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Accounting

Connect your AI agent to Netsuite

NetSuite by Oracle is a cloud-based ERP suite that combines accounting, CRM, e-commerce, and inventory management for comprehensive business oversight

Set it up in Melso

  1. 1In Melso, open Settings → Agent Apps and hit Connect on Netsuite.
  2. 2Finish the OAUTH2 sign-in in the window that opens. Melso stores the connection, not your credentials.
  3. 3Open your agent, go to its Agent Apps tab, and allow Netsuite.
  4. 4Give the agent a task. It calls Netsuite itself when the work needs it.
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What you get

What Netsuite gives your agent

The tools, permissions, and events Netsuite exposes — the same ones your agent can use once the app is authorized.

What you sign in with

Netsuite connects with OAUTH2.

  • Client id
  • Client secret

Permissions

rest_webservicesrestlets

Tools Netsuite exposes

NETSUITE_ASYNC_GET_JOB_STATUS

Get Async Job Status

Retrieves the current status of an asynchronous NetSuite REST job. Use this tool to check whether an async job has completed and its progress state. When you submit any NetSuite REST API request with the 'Prefer: respond-async' header, NetSuite returns a Location header containing the job ID. Use that job ID with this tool to poll the job's status. The response indicates if the job is completed, its progress state (pending/processing/succeeded/failed), and provides links to retrieve the job results once completed.

NETSUITE_ASYNC_GET_JOB_TASK

Get Async Job Task

Retrieves the task reference (task ID and URL) for an asynchronous job in NetSuite. Use this action after submitting an async request with 'Prefer: respond-async' header and receiving a job_id in the Location header. The task ID is required to retrieve the job's result using the async get job task result action. Typical workflow: 1) Submit async request → 2) Get job_id → 3) Use this action to get task_id → 4) Poll job status → 5) Retrieve results with task_id.

NETSUITE_ASYNC_GET_JOB_TASK_RESULT

Async Get Job Task Result

Tool to retrieve the payload result of a completed async task. Use after confirming the async job and task have completed to fetch the operation's output.

NETSUITE_CREATE_CUSTOMER

Create Customer

Creates a new customer record in NetSuite. Requires subsidiary ID and either company name (for business customers) or first/last name (for individual customers). Returns the location URL of the created customer record, or an async job URL if using async mode.

NETSUITE_CREATE_CUSTOMER_PAYMENT

Create Customer Payment

Creates a customer payment record in NetSuite. Requires account (deposit account), customer reference, and payment amount. Optionally link payment to specific invoices via the 'apply' sublist. Returns the URL of the created payment record.

NETSUITE_CREATE_EMPLOYEE

Create Employee

Creates a new employee record in NetSuite. Required: firstName, lastName, and subsidiary ID. Returns the URL of the created employee in the location field. Supports async creation with 'respond-async' preference.

NETSUITE_CREATE_INVOICE

Create Invoice

Tool to create a new invoice record. Use when you have all required invoice details and want to add them to NetSuite.

NETSUITE_CREATE_ITEM

Create Item

Creates a new item record in NetSuite via REST API. Supports multiple item types including inventory items, service items, and description items. Returns the URL of the created item. Use this when you need to add new products, services, or descriptive items to the NetSuite catalog.

Example prompts

  • Use Netsuite to check recent changes and summarize them in the issue.
  • When a customer writes in, pull their data from Netsuite before replying.
  • Audit our open items in Netsuite and notify the channel of anything stale.

Useful links

  • Netsuite website
  • Melso Agent Apps docs

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