NetSuite AI Skills

Your bot handles NetSuite.
You handle nothing.

46 pre-built, pre-authenticated operations. The bot reads the conversation, picks the right ones, and executes them — without a single HTTP node, bundle, or API credential you have to manage.

BFN-certified since 2008 OAuth1 handled server-side 20 record types No middleware
46
AI Skills out of the box
20
NetSuite record types
5
credentials to connect
0
HTTP nodes required

What you used to do vs what you do now

Connecting NetSuite to a chatbot used to be a developer project. Skills make it a business task.

Before Skills

HTTP nodes + bundles

  • Know NetSuite's REST endpoint URLs by record type
  • Construct OAuth 1.0a signatures manually in every node
  • Map exact field names — one typo gets you a silent 400 error
  • Build if/then workflow branches for every customer scenario
  • Install a bundle and hope it covers your use case
  • Debug broken workflows every time NetSuite changes a field
  • Ask the customer for their email, account number, or order ID — again
With Skills

46 named operations, AI decides

  • Paste 5 OAuth credentials. Done.
  • Bot identifies intent from natural language — no routing rules
  • Customer email from prechat survey is the lookup key automatically
  • Look up orders, cases, invoices, purchase orders, vendors, stock, pricing in the same conversation
  • Chain operations dynamically — find order, then create RMA — no workflow branching
  • Push full transcript to the customer's NetSuite record on close — simple field overwrite, or a full Note-per-conversation history via your own RESTlet
  • Custom SuiteScript? Skill 46 calls any Restlet you've built.

Three moving parts. You configure one.

The AI node, the credential config, and the 46 skills work together. You only supply the credentials.

01

Five credentials, entered once

Account ID (your NS account number) · Consumer Key (identifies the app — like a Client ID) · Consumer Secret (like a Client Secret) · Token ID (which NS user/role this acts as) · Token Secret (proves the token). Velaro encrypts all five server-side. They never appear in a workflow definition, a log, or the bot's prompt.

02

The LLM reads the conversation

When a visitor says "where's my shipment?", the AI node gets the full conversation context — including the email they entered in prechat. It selects netsuite_search_orders and passes that email as the lookup key. No routing rule. No workflow branch.

03

Skills execute and return

The skill signs the NetSuite REST request using your stored credentials, routes to the correct record type, validates field names against NetSuite's metadata, and returns a structured result the bot reads back to the customer.

The bot already knows who they are

Every NetSuite lookup starts from data the conversation already collected. The visitor's email, name, and phone from prechat flow silently into every skill call as the lookup key. Your customer never types their account number into a chat window.

💬
Visitor enters email in prechat
🧠
AI reads conversation intent
Skill fires with email as lookup key
📦
NetSuite data returned live

That's the difference between a chatbot that feels like a search form and one that feels like an agent who already pulled up the account.

What the bot can do out of the box

No workflow authoring. Turn on the integration and every skill below is available to the AI immediately.

Customer Intelligence
  • Search customer by email, name, or phone
  • Full customer profile with credit limit and terms
  • Contact list for B2B accounts
  • Balance summary — overdue, available credit
  • Update customer fields from conversation
  • List subsidiaries (OneWorld accounts only)
Order Management
  • Search orders by email, status, date range
  • Full order with line items, shipping, totals
  • Full order history
  • Cancel pre-shipment orders
  • Add internal memo to any order
  • Order fulfillment status
Invoicing & Payments
  • Invoice details with payment status
  • All open/unpaid invoices
  • Payment history applied to account
  • Credit memos issued
  • Specific credit memo by ID
Case Management
  • Create support case from conversation
  • View open and recent cases
  • Update status, priority, assignment
  • Add note to any case
  • Close case
Returns & RMA
  • RMA status and approved items
  • Create return with line items and reason
Inventory & Products
  • Search catalog by name, SKU, or category
  • Real-time inventory levels with urgency flag
  • Customer-specific pricing tiers
Sales & Leads
  • Search opportunities by customer or stage
  • Full opportunity with deal status, update opportunity
  • Create quote/estimate with line items
  • Create, search, and update leads from prospect conversations
Purchase Orders & Vendors
  • Get & search purchase orders
  • PO receipt status
  • Get & search vendors
  • Open vendor bills
Cash Sales & Employees
  • Get & search cash sale transactions
  • Get & search employee records
Generic & Custom Record Ops
  • Universal search across any record type
  • Get, update, or create any record by type + ID
  • Custom Restlet — call any SuiteScript
  • Push full transcript to customer record — field overwrite or full Note-per-conversation via RESTlet

Skills vs HTTP nodes vs bundles vs raw MCP

Every other approach requires you to be a NetSuite developer. Skills don't.

Velaro AI Skills HTTP Nodes NetSuite Bundles Raw MCP
API knowledge required None Must know REST endpoints ~ Partial (install only) Must build tool server
OAuth setup Paste 5 values once Construct signature in every node ~ Bundle handles it You implement signing
Operations available 46 out of the box You build each one ~ Fixed 5-10 in bundle You define each tool
Skill selection LLM reads conversation You write every if/then branch Fixed action trigger ~ LLM selects if wired correctly
Customer identity threading Prechat email auto-threaded You pass vars manually Not supported You implement context passing
Field validation Discover Properties UI Typos break silently ~ Bundle fields only You validate yourself
Multi-step composition LLM chains dynamically Requires branching workflow Not supported ~ If tools are wired
Custom SuiteScript Restlet skill included Fully custom Not supported Custom only

Note on MCP: MCP is the protocol layer that connects the LLM to tool implementations — it is not an alternative to Skills. Velaro's skills are pre-built, pre-authenticated named operations that run over MCP. Building raw MCP yourself means building and hosting the tool server, writing the OAuth signing, and defining every operation from scratch — the same work HTTP nodes required, now in a different format.

The Technical Innovation

Four things nobody else does the way we do

This is not a different wrapper on the same approach. The architecture behind Velaro's NetSuite skills represents a novel method for executing ERP operations from live conversations — one that removes every step a developer used to own.

  • Dynamic skill composition from natural language intent. A language model selects one or more pre-built ERP operations based on semantic intent in the conversation, then chains them in real time — without any workflow branching, routing rules, or pre-authored decision trees authored by the customer. The chain is generated per-conversation, not per-deployment.
  • Implicit identity threading as the ERP lookup key. Visitor identity attributes collected at session initiation (email, name, phone) are automatically passed as primary lookup parameters to ERP operations, eliminating the requirement for the customer to re-identify themselves during the conversation. The session context is the key.
  • Pre-authenticated named operation registry with field-validated execution. Each named operation stores no credentials locally — it references an encrypted server-side config that signs outbound API requests at execution time. Field names are validated against the ERP's live metadata API before execution, preventing silent failures from field name errors.
  • Session-scoped credential isolation across multi-tenant deployments. OAuth credentials are scoped per integration config, encrypted at rest, and never serialized into workflow definitions, bot prompts, or conversation logs — enabling multi-tenant deployment without credential cross-contamination between sites.

These four properties together — dynamic composition, implicit identity threading, pre-authenticated registry, and credential isolation — define a method that does not exist in bundle-based, HTTP-node-based, or raw-MCP-based architectures.

Connect NetSuite in under 10 minutes

Paste your 5 OAuth credentials. All 46 skills activate immediately. No developer, no bundle install, no HTTP node.

BFN-certified NetSuite partner since 2008. Listed on SuiteApp.com.