NetSuite Analytics MCP server
NetSuite Analytics provides real-time visibility into business performance through powerful reporting, dashboards, and data visualization. An AI agent using this MCP server can access reports, saved searches, KPIs, and custom analytics across your entire NetSuite data—enabling instant business intelligence queries without manual report generation. Use this integration when you need to query sales performance, financial metrics, inventory trends, or any operational KPI on demand.
Setting up an MCP server
This article covers the standard steps for creating an MCP server in AI Gateway and connecting it to an AI client. The steps are the same for every integration — application-specific details (API credentials, OAuth endpoints, and scopes) are covered in the individual application pages.
Before you begin
You'll need:
- Access to AI Gateway with permission to create MCP servers
- API credentials for the application you're connecting (see the relevant application page for what to collect)
Create an MCP server
Find the API in the catalog
- Sign in to AI Gateway and select MCP Servers from the left navigation.
- Select New MCP Server.
- Search for the application you want to connect, then select it from the catalog.
Configure the server
- Enter a Name for your server — something descriptive that identifies both the application and its purpose (for example, "Zendesk Support — Prod").
- Enter a Description so your team knows what the server is for.
- Set the Timeout value. 30 seconds works for most APIs; increase to 60 seconds for APIs that return large payloads.
- Toggle Production mode on if this server will be used in a live workflow.
- Select Next.
Configure authentication
Enter the authentication details for the application. This varies by service — see the Authentication section of the relevant application page for the specific credentials, OAuth URLs, and scopes to use.
Configure security
- Set any Rate limits appropriate for your use case and the API's own limits.
- Enable Logging if you want AI Gateway to record requests and responses for auditing.
- Select Next.
Deploy
Review the summary, then select Deploy. AI Gateway provisions the server and provides a server URL you'll use when configuring your AI client.
Connect to an AI client
Once your server is deployed, you'll need to add it to the AI client your team uses. Select your client for setup instructions:
Tips
- You can create multiple MCP servers for the same application — for example, a read-only server for reporting agents and a read-write server for automation workflows.
- If you're unsure which OAuth scopes to request, start with the minimum read-only set and add write scopes only when needed. Most application pages include scope recommendations.
- You can edit a server's name, description, timeout, and security settings after deployment without redeploying.
Authentication
NetSuite Analytics uses OAuth 2.0 authentication with account-specific endpoints. You'll need to create an integration record in NetSuite and obtain a Client ID and Client Secret. The OAuth token URL follows the pattern https://{accountId}.suitetalk.api.netsuite.com/services/rest/auth/oauth2/v1/token and the authorization URL is https://{accountId}.app.netsuite.com/app/login/oauth2/authorize.nl, where {accountId} is your NetSuite account ID. The integration requires scopes for report access, saved searches, and data export depending on your use case.
Available tools
The MCP server enables AI agents to query and retrieve business intelligence data without building reports manually. Tools are organized by the analytics domain.
Reports and Searches
| Tool | Description |
|---|---|
| Execute saved search | Run a pre-configured saved search and return filtered results |
| Generate financial report | Retrieve P&L, balance sheet, or cash flow reports for a specific period |
| Get report data | Fetch data from any standard or custom report in NetSuite |
| Export report to file | Generate and export a report as CSV, XML, or Excel format |
Analytics and Dashboards
| Tool | Description |
|---|---|
| Get KPI scorecard | Retrieve current KPI values and trend data |
| List dashboards | Fetch available dashboards and their metrics |
| Get dashboard data | Retrieve data for a specific dashboard or dashboard component |
| Get workbook data | Access data from SuiteAnalytics workbooks and pivot tables |
Data and Metrics
| Tool | Description |
|---|---|
| Search custom records | Query custom records using NetSuite search criteria |
| Get real-time metrics | Fetch live data for dashboards and monitoring |
| List saved searches | Get all available saved searches for your account |
| Get historical data | Retrieve data from previous periods for trend analysis |
Tips
Use saved searches as the foundation for AI-driven analytics — they're pre-optimized and faster than ad-hoc queries. If you frequently analyze the same dataset, create a saved search in NetSuite first, then reference it via the MCP server.
Schedule heavy reports (multi-year data, complex joins) to run during off-peak hours and export to a data warehouse. Real-time queries work best for current-period summaries and KPI checks.
Verify that field-level security and role-based permissions in NetSuite match your reporting needs, since these permissions apply to MCP queries and the AI agent cannot access fields or records the integration user can't see.
Combine multiple searches or reports in a single agent query to build cross-functional insights — for example, query sales pipeline alongside inventory levels to spot fulfillment risks.
Monitor query volume and set rate limits if your agent runs frequent analytics requests, since NetSuite API has request throttling and uncontrolled queries can hit those limits.
Cequence AI Gateway