Using the NetSuite AI Connector Service Companion SuiteApp

The NetSuite AI Connector Service Companion SuiteApp provides a guided way to access and reuse prompt samples that work with the NetSuite AI Connector Service and the MCP Standard Tools SuiteApp. Prompt samples are available in the Companion SuiteApp and include actions to:

Copy prompt text
Open prompts directly in a supported AI client
Customize prompts in NetSuite by editing the AI prompt custom record

The following sections describe how to access the prompt samples, run prompts in your AI client session, and save customized prompt versions in NetSuite for future reuse.

Accessing the Companion Prompt Samples

Important:

When a prompt is visible to all roles in the Companion SuiteApp, it's because the prompt custom record is public. However, whether the prompt runs successfully in your AI client depends on the permissions assigned to your NetSuite role. If your role doesn't have the required permissions for the MCP Standard Tools or data used by the prompt, the prompt may return an error even though you can use it in your AI client.

After installing both SuiteApps (MCP Standard Tools and NetSuite AI Connector Service Companion), connect to your AI client before accessing the Companion's prompt samples. To connect and use only the tools provided by the MCP Standard Tools SuiteApp, use the following URL and replace <accountid> with your NetSuite account ID:

https:// <accountid> .suitetalk.api.netsuite.com/service/mcp/v1/suiteapp/com.netsuite.mcpstandardtools

To access the Companion SuiteApp, go to Setup > AI Companion Tools > AI Companion Library. The Companion SuiteApp Suitelet page lists all the available prompt samples. You can search or sort by category, role, and industry. Then, you can copy the prompt's text and paste it directly in your AI client's conversation, or you can open the prompt directly in your AI client's interface. If the prompt sample contains a placeholder value, fill it in with an accurate value to ensure the AI client and MCP Standard Tools have access to the correct data.

Note:

The NetSuite AI Connector Service Companion provides a repository of prompt samples that use the MCP Standard Tools, but it doesn't replace the tools themselves. If you can connect successfully using the MCP Standard Tools endpoint and the Companion's prompt samples Suitelet opens in NetSuite, you are ready to start using the prompt samples.

Uploading the NetSuite Skill File for AI Clients

NetSuite provides an optional skill for supported AI clients to add shared context and repeatable guidance when using the prompt samples. The netsuite-ai-connector-instructions skill (as a SKILL.md file) can enhance prompt sample outputs when used with the MCP Standard Tools SuiteApp.

To use the skill file:

Download the SKILL.md file (which defines the netsuite-ai-connector-instructions skill) from the NetSuite SuiteCloud SDK GitHub repository by clicking the following link: NetSuite SuiteCloud SDK GitHub
In an active AI client session connected to the MCP Standard Tools SuiteApp, upload the SKILL.md file.

Note:

The location and label for uploading files can vary depending on your AI client plan and UI version. Consult your AI client's documentation for guidance on uploading files.

Using the Prompt Samples

After it's installed, open the Companion Suitelet page by going to Setup > AI Companion Tools > AI Companion Library. You can use prompt actions to copy or open a prompt quickly, then replace any placeholders in your AI client session before running it.

To use a prompt sample:

Find a prompt sample that matches your goal or use case.
Choose an action:
- Click Copy to copy the prompt text and paste it into your AI client.
- Click Use Prompt to open the prompt directly in a supported AI client.
Optionally, expand the prompt details to view and use the prompt.
After the prompt text is in your AI client session, replace any placeholder values (for example, dates or subsidiary names) with accurate values for your use case.
Run the prompt and review the output. If results aren't what you expect, adjust your placeholder values and prompt text as required for your use case.

Customizing the Prompt Samples

In the Companion SuiteApp, use Customize to edit the saved version of a prompt sample in NetSuite so you can reuse your customized prompt later.

To customize a prompt sample:

Click Customize under your selected prompt sample.
In the AI prompt custom record, update the Prompt field with your revised prompt text.
Optionally, update any other AI prompt record fields so the prompt can be found, understood, and reused:
- Confirm that the values in the Name, Category, and Subcategory fields reflect the prompt's purpose.
- Review the values in the Roles and Industries fields to ensure they match the intended users and scenarios.
- Check the Public box if the prompt should be widely available.
- Add a note on the Notes subtab describing what you changed on the AI prompt record and why.
Click Save.