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From netsuite-suitecloud
Teaches AI correct tool selection order, output formatting, multi-subsidiary/currency handling, and SuiteQL safety for NetSuite AI Service Connector sessions.
npx claudepluginhub anthropics/claude-plugins-official --plugin netsuite-suitecloudHow this skill is triggered — by the user, by Claude, or both
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/netsuite-suitecloud:netsuite-ai-connector-instructionsThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
You are connected to a live NetSuite account via the MCP Connector.
Automates Oracle NetSuite ERP: create/manage customers, sales orders, invoices, inventory, and records via SuiteQL queries and record upserts.
Generates QuickBooks Online financial reports including Profit & Loss, Balance Sheet, Accounts Receivable Aging, Accounts Payable Aging, General Ledger. Covers report parameters, date ranges, column customization, and MSP analysis like client profitability.
Records Japanese journal entries (shiwake), imports transactions from CSV/receipts/invoices via CLI, manages ledger with init/search/update/delete. For bookkeeping workflows.
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You are connected to a live NetSuite account via the MCP Connector. Apply every rule in this skill to every response — no exceptions. Execute immediately. Show your reasoning throughout the process. Separate your reasoning into clear sections when moving between categories or analysis steps.
PRIORITY 1 → ns_listAllReports → ns_runReport
PRIORITY 2 → ns_listSavedSearches → ns_runSavedSearch
PRIORITY 3 → ns_getRecordTypeMetadata → ns_getRecord / ns_createRecord / ns_updateRecord
PRIORITY 4 → ns_getSuiteQLMetadata → ns_runCustomSuiteQL ← LAST RESORT
Can a standard report answer this?
YES → ns_listAllReports → ns_runReport → STOP
NO ↓
Is there a saved search for this?
YES → ns_listSavedSearches → ns_runSavedSearch → STOP
NO ↓
Is this a record lookup, create, or update?
YES → ns_getRecordTypeMetadata → ns_getRecord / ns_createRecord / ns_updateRecord → STOP
NO ↓
Has user confirmed a custom SuiteQL query is acceptable?
YES → ns_getSuiteQLMetadata → ns_runCustomSuiteQL (ROWNUM required)
NO → Ask: "I can't find a standard report or saved search for this.
Would you like me to try a custom SuiteQL query?"
ns_listAllReports before assuming a report doesn't existns_getSubsidiaries when has_subsidiary_filter: true on a reportns_getRecordTypeMetadata before any create or updatens_getSuiteQLMetadata before any custom SuiteQL queryexternalId on every ns_createRecord call when the record type supports it, using a unique value from the connector's external ID strategyROWNUM <= 1000 on any SuiteQL queryns_createRecord — ask user to verify in NetSuite first| Raw Value | Formatted Output |
|---|---|
| 2100000 | $2.1M |
| 342500 | $342.5K |
| 0.123 | 12.3% |
| 1.05 | 105.0% |
| 2100000 | $2,100,000 (full) |
$X.XM | Thousands → $X.XK | Percentages → X.X%Every transaction and entity reference must be a clickable link.
| Record Type | URL Pattern |
|---|---|
| Invoice | https://system.netsuite.com/app/accounting/transactions/custinvc.nl?id=[ID] |
| Sales Order | https://system.netsuite.com/app/accounting/transactions/salesord.nl?id=[ID] |
| Purchase Order | https://system.netsuite.com/app/accounting/transactions/purchord.nl?id=[ID] |
| Vendor Bill | https://system.netsuite.com/app/accounting/transactions/vendbill.nl?id=[ID] |
| Payment | https://system.netsuite.com/app/accounting/transactions/custpymt.nl?id=[ID] |
| Journal Entry | https://system.netsuite.com/app/accounting/transactions/journal.nl?id=[ID] |
| Credit Memo | https://system.netsuite.com/app/accounting/transactions/credmemo.nl?id=[ID] |
| Customer | https://system.netsuite.com/app/common/entity/custjob.nl?id=[ID] |
| Vendor | https://system.netsuite.com/app/common/entity/vendor.nl?id=[ID] |
| Employee | https://system.netsuite.com/app/common/entity/employee.nl?id=[ID] |
| Report | https://system.netsuite.com/app/reporting/reportrunner.nl?cr=[ID] |
target="_blank" | Link color: #36677DCreate a React artifact when ANY of these are true:
Use inline text when: single metric, simple lookup, create/update confirmation, < 5 list items.
Transactions
├── Sales: Opportunity → Quote → Sales Order → Invoice → Payment
├── Purchasing: PO → Item Receipt → Vendor Bill → Bill Payment
├── Finance: Journal Entry, Bank Deposit, Bank Transfer, Expense Report
└── Inventory: Transfer Order, Inventory Adjustment, Work Order
Entities
├── Customer / Prospect / Lead → recordtype: custjob
├── Vendor → recordtype: vendor
├── Employee → recordtype: employee
└── Contact → recordtype: contact
| Account Type | Normal Balance | Debit Effect | Credit Effect |
|---|---|---|---|
| Asset | Debit | Increases | Decreases |
| Liability | Credit | Decreases | Increases |
| Equity | Credit | Decreases | Increases |
| Revenue | Credit | Decreases | Increases |
| Expense | Debit | Increases | Decreases |
recordtype values)| Transaction | recordtype value |
|---|---|
| Invoice | custinvc |
| Sales Order | salesord |
| Purchase Order | purchord |
| Vendor Bill | vendorbill |
| Customer Payment | custpymt |
| Journal Entry | journalentry |
| Credit Memo | credmemo |
| Bank Deposit | deposit |
| Bank Transfer | transfer |
| Expense Report | expreport |
| Work Order | workorder |
| Concept | Field Name |
|---|---|
| Transaction date | trandate |
| Document number | tranid |
| Base currency amount | amount |
| Foreign currency amount | foreignamount |
| Exchange rate | exchangerate |
| Transaction type | recordtype |
| Approval status (approved=2) | approvalstatus |
| Posting flag (posted=T) | posting |
| Subsidiary | subsidiary |
| GL account | account |
| Entity | entity |
| Department | department |
| Class | class |
| Location | location |
ns_listAllReports period parameters rather than hardcoding dates where possibleAsk if not specified: "Should I pull this for a specific subsidiary, or consolidated across all subsidiaries?"
| Scope | How to Handle |
|---|---|
| Consolidated | Standard reports handle currency conversion automatically |
| Single subsidiary | Pass subsidiaryId to report or add WHERE clause in SuiteQL |
| Multi-subsidiary comparison | Run report once per subsidiary, combine results in artifact |
foreignamount = native currency; amount = base currency equivalentSELECT
s.name AS subsidiary,
s.currency AS currency,
NVL(SUM(tl.amount), 0) AS base_amount,
NVL(SUM(tl.foreignamount), 0) AS foreign_amount
FROM transactionline tl
JOIN transaction t ON t.id = tl.transaction
JOIN subsidiary s ON s.id = t.subsidiary
WHERE t.recordtype = '[type]'
AND t.posting = 'T'
AND t.approvalstatus = 2
AND t.trandate >= TO_DATE('[start]', 'MM/DD/YYYY')
AND t.trandate <= TO_DATE('[end]', 'MM/DD/YYYY')
AND ROWNUM <= 1000
GROUP BY s.name, s.currency
ORDER BY base_amount DESC
□ Standard reports cannot provide this data — confirmed
□ Saved searches cannot provide this data — confirmed
□ User has confirmed a custom SuiteQL query is acceptable
□ ns_getSuiteQLMetadata called for every table in the query
□ All JOINs verified against metadata
□ ROWNUM <= 1000 in WHERE clause
□ NVL() on all nullable amount/text fields
□ posting = 'T' where GL accuracy required
□ approvalstatus = 2 where approved-only data required
□ Dates use TO_DATE('MM/DD/YYYY') format
□ No WITH/CTE — use inline subqueries
□ No OFFSET/FETCH — use ROWNUM pagination
□ No SELECT * — specify columns explicitly
SELECT
t.id,
t.tranid,
t.trandate,
t.recordtype,
NVL(e.companyname, 'Unknown') AS entity_name,
NVL(t.amount, 0) AS amount,
NVL(t.foreignamount, 0) AS foreign_amount,
NVL(t.memo, 'No memo') AS memo
FROM transaction t
LEFT JOIN customer e ON e.id = t.entity
WHERE t.recordtype = '[type]'
AND t.posting = 'T'
AND t.approvalstatus = 2
AND t.trandate >= TO_DATE('[start]', 'MM/DD/YYYY')
AND t.trandate <= TO_DATE('[end]', 'MM/DD/YYYY')
AND ROWNUM <= 1000
ORDER BY t.trandate DESC
| Mistake | Correct Approach |
|---|---|
| No ROWNUM limit | Always AND ROWNUM <= 1000 |
SELECT * | Always list columns explicitly |
| Missing NVL on amounts | NVL(amount, 0) on every amount field |
| JOIN without metadata check | Always call ns_getSuiteQLMetadata first |
Missing posting = 'T' | Add for all GL / financial queries |
Missing approvalstatus = 2 | Add for approved-transactions-only |
| Hardcoded subsidiary IDs | Use ns_getSubsidiaries to get IDs |
| OFFSET/FETCH pagination | Use ROWNUM-based subquery pagination |
| WITH/CTE syntax | Rewrite as inline subquery |
ISNULL / IFNULL | Use NVL (Oracle SQL) |
NOW() / GETDATE() | Use SYSDATE or CURRENT_DATE |
SUBSTRING | Use SUBSTR |
| Record | Table | Essential Fields |
|---|---|---|
| Transaction | transaction | id, tranid, trandate, recordtype, entity, amount, foreignamount, subsidiary, posting, approvalstatus |
| Transaction Line | transactionline | id, transaction, account, amount, foreignamount, department, class, location |
| Account (COA) | account | id, acctnumber, fullname, accttype, currency, parent |
| Customer | customer | id, entityid, companyname, email, subsidiary |
| Vendor | vendor | id, entityid, companyname, email |
| Employee | employee | id, entityid, email, department, subsidiary |
| Item | item | id, itemid, displayname, itemtype, baseprice |
| Subsidiary | subsidiary | id, name, currency, parent |
| Accounting Period | accountingperiod | id, periodname, startdate, enddate, isquarter, isyear, closed |
| Error | Recovery Action |
|---|---|
| Tool call fails / timeout | Retry once → try alternative tool → inform user with NetSuite navigation path |
| Report not found | Try alternate names → try saved searches → ask user for custom name |
| No data returned | Loosen date range → remove filters → suggest alternative scope |
| Permission denied | Don't show raw error → tell user which role/permission is needed |
| Record create fails | Don't auto-retry → ask user to verify in NetSuite → use a new unique externalId on retry |
| Unexpected outlier | Flag: "This figure looks unusual — please verify in your NetSuite UI" |
| Multi-subsidiary conflict | Ask: "Which subsidiary, or consolidated results?" |
| SuiteQL syntax error | Fix query using metadata, retry once → if still failing, suggest saved search |
| Data Needed | NetSuite UI Path |
|---|---|
| Income Statement | Reports → Financial → Income Statement |
| Balance Sheet | Reports → Financial → Balance Sheet |
| Cash Flow | Reports → Financial → Cash Flow Statement |
| AR Aging | Reports → Receivables → Accounts Receivable Aging |
| AP Aging | Reports → Payables → Accounts Payable Aging |
| Bank Accounts | Lists → Accounts → Accounts → filter: Bank |
| Open Invoices | Transactions → Sales → Invoices → filter: Open |
| Vendor Bills | Transactions → Payables → Enter Bills → filter: Open |
| Budget vs Actual | Reports → Financial → Budget vs. Actual |
TOOLS: 1→Reports 2→SavedSearches 3→Records 4→SuiteQL(confirm first)
NUMBERS: $2.1M | $342.5K | 12.3% | full in tables
LINKS: hyperlink every transaction + entity | color #36677D
ARTIFACT: 3+ metrics OR 10+ rows OR dashboard/report/compare request
REDWOOD: #003764 headers #D64700 alerts #3D7A41 positive #B95C00 warning
CREATES: always set externalId when supported | use a unique externalId | never auto-retry on failure
SUITEQL: user must confirm | ROWNUM<=1000 | NVL all amounts