Setup
Confirm prerequisites
Connecting NetSuite requires creating an Integration Record in your NetSuite account and providing Duvo with the resulting OAuth credentials.Then create an Integration Record in NetSuite:
A NetSuite account with administrator access.
The NetSuite AI Connector MCP service enabled on your account. Your NetSuite account ID is visible in your NetSuite URL (
https://<accountid>.app.netsuite.com).- Go to Setup > Integration > Manage Integrations > New.
- Give the integration a name (for example,
Duvo). - Under Authentication, enable Authorization Code Grant (OAuth 2.0).
- Add Duvo’s redirect URI as an allowed redirect URI. You can find this URI in the Duvo connection form under How to set up your OAuth app.
- Save the record. NetSuite displays the Client ID and Client Secret once — copy them immediately.
Add the connection in Duvo
On the Connections page, open NetSuite and fill in these fields:
A custom name to help you identify this connection (for example,
NetSuite Production).Your NetSuite AI Connector MCP endpoint, in the format
https://<accountid>.suitetalk.api.netsuite.com/services/mcp/v1/all. Replace <accountid> with your NetSuite account ID.The Client ID shown when you saved the Integration Record in NetSuite.
The Client Secret shown when you saved the Integration Record in NetSuite. This is displayed only once.
Third-party documentation
Third-party documentation
- NetSuite AI Connector MCP — Oracle’s guide to enabling and configuring the AI Connector MCP service.
- NetSuite Integration Records — How to create and manage OAuth 2.0 Integration Records.
Capabilities
- Financial record management — Read and manage accounts, general ledger entries, journal entries, and financial transactions.
- Customer and vendor management — Access customer and vendor records including contact details, payment terms, and transaction history.
- Order and fulfillment tracking — Retrieve sales orders, purchase orders, and fulfillment records across your operations.
- Inventory visibility — Look up inventory items, stock levels, and warehouse data.
- Reporting and analytics — Run saved searches and retrieve structured data for business reporting.
Key Benefits
- Direct ERP access — Agents query NetSuite data in real time, so reports and workflows reflect current records without manual exports.
- Broad operational coverage — A single connection spans financials, CRM, inventory, and order management across your NetSuite environment.
- Secure OAuth authentication — Uses NetSuite’s standard OAuth 2.0 Authorization Code flow, so your credentials are never shared directly with Duvo’s servers.
- No NetSuite expertise required after setup — Once connected, agents translate natural-language requests into the correct NetSuite queries, so business users do not need to know NetSuite navigation paths.
Works Well With
Google Sheets
Pull NetSuite financial data, vendor lists, or order summaries into spreadsheets for analysis and reporting.
Microsoft Excel
Pull NetSuite financial data, vendor lists, or order summaries into spreadsheets for analysis and reporting.
Gmail
Retrieve NetSuite records and include them in automated notifications, approval emails, or customer follow-ups.
Microsoft Outlook
Retrieve NetSuite records and include them in automated notifications, approval emails, or customer follow-ups.
Slack
Post NetSuite order updates, financial alerts, or inventory changes to team channels automatically.
Microsoft Teams
Post NetSuite order updates, financial alerts, or inventory changes to team channels automatically.