Using Skills with Claude and ChatGPT in NetSuite 2026.1

TL;DR: In NetSuite 2026.1, new skills are available for use with AI platforms like Claude and ChatGPT, enabling enhanced interactions with the NetSuite AI Connector Service. These skills streamline task execution and improve automation capabilities for users.

What Are SuiteCloud Agent Skills?

SuiteCloud Agent Skills provide task-specific guidance for AI-assisted workflows in NetSuite. Designed for compatibility with platforms like Claude and ChatGPT, these skills facilitate the integration of NetSuite functionalities into various AI applications, enhancing user experience and productivity.

How to Use Custom AI Skills

To effectively use a custom AI skill with Claude and ChatGPT, follow these steps:

1. Download the Skill

• Retrieve the skill ZIP file from its official GitHub repository, such as netsuite-finance-analyst. Ensure it includes essential components like SKILL.md and any additional support files (e.g., scripts/, references/, assets/).

2. Upload the Skill in Claude

• In Claude, ensure code execution is enabled:
  • For individual accounts, navigate to Settings > Capabilities to enable it.
  • Organization owners for team or enterprise plans must activate this in the organization settings.
• Go to Customize > Skills, select + Create skill, and upload the ZIP file. The skill will then appear in the skills list for enabling or disabling later.

3. Install the Skill in ChatGPT

• Open your ChatGPT profile menu, select Skills, then choose New skill > Upload from your computer. This makes the skill package accessible within your workspace.

4. Invoke the Skill

• Once installed, invoke the skill using requests matching its description:
  • In Claude, skills may activate automatically based on relevance to a request.
  • In ChatGPT, skills can be utilized automatically when they assist in task completion.

Included Skill Examples

• netsuite-ai-connector-instructions: Offers guidance for AI interactions with NetSuite, focusing on safe usage of SuiteQL and ensuring consistent output across subsidiaries and currencies.
• netsuite-finance-analyst: Tailored for the finance sector, this skill supports various financial operations and analyses, streamlining tasks like month-end close guidance and variance reviews.

Who This Affects

• Administrators: Who need to manage AI integrations.
• Developers: Looking to enhance coding with AI assistance.
• Finance Professionals: Utilizing the finance analyst skill for specific financial workflows.

Key Takeaways

• NetSuite 2026.1 introduces custom AI skills for Claude and ChatGPT.
• Skills enhance task execution and automation capabilities.
• Easy installation and integration process for users in various roles.