NetSuite AI Connector Companion SuiteApp Guide

Use Companion SuiteApp prompt samples with MCP Standard Tools, from installation and selection through customization, execution, and reuse.

·7 min read·View Oracle Docs

The NetSuite AI Connector Service Companion SuiteApp provides curated prompt samples for supported AI clients connected to the MCP Standard Tools SuiteApp. Install the Companion, select a sample in the AI Companion Library, replace its placeholders, and run it from a connected AI-client session. You can also customize prompts and save updated versions in NetSuite for reuse.

What does the Companion SuiteApp provide?

The NetSuite AI Connector Service Companion SuiteApp supplies example prompts intended to help users get started with NetSuite Model Context Protocol (MCP) tools and capabilities. The prompts are specialized large language model (LLM) prompts written for AI clients connected to the MCP Standard Tools SuiteApp.

A prompt sample defines a workflow for an LLM instance to use the available tools and return output that is less prone to hallucination, more structured, and more direct. The practical implication is that users should approach a sample as a clear, structured work request rather than as an informal instruction. Whether a team uses a sample unchanged or adapts it, the prompt text is the instruction layer that the AI client uses when working with the available NetSuite tools.

The Companion organizes samples by business function and role. Each sample includes raw prompt text that can be copied and updated for a particular use case.

Prompt categoryExamples identified in the source
Financial PromptsPeriod narratives, margin analysis, budget variance flags, working capital, and AR and AP insights
Visualization PromptsDashboard-like stylized HTML or charts, and scenario summaries
Order to Cash (Customer Management) PromptsCustomer creation and updates, sales orders and invoices, open invoice reviews, and customer statements
Procure to Pay (Vendor Management) PromptsVendor setup, purchase-order and bill monitoring, approvals, and ACH and check payment runs
Item Configuration PromptsItem creation and updates, plus schedule-related revenue and billing setup
Record to Report PromptsJournal entries and intercompany journals with structured fields
System Administration PromptsAnalysis of customizations and dependencies, with recommendations to keep, replace, or retire actions

For related implementation coverage, see NetSuite AI Connector Service Integration for Administrators.

What must be in place before installation?

The Companion SuiteApp prompts can be used in any LLM instance, but they are designed specifically to instruct an AI client to use tools available through the MCP Standard Tools SuiteApp. Before installing the Companion SuiteApp, complete the prerequisites identified by Oracle.

PrerequisiteWhat the source requires
External AI-client awarenessFamiliarize your organization with the benefits and risks of using external AI clients with NetSuite. AI clients can act on behalf of users to access data and perform NetSuite functions.
NetSuite AI Connector ServiceFollow your company process to obtain the remote NetSuite AI Connector Service URL for the account and connect from a supported AI client.
MCP Standard Tools SuiteAppInstall the MCP Standard Tools SuiteApp and set up its required features and permissions.

These dependencies matter because the Companion is not described as a standalone tool-execution layer. Its samples are designed around the tools made available by the MCP Standard Tools SuiteApp, while the AI Connector Service provides the connection from a supported AI client.

For additional related material, see NetSuite AI Connector Service for Enhanced Data Integration.

How do you install and find prompt samples?

Install the NetSuite AI Connector Service Companion SuiteApp from the SuiteApp Marketplace. The Companion is a managed SuiteApp, meaning it is automatically updated when enhancements or new features are released. Its available tools and features may change over time.

That managed-update model is particularly relevant if an organization has customizations or workflows that use Companion tools or features. Oracle notes that updates can change how prompts operate. Teams using customized prompts should therefore account for the possibility that a later update affects prompt behavior.

After installing the Companion and connecting to the MCP Standard Tools SuiteApp, go to:

text
Setup > AI Companion Tools > AI Companion Library

The AI Companion Library is where the available prompt samples can be accessed. Choose a sample that matches the business goal, then review its raw prompt text and available actions.

Should you upload the SKILL.md file?

Uploading the skill file is optional. The file is named SKILL.md and defines the netsuite-ai-connector-instructions skill. It can be downloaded from the NetSuite SuiteCloud SDK GitHub repository and uploaded to a supported AI-client session.

According to the source, the skill file adds shared context and repeatable guidance to help the AI client interpret and run prompt samples more predictably. It is not presented as a prerequisite for using the Companion. A user can proceed with a connected AI-client session without it, but may choose to upload it when shared context and repeatable guidance are useful.

How do you run and refine a prompt sample?

Once a suitable sample is selected, the Companion provides several ways to work with it. You can copy the prompt text, open the prompt in a supported AI client, or open the AI prompt custom record to customize it. If more detail is needed before choosing an action, expand the prompt sample to review the full prompt details.

The core workflow is:

  1. Select a prompt sample in the AI Companion Library.
  2. Copy the text or open it in a supported AI client.
  3. Replace placeholder values with accurate values for the current use case. Oracle gives dates and subsidiary names as examples.
  4. Run the prompt in the connected AI-client session.
  5. Review the returned result in the conversation interface.
  6. Iterate on the prompt as necessary.

When the prompt runs with the MCP Standard Tools SuiteApp, the AI client translates the prompt's commands into the appropriate NetSuite tool calls and operations. Results are returned directly to the AI client. The source specifically frames iteration as part of the workflow: review the outcome in the conversation interface, then adjust the prompt as needed.

Use accurate placeholder values before running a sample. The source does not prescribe a universal placeholder format; it only identifies examples such as dates and subsidiary names. A customized prompt should preserve the structured-work-request approach that the samples are designed to support.

For release-oriented context, see NetSuite AI Connector Service Enhancements 1.0.6.

How can customized prompts be saved for reuse?

A prompt can be customized for a specific use case and saved in NetSuite for future use. After working with a prompt in the AI client, return to the Companion SuiteApp Suitelet page and complete the following steps:

  1. Click Customize on the customized prompt sample.
  2. Paste the updated prompt text under Prompt.
  3. Click Save.

This workflow distinguishes using a prompt in an AI-client session from storing an updated version in NetSuite. The saved prompt text can then be used again in the future.

What changes should teams expect over time?

The Companion is automatically updated as a managed SuiteApp whenever enhancements or new features are released. Oracle also states that the tools and features available in the SuiteApp may be modified over time.

For teams with customizations or workflows that use those tools or features, the relevant consideration is prompt operation: updates may change how prompts operate. The source does not define a specific update schedule or compatibility process, but it does make the change implication explicit for customized use.

Who This Affects

  • NetSuite administrators who install the Companion SuiteApp, locate prompt samples in the AI Companion Library, and work with required MCP Standard Tools features and permissions.
  • Users of supported AI clients who connect through the NetSuite AI Connector Service and run prompt samples in an AI-client session.
  • Business users working in the listed prompt categories, including finance, customer management, vendor management, item configuration, record-to-report, visualization, and system administration workflows.
  • Teams maintaining customized prompts or workflows that use Companion tools or features, because managed SuiteApp updates may change how prompts operate.

Key Takeaways

  • The Companion SuiteApp offers curated, reusable prompt samples for AI clients connected to the MCP Standard Tools SuiteApp.
  • Prompt samples are organized by business function and include raw prompt text that users can copy and update.
  • The standard workflow is to install the SuiteApp, choose a sample, replace placeholders, run it in a connected AI-client session, review the result, and iterate.
  • SKILL.md is optional and adds shared context and repeatable guidance for supported AI-client sessions.
  • Customized prompt text can be saved from the Companion SuiteApp Suitelet page by using Customize, updating the Prompt field, and selecting Save.
  • Because the Companion is managed and automatically updated, teams using its tools or features should recognize that later updates may change how prompts operate.

Frequently Asked Questions (4)

What prerequisites must be in place before installing the Companion SuiteApp?
You should ensure your organization understands the benefits and risks of external AI clients, obtain and configure the NetSuite AI Connector Service URL for the account, and install the MCP Standard Tools SuiteApp with its required features and permissions. The Companion’s prompt samples are designed around the tools exposed by the MCP Standard Tools SuiteApp and the AI Connector Service connection.
Is uploading the SKILL.md file required to use prompt samples from the Companion?
No — uploading SKILL.md is optional. The file (netsuite-ai-connector-instructions) can be downloaded from the SuiteCloud SDK GitHub and uploaded to a supported AI-client session to add shared context and repeatable guidance, but it is not a prerequisite for using the Companion samples.
How do I run a prompt sample and iterate on its output using a connected AI client?
Select a prompt sample in Setup > AI Companion Tools > AI Companion Library, copy or open its text in a supported AI client, replace placeholders (for example dates or subsidiary names), and run the prompt in the connected AI-client session. The AI client uses the MCP Standard Tools SuiteApp to translate prompt commands into NetSuite tool calls, returns results in the conversation interface, and you can review and adjust the prompt as needed to iterate.
Will managed SuiteApp updates affect customized prompts or workflows that use Companion tools?
Yes — the Companion is a managed SuiteApp and is automatically updated when enhancements or new features are released, and Oracle notes that updates can change how prompts operate. Teams with customizations or workflows that rely on Companion tools should account for the possibility that a later update may affect prompt behavior.
Source: How the NetSuite AI Connector Service Companion SuiteApp Works Oracle NetSuite Help Center. This article was generated from official Oracle documentation and enriched with additional context and best practices.

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