NetSuite AI Connector

Select Customer

NetSuite employee email Action Bot verifies this email against NetSuite employees for the selected customer.

Existing Customers

Add New Customer

Basic Info

Name, code, description

▼

Customer Name *

Customer Code * Unique identifier (lowercase, no spaces)

Description

ERP Vendor

NetSuite Account ID * Your NetSuite Account ID (e.g., TD3070420). MCP URL will be auto-generated.

NetSuite Integration Secret

Checking...

▼

Used to sign webhook requests and plugin JWT calls. Store the value at Setup > Company > API Secrets with ID custsecret_actionbot_webhook_secret.

Generates a new secret and shows it once so you can copy it to NetSuite.

MCP Server & Authentication

Server URL and auth credentials

▼

MCP Server URL Automatically generated from Account ID. Format: https://ACCOUNT_ID.suitetalk.api.netsuite.com/services/mcp/v1/suiteapp/com.netsuite.mcpstandardtools

Authentication Type

Action Bot Configuration

Enable, OAuth M2M, approval methods

▼

Enable Action Bot for this customer When enabled, this customer will appear in the Action Bot UI dropdown.

OAuth 2.0 M2M (recommended)

Server-to-server for Action Bot NetSuite API calls. •••••••• = values saved; re-enter to change.

Generates EC P-256 key pair. Private key stored securely in AWS Secrets Manager (never exposed to browser). Download public certificate for NetSuite upload.

M2M Client ID

Certificate ID (kid) Use the Certificate ID from "Generate New OAuth Keys" above, or enter manually if generated elsewhere.

Private Key (PEM) - Manual Entry ⚠️ Warning: Use "Generate New OAuth Keys" instead. Manual entry exposes private key to browser.

Show manual private key entry (not recommended)

Purchase Order Approval Method How PO approvals are handled. Auto-detect tries mirror first, then custom workflow. Set explicitly if auto-detect fails.

Vendor Bill Approval Method How Bill approvals are handled. Auto-detect tries mirror first, then custom workflow. Set explicitly if auto-detect fails.

Submit Value (Custom Workflow) List value for "Submit For Approval" action (default: 3). Only used for custom workflows.

Quotation Rate Enable dual-currency PO flow: vendor-quoted rate in a separate currency, bot-calculated transaction rate from NetSuite exchange rates.

Slack Integration

Connect Slack workspace

▼

Enable Slack Integration Requires Action Bot to be enabled.

Microsoft Teams Integration

Connect Teams tenant

▼

Enable Microsoft Teams Integration Requires Action Bot to be enabled and Teams app credentials configured in App Config.

Slack App Configuration

Manage application-level Slack credentials. These are shared across all customer installations.

Client ID * From Slack App → Basic Information → App Credentials

Client Secret * Click "Show" in Slack App settings to reveal. Leave as •••••••• to keep existing when editing.

Signing Secret * Used to verify requests from Slack. Leave as •••••••• to keep existing when editing.

How to Get Slack Credentials

Go to https://api.slack.com/apps
Click on your app (or create one)
Go to Basic Information → App Credentials
Copy Client ID
Click Show on Client Secret and copy it
Copy Signing Secret
Paste all three values above and click Save Credentials

Storage: -
Security: Client Secret and Signing Secret are encrypted and never shown in full.

Microsoft Teams App Configuration

Manage application-level Teams credentials. These are shared across all customer installations.

App ID (Client ID) * From Azure Portal → App Registrations → Overview → Application (client) ID

Tenant ID * From Azure Portal → App Registrations → Overview → Directory (tenant) ID

Client Secret * From Azure Portal → App Registrations → Certificates & secrets → Client secrets. Leave blank to keep existing.

How to Get Teams Credentials

Go to Azure Portal → App Registrations
Select your bot application
Copy the Application (client) ID from Overview
Go to Certificates & secrets → New client secret
Copy the secret Value (not the Secret ID)
Paste both values above and click Save Credentials

Storage: -
Security: Client Secret is encrypted and never shown in full.

NetSuite AI

Chat

Existing Customers

Add New Customer

Report prompt templates

Create new prompt (adds a new report type)

Edit prompt

Run reports

Results

Slack App Configuration

How to Get Slack Credentials

Microsoft Teams App Configuration

How to Get Teams Credentials

NetSuite AI Connector

NetSuite AI

Chat

Existing Customers

Add New Customer

Report prompt templates

Create new prompt (adds a new report type)

Edit prompt

Run reports

Results

Slack App Configuration

How to Get Slack Credentials

Microsoft Teams App Configuration

How to Get Teams Credentials

🔄 End of Period Configuration

📋 Basic Settings

📚 Accounting Books

💰 Materiality Settings

🔗 Intercompany Settings