◈ AI

NetSuite AI Connector (MCP Assistant)

Secure Q&A + actions over NetSuite and internal documentation using Claude/Cursor integration.

Project Size

2 engineers, 1 PM

Timeline

6 weeks

Technologies

Python, Claude API

1Challenge

The finance team spent hours each week searching for information across NetSuite reports, saved searches, and scattered documentation. They needed instant answers but lacked technical query skills.

2Requirements

Secure OAuth 2.0 connection to NetSuite
Natural language interface for querying data
Integration with internal documentation (SharePoint, Confluence)
Role-based access control mirroring NetSuite permissions
Audit trail for all AI interactions

3Solution

We built a custom MCP (Model Context Protocol) connector that enables Claude and Cursor-style assistants to securely interact with NetSuite. The solution combines live ERP data with a RAG-powered document index, allowing natural language queries across both structured and unstructured data.

Key Features

Flexible Transaction Flow: Query any NetSuite record type

Automated Permission Sync: Respects NetSuite role restrictions

RAG-Powered Context: Combines live data with documentation

Action Capability: Create/update records via natural language

4Results

80% reduction in time spent searching for information

Zero security incidents - all access logged and auditable

Finance team self-serves 90% of data requests

Reduced IT support tickets by 60%

5Conclusion

The AI Connector has transformed how this organization interacts with their ERP data. What once required technical expertise or IT support now happens in seconds through natural conversation.

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