NetSuite ERP MCP server

NetSuite ERP is a comprehensive cloud-based platform providing financial management, order management, inventory control, and project accounting. An AI agent using this MCP server can create orders, manage inventory, process invoices, post journal entries, and generate financial reports—automating core business operations and eliminating manual data entry. Use this integration when you need real-time visibility into orders and inventory, automate recurring financial workflows, or enable agents to fulfill business requests without portal access.

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 ERP uses OAuth 2.0 authentication with account-specific endpoints. Create an integration record in NetSuite, enable OAuth 2.0 and REST Web Services, and collect your 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 depend on your use case but typically include financial management, order and inventory management, and reporting access.

Available tools

The MCP server enables AI agents to automate core ERP workflows including financial transactions, order processing, and inventory management. Tools are organized by business function.

Financial Management

Tool	Description
Create journal entry	Post a journal entry to the general ledger
Get account balance	Retrieve the current or historical balance for a GL account
Create customer invoice	Generate and save an invoice for a customer
Create vendor bill	Record a bill from a supplier
Apply payment	Apply a customer payment to open invoices
Get trial balance	Retrieve trial balance data for a specific period

Order Management

Tool	Description
Create sales order	Create a new sales order for a customer
Create purchase order	Create a purchase order for a vendor
Get order status	Retrieve order details and current fulfillment status
Update order	Modify order details or line items
Create fulfillment	Generate a shipment or fulfillment record
Create purchase receipt	Record receipt of items from a purchase order

Inventory Management

Tool	Description
Check inventory level	Get current stock quantity for an item at a location
Transfer inventory	Move stock between warehouse locations
Adjust inventory count	Record inventory adjustments or corrections
Set reorder point	Configure automatic reorder thresholds
Get item details	Retrieve item information including pricing and availability

Reporting and Analytics

Tool	Description
Generate financial statement	Create P&L, balance sheet, or cash flow reports
Get saved search results	Execute a saved search and return filtered data
Export report data	Export report results in CSV, Excel, or XML format
Get custom report	Retrieve data from a custom report

Tips

Create approval workflows in NetSuite for high-value orders or journal entries, then route agent-initiated requests through those workflows to maintain control while automating submission.

Use item templates and saved order templates to standardize recurring purchases so the agent can create orders from templates faster than entering details manually.

Set up multi-location inventory tracking if you operate multiple warehouses so the agent can check availability and suggest optimal locations for fulfillment.

Post recurring journal entries through the agent in a batch to reduce period-close time, since NetSuite's recurring journal feature pairs well with agent-driven posting.

Monitor outstanding orders and aged receivables through regular agent queries and set up alerts so the agent flags overdue items that need follow-up.