Skill: Query Projects

The Query Projects skill retrieves project records from Sage Intacct. Unlike the other Sage Intacct query skills, this one returns individual project records rather than aggregated financial data. It is used for project lookups, status checks, portfolio reviews, and as a prerequisite for filtering other skills by project.

Parameters

Parameter	Type	Required	Description
project_id	string	No	Filter by exact project ID.
name	string	No	Filter by exact project name.
name_contains	string	No	Filter projects whose name contains this substring (case-insensitive).
status	string	No	Filter by project status. Common values: active, inactive, completed, on-hold.
customer_id	string	No	Filter projects associated with a specific customer ID.
project_type	string	No	Filter by project type.
manager_id	string	No	Filter by project manager employee ID.
department_id	string	No	Filter by department ID.
location_id	string	No	Filter by location ID.
start_date_from	string	No	Filter projects with a start date on or after this value (YYYY-MM-DD).
start_date_to	string	No	Filter projects with a start date on or before this value (YYYY-MM-DD).
end_date_from	string	No	Filter projects with an end date on or after this value (YYYY-MM-DD).
end_date_to	string	No	Filter projects with an end date on or before this value (YYYY-MM-DD).
custom_fields	array	No	Array of custom field names to include in the response (e.g., ["CUSTOM_FIELD_1", "CUSTOM_FIELD_2"]).
offset	integer	No	Number of records to skip for pagination. Defaults to 0.
limit	integer	No	Maximum number of records to return. Defaults to 100.

Note

This skill does not require a group_by parameter because it returns individual project records rather than aggregated data. Each row represents a single project.

Example usage

“List all active projects for Acme Corp.”

The agent would invoke:

• status: active
• customer_id: ACME

“Find projects starting this quarter that are managed by Sarah.”

The agent would invoke:

• start_date_from: 2026-01-01
• start_date_to: 2026-03-31
• manager_id: EMP-042

“Show me all projects with ‘migration’ in the name.”

The agent would invoke:

• name_contains: migration

Response structure

The skill returns an array of project records, each containing:

• PROJECTID — the unique project identifier.
• NAME — the project name.
• STATUS — current status (active, inactive, completed, on-hold).
• CUSTOMERID — associated customer ID.
• PROJECTTYPE — the project type classification.
• MANAGERID — the project manager’s employee ID.
• DEPARTMENTID — associated department.
• LOCATIONID — associated location.
• BEGINDATE — project start date.
• ENDDATE — project end date.
• BUDGETAMOUNT — the project’s total budget.
• Custom fields — any additional fields requested via the custom_fields parameter.

Tip

Project IDs returned by this skill are used as the project_id filter in other Sage Intacct skills. A common pattern is to first look up a project here, then use its ID to query AP bill items or GL detail for that project.

API endpoint

POST /api/sage-intacct/v1.0/query-project

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Related skills: Query AP Bill Items | Query GL Detail | Query AR Invoice Items