MCP
Open protocol standard
AI enablement
AI Companion for NetSuite
Securely bring Claude and other MCP-compatible AI assistants into NetSuite with scoped roles, validated queries, and a documented audit trail.
Archer configures NetSuite's AI Connector Service for regulated finance, operations, and R&D teams so natural-language ERP answers follow existing role permissions and change-control expectations.
Zero
New permissions required
2
Program phases
Full
Documentation pack
Overview
The capability is here. Regulated teams still need a safe way to turn it on.
NetSuite's AI Connector Service lets assistants like Claude query live ERP data such as AR aging, open purchase orders, project burn rates, and GL drilldowns using natural language. The AI sees only what the underlying NetSuite role allows.
For life sciences companies, the compliance dimension matters. Teams need to know the role is scoped correctly, the connection is tested, the queries are validated, and there is a rollback plan if something changes.
Archer runs Claude inside its own delivery team and applies that same operational experience when configuring client environments.
What you get
Configured and documented at go-live
AI Connector Service installed and validated in your NetSuite account
Scoped MCP role configured to your security policies with least-privilege permissions
Connection tested with Claude or your preferred MCP-compatible assistant
Sample SuiteQL query library for AR aging, open POs, project status, and GL drilldowns
60-minute enablement session with finance and operations leads
Documentation pack covering audit trail, role definition, query library, and rollback plan
What teams can do on day one
Live ERP answers in natural language
Finance, operations, and R&D teams ask questions in plain English. Claude queries NetSuite in real time and returns structured answers without SQL, report building, or waiting for IT.
Finance
AR aging and collections
"Show me overdue invoices over $50K and flag the ones tied to clinical-trial sponsors."
Projects and R&D
Program budget tracking
"What's actual vs. budget by program this quarter, and which projects are burning fastest?"
Operations and supply chain
Open PO surveillance
"Summarize open POs by vendor for our radiopharma site, and surface anything older than 30 days."
Compliance
Regulatory spend monitoring
"Which HCP payments this quarter are missing NPI validation before the Sunshine Act reporting window?"
AP and procurement
Invoice and approval status
"How many vendor bills are pending approval past their due date, and who is the current approver on each?"
Executive
Cross-functional reporting
"Give me a one-paragraph summary of cash position, open POs, and top overdue receivables for the board update."
How the program works
A structured path from readiness to live
Discovery comes first, activation second. Your team knows exactly what it is enabling before anything goes live in NetSuite.
Phase 1
Discovery and Readiness Workshop
Assess current NetSuite roles, permissions, and data quality
Identify the top three use cases against actual team workflows
Deliver a written readiness report with findings and recommended next steps
Review compliance and security context for biotech, pharma, CDMO, device, or other regulated teams
Phase 2
AI Connector Setup and Activation
Install and configure the AI Connector Service in sandbox before production deployment
Build a dedicated MCP role scoped to security policies
Validate the Claude connection and run end-to-end tests against NetSuite data
Hand off a SuiteQL query library for priority use cases
Run enablement with finance and operations leads, followed by 30 days of email support
Why Archer
We use what we sell
Archer runs Claude against live NetSuite data inside its own delivery team. Client setup is based on a validated operating pattern, not an experiment in your ERP.
Security
Least-privilege MCP role by default
The AI role is scoped to the records each team needs to query. Your security policies define the boundary.
Compliance
Audit trail and documentation included
Every engagement delivers role definition, audit trail, query library, and rollback documentation for change-control review.
Industry
Life sciences context
Archer understands the audit environment, regulatory context, and NetSuite queries that matter to regulated finance teams.
Integration
Archer modules are AI-ready
CLM, QMS, Sunshine Act, OCR Capture, Approvals App, and related records become queryable once the connector scope is configured.
Speed
Sandbox first, production second
The connector is installed and validated in sandbox before production, so teams can review behavior before go-live.
Enablement
Team trained with a query library
Finance and operations leads leave enablement knowing the approved query scope and how to request additions as needs evolve.
Ready to bring AI into your NetSuite environment?
In 30 minutes, Archer can assess whether your NetSuite environment is ready, explain what the AI Connector can and cannot do in a regulated setting, and outline the first phase for your team.