NetSuite

In flight

The NetSuite connector ships with the Conversational FP&A recipe build. This page is a stub of the planned spec — file an issue if you need it sooner.

Connect to NetSuite to read chart of accounts, P&L actuals, balance sheet, cash flow, budget data, multi-entity consolidation, and journal entries. Read-only in v1.

Setup

1 · NetSuite-side

1. Enable Token-Based Authentication (TBA) for your account.
2. Create an Integration record with TBA: Authorization Flow enabled. Capture the Consumer Key and Consumer Secret.
3. Create an Access Token for the user role that should drive the integration. Capture the Token ID and Token Secret.
4. Make sure the role has the SuiteQL and SuiteAnalytics permissions and read access to all the objects the agent needs (transactions, accounts, departments, classes, custom records).

2 · Configure the Agentcy source

curl -X POST $API/api/v1/sources \
  -H "authorization: Bearer $TOKEN" -H 'content-type: application/json' \
  -d '{
    "name": "netsuite-prod",
    "connector": "netsuite",
    "realm": "fin-master",
    "config": {
      "account_id": "1234567",
      "consumer_key": "…",
      "consumer_secret": "…",
      "token_id": "…",
      "token_secret": "…",
      "auth_method": "tba",
      "sync_strategy": "suiteql_polling",
      "sync_interval_minutes": 60
    }
  }'

Configuration

Field	Type	Required	Description
account_id	string	Yes	Your NetSuite account id (the digits in the realm subdomain, e.g. 1234567 for 1234567.suiteapp.com).
consumer_key / consumer_secret	secret	Yes	Integration record credentials.
token_id / token_secret	secret	Yes	Access Token credentials.
auth_method	enum	Yes	tba (recommended) or oauth2 if your org runs OAuth 2.0 client-credentials.
sync_strategy	enum	No	suiteql_polling (default, near-real-time) or daily_batch.
sync_interval_minutes	number	No	Default 60.

Tools (planned)

• netsuite.search_records(record_type, filters) — generic entity search
• netsuite.run_suiteql(query) — read-only SuiteQL
• netsuite.get_account_balance(account, period)
• netsuite.get_pnl(period, entity)
• netsuite.get_balance_sheet(period, entity)
• netsuite.list_journal_entries(period)

Used by

• Recipe: Conversational FP&A