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

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Customer Name *

Customer Code * Unique identifier (lowercase, no spaces)

Description

ERP Vendor

NetSuite Integration Secret

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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, account ID, auth credentials

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MCP Server URL NetSuite MCP server URL. If not provided, will be auto-generated from Account ID.

Account ID Vendor-specific account identifier. Required if MCP Server URL is not provided.

Authentication Type

Action Bot Configuration

Enable, OAuth M2M, approval methods

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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.

M2M Client ID

Certificate ID (kid)

Private Key (PEM) Leave blank when editing to keep existing key.

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.

Slack Integration

Connect Slack workspace

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Enable Slack Integration Requires Action Bot to be enabled.

Report prompt templates

ERP vendor

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Run reports

Report types are defined in Prompts. Add a new prompt there to create a new report type here.

Customer *

Report types

Params (JSON, optional)

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.

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

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

🔄 End of Period Configuration

📋 Basic Settings

📚 Accounting Books

💰 Materiality Settings

🔗 Intercompany Settings