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FullClarity
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FullClarity
  • Get started
  • Construction for NetSuite
  • Project Financials
    • Project Financials quick start
    • Install & configure Project Financials
    • How to

      • Preparing your data for migration
      • Creating a project
      • Customise terminology (rename records)
        • Estimate columns
        • Budget columns
        • Forecast columns
        • Revenue recognition columns
      • Managing cost centres
      • Estimating

        • Creating an estimate
        • Adding lines to an estimate
        • Importing an estimate from a spreadsheet
        • Requesting vendor bids
        • Creating purchase orders from the estimate
    • Contracts & billing

      • Contracts & billing
      • Set up billing schedules
      • Issue a progress claim
      • Create a variation
    • Revenue recognition

      • Revenue recognition
      • Set up revrec rules
      • Run a monthly batch
      • Adjust a revrec entry
      • Capital project revrec
    • Reference

      • Reference
      • Configuration record fields
      • Permissions
      • Custom records
      • Column glossary
  • Subcontracts
    • For head contractors

      • For head contractors
      • Create a subcontract
      • Approve a subcontract variation
      • Raise a back-charge
      • Assess a subcontractor claim
    • For subcontractors — web

      • For subcontractors — web
      • View your subcontracts
      • Submit a progress claim
      • Manage variations
    • For subcontractors — mobile

      • For subcontractors — mobile
      • Sign in
      • View your work orders
      • Submit a claim with photos
    • Reference

      • Subcontract states
  • Retainage
    • Quick start
    • Install & configure
    • How to

      • Set up retainage on a contract
      • Issue a retainage claim
      • Release retainage at handover
    • Reference

      • Permissions
  • Timeline
    • Quick start
    • Install & configure
    • How to

      • Create a Gantt from a template
      • Add tasks and dependencies
      • Allocate resources
    • Reference

      • Task fields reference
      • Permissions reference
  • Certified Documents
    • Quick start
    • Install & configure
    • How to

      • Set up a document type
      • Request a document from a vendor
      • Approve or reject a submission
    • Reference

      • Permissions reference
  • File Storage
    • Install & configure
    • How to

      • Enable File Storage on a record type
      • Migrate files from the NetSuite File Cabinet
      • Connect your Microsoft 365 / SharePoint
    • Reference

      • Permissions reference
  • Project Storage
    • Install & configure
    • How to

      • Enable the project files subtab
      • Browse files on a project
  • Project Tracker
    • Quick start
    • Install & configure
    • How to

      • Log an issue
      • Add notes to an issue
      • Run UAT
    • Reference

      • Issue fields
      • UAT results & issue states
      • Permissions
  • Portal
    • Install & configure
    • How to

      • Register a NetSuite account with the FullClarity Portal
      • Refresh API credentials
  • Code Library
    • Install & configure
  • AI Integration
    • How to

      • Set up an MCP role for AI access
      • Connect an AI assistant to FullClarity
    • Reference

      • Available MCP tools

AI integration

FullClarity includes built-in support for AI assistants like Claude and ChatGPT. Once connected, you can ask questions about your projects, estimates, contracts, and costs using natural language — and get answers drawn directly from your NetSuite data.

This connection uses the NetSuite AI Connector Service, which is built on the Model Context Protocol (MCP). Your AI assistant connects securely to NetSuite using your own credentials and role, so it can only see and do what your role permits.

  • Getting connected
  • Available tools
  • Security and permissions
  • Related

Getting connected

Follow these pages in order to set up your AI integration:

  • Setting up an MCP role — create a dedicated NetSuite role for AI access with the right permissions
  • Connecting to an AI assistant — connect Claude or another AI assistant to your NetSuite account

For an inventory of what each tool does, see Available MCP tools.

Available tools

Once connected, your AI assistant can use FullClarity tools to answer questions about your data. The tools available depend on which FullClarity modules you have installed.

Project Financials

  • Look up project details — billing type, cost centre, margin, linked estimates and contracts
  • List and search projects by customer, status, or billing type
  • Retrieve full estimate worksheets with line-item detail
  • View contract details and schedules of values
  • Check claim status, progress percentages, and retention amounts
  • Get cost centre category hierarchies
  • Ask conceptual questions about construction billing, estimating, and forecasting

More modules will be added as FullClarity tools are expanded.

Security and permissions

  • AI assistants cannot connect using the Administrator role — you must create a dedicated MCP role
  • The AI assistant can only access data that the connected role has permission to view
  • All AI connector activity is logged in NetSuite under the integration record
  • You can disconnect your AI assistant at any time from your AI client's settings or from NetSuite's integration management

Related

  • Setting up an MCP role
  • Connecting to an AI assistant
  • Available MCP tools
Last Updated: 6/7/26, 1:58 AM
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