Key Steps for Setting Up the NetSuite–ChatGPT Connector
Prerequisites
To establish the connection between ChatGPT and NetSuite, the following prerequisites were addressed:
- ChatGPT Access: A Plus plan or higher is required with Developer Mode enabled .
- NetSuite Access: Administrator-level access to the NetSuite account.
- Custom Role Creation: A custom role has been created to provide the required access levels for integration.
- MCP Tools SuiteApp: Install the relevant SuiteApp to support the MCP connection.
Custom Role and Permission Setup
A custom role named “AI Connector Role” has been created with the necessary permissions in the SB.
- Transactions: View access (e.g., Sales Orders, Invoices)
- Reports: View access for financial and sales reports
- Lists: Full access to Contacts, Customers, Employees, Items, etc.
- Setup: Full access for OAuth 2.0, MCP Server Connection, and REST Web Services
Note: It’s essential that this role is assigned to the appropriate NetSuite user. Missing permissions on specific record types may cause connector tools or actions to fail. Additional permissions can be added to this role based specific operational needs.
Connecting NetSuite with ChatGPT
Once the NetSuite environment is properly set up, you can connect it to ChatGPT by following these steps in the ChatGPT interface:
- Enable Developer Mode in ChatGPT:
- Go to ChatGPT Settings > Apps & Connectors > Advanced Settings.
- Enable Developer Mode after reviewing associated risks.
- Create a New Connector:
- Click Create under Apps & Connectors.
- Provide a name (e.g., NetSuite MCP Connector) and enter the MCP URL (e.g.,
<https://<account>>.suitetalk.api.netsuite.com/services/mcp/v1/all). - MCP URL Format: You can choose to either return all available tools or limit it to specific SuiteApps:
- All tools:
<https://<account>>.suitetalk.api.netsuite.com/services/mcp/v1/all - Example: https://TD12345678.suitetalk.api.netsuite.com/services/mcp/v1/all
- Trust the Application: Checkmark I trust this application.
- Click Create, and you will be redirected to the authentication page.
- Authenticate via Custom MCP Role: Choose the custom MCP role (not Administrator) and click Continue.
- Final Authentication: Once authenticated, the connector will display the available NetSuite MCP tools.
Interacting with NetSuite via ChatGPT
After a successful connection:
- You can interact with NetSuite tools using natural language through ChatGPT.
- Simply input queries or commands in the ChatGPT interface, and it will relay them to NetSuite via the MCP connector, retrieving data or performing tasks as needed.