NetSuite 2026.1: Enhancements to Consolidated Reports and SuiteQL
NetSuite 2026.2 adds File Cabinet apps, runtime session details, record transformations, and record actions to existing reporting tools.
Starting with NetSuite 2026.2, the MCP Standard Tools SuiteApp adds File Cabinet apps and tools, runtime session information, record transformations, and record actions. These enhancements build on the reporting capabilities introduced in NetSuite 2026.1, including support for consolidated reports and a new SuiteQL metadata tool. Together, these features enable users to leverage consolidated data, retrieve detailed record metadata, and interact with files and records from an AI client.
How Does Support for Consolidated Reports Work?
The MCP Standard Tools SuiteApp (version 1.0.6) introduced functionality for consolidated and context subsidiaries within reporting. The tool ns_getSubsidiaries returns both individual, consolidated, and context subsidiaries:
- Individual Subsidiaries: Display positive internal IDs.
- Consolidated/Context Subsidiaries: Display negative internal IDs.
When generating reports that support consolidations, users can utilize these negative internal IDs with the ns_runReport tool:
- Consolidated Subsidiary Reports: These include data for the selected subsidiary and all child subsidiaries.
- Context Subsidiary Reports: These show data from any child subsidiary accessible to the user, formatted in the currency of the chosen context subsidiary.
For more information, see Report Tools.
What is the New SuiteQL Metadata Tool?
The ns_getSuiteQLMetadata tool, introduced in NetSuite 2026.1, provides detailed metadata for NetSuite records accessible via SuiteQL. Users can specify a record type to retrieve specific metadata or omit it to list all supported record types.
Additionally, before executing custom SuiteQL queries with the ns_runCustomSuiteQL tool, this metadata tool ensures that all queries utilize valid fields and relationships, enhancing the reliability of data returned. For more information, see SuiteQL Tools.
What Additional MCP Capabilities Are Available?
Starting in NetSuite 2026.2, MCP Standard Tools SuiteApp version 3.0.0 includes new File Cabinet apps and tools, a runtime session tool, and enhancements to record tools. The SuiteApp also includes record action tools.
File Cabinet Apps and Tools
File Cabinet MCP Apps provide interactive interfaces to browse folders, search file names, upload files, and send supported file contents to the conversation:
- File Cabinet Browser MCP App: Lets users browse folders, search file names, upload files, and send supported contents from selected files to the conversation.
- Get File MCP App: Requests confirmation before sending supported file contents to the conversation. Requires the file's complete File Cabinet path.
- Upload File MCP App: Uploads one or more files to a specified File Cabinet folder.
File Cabinet tools can list folder contents, search file names, resolve paths and internal IDs, and attach files to or detach files from records.
An administrator must configure Allowed File Cabinet Access on the Custom Tools page before custom tools can read, upload, or replace files. If the allowed-folder list is empty, the apps cannot perform these operations. For allowed folders, the minimum access levels are:
| File Operation | Minimum Access Level |
|---|---|
| Read an existing file | View |
| Upload a new file | Create |
| Replace an existing file | Edit |
These access levels do not override existing NetSuite role permissions. Files uploaded through the File Cabinet Browser MCP App or Upload File MCP App keep their original names. If a file with the same name already exists in the destination folder, users must click Replace Existing File to confirm replacement.
For more information, see File Cabinet MCP Apps and File Cabinet Tools.
Runtime Session Information
The runtime session tool returns NetSuite account and role information, enabled features, granted permissions, and supported preference values for the AI client connection.
For more information, see Runtime Tools.
Record Transformations
Record transformation tools let users identify supported transformations and create new records from existing records, such as invoices from sales orders. Transformation success depends on account configuration, role permissions, and source record eligibility.
For more information, see Record Tools.
Record Actions
Record action tools enable users to discover and execute actions for specific NetSuite records from an AI client. Available actions depend on the user's role and the record's current state.
Record actions can immediately change data and affect related processes, so users should review an action before executing it. The tools do not support creating record actions, record macros, or bulk actions.
For more information, see Record Action Tools.
Who This Affects
This enhancement will primarily benefit:
- Report Developers: Those creating and managing reports.
- Admin Users: Administrators overseeing subsidiary data and reporting functionalities. In NetSuite 2026.2, administrators also configure allowed File Cabinet access while existing role permissions continue to apply.
- Business Analysts: Analysts requiring consolidated data for decision-making and analysis.
- AI Client Users: Users working with File Cabinet content, inspecting session capabilities, transforming records, or executing available record actions.
Key Takeaways
- Support for consolidated and context subsidiaries in reporting enhances data visibility.
- New SuiteQL tool allows access to detailed metadata for records.
- Improved data integrity and validation in custom queries aids in report generation.
- NetSuite 2026.2 adds File Cabinet apps and tools, runtime session information, record transformations, and record actions.
- File access requires administrator configuration and appropriate role permissions; record transformations and actions also depend on applicable permissions and record eligibility or state.
- Review record actions before execution because they can immediately change data and affect related processes.
Frequently Asked Questions (4)
How do I run a report for a consolidated or context subsidiary?
How can I check which SuiteQL fields and relationships are valid before running a custom query?
What administrator and access settings are required for File Cabinet MCP tools?
What should I check before using record transformation or record action tools?
Weekly Update History (5)
Added the following entries for MCP Standard Tools SuiteApp: New MCP Apps and Tools in MCP Standard Tools SuiteApp Record Actions in MCP Standard Tools SuiteApp
View Oracle DocsAdded an entry for Interactive MCP Apps and Report Tool Enhancements in MCP Standard Tools SuiteApp.
View Oracle DocsAdded an entry for NetSuite AI Connector Service Companion SuiteApp.
View Oracle DocsAdded an entry for Interactive MCP Apps and Report Tool Enhancements in MCP Standard Tools SuiteApp.
View Oracle DocsAdded an entry for Support for Consolidated Reports and New SuiteQL Tool in MCP Standard Tools.
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