NetSuite
For mid-market and enterprise teams who need fast ERP lookups without navigating NetSuite's complex interface.
7 min read
Updated February 2026
Overview
NetSuite holds everything—customers, orders, inventory, financials—but getting a simple answer out of it can take five clicks and a saved search. Sales reps need order status, warehouse staff need stock levels, and execs need financial snapshots—all from people who know how to drive NetSuite.
The NetSuite integration lets your AI agent query customer records, check open orders, look up item availability, and pull financial summaries. Teams across the organization get instant answers through conversation instead of submitting requests to the NetSuite power users.
When to Enable This
- Sales reps need order or customer data but don't have NetSuite access
- Customer support fields “Where's my order?” questions and has to escalate to ops
- Warehouse or operations teams need quick inventory checks
- Leadership wants financial summaries without waiting for a report
Available Actions
| Action | Description |
|---|---|
| Customer Records | Look up customer details, credit limits, and account standing |
| Open Orders | List open sales orders for a customer or across the company |
| Item Availability | Check real-time inventory levels and available-to-promise quantities |
| Financial Summary | Pull high-level financial data: revenue, AR aging, and open balances |
Prerequisites
- A NetSuite account with SuiteTalk (Web Services) enabled
- An integration record created in NetSuite for OAuth 1.0 (TBA)
- A role with appropriate read permissions for the record types you want to query
Setup Instructions
Step 1: Create an Integration Record
- In NetSuite, go to Setup → Integration → Manage Integrations → New
- Name it “ChatSpark”
- Enable Token-Based Authentication
- Save and copy the Consumer Key and Consumer Secret
Step 2: Create an Access Token
- Go to Setup → Users/Roles → Access Tokens → New
- Select the ChatSpark integration and the role you want to use
- Save and copy the Token ID and Token Secret
Step 3: Enable in ChatSpark
- In ChatSpark, go to AI Actions
- Find NetSuite in the Library and click Enable
- Select the agent(s) that should have access
- Enter your Account ID and all four OAuth 1.0 credentials
- Click Save
Configuration Fields
| Field | Description | Example |
|---|---|---|
| Account ID | Your NetSuite account ID | 1234567 |
| Consumer Key | OAuth 1.0 consumer key from the integration record | abc123... |
| Consumer Secret | OAuth 1.0 consumer secret | def456... |
| Token ID | Token-based authentication token ID | ghi789... |
| Token Secret | Token-based authentication token secret | jkl012... |
Testing Your Integration
After setup, open your AI agent and try these realistic queries:
- “Look up customer record for Acme Corp”
- “What open orders does Globex have?”
- “Is SKU-4820 in stock?”
- “Give me an AR aging summary”
Troubleshooting
Invalid login attempt
Verify all four OAuth credentials and the Account ID. A common mistake is copying the account ID with a trailing space or using the sandbox ID for production.
Permission errors
The role associated with your access token must have read permission on the record types being queried. Check Setup → Users/Roles → Manage Roles.
Slow responses
NetSuite SuiteTalk queries on large datasets can be slow. If Financial Summary times out, try narrowing the date range or enabling SuiteAnalytics for faster aggregate queries.