Connect an AI assistant

Connect Claude (or another MCP-compatible AI assistant) to your NetSuite account so it can answer questions about your FullClarity data.

When to use this

Once you have an MCP role set up, you can connect your AI assistant to your NetSuite account. This page covers connecting with Claude, though the process is similar for other AI clients that support the Model Context Protocol.

Prerequisites

• A Claude Pro, Max, Team, or Enterprise subscription (connectors are not available on the free plan). ChatGPT requires a Plus plan or higher.
• Your NetSuite account ID — visible in your NetSuite URL (e.g. https://1234567.app.netsuite.com → account ID 1234567) or under Setup → Company → Company Information
• A user account with the MCP role assigned — see Setting up an MCP role

Walkthrough

Build the connection URL

The connection URL tells your AI assistant where to find your NetSuite account and which tools to load. The format is:

https://<accountid>.suitetalk.api.netsuite.com/services/mcp/v1/<scope>

Replace <accountid> with your NetSuite account ID, and choose a scope:

If you want both FullClarity tools and the standard NetSuite tools without tools from other SuiteApps, add two separate connectors — one for each URL.

Recommended for most users: use /v1/all to get everything in a single connector. This is the simplest setup and works well unless you have other SuiteApps adding tools that you don't want visible to the AI assistant.

Connect with Claude

1. In Claude, go to Settings → Connectors.
2. Click Add custom connector at the bottom.
3. Enter a name — for example, "FullClarity" or "NetSuite".
4. Paste your connection URL.
5. Click Add, then click Connect.
6. A pop-up window will open asking you to log in to NetSuite.
7. Choose your MCP role — do not select Administrator.
8. Review the access warning and click Allow.
9. The pop-up will close and Claude will confirm the connection.

After connecting, you can configure each tool's approval mode. Go to Settings → Connectors, find your connector, and click Configure. For each tool, you can choose:

• Ask every time — Claude will ask for your permission before using the tool
• Allow unsupervised — Claude can use the tool without asking

Connect with other AI clients

Any AI client that supports the Model Context Protocol can connect to FullClarity using the same connection URL. The setup steps will vary by client — refer to your AI provider's documentation for instructions on adding an MCP connector.

For ChatGPT, you'll need a Plus plan or higher. The connection process is similar: add a custom connector using the same URL format and authenticate with your MCP role.

Test the connection

Start a new conversation in Claude and try one of these prompts:

• "What FullClarity help topics are available?" — tests the help tool (no data access needed)
• "List my projects" — tests project data access
• "Show me the estimate worksheet for project [name]" — tests estimate data access

If the tools don't appear, check that your MCP role has the required setup permissions (OAuth 2.0 Access Tokens and MCP Server Connection).

What success looks like

• The connector appears in Settings → Connectors in Claude with status Connected.
• A new conversation in Claude lists the FullClarity tools (FC Project Summary, FC List Projects, FC Estimate Worksheet, etc.) under the connector.
• A test prompt like "List my projects" returns project data from your NetSuite account.

Gotchas

• The built-in NetSuite connector in Claude does not work for test drive accounts. If your account ID starts with tstdrv, use the custom connector approach with the URL format above — Claude's built-in NetSuite connector option will fail.
• The connection persists across conversations. You only need to set it up once. If you start a new conversation and the tools aren't showing, click Configure on the connector in Settings to refresh the tool list.
• "Missing permissions" errors usually mean missing custom records. Check that your MCP role has the right custom record access on your role — see Setting up an MCP role.
• Each user connects individually. The AI sees only what the connected user's role allows.

Disconnecting

To disconnect your AI assistant:

• From Claude: Go to Settings → Connectors, find the connector, and click Disconnect.
• From NetSuite: Go to Setup → Integration → Manage Integrations, find the AI integration record, and disable it. This will disconnect all users.

Related

• AI integration overview
• Setting up an MCP role
• Available MCP tools