Integrate LibreChat with Live NetSuite Data via CData Connect AI

Yazhini G
Yazhini G
Technical Marketing Engineer
Leverage the CData Connect AI Remote MCP Server to enable LibreChat to securely access and query live NetSuite data from within the chat interface.

LibreChat is an open-source, self-hosted AI chat platform that brings together multiple LLM providers, agents, and assistants behind a single interface. It also supports the Model Context Protocol (MCP), so you can connect external tools and data sources directly to the chat and pull in live data from the systems you already work with.

By integrating LibreChat with CData Connect AI through the built-in MCP Server, LibreChat gains governed, real-time access to live NetSuite data. This enables you to list catalogs, explore schemas, and query records from NetSuite data using natural language prompts, with all data access running securely against authorized sources.

This article explains how to configure NetSuite connectivity in Connect AI, generate the required personal access token, install LibreChat, register the Connect AI MCP Server, configure an LLM provider, and verify the integration by querying live NetSuite data from the LibreChat interface.

About NetSuite Data Integration

CData provides the easiest way to access and integrate live data from Oracle NetSuite. Customers use CData connectivity to:

  • Access all editions of NetSuite, including Standard, CRM, and OneWorld.
  • Connect with all versions of the SuiteTalk API (SOAP-based) and SuiteQL, which functions like SQL, enabling easier data querying and manipulation.
  • Access predefined and custom reports through support for Saved Searches.
  • Securely authenticate with Token-based and OAuth 2.0, ensuring compatibility and security for all use cases.
  • Use SQL stored procedures to perform functional actions like uploading or downloading files, attaching or detaching records or relationships, retrieving roles, getting extra table or column info, getting job results, and more.

Customers use CData solutions to access live NetSuite data from their preferred analytics tools, Power BI and Excel. They also use CData's solutions to integrate their NetSuite data into comprehensive databases and data warehouse using CData Sync directly or leveraging CData's compatibility with other applications like Azure Data Factory. CData also helps Oracle NetSuite customers easily write apps that can pull data from and push data to NetSuite, allowing organizations to integrate data from other sources with NetSuite.

For more information about our Oracle NetSuite solutions, read our blog: Drivers in Focus Part 2: Replicating and Consolidating ... NetSuite Accounting Data.


Getting Started


Step 1: Configure NetSuite connectivity for LibreChat

Connectivity to NetSuite from LibreChat is made possible through Connect AI's Remote MCP Server. To interact with NetSuite data from LibreChat, start by creating and configuring a NetSuite connection in Connect AI.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Select NetSuite from the Add Connection panel
  3. Enter the necessary authentication properties to connect to NetSuite.

    The User and Password properties, under the Authentication section, must be set to valid NetSuite user credentials. In addition, the AccountId must be set to the ID of a company account that can be used by the specified User. The RoleId can be optionally specified to log in the user with limited permissions.

    See the "Getting Started" chapter of the help documentation for more information on connecting to NetSuite.

  4. Click Save & Test
  5. Navigate to the Permissions tab and update user-based permissions

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from LibreChat. It is best practice to create a separate PAT for each integration to maintain granular access control.

  1. Click the gear icon () at the top right of the Connect AI app to open Settings
  2. On the Settings page, go to the Access Tokens section and click Create PAT
  3. Give the PAT a descriptive name and click Create
  4. Copy the token when displayed and store it securely. It will not be shown again

With the NetSuite connection configured and a PAT generated, LibreChat can now connect to NetSuite data through Connect AI.

Step 2: Install LibreChat and configure Connect AI MCP

Next, install LibreChat locally and configure the Connect AI Remote MCP Server so that the chat interface can discover and call live data tools through Connect AI.

  1. Install LibreChat by following the official installation guide. If you are using the npm setup, make sure MongoDB and MeiliSearch are installed and running locally
  2. Once the installation is complete, start LibreChat and open http://localhost:3080/ in your browser to access the chat interface
  3. In the left navigation bar, click the MCP Settings icon, then click Add MCP
  4. In the Add MCP panel, configure the server with the following values:
    • Name: CData MCP, or any name of your choice
    • Description: Optional description for the server
    • MCP Server URL: https://mcp.cloud.cdata.com/mcp
    • Transport: Streamable HTTPS
    • Authentication: API Key
    • Header Format: Basic
    • API Key: base64-encoded value of email:PAT

    Note: LibreChat will use Basic authentication with Connect AI. Combine your Connect AI user email and the PAT you created earlier in the format email:PAT, then base64 encode the combined string and paste it in the API Key field. For example, [email protected]:ABC123...XYZ789 base64-encoded becomes something like: dXNlckBkb21haW4uY29tOkFCQzEyMy4uLlhZWjc4OQ==

  5. Check I trust this application and click Add to save the server
  6. The CData MCP server now appears in the left navigation bar. Click the connect icon next to it to establish the connection to Connect AI

Enable the MCP server and configure an LLM provider

LibreChat requires at least one LLM provider to power the chat. Enable the MCP server in the chat input and add an API key for your preferred provider so the model can interpret prompts and call MCP tools through Connect AI.

  1. In the chat interface, click the MCP selector at the bottom of the input box and confirm that CData MCP is checked so the tools are exposed to the chat
  2. At the top of the chat, click the model selector and choose your preferred LLM provider (e.g., OpenAI, Anthropic, Google) and model
  3. Click Set API Key next to the chosen provider, paste your provider API key, and click Submit

With the MCP server and an LLM provider configured, LibreChat is ready to query live NetSuite data through Connect AI.

Step 3: Query live NetSuite data from LibreChat

With the integration complete, use the LibreChat chat input to interact with live NetSuite data through natural language prompts handled by the configured LLM.

  1. With the CData MCP server enabled and a model selected, type a prompt in the chat input, for example:
    • List all catalogs in my cdata mcp
    • Show the available schemas and tables for NetSuite
    • Query the top 5 records from a table in NetSuite data
  2. LibreChat calls the Connect AI MCP Server and returns live results from NetSuite data

At this point, your LibreChat instance communicates with the Connect AI MCP Server and retrieves live NetSuite data through remote MCP tools directly from the chat interface.

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