NetSuite AI Companion

This plug-in, compatible with Claude, includes the netsuite-ai-connector-instructions skill and requires the NetSuite AI Connector Service to access NetSuite data. The NetSuite AI Companion plug-in guides AI assistants that use NetSuite AI Connector with the correct tool-selection order, output formatting, NetSuite domain knowledge, multi-subsidiary and currency handling, and SuiteQL safety guardrails.

Supported Tasks

Tool Orchestration

Report-first query routing: Uses a priority order when retrieving data: standard reports, saved searches, record lookups, and SuiteQL. Uses SuiteQL only when a safer option is not available.
Subsidiary context checks: Retrieves subsidiary metadata when a report includes a subsidiary filter. This helps prevent scoping errors in accounts with multiple entities.

Output and Presentation

Financial number formatting: Formats currency amounts, percentages, and whole numbers consistently across NetSuite skills. For example, amounts are displayed as $2.1M, $342.5K, and 12.3%.
Linked record references: Converts transaction and entity references into clickable NetSuite links by using internal IDs. This removes raw IDs from user-facing output.
Dashboard versus inline output: Uses a full dashboard or report when a request includes three or more key performance indicators (KPIs), a comparative analysis, 10 or more rows, or an explicit request for a dashboard or report. Otherwise, responds inline.

Domain Knowledge

General ledger and accounting logic grounding: Provides debit and credit rules, account type behavior, and double-entry logic. This helps keep financial narratives accurate without restating accounting fundamentals in each session.
Record type and field reference: Maps business concepts to SuiteQL record types, table names, and field names. This reduces hallucinated schema references in custom queries.

Multi-Subsidiary and Currency

Consolidation scope clarification: Prompts for the subsidiary scope before retrieving financial data: consolidated, single entity, or comparison of multiple entities.
Native versus base currency handling: Applies the correct rules for foreign-amount and base-amount fields and exchange rate timing. It also identifies foreign exchange gain or loss exposure for open accounts receivable (AR) and accounts payable (AP).

Query Safety

SuiteQL pre-query checklist: Runs a required safety check before executing a custom query. The check includes row limits, null handling, posting and approval filters, and explicit column lists.
Common mistake correction: Maps common SQL errors to Oracle SQL-safe equivalents that NetSuite requires. Examples include OFFSET/FETCH, common table expressions (CTEs), ISNULL, and SELECT *.

Error Recovery

Recovery from tool failures: Retries failed tool calls and falls back to alternative tools. It reports an error to the user only after those attempts fail. Error messages include a NetSuite navigation path.
Handling permission errors and unusual figures: Identifies the specific role required to resolve permission errors. It also flags unusual figures for user verification rather than presenting them as fact.

Contributing

This project welcomes contributions from the community. Before submitting a pull request, review our contribution guide.

NetSuite AI Companion