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The best NetSuite AI videos (2026), by job, with jump links and what is out of date

By Arnaud de Turckheim

Last verified against NetSuite 2026.2

In short

  • A NetSuite AI video, here, is a YouTube demo or tutorial on AI with Oracle NetSuite: Claude or ChatGPT through the NetSuite AI Connector Service (Oracle’s MCP, or Model Context Protocol, server), Oracle’s own AI (Ask Oracle, NetSuite Next), or developer tools.
  • To connect an AI, watch JR Tallman’s 7-minute ChatGPT tutorial or Prolecto’s 57-minute walkthrough, then follow the setup guide. Before trusting a figure, watch Nuage’s five-number test.
  • Most 2025 setup videos install the retired MCP Sample Tools SuiteApp or use ChatGPT’s developer mode; each entry says what to do instead.
  • Oracle’s roadmap in one video: SuiteConnect San Francisco 2026. Still missing: Oracle’s agent skills in Claude Code, and a custom tool in the current format.

As of NetSuite 2026.2: 50 videos worth watching and 11 to skip, from about 155 screened in September 2026. SuiteWorld 2026 (October 25 to 28) is likely to add videos.

Who this is for

NetSuite admins, developers and finance users who prefer a demo to the Help Center. Follow along in a sandbox, with a non-Administrator role.

  • Every recommended video was checked against its transcript. Jump links can land a second or two early; Text only videos had no timestamps.
  • Outdated at marks where a video stops matching Oracle’s docs.
  • Vendor: the video sells the product it shows. Demo figures are demo data or the company’s claims.

Quick picks

Job Watch Why this one
Connect, short JR Tallman, ChatGPT (7:39) Two permissions, then a write
Connect, complete Prolecto (57:08) From least privilege to revoking
Read-only AI role Anchor Group (8:52) A blocked write, tested
Trust the numbers Nuage (23:13) Five numbers you already know
Finance prompts JR Tallman, Companion (6:24) Matched to the native report
Why custom tools Prolecto (4:46) Measured, standard vs custom
Turn on Ask Oracle Tech Nest by Sakshi (4:11) The two access pages
See NetSuite Next Sarah Muha, RSM (29:06) Most complete recent demo
AI coding, realistic Robin Mitchell (38:12) Every mistake, fixed on screen
Oracle’s roadmap SuiteConnect San Francisco 2026 (1:11:58) Some items shipped since

Connect Claude or ChatGPT (admins)

Current steps: setup guide. ChatGPT now has a NetSuite app, and Claude’s directory connector (made by Oracle NetSuite, added November 2025) covers the Standard Tools.

Video Jump to Heads-up
Prolecto, Connect ChatGPT and Claude (57:08, Dec 2025) 8:30 least privilege · 22:20 three causes of “no role” · 43:23 sessions expire after 2 or 7 days Outdated at 16:17: a developer-mode app. Do instead: ChatGPT’s NetSuite app (Oracle)
JR Tallman, Connect NetSuite to ChatGPT (7:39, Oct 2025) 0:53 no Administrator · 1:17 two permissions · 6:04 System Notes Missing at 0:22: the REST Web Services feature (Oracle). Outdated at 2:40: “NetSuite doesn’t have a native connector here”; use ChatGPT’s NetSuite app
NetSuite, AI Connector Service for Claude: Demo (2:04, Sep 2025) 0:11 top 10 customers · 1:25 visible tool calls Outdated at 1:04: “MCP tool SuiteApp”. Do instead: MCP Standard Tools (Oracle)
NetSuite, ChatGPT Integration Demo (2:34, Jul 2026) 0:11 Oracle’s setup, agent skills included · 1:02 “use the NetSuite AI connector skill” No connection steps
Microsoft, MCP with OAuth 2.0 in Copilot Studio (13:04, May 2026) 7:33 Manual OAuth · 8:46 redirect URL to paste back · 10:01 secret re-entered on each edit Generic Entra ID example
DataAnts, Claude to NetSuite Analytics Warehouse (6:30, Jun 2026) 0:20 MCP Connect tab in your profile · 4:25 login fails when Claude looks for Chrome Separate from the AI Connector. Outdated at 6:02: three read tools; now 12, one of which deletes (Oracle)

Lock down access: read-only roles, approvals, revoking

Role design: permissions guide. Audit and revoke: governance guide.

Video Jump to Heads-up
Anchor Group, View-Only Role for Sonar (8:52, Jul 2026) 0:42 read-only in production, writes in sandbox · 3:14 every subtab to View · 7:17 a blocked write Vendor (Sonar). For the AI Connector, the step at 3:29 must keep MCP Server Connection and Log in using OAuth 2.0 Access Tokens, which accept only Full (permissions guide)
Prolecto, same video 32:17 Claude’s per-tool approval · 47:37 block a client for everyone · 48:32 revoke per user Current paths
Plative, Deep Dive into NetSuite MCP (39:04, Oct 2025) 13:17 Claude’s training toggle · 27:03 sandbox first, a dedicated MCP user Outdated at 14:02: Sample Tools. Do instead: MCP Standard Tools (Oracle). At 30:12, no trace in NetSuite; an MCP execution log records each call (user, status, method), and Oracle lists no prompt field (Oracle)
financeiscooked, $10K Module Replaced With Vibe Code (50:47, Jun 2026) 26:14 “AI can never write” · 26:37 a read-only AI role · 29:21 every AI output owned by a person A controller (Ryan Sampson, Passport) on Claude Code; no NetSuite screens
Moss Adams, ERP Workflows with the AI Connector (1:02:07, Oct 2025) 12:14 what a tool is · 43:16 lost UI cues (sandbox color, role) Outdated at 5:20: “only supports Anthropic’s Claude models”; at 45:46, no admin view of custom tools; now Customization > Scripting > Custom Tools (Oracle)

Finance: reports, and checking the numbers

Method: finance guide. Oracle’s two rules: the report tools ignore accounting periods, and “Don’t use SuiteQL or build new reports for financial reports” (report tools, best practices).

Video Jump to Heads-up
Nuage, How to Validate Claude’s Results (23:13, Aug 2026) 4:49 three scope decisions · 10:03 five numbers you know · 18:17 match, timing or material Wrong at 20:09: existing token-based authentication (TBA) integrations end “tentatively 2028.1”; Oracle says 2028.2 (Oracle)
JR Tallman, Companion: 100+ Finance Prompts (6:24, Apr 2026) 1:17 Setup > AI Companion Tools > AI Companion Library · 2:31 dates and subsidiary, not “current period” · 3:39 exact match with the native report · 5:16 a wrong subsidiary name posts to the parent Oracle’s tables list 98 prompts (Oracle)
NetSuite, Companion Overview: Demo (1:14, May 2026) 0:27 Oracle’s instructions file · 0:49 as project instructions or a skill Current
Eureka Solutions, The Responsible AI Playbook (46:46, Jul 2026) 12:19 Intelligent Close Manager · 14:13 Exception Management, best with 18 months of data · 27:33 a P&L versus last year, in Excel Exception Management is “not available to all customers” (Oracle). The P&L is not checked against NetSuite; at 27:19, the presenter warns it “might not always be absolutely correct”. Wrong at 43:23: a Team or Enterprise admin must turn training off. Anthropic’s training choice covers Free, Pro and Max, not Team or Enterprise (Anthropic); OpenAI does not train on business workspaces by default (OpenAI)
Sarah Muha (RSM), Vendor Bill Fraud Detection (4:54, Jun 2026) 1:20 the Companion prompt · 2:51 flagged bills Demo data, “not very clean” in her words
Rand Group, From Spreadsheets to Conversations (25:47, Aug 2026) 5:48 which reports Claude can reach · 19:58 when not to use it At 16:38, cost “depends”; Oracle: the connector “is not a paid feature”; your AI client may need a paid plan (FAQ)
Luxent, Using NetSuite MCP Connector (52:05, Mar 2026) 25:38 an AR aging that took over an hour · 28:10 backorder report, then POs · 31:23 checked reports become Suitelets under change control Honest failures
Sky High ERP, AI Connector with Claude (40:54, Mar 2026) 21:41 start here · 30:13 Claude flags 132 of 160 projects without estimates · 37:27 the dashboard rebuilt in NetSuite First 21 minutes: AI basics
Racette Consulting, Capacity Dashboard (6:25, Jan 2026) 1:21 give Claude the field ID · 3:25 check against a saved search Manufacturing
SuperTraining, Bill Capture AI Tool (14:44, Apr 2025) 6:36 no line read as an item · 8:05 a handwritten photo · 13:46 no auto-create from POs, his advice An add-on (AI Units FAQ), US only (Oracle). Outdated at 5:02: the document highlighting tool, removed August 2026 (release notes)
NetSuite, AI Capabilities in NetSuite Analytics Warehouse (5:50, May 2025) 1:07 clusters and outliers · 2:23 Explain Selected on a GL account · 4:53 a churn model An add-on; no AI Units (AI Units FAQ). Not the AI Connector

Writes: records created from a chat

Video Jump to Heads-up
Bryant Park, NetSuite MCP Deep Dive (23:56, May 2026) 8:50 a Companion prompt sent to Claude · 11:17 a rejected status, self-corrected · 12:09 the customer lands as Closed Won Check default statuses
Annexa, Financial Analysis and Upsell (8:20, May 2026) 2:20 expenses to a dashboard, then a deck · 4:11 tasks and an opportunity written back At 2:52, “actual market data” comes from the model, not NetSuite
Sikich, AI, Security and Financial Intelligence (44:58, Feb 2026) Text only Claude’s accrual journal entries land in the approval workflow; actual vs budget vs forecast in Excel

Seen in practice: AI mistakes caught on camera

  • JR Tallman, 5:03: asked for a vendor, Claude creates a customer; the retired Sample Tools had createCustomer but no vendor tool (Oracle).
  • DataAnts, 3:37: asked for top invoices, Claude answers with sales orders.
  • Prolecto, 25:38: ChatGPT’s first SuiteQL query uses an invalid vendor column, then self-corrects.
  • Luxent, 26:36: Claude offers to change a NetSuite amount so its report matches; at 39:10, a polished inventory report with wrong numbers.
  • Oasis Solutions, 16:43: the presenter doubts the dashboard’s item names; at 25:01, a GL reconciliation question returns order statuses.
  • Nuage, 17:08: of Claude’s five numbers, only inventory value matches the presenter’s.

NetSuite Next and Ask Oracle

Status: AI features guide. Since August 2026, admins grant access per role at Setup > Company > AI > NetSuite Next Access and Setup > Company > AI > Ask Oracle Access; no role has Ask Oracle by default (release notes). Ask Oracle consumes AI Units (Oracle).

Video Jump to Heads-up
Tech Nest by Sakshi, Enable NetSuite Next & Ask Oracle (4:11, Aug 2026) 0:08 2026.2, US or Canada · 2:43 per-role Next access: Blocked or Optional Both pages sit under Setup > Company > AI, not AI Preferences
Sarah Muha (RSM), NetSuite Next: Full Demo (29:06, Sep 2026) Text only Toggle, list filters, Ask Oracle, a canvas, a core skill on an invoice. She previews a Prompt Studio generic prompt, but it must be invoked through SuiteScript, so the demo does not use it. Previews use AI Units
Tavano Team, NetSuite AI: The Present & What’s Next (1:00:00, Jul 2026) Text only An Oracle solution consultant: an agent asks approval at each step, and the “i” icon shows the SuiteQL behind an answer. He calls SuiteAgents “future planned roadmap”
Verde, Ask Oracle in Action (8:57, Sep 2026) 1:59 a question in the search bar · 4:11 Narrative Insights, then an action plan · 5:43 the eye icon Her tip at 8:33: start with a question you already know the answer to
SuperTraining, NetSuite NEXT Demonstration (24:18, Jul 2026) Text only A June 2026 trial; some answers took 3 to 10 minutes. Outdated: file upload errored; Oracle now documents it (Document Insights on the role, File Cabinet upload access). Not shown: record creation, which he says it “simply can’t do”; Oracle documents approval-gated “protected actions”
Crowe, Narrative Insights in 2026.1 (2:16, Jul 2026) 0:31 AI Preferences · 1:44 Generate Insights On by default; uses AI Units
Crowe, Text Enhance in 2026.1 (2:04, Jul 2026) 0:01 the new button · 1:23 longer, shorter, translate On by default; uses AI Units

Oracle’s roadmap: keynotes and interviews

Video Best moments Since then
SuiteConnect San Francisco 2026 (1:11:58, event April 28) 9:08 Ask Oracle · 15:54 SuiteAgents · 56:11 Agent Skills · 1:07:12 a customer’s collections dashboard MCP Apps, “planned” at 52:20, ship in MCP Standard Tools. 10 agent skills today (skills guide). No Help Center page on building a SuiteAgent
SuiteConnect New York 2026 (1:19:44) 42:26 a Past Due Invoices prompt in Claude · 44:45 a photo becomes an inventory adjustment At 31:31, Ask Oracle scans public websites; its FAQ says it “does not browse the public internet” (Oracle)
SuiteConnect Sydney 2026 (1:26:50) 24:56 timing for Australia and New Zealand · 1:15:59 True Protein on the AI Connector At 31:40, Exception Management “available now”; Oracle says it is not available to all customers (Oracle)
SuiteWorld 2025 Product Keynote (1:25:47) 1:04:51 five ways to use AI At 1:07:04, “a few seconds”: setup also needs three features, a SuiteApp and a non-Administrator role
SuiteWorld 2025 Opening Keynote, Evan Goldberg (1:36:36) 27:49 preview “in just a few months”, GA “next year” · 1:24:19 AI Connector launch · 1:32:16 Media Manager runs the connector read-only US and Canada rollout from July 15, 2026 (Oracle)
Techzine, Evan Goldberg on NetSuite Next (10:27, Dec 2025) 3:12 not rebuilt from scratch, turned on with a switch · 7:09 admins will build agents in plain language first, business users later Oracle’s Agents Overview says nothing on building your own agent (Oracle)

Developers: custom tools, SuiteCloud Developer Assistant (SDA), N/llm, migration

Guides: custom tools, AI for SuiteScript, N/llm, SuiteScript 2.1 migration. SDF is the SuiteCloud Development Framework.

Video Jump to Heads-up
Prolecto, Custom Tools Demo (4:46, Jun 2026) 1:20 baseline with standard tools only · 2:27 the standard run counts support requests · 3:32 12.5 minutes versus 6:20 Prolecto’s own measurement; no build steps. Only the toolset format deploys since September 2026
Robin Mitchell, SDA Setup in VS Code (38:12, May 2026) 12:02 SDA settings · 23:55 ask for execution logs · 37:27 his verdict: boilerplate only Not narrated: Model ID NetSuite and a 1,000,000 context window (Oracle)
Robin Mitchell, SDA in WebStorm (1:04:18, Aug 2026) 5:01 suitecloud proxy:generatekey · 5:25 proxy:start · 53:28 logging the query results At 1:03:19, he puts it at about two hours for one Suitelet
NetSuite, SDA Demo (1:41, Jan 2026) 0:09 a one-sentence Suitelet · 1:09 “deploys straight” to the account Oracle’s best practices: “Never deploy assistant-generated code directly to a production environment” (Oracle)
Marty Zigman (Prolecto), Make vs. Buy in the AI Era (18:46, Apr 2026) 5:34 seven AI-built apps on NetSuite data · 6:31 every financial view tied to the GL · 16:29 AI suggestions accepted by hand · 18:41 about 15 hours for the next app, an estimate Results only: no model, prompt or build step shown
Tray, Claude Code Builds a Salesforce and NetSuite Sync (9:29, Aug 2026) 1:27 four spec files · 3:42 Tray’s managed MCP server · 6:24 a test record upserted into NetSuite Vendor (Tray). Built outside NetSuite, on Tray’s NetSuite connector, not the AI Connector. Role and environment not shown; tests write to both systems
Crowe, GPT-OSS in N/llm (12:25, Jul 2026) 2:00 Prompt Studio · 7:21 Cohere versus GPT-OSS At 3:56, 0 to 1 is Cohere’s temperature range; GPT-OSS takes 0 to 2 (Oracle). Since August 2026, N/llm calls use AI Units
Crowe, Prompt Studio in 2026.1 (6:02, Jul 2026) 1:36 Create Prompt · 3:03 preview fails without input data · 3:59 sublist variables Each successful preview uses AI Units
Anchor Group, Fix the SuiteScript 2.1 Warning (5:10, Sep 2026) 2:44 the owner column · 4:42 start vendor follow-up now Vendor (Sonar). Oracle’s free netsuite-suitescript-upgrade skill is not shown
Suite Resources Corp, 1.0 to 2.1 with Tests (5:56, Sep 2026) 2:36 APIs with no 2.1 equivalent · 3:50 regression tests from the original Vendor; model not named

AI inside NetSuite from third parties

Vendor videos; compare in the community tools guide.

Video Jump to Heads-up
Anchor Group, AI Assistant Inside NetSuite (59:09, Jul 2026) 10:37 every SuiteQL query listed · 11:44 cost per prompt · 27:24 approval before writes At 32:36, he says SuiteScript can’t create a script deployment; Oracle allows it from server scripts, within the same bundle (Oracle). Sonar installs as a bundle
SuiteStep, Sonar Performs Live (1:08:02, Sep 2026) 27:32 a person creates the script record · 54:01 then the AI edits the live file · 59:15 “$18” for the session The presenter usually works as admin (47:29). At 33:43, data “not being sent anywhere”: it goes to the model provider
Robin Mitchell, Ask My AI for NetSuite (5:39, Sep 2026) 0:50 the AI you already pay for · 3:41 context filtering to User Interface only Record details go to whichever AI account the browser uses

Outdated NetSuite AI videos: skip, or watch with the fix

Video Issue Verdict Instead
JR Tallman, How to Connect NetSuite to Claude, Aug 2025, 15,723 views Installs “MCP tools” (0:24); adds OAuth 2.0 Authorized Applications Management (1:38) (not required) Skip for setup Prolecto
Millennium Business Solutions Group, Integrate Claude AI with Oracle NetSuite, Aug 2025 The Sample Tools-era “MCP” SuiteApp (1:32); every tool unsupervised (4:02) Skip Setup guide
DataAnts, Connect ChatGPT/Claude to NetSuite, Oct 2025 “One-way connector” (3:01); two standard tools write Skip for setup Standard tools
Oasis Solutions, AI Meets NetSuite, Nov 2025 ChatGPT developer mode (7:51); a role with Core Administration Permissions (9:41) Watch for the mistakes Seen in practice
Tavano Team, How to Install and Configure, Feb 2026 A client secret for a Public Client (3:13), which has none (Oracle); no REST Web Services (0:36) Skip Setup guide
Net at Work, Connect ChatGPT & Claude in 15 Minutes, recorded early 2026 “MCP Connectivity” SuiteApp (7:58); no REST Web Services (10:45); a custom ChatGPT app (20:12) Skip for setup Setup guide
Tech Nest by Sakshi, Connect NetSuite with Claude, Aug 2026 Reads out the demo role’s name where MCP Server Connection belongs (2:52); suggests turning approvals off (6:43) Skip for roles; 4:03 shows Claude’s connector directory Permissions
DataAnts, Using Cursor to conquer NetSuite AI connector, Feb 2026 A community local bridge, not needed: Cursor can use Oracle’s server by URL Skip Setup guide; Oracle advises against combining NetSuite MCP tools with broad file-system access, as Cursor has, outside trusted, isolated environments (Oracle)
SCG Team, Connect Claude Code AI to NetSuite in 5 Minutes, Mar 2026 Not Claude Code, not Oracle’s connector: TBA and CData (5:08); a 100% gross margin read out as fact (7:16) Skip Governance
NetSuite, Everything to Know About AI in NetSuite, and SuperTraining, NetSuite AI Tools, June 2024 Predate the AI Connector (2025) Skip for current AI AI features

Gaps: what no video shows yet

As of September 27, 2026, none found for:

  • Claude Code or Codex with Oracle’s agent skills on an SDF project. Oracle’s only coverage: 52 seconds of the San Francisco keynote (56:11).
  • A custom tool built in the toolset format. Prolecto’s demo covers only the why.
  • SuiteScript 2.1 migration with Oracle’s netsuite-suitescript-upgrade skill. Both migration videos demo vendor tools.
  • Copilot Studio with Oracle’s connector: only Microsoft’s generic tutorial, and a CData video that uses CData’s own server.
  • N/llm with AI Units and tool calling, or Oracle’s AI agent plug-ins.

Common problems when following a video

Symptom Cause Fix
The video’s SuiteApp is missing MCP Sample Tools (“MCP tools”) is retired Enable Server SuiteScript and REST Web Services, install MCP Standard Tools (Oracle)
Administrator refused at sign-in Oracle blocks Administrator and “roles that have full permissions” (Oracle) Use a custom role with the two AI permissions
Role not offered at sign-in Missing MCP Server Connection or Log in using OAuth 2.0 Access Tokens (not Log in using Access Tokens); role not assigned to you; or assigned mid-session Fix the role, log out and in (troubleshooting)
Record tools missing No REST Web Services permission on the role Add it, or leave it off for read-only (permissions)
The connector shows disconnected The URL lacks /all or the SuiteApp path Start with https://<accountid>.suitetalk.api.netsuite.com/services/mcp/v1/suiteapp/com.netsuite.mcpstandardtools; .../v1/all for custom tools (Oracle)

FAQ

What is the best video to connect NetSuite to Claude or ChatGPT?

JR Tallman’s ChatGPT tutorial (October 2025, 7:39) is the shortest; add the REST Web Services feature it skips. Prolecto’s walkthrough (December 2025, 57:08) is the most complete. Both predate ChatGPT’s NetSuite app: take current steps from the setup guide.

Which video shows how to check AI numbers against NetSuite?

Nuage’s session (August 2026): write down five numbers you already know, ask Claude, and sort each gap into match, timing or material. JR Tallman’s Companion video adds explicit dates and subsidiary, then a check against the native income statement.

Is there a video of ChatGPT’s NetSuite app?

Oracle’s ChatGPT Integration Demo (July 2026, 2:34) shows ChatGPT on NetSuite data, not the connection. To connect: Apps, search NetSuite, Connect, then pick a non-Administrator role.

Is there a demo of NetSuite Next and Ask Oracle?

Yes. Sarah Muha’s September 2026 walkthrough is the most complete, Verde’s takes 9 minutes, and Tech Nest by Sakshi shows the access pages. SuperTraining’s June 2026 trial shows limits, some since addressed.

Is there an official SuiteCloud Developer Assistant video?

Yes: a 1:41 YouTube demo, plus Help Center setup videos for VS Code and other tools. Robin Mitchell’s two videos show real sessions, mistakes included.

Sources

Oracle Help Center (read September 26 and 27, 2026)

Oracle, other

Anthropic

OpenAI

Third party

  • Videos: linked above (metadata and views September 26, transcripts September 26 and 27, 2026)