NetSuite CRM MCP server

NetSuite CRM delivers a complete view of customers from lead through renewal, combining sales force automation, marketing automation, and customer service. An AI agent using this MCP server can create and update leads, manage opportunities, generate quotes, log activities, and track customer interactions—automating repetitive CRM workflows and enabling agents to act on customer data in real time. Use this integration when you need to automate lead routing, update deal stages, create proposals, or synchronize customer activities across your team.

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

1. Sign in to AI Gateway and select MCP Servers from the left navigation.
2. Select New MCP Server.
3. Search for the application you want to connect, then select it from the catalog.

Configure the server

1. Enter a Name for your server — something descriptive that identifies both the application and its purpose (for example, "Zendesk Support — Prod").
2. Enter a Description so your team knows what the server is for.
3. Set the Timeout value. 30 seconds works for most APIs; increase to 60 seconds for APIs that return large payloads.
4. Toggle Production mode on if this server will be used in a live workflow.
5. 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

1. Set any Rate limits appropriate for your use case and the API's own limits.
2. Enable Logging if you want AI Gateway to record requests and responses for auditing.
3. 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.

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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:

• Claude Desktop
• Claude Code
• Cursor
• VS Code
• Windsurf

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 CRM uses OAuth 2.0 authentication with account-specific OAuth endpoints. You'll need to create an integration record in NetSuite with CRM permissions enabled and retrieve a Client ID and Client Secret. The OAuth token URL is 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. Required scopes include customer and contact management, opportunity tracking, quote generation, and campaign execution depending on your workflows.

Available tools

The MCP server enables AI agents to manage the complete customer lifecycle without manual portal interaction. Tools are organized by CRM function.

Lead and Contact Management

Tool	Description
Create lead	Add a new lead record with company and contact details
Update lead status	Move a lead through the pipeline (e.g., from "Prospect" to "Qualified")
Get lead details	Retrieve full lead record including history and activity
Create contact	Add a new contact associated with a company or lead
Update contact	Modify contact information and relationship mappings
Log activity	Record calls, emails, or meetings against a lead or contact

Opportunity and Quote Management

Tool	Description
Create opportunity	Start a new sales opportunity tied to a customer
Update opportunity stage	Move a deal through your sales process stages
Get opportunity details	Retrieve deal information, probability, and pipeline stage
Generate quote	Create a quote from an opportunity with product configuration
Update quote	Modify quote terms, pricing, or product line items
Create sales order	Convert a quote to an order

Marketing and Campaigns

Tool	Description
Create campaign	Set up a new email or marketing campaign
Add leads to campaign	Enroll prospects in a campaign workflow
Score lead	Apply lead scoring rules based on behaviors
Get campaign response	Retrieve campaign metrics and engagement data

Customer Service

Tool	Description
Create case	Open a new support ticket
Update case status	Change case status or assign to an agent
Get case details	Retrieve ticket information and resolution history
Search knowledge base	Query help articles and solutions

Tips

Use lead scoring to automate qualification — set up scoring rules in NetSuite, then have the agent run leads through scoring before routing to sales to reduce manual triage and speed up handoff.

Log all customer interactions (calls, emails, meetings) through the MCP server in real time so that accurate activity history improves forecasting and helps the team spot at-risk deals.

Create quote templates in NetSuite and have the agent generate quotes from opportunities using the template to ensure consistent pricing and reduce manual quote creation.

Link opportunities to the right sales owner and update deal probability regularly so the agent can refresh forecast data and alert the team to stalled deals.

Sync customer preferences and communication history from the contact record so the agent understands customer context before suggesting next steps (e.g., "don't email after 5 PM").