Set up an MCP role

Create a dedicated NetSuite role with the right permissions so an AI assistant can connect to your FullClarity data through the NetSuite AI Connector Service.

When to use this

Before you can connect an AI assistant (Claude, ChatGPT, or any MCP-compatible client) to FullClarity, you need a dedicated NetSuite role with the right permissions. The AI connector cannot use the Administrator role, so this step is required.

Each user who wants to use an AI assistant will be assigned this role on their employee record.

Prerequisites

• The NetSuite administrator role — only administrators can create and modify roles
• The Project Financials SuiteApp installed (so the FullClarity custom records exist)
• A short list of the users who will be assigned the MCP role

Walkthrough

Create the role

1. Go to Setup → Users/Roles → Manage Roles.
2. Click New.
3. Enter a name for the role — for example, "FullClarity MCP" or "AI Connector Role".
4. Under Subsidiary, choose the subsidiaries this role should have access to. For most setups, select the relevant subsidiary or All.
5. Save the role, then edit it to add the permissions below.

Add the required permissions

The role needs two setup permissions to enable the AI connection, plus data permissions for whichever FullClarity features you want the AI assistant to access.

Setup permissions (required for all users) — found under Permissions → Setup:

Data permissions for Project Financials tools — found under Permissions → Lists:

Custom record permissions — found under Permissions → Custom Record:

The FullClarity tools also read data from custom records such as estimates, estimate lines, contracts, claims, and cost centres. Grant View access to these custom records.

The specific records needed depend on which tools you want to use. Your FullClarity administrator can advise on the appropriate custom record permissions for your setup.

Assign the role to users

1. Go to Setup → Users/Roles → Manage Users, or open an employee record directly.
2. On the Access subtab, add the new MCP role to each user who will connect an AI assistant.
3. Save the record.

Each user connects individually — the AI assistant uses their personal credentials and can only access what their role allows.

What success looks like

• The new role appears in Setup → Users/Roles → Manage Roles.
• The role lists the two required setup permissions plus your chosen data permissions.
• Each target user has the role on the Access subtab of their employee record.
• When that user connects their AI assistant (see Connecting to an AI assistant), the role appears as an option on the NetSuite role-selection screen.

Gotchas

• Administrator role won't work. The AI connector explicitly refuses Administrator. Make sure each user has the new MCP role available alongside their other roles, and selects the MCP role at sign-in.
• Missing custom record permissions look like missing data. If the AI assistant reports that it can't find estimates, claims, or cost centres, check that the MCP role has View access to the corresponding FullClarity custom records.
• One role per user group works well. Consider creating separate MCP roles for different user groups if you need to control who can access which FullClarity data through AI — for example, a "Project Manager MCP" role and a "Finance MCP" role.

Tips

• Start with view-only permissions and expand as needed. You can always add more permissions to the role later.
• The role name shows up on the NetSuite role-selection screen during the AI connection flow — pick something obvious like "FullClarity MCP" so users know which to choose.

Related

• AI integration overview
• Connecting to an AI assistant
• Available MCP tools