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Installing and using the NetSuite Claude MCP connector

A walkthrough from setup to your first query, plus the written steps if you would rather read than watch.

Video walkthrough, to be embedded once the group finalizes a presenter and recording

Video walkthrough, to be recorded once the group finalizes a presenter. The written steps below cover the same setup.

What it is

NetSuite offers an AI Connector Service built on the Model Context Protocol (MCP), an open standard that lets an AI assistant like Claude connect directly to your NetSuite account. Once connected, you can query live data, run saved searches, and in some configurations take action on records, all through natural language instead of navigating NetSuite's own interface.

Before you start

You need administrator access in NetSuite to complete setup, and a Claude account on a plan that supports custom connectors (custom connectors are not available on Claude's free plan).

Setup steps

  1. In NetSuite, enable the NetSuite AI Connector Service on your account and set up a role with the required permissions: MCP Server Connection and REST Web Services.
  2. Open claude.ai and sign in, then go to Settings > Connectors.
  3. Click Add custom connector, give it a name, and enter your account specific NetSuite AI Connector Service URL.
  4. On the first connection, Claude will prompt you to allow or deny access. Review the associated risks and the permissions being requested before approving.
  5. Once approved, Claude has access on future connections, and the connector appears under the Search and tools icon on a new chat.
  6. You can revoke access at any time, either by removing the MCP Server Connection permission from the integration record in NetSuite, or by disconnecting it from Claude's connector settings.

What it is good for, and what it is not

This connector is well suited to asking natural language questions against live NetSuite data, running saved searches without opening NetSuite, and drafting reports from real records. It is not a sandbox. Depending on configuration, it can have write access to your live account, so treat a connected session with the same caution you would give any integration that can modify records.