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

⇱ Use Microsoft Copilot Studio to talk to your NetSuite Data via CData Connect AI

Use Microsoft Copilot Studio to talk to your NetSuite Data via CData Connect AI

👁 Cameron Leblanc
Cameron Leblanc
Senior Technology Evangelist
Leverage the CData Connect AI Remote MCP Server to enable Microsoft Copilot Studio to securely answer questions and take actions on your NetSuite data for you.

Microsoft Copilot Studio is a no-code/low-code platform for creating AI Agents that can automate tasks, answer questions, and assist with various business processes. When combined with CData Connect AI Remote MCP, you can leverage Copilot Studio to interact with your NetSuite data in real-time. This article outlines the process of connecting to NetSuite using Connect AI Remote MCP and creating a connection in Copilot Studio to interact with your NetSuite data.

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 Microsoft Copilot Studio and NetSuite. This allows you to ask questions and take actions on your NetSuite data using Microsoft Copilot Studio, 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.

In this article, we show how to build a agent in Microsoft Copilot Studio to conversational explore (or Vibe Query) your data. The connectivity principals apply to any Copilot agent. With Connect AI you can build workflows and agents with access to live NetSuite data, plus hundreds of other sources.

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 Microsoft Copilot Studio

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

  1. Log into Connect AI, click Connections and click Add Connection 👁 Adding a Connection
  2. Select "NetSuite" from the Add Connection panel 👁 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)
    Click Save & Test
  4. Navigate to the Permissions tab in the Add NetSuite Connection page and update the User-based permissions. 👁 Updating permissions

With the connection configured, we are ready to connect to NetSuite data from Microsoft Copilot Studio.

Step 2: Connect Microsoft Copilot Studio to CData Connect AI

Follow these steps to add a CData Connect AI MCP connection in Microsoft Copilot Studio:

  1. Under Tools, click Add tool, then click + New Tool. 👁 Add a Tool to the Copilot agent
  2. In the Add Tool window, search for and click CData Connect AI. 👁 Select Model Context Protocol
  3. In the Connect to CData Connect AI window, click Create to authenticate your connection CData Connect AI using OAuth authentication. 👁 Configure the MCP Tool
  4. Click Add and configure to add the CData Connect AI Tool to your agent. 👁 Create a new connection for the MCP Tool

Optional: Give the AI Agent context

This step establishes the AI Agent's role and provides context for the conversation through the Instructions property in the Agent. By providing instructions that explicitly informs the agent about its role as an MCP Server expert and lists the available tools, you can enhance the agent's understanding and response accuracy. For example, you can set the System Message to: 

You are an expert at using the MCP Client tool connected which is the CData Connect AI MCP Server. Always search thoroughly and use the most relevant MCP Client tool for each query. Below are the available tools and a description of each:
queryData: Execute SQL queries against connected data sources and retrieve results. When you use the queryData tool, ensure you use the following format for the table name: catalog.schema.tableName
getCatalogs: Retrieve a list of available connections from CData Connect AI. The connection names should be used as catalog names in other tools and in any queries to CData Connect AI. Use the `getSchemas` tool to get a list of available schemas for a specific catalog.
getSchemas: Retrieve a list of available database schemas from CData Connect AI for a specific catalog. Use the `getTables` tool to get a list of available tables for a specific catalog and schema.
getTables: Retrieve a list of available database tables from CData Connect AI for a specific catalog and schema. Use the `getColumns` tool to get a list of available columns for a specific table.
getColumns: Retrieve a list of available database columns from CData Connect AI for a specific catalog, schema, and table.
getProcedures: Retrieve a list of stored procedures from CData Connect AI for a specific catalog and schema
getProcedureParameters: Retrieve a list of stored procedure parameters from CData Connect AI for a specific catalog, schema, and procedure.
executeProcedure: Execute stored procedures with parameters against connected data sources

Step 3: Explore Live NetSuite Data with Microsoft Copilot Studio

With the Agent created in Microsoft Copilot Studio and the MCP tool connected, you can now interact with your NetSuite data using Microsoft Copilot Studio. The MCP tool allows you to send queries and receive responses from the NetSuite data source in real-time.

Open the chat window in your Microsoft Copilot Studio Agent to begin interacting with your NetSuite data. You can ask questions, retrieve data, and perform actions on your NetSuite data using the MCP tool: 👁 Interact with your data using the MCP Tool in Microsoft Copilot Studio

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!