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I was able to get numbers to match up by creating Custom Tools (that leverage queries). Curious what is happening in Cauzzy when it says "Data Query". Not sure if Cauzzy has dedicated queries to pull income data(?) Essentially, you can use custom tools to determine which queries to run based on the Prompt that's entered.

Yes - you can use custom tools to run an existing SuiteQL query or if you want to write the SuiteQL in Claude it can run it natively. However, the real gold is getting AI to write custom SuiteQL for you - that is accurate. That way, you can have AI analyze a SuiteQL query (or something like it). Then most importantly, the ability to ask follow-up questions (i.e. drill down and around) with custom SuiteQL that is also accurate. <---Cauzzy does all this, plus a bunch of other big things like agents and 3rd party data sources. :)

DISCLAIMER: I'm not very familiar with Cauzzy (I've heard of it, and heard good things, but not used it myself) But I think that NetSuite adding this MCP server / custom tools is a nice step, but far from a full blown solution. I'd say that there is still room for Cauzzy (and other services) for the reasons you just listed. There is still value to providing data more efficiently / more accurately. I'm sure I could get the NetSuite AI connector to get to the right numbers, but it may take 10+ iterations of it trying to write the correct query, which is slow and leads to distrust for users. (and a bad UX) I see a future where companies are selling "pre-built custom tools" that can detect prompts and know exactly what queries need to run. I just built a Custom Tool called "Run Flux Analysis". It can take a users prompt of "Run Flux Analysis for Q2 2025" and it runs a set of queries and generates a full Flux Analysis report. It's specific the company that's using it, but it's scalable in the sense that they will be able to use it for every quarter moving forward. This feels like the beginning of NetSuite adding SuiteScript again. Companies know what they may want from AI interactions, but there is still room for developers to develop custom tools to get the users the exact data / responses they want (just my 2 cents)

I think your two cents are quite wise! What we are trying to build is a platform that is company wide (for all nesuite users, not just devs, since most users are not devs). More enterprise, less siloed.

Curious how Cauzzy handles permissions? Can you ensure a Customer Service rep can ask about an Invoice, but can't see any Payroll data? (as an example)

Great question - we handle the permissions differently for agents and chatbots. Chatbots use native NetSuite permissions by user with some additional flexibility/functionality (i.e. blacklisting fields for compliance such as GDPR). Agent access is specific to the agent itself (since it can hold NetSuite and 3rd party data) - you may or may not even need NetSuite license.