in Excel — from one plain-English question.

Ask your Sage 100 Contractor data a question in plain English. Read-only, and it shows the query it ran — so you can verify before it goes to your surety.

What it is. An AI connector (built on Anthropic’s open Model Context Protocol) that reads your DataXcel warehouse — synced nightly from Sage 100 Contractor — and answers questions about jobs, WIP, change orders, AP/AR, payroll, and equipment. No SQL, no report writer, no waiting on IT. The three answers below were produced from one question each.

Which approved change orders haven’t been billed yet? Change-order leakage
Job CO # Approved
Crestline Hotel, Arcadia · 233294 11 SCA7 $100,000
Vineyard Commons Storage, Temecula · 261285 7 SCA1 $53,512
Brookfield Tower GMP, Irvine · 243062 1 SCA1 $47,379
Summit Market 214, Goodyear AZ · 234036 3 APPR $16,520
… plus 20 more approved-but-unbilled change orders
24 change orders worked and approved — not yet invoiced $312,339
Show my WIP — billings vs. percent complete this period. Work-in-process schedule
Job % Comp Billed Earned Over / (Under)
Brookfield Tower GMP · 243062 5% $123,113 $147,605 ($24,492)
Mega-Mart 2031, Union City · 244447 73% $398,100 $292,046 $106,054
Courtland Inn, Sherman Oaks · 230354 76% $218,933 $166,968 $51,965
Pinecrest Lodge, Yosemite · 243119 65% $194,300 $125,765 $68,535
Net billings in excess of cost — the line your surety reconciles monthly $202,063
Is the Antioch job still going to make its bid margin? Cost-to-complete · fade
At bid · Mega-Mart 2697, Antioch · 240950
Contract$307,928
Budgeted cost$178,399
Estimated gross profit$129,529 · 42%
Tracking now
Cost to date$259,919
Contract$307,928
Projected gross profit$48,010 · 16%
Margin faded since bid — flagged before you close the period ($81,519)

Scan to set it up — full walkthrough with screenshots at xcel.software/blog/claude-sage-100-mcp-may-2026. Figures are illustrative, modeled on real Sage 100 job-cost data; job names anonymized.

Security posture the three answers your IT team will ask for

Access
Read-only against the DataXcel warehouse. No path back into Sage. No writes, ever.
Auth
Clients connect by OAuth 2.0 / JWT to the DataXcel connector — only Claude is allowlisted. The connector reads Metabase through one read-only, scoped API key, so it can reach only the database you point it at.
Data residency
Your DataXcel warehouse lives on the same server as your Sage 100 database — your data never leaves your server. Only query results travel out, over an encrypted outbound connection. No bulk copy to anyone’s cloud.

Two ways to set it up pick one or run both

Path 1 · DataXcel connector

No DataXcel charge — runs on your existing Claude plan.

  1. In claude.ai: Settings → Connectors → Add custom connector.
  2. Paste the DataXcel connector URL: mcp.xcel.report.
  3. Click Connect and complete the OAuth sign-in to authorize access.
  4. Ask Claude any of the three questions on the front of this sheet.

Soon: Search DataXcel in Anthropic’s connector store and install the official version in one click.

Path 2 · Direct API key

Native chat inside Metabase. You pay Anthropic per-token usage.

  1. In Claude: Settings → API Keys → Create new key.
  2. In Metabase: Admin → AI → AI Settings → Provider: Anthropic. Paste the key. Pick a model.
  3. Choose the collections you want it to read. Save.

Default to Claude Opus 4.7 for high-stakes questions; switch to Sonnet for bulk queries to manage token cost.

FAQ three questions every controller asks

Does it touch our production Sage 100 database?

No. It reads the DataXcel warehouse only, built nightly from a read-only Sage 100 connection that your IT team approves and can revoke at any time — one Sage connection your IT team vets once, and the only AI client that touches it is Claude.

Who controls which users can ask questions?

It depends on the path. Metabase’s native chat (Path 2) honors your existing Metabase user and collection permissions. The MCP connector (Path 1) reads through a single read-only key scoped to one database and is reachable only by Claude; per-user inheritance there is on our roadmap.

Mike Hagberg, Founder of Xcel Software
Mike Hagberg — Founder, Xcel Software
Authorized Sage 100 Contractor Development Partner
mhagberg@xcel.software · 801-436-4298 · xcel.software · Booth #32 at TUG 2026
Book a 20-min demo

For pricing, the tier ladder, and the TUG 2026 sign-up bonuses, see the companion sheet or visit xcel.software/products.