AI agents for Oracle NetSuite

Run a SuiteQL query

Runs a read-only SuiteQL (SQL) query over the account's records, the way to read many fields of many records at once.

Find customers

Finds active customers whose company name or ID contains a text (any case), or by email address or external ID, or changed since a day, newest first.

Find contacts

Finds contacts whose name contains a text (any case), or by email address, or the contacts of one customer or vendor (its internal ID).

Find vendors

Finds active vendors whose company name or ID contains a text (any case), or by email address.

Find employees

Finds active employees whose name contains a text (any case), or by email address.

Find items

Finds active items of any type whose item name, display name or sales description contains a text (any case).

Find transactions

Lists transactions of one type (sales orders, invoices, estimates, cash sales, credit memos, customer payments, return authorizations, opportunities, purchase orders or vendor bills).

Get a record

Reads one record by its type and internal ID, like customer, contact, vendor, employee, salesOrder, invoice, estimate, purchaseOrder, vendorBill, creditMemo, customerPayment, opportunity.

Update a record

Changes some body fields of one record by its type and internal ID; fields left out stay as they are.

Add a customer

Adds a customer: a company (company name) or a person (first and last name), with an email address, phone, subsidiary.

Add a contact

Adds a contact with a first and last name, email address, phone, job title, and the customer or vendor it works for (its internal ID), and a subsidiary in OneWorld accounts.

Enter a sales order

Enters a sales order for a customer (its internal ID) with a date, the customer's PO number, a memo, and lines.

Bill a sales order

Turns a sales order (its internal ID) into an invoice for what it holds, the way Bill does in NetSuite, optionally with an invoice date and memo.

Add a task

Adds a task with a title, comments, a due date, a priority and a status, assigned to an employee.

Log a phone call

Records a phone call with a title, the number, notes, a date and a status (COMPLETE for a call that happened, SCHEDULED for one to make), with a customer or other company and a contact (internal IDs).