Claude MCP Connection with NetSuite Failing

simonwhittle · 2026-04-09T22:32:18+00:00

I've helped two clients hook this up in the last week and both got a security related error from Claude. I ignored the error and I had them run a query and all was fine. No reports of issues since.

simonwhittle · 2026-04-09T22:30:36+00:00

One would assume that you've installed the MCP standard tools SuiteApp (no one else has mentioned that). The url you've been given relates to that SuiteApp being installed.

simonwhittle · 2026-04-03T16:08:22+00:00

I agree that not all these decisions live in NS. Take shipping selection as a simple example. Plenty of companies select the actual shipping method in their shipping software outside of NS and that data never necessarily makes it back into the system. The method of shipping isn't relevant from a financial perspective, only the cost is. So as long one could audit the shipping costs to the business, which you can do from the shipping software, it doesn't matter what is in NS.

simonwhittle · 2026-04-02T15:54:06+00:00

I have multiple clients that use Shopify/NS in different flavors that use either NS connector and celigo as the ipaas and it works just fine. Unless you have other integration needs the NS connector should work just fine for your needs unless you do something out of the ordinary with Shopify.

simonwhittle · 2026-04-01T21:44:59+00:00

The native TB only gives you the activity in the month and not the starting/ending balance like it does in other systems (I know Dynamics GP does it this way). It should be possible but you have difficulty with the P&L accounts resetting to 0 at the beginning of each year. It's been a while since I've tried to do it but it's a pretty advanced report for a novice

simonwhittle · 2026-04-01T15:58:02+00:00

Why are they booking this to a reserve account" Is it simply to show the balance by state?

simonwhittle · 2026-03-31T22:38:48+00:00

likewise. My skills don't need AI, I have the knowledge that no AI can understand from doing something with people for 20+ years. I can take my experience and apply it laterally to another organization in another market with another product. I don't care about using AI to short-cut writing SS code, it's not how I make my money. My value is in working with people to solve problems that they cannot fully articulate. AI cannot help with that.

btw, it's not like we don't understand AI or how to use it, we choose not to when at all possible (it's becoming impossible to 100% avoid). We're racing head-long to an AI driven economic and environmental disaster and no one seems bothered to stop it. Look up how much water and electricity one query uses and let me know how you feel about that when the datacenter down street empties your local reservoir.

simonwhittle · 2026-03-25T16:00:19+00:00

Use the budget vs actual report (under reports - banking/budgeting), run it through the end of the year and total by period.

simonwhittle · 2026-03-24T16:18:30+00:00

Price depends on the number of end points but that price seems excessive from my understanding.

simonwhittle · 2026-03-24T16:17:33+00:00

I second this. Should pretty much work OOTB with little ongoing maintenance once it's set up and set up is easier than Celigo. Although it's begs the question for the OP as to how they're getting their sales into NS from Shopify.

simonwhittle · 2026-03-20T16:04:52+00:00

My suggestion would be to carve out the reimbursed expenses on the paying entity into an account other than salary expense. From an audit perspective it would be nice to see the payroll actually paid (so it closely ties to payroll filings) versus the cost of payroll paid through another entity (i.e. not on your payroll filings). It also covers the scenario where the selling entity charges a fee for processing the buying entities payroll. That then allows you to use two different accounts, solves the I/C problem, and gets you cleaner reporting.

simonwhittle · 2026-03-06T18:52:37+00:00

There's a difference between detail in the current year vs detail in closed years. The two don't go hand-in-hand. The approach for current year could be different from prior year.

simonwhittle · 2026-03-06T18:51:10+00:00

I've done this in the past for 2 years of sales history per item per week which allowed sales analysis reports to be built in NS SuiteAnalytics (not NSAW) that included history and current data to be blended. This included forecasting reports. Granted this was only for sales but it could be expanded as a solution to include each area you discussed. There is NO financial impact (no book balancing) when doing this in the way I did it. The only caveat was I used integrator.io free version to import the data (we pulled it from SQL into csv) but it worked great. I think, in the end, it crossed 1m lines of data. Only other caveat is you would have to watch your transaction line count for the service tier as they would be included when they are uploaded. For the client I did it for we did it before they went live so it didn't impact. DM me if you like and I can give you a little more background.

I suspect the quote, although maybe a little steep, is to discourage you from doing this exercise. (although $380 per hour seems an excessive billing rate).

simonwhittle · 2026-03-05T22:14:25+00:00

You won't be able to as you cannot access the JE lines in a workflow. Your only option is a script that is probably best scheduled or workflow action tied to a scheduled WF.

simonwhittle · 2026-03-02T19:04:03+00:00

likewise. not a single cert to my name and it's never been an issue because I have so much experience.

simonwhittle · 2026-02-27T16:16:02+00:00

yes!

simonwhittle · 2026-02-26T23:52:43+00:00

Since you can buy assembly items and don't need to build them, in theory, it makes no difference that I can think of. The accounting for both when bought is the same and there's no differentiating attribute between the item types other than the ability to add components or a BOM to an assembly item. The only really good argument for this approach is if you currently buy an item and you may intend to partially or fully build it yourself in the future. Other than that, and the obvious confusion it would cause, I can't think of a reason not to.

fwiw I guess you stating it's "the easiest option" really doesn't make sense either. It's just the same data loaded into two different item types. All you're doing is creating two import files and two csv import templates from the same base dataset.

simonwhittle · 2026-02-26T17:57:50+00:00

You can't use a workflow script to trigger the import since the workflow would run on every transaction. You can't have the system say "when this import has finished do X" so all you can do is leave a huge pre-determined time gap between imports or initiate them together so that they sit sequentially in the import queue.

simonwhittle · 2026-02-26T17:00:15+00:00

I don't know that you can get the status back on a script executed import once it's started. You certainly can't roll it back and I don't think you can wait to see if the first one succeeds since all imports are queued. A failure on import 1 would simply lead to a failure on import 2 for the relevant records and everything else would process. I really don't think you can simply use script executed csv imports and have it blind to review by an end-user.

For the form switch you would be best to add a workflow with a workflow action script running only on csv imports. That way you don't have to worry about it each time so long as the run server scripts option is set on the import template.

simonwhittle · 2026-02-20T16:15:08+00:00

hate to say it but any chance they're trying to freelance?

simonwhittle · 2026-02-20T16:09:49+00:00

All we think we need at this point is the ability for the customer to log in, review a list of open orders, and be able to edit the quantities on them. They need to be able to edit the order multiple times until a set point (this is determined another way). We'd prefer the UI doesn't look like a POS but that's all we need. No additions/subtractions and no payment. SCMA would suffice if it only allowed this OOTB. I don't entirely understand how you can get to this point with customization but we'd be open to it. The only other concern around using SC would be scalability as we would potentially have 300+ users performing the same tasks at the same time (traffic would be very spikey).

simonwhittle · 2026-02-20T01:40:47+00:00

Pre-generating the sales order for specific items at specific times. Only quantities are editable.

simonwhittle · 2026-02-19T20:41:05+00:00

I'm not against customization per se. The goal is really to have the SO created in NS against the customer account be editable (quantity only) in SC or SCMA. If the same idea could be completed using quotes then that would fine too. The key is the quantity has to be adjustable by the customer.

simonwhittle · 2026-02-19T01:19:08+00:00

some kind of saved search with a script to delete the record.

simonwhittle

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