Ask NetSuite a question. Get the answer from live data.
We connect Claude to your NetSuite account through Oracle's own AI connector, set permissions so each team sees only what it should, and show your people how to get reliable answers.
StellarGrade is an Oracle NetSuite Alliance Partner with a 100% onshore North American team.
Three customers are over 60 days, for a total of $84.6K:
| Customer | Days | Balance |
|---|---|---|
| Harbor Supply Co. | 92 | $41,200 |
| Northfield Retail | 74 | $28,950 |
| Bayline Foods | 63 | $14,450 |
Source: A/R Aging report, run just now. Each customer links to its record.
Questions your team can ask
"Compare gross margin by class this month against last month and explain the biggest change."
"List purchase orders that were due last week and still aren't received."
"Which items haven't moved in 90 days, and which locations are they in?"
"Run our AR aging by subsidiary and summarize it for the CFO."
"Show this quarter's top 20 customers by revenue and how each changed from last year."
"Draft a sales order from this customer request so I can review it before saving."
Claude works from your standard reports and saved searches first, then looks up individual records. Answers link back to the records they came from, so anyone can check them.
How the connection works
NetSuite opens a secure connection
Oracle's NetSuite AI Connector Service uses the Model Context Protocol (MCP), the open standard AI assistants use to reach business systems. It isn't a paid NetSuite feature.
Claude signs in with its own role
Access runs through a custom NetSuite role. Claude sees and does only what that role allows, and Oracle blocks the Administrator role by design.
Your team asks in Claude
Each person adds the NetSuite connector in Claude and signs in. Questions run against live data, within their role.
What we set up for you
- Readiness review
- We check your account, roles and existing integrations, and agree with you on which data should be reachable and which should stay off limits.
- Roles and permissions
- Read-only access by team (finance, operations, sales), with write access added only for specific tasks.
- Connection and testing
- We enable the connector, connect Claude and test it on the questions your team actually asks before anyone relies on it.
- Reusable instructions
- Your recurring requests, like month-end checks or collections follow-up, set up so every user gets consistent answers.
- Custom tools
- When the standard tools can't handle a workflow, our developers build NetSuite tools Claude can use for it.
- Training
- Hands-on sessions so your team knows what to ask, how to read the answers and what to double-check.
Guardrails come first
The same senior, onshore team you'd get for any NetSuite work, on Eastern Time and at cost-efficient rates.
- A person approves every changeClaude can draft a record. Your team decides whether it gets saved.
- Least access firstStart read-only, then widen access one task at a time.
- Every answer shows its sourceLinks back to reports and records make checking quick.
- Clear processes before automationAI won't fix a process nobody has defined. We sort that out first.
Frequently asked questions
Does connecting Claude cost extra in NetSuite?
No. Oracle's NetSuite AI Connector Service isn't a paid NetSuite feature. You need a Claude plan that supports connectors, and our setup work is quoted separately.
Can Claude see all of our NetSuite data?
No. It sees only what the connected NetSuite role allows. If a role can't open a subsidiary or a record type, neither can Claude.
Can Claude change records?
Only if the role allows it. We start with read-only access and add write access for specific tasks, with a person approving each change.
Can we connect it with the Administrator role?
No. Oracle blocks the Administrator role by design, so we create custom roles with only the permissions each team needs.
What happens to our data?
NetSuite asks you to acknowledge data sharing before connecting, and data sent to Claude falls under your Claude plan's privacy terms. We review those settings with your IT team before anything goes live.
Can the answers be wrong?
Yes, which is why Oracle recommends validating AI results against source data. Answers link back to records, and changes need approval.
Does it work with ChatGPT or other assistants?
Yes. NetSuite's AI connector supports other assistants that use MCP. We work mostly with Claude.
See what Claude could answer in your NetSuite
In 30 minutes we'll look at your setup, the questions your team asks most, and what a safe first step looks like.
Claude is a trademark of Anthropic. NetSuite is a trademark of Oracle. StellarGrade is an independent Oracle NetSuite Alliance Partner and is not affiliated with Anthropic. Customer names in the example are fictional.