I am trying to use AI Connector Service but so far no luck. I have checked the docs but I am still not sure what to do. Any help is appreciated. Do I need to enable any feature? I tried the MCP permission but couldn't find it in the list.

Hey @NickSuite did you download the suiteapp?

Oh...no

👍

1. Install SuiteApp 2. Make a role with the permissions you want Claude to have access to. Including “MCP Server Connection” permission. 3. Make sure you have the features enabled - Review this: https://suiteanswers.custhelp.com/app/answers/detail/a_id/1021122 - Answer ID1021122 and Answer ID1021115 4. Follow these steps - Answer ID1021119. This is missing the correct url for all. Use this for all tools your role has permission for https://_companyid_suitetalk.api.netsuite.com/services/mcp/v1/all 5. In Claude pro, go to new chat, click on the “search and tools” icon and make sure your NetSuite connector shows like this:

Installed.

I’ll add it in above

Installed SuiteApp. Feature is already enabled. Gave myself the MCP permission - but I also have Admin role..

Should have something like this when you have connected correctly. In Claude pro, go to settings, connectors, go to your NetSuite custom connector and click “Configure”. Then you should have “Tools” listed. The tools correlate to the custom role’s permissions.

Do I need custom tool script as well?

@NickSuite no you shouldn’t need any custom tool script of any kind

Thanks @Ryan Longenecker for the help. I will let you know if more assistance is required.

@Ryan Longenecker Have you played around with the Custom Tool scripts at all? I've been working through the documentation but am hitting a wall

Hey @ericbirdsall are you referring to this part of the setup? - Returns only the custom tools exposed by the specified SuiteApp. The structure of <_appid_> is: <_vendor_prefix_>.<_project_name_> where <_vendor_prefix_> could be, for example, “com.netsuite”, and <_project_name_>, for instance, “mcptools”.

Sorry- I was referring to this: https://suiteanswers.custhelp.com/app/answers/detail/a_id/1021105

Hey @ericbirdsall I haven’t and not sure if I fully understand it’s capabilities tbh ha

No worries -thanks for the reply. I posted in #C29HQS63G and did get some answers!

@ericbirdsall nice keep me posted. Not sure what’s possible with it so would love to hear how you use it

What's the puropose of custom script tool when you have to do the implementation of the function? To create agents?

@NickSuite So, the "out of the box" connector has access to a short list of "predefined tool" (Article Here) All of these are just suitescript functions- ex: getSalesOrder is really just a function that loads a specific Sales Order, and pulls data from it. (I'll include NetSuites actual code below) So with custom script tools. You can build whatever functions you want, and then expose them so they can be used from within Claude

getSalesOrder: function (params) {
      var orderId = params.orderId;
      if (!orderId) {
        return { error: "Missing order ID" };
      }
      try {
        var salesOrder = record.load({
          type: record.Type.SALES_ORDER,
          id: orderId,
        });

        // Get header fields
        var result = {
          id: orderId,
          tranId: salesOrder.getValue("tranid"),
          customerId: salesOrder.getValue("entity"),
          customerName: salesOrder.getText("entity"),
          date: salesOrder.getValue("trandate"),
          status: salesOrder.getValue("status"),
          poNumber: salesOrder.getValue("otherrefnum"),
          memo: salesOrder.getValue("memo"),
          salesRep: salesOrder.getValue("salesrep"),
          salesRepName: salesOrder.getText("salesrep"),
          total: salesOrder.getValue("total"),
          items: [],
        };

        // Get line items
        var lineCount = salesOrder.getLineCount({
          sublistId: "item",
        });

        for (var i = 0; i < lineCount; i++) {
          result.items.push({
            line: i + 1,
            itemId: salesOrder.getSublistValue({
              sublistId: "item",
              fieldId: "item",
              line: i,
            }),
            itemName: salesOrder.getSublistText({
              sublistId: "item",
              fieldId: "item",
              line: i,
            }),
            quantity: salesOrder.getSublistValue({
              sublistId: "item",
              fieldId: "quantity",
              line: i,
            }),
            rate: salesOrder.getSublistValue({
              sublistId: "item",
              fieldId: "rate",
              line: i,
            }),
            amount: salesOrder.getSublistValue({
              sublistId: "item",
              fieldId: "amount",
              line: i,
            }),
            description: salesOrder.getSublistValue({
              sublistId: "item",
              fieldId: "description",
              line: i,
            }),
          });
        }

        return JSON.stringify(result);
      } catch (error) {
        return {
          error: `Error getting sales order ${orderId}: ${error.toString()}`,
        };
      }
    },

What would be a general example of something not built in but would be very useful to add that claude couldn’t do on it’s own?

Sky's the limit. Maybe you're an accountant and you could ask Claude "what was the balance of X account at the end of Q3 this year?"

From what I’ve seen this is possible with the “runCustomSuiteQL” tool

^ very well could be. I haven't played around with it enough to say 100% yes or no

“runCustomSuiteQL” seems to be able to answer any query thrown at it

Without sharing any sensative data, could you let me know some of the examples you've asked using the reunCustomSuiteQL tool?

@ericbirdsall Prompts I have used so far: - “What are great questions I can ask to get a view of someone’s entire NetSuite account as a consultant?” - (Claude provided a long list of answers) - Run these all through and give me a comprehensive business overview” - “Look for all the text messages that have been sent out and whats the most common 5 phrases?” (Using Sinch MessageMedia NetSuite SMS) - Claude provided a complete SMS Text Message Analysis. - “Looking at all the current data available, what option makes the most sense for this company, an exit or to go public?” - “Look at my account and let know what other features I’m not utilizing and what would make a huge impact on our business?”

And answers have very promising?

100%

Good to know. I'm trying to figure out if there is a way to have some of our non-NetSuite users utilize this as well. Maybe using 1 generic login on the NetSuite side and having multiple Claude accounts connect to the same login... ?

hmm not sure tbh, it seems like the connection to claude is for one user into one claude account so some sharing of login info into Claude would be needed

Ahh gotcha. Was hoping this would be a good way to get a ton of non-NetSuite users to have read access to NetSuite data

Good idea @ericbirdsall. Maybe with some sort of Claude pro business account you could maybe share connectors?

Have you been able to give it "normal" company names and get back the correct data? ex: "What date was the last Sales Order for Bobs Burgers?" Or do you have to actually specify the Customer ID of 12345?

Let me try

yeah that's huge. That's with the

runCustomSuiteQL

tool?

@ericbirdsall exactly it’s really amazing. I can also see the other tools being great for connecting other systems and having claude create customers etc in NetSuite. This is going to be the new Celigo connector if you connect it all in the right way. N/llm is also cool to get data saved into NetSuite fields from the projects I have done.