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URL: https://www.cdata.com/kb/tech/netsuite-cloud-chatgpt.rst

⇱ Use ChatGPT to Talk to Your NetSuite Data via CData Connect AI

Use ChatGPT to Talk to Your NetSuite Data via CData Connect AI

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Leverage the CData Connect AI Remote MCP Server to enable ChatGPT to securely answer questions and take actions on your NetSuite data for you.

ChatGPT is an AI chatbot developed by OpenAI, launched in November 2022. Based on large language models (LLMs), it enables users to refine and steer conversations through natural language processing. ChatGPT's developer mode, available to Plus and Pro subscribers, provides full Model Context Protocol (MCP) support for connecting to external data sources and tools.

CData Connect AI offers a dedicated cloud-to-cloud interface for connecting to NetSuite data. The CData Connect AI Remote MCP Server enables secure communication between ChatGPT and NetSuite. This allows you to ask questions and take actions on your NetSuite data using ChatGPT, all without the need for data replication to a natively supported database. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to NetSuite. This leverages server-side processing to swiftly deliver the requested NetSuite data.

About NetSuite Data Integration

CData provides the easiest way to access and integrate live data from Oracle NetSuite. Customers use CData connectivity to:

  • Access all editions of NetSuite, including Standard, CRM, and OneWorld.
  • Connect with all versions of the SuiteTalk API (SOAP-based) and SuiteQL, which functions like SQL, enabling easier data querying and manipulation.
  • Access predefined and custom reports through support for Saved Searches.
  • Securely authenticate with Token-based and OAuth 2.0, ensuring compatibility and security for all use cases.
  • Use SQL stored procedures to perform functional actions like uploading or downloading files, attaching or detaching records or relationships, retrieving roles, getting extra table or column info, getting job results, and more.

Customers use CData solutions to access live NetSuite data from their preferred analytics tools, Power BI and Excel. They also use CData's solutions to integrate their NetSuite data into comprehensive databases and data warehouse using CData Sync directly or leveraging CData's compatibility with other applications like Azure Data Factory. CData also helps Oracle NetSuite customers easily write apps that can pull data from and push data to NetSuite, allowing organizations to integrate data from other sources with NetSuite.

For more information about our Oracle NetSuite solutions, read our blog: Drivers in Focus Part 2: Replicating and Consolidating ... NetSuite Accounting Data.


Getting Started


Step 1: Configure NetSuite Connectivity for ChatGPT

Connectivity to NetSuite from ChatGPT is made possible through CData Connect AI Remote MCP. To interact with NetSuite data from ChatGPT, we start by creating and configuring a NetSuite connection in CData Connect AI.

  1. Log into your Connect AI account, click Sources, and then click Add Connection.
    2. 👁 Adding a Connection
  2. Select "NetSuite" from the Add Connection panel.
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to NetSuite.

    The User and Password properties, under the Authentication section, must be set to valid NetSuite user credentials. In addition, the AccountId must be set to the ID of a company account that can be used by the specified User. The RoleId can be optionally specified to log in the user with limited permissions.

    See the "Getting Started" chapter of the help documentation for more information on connecting to NetSuite.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test

With the connection configured, we are ready to connect to NetSuite data from ChatGPT.

Step 2: Connect ChatGPT to CData Connect AI

Follow these steps to add a CData Connect AI connection in ChatGPT:

  1. Sign in to ChatGPT with a Plus or Pro subscription.
  2. Navigate to Apps from the left panel.
  3. Select the CData Connect AI app from the list.
    4. . 👁 Search for CData Connect AI
  4. Click Connect to authenticate to your Connect AI account.
    5. 👁 Click Connect to authenticate
  5. Click Sign in with CData Connect AI to add Connect AI to your ChatGPT account.
    6. 👁 Sign in with CData Connect AI
  6. After successful authorization, you will be redirected back to ChatGPT.
  7. Click Start Chat to start a new conversation in ChatGPT with Connect AI connected at the background.
    8. 👁 Start Chat

Step 3: Explore Live NetSuite Data with ChatGPT

  1. Start a new conversation in ChatGPT.
  2. Connect AI should ideally be automatically enabled in the chat. If not, navigate to -> More -> CData Connect AI, under the chatbox, to enable the connector from the dropdown
    3. 👁 Enable CData Connect AI in the chat
  3. You can now start exploring your data with natural language prompts. ChatGPT will use the Connect AI MCP server to query your live NetSuite data. Example prompts:
    • "Show me all customers from the last 30 days"
    • "What are my top performing products?"
    • "Analyze sales trends for this quarter"
    • "List all active projects and their current status"
    Refer to CData prompt library for more prompt ideas.
    4. 👁 Using natural language to explore your NetSuite data (Salesforce used here).
  4. Permit ChatGPT to access your NetSuite data. Click Query Data to continue, or Deny to refuse.
    5. 👁 Give permissions to ChatGPT.
  5. ChatGPT translates your natural language queries into SQL and execute them against your NetSuite data through the Connect AI MCP server.
    6. 👁 ChatGPT shows the desired results from your NetSuite data based on the prompts

Get CData Connect AI

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI today!