Build Agents in Relevance AI with Access to Live NetSuite Data via CData Connect AI
Relevance AI is an AI automation and agent-building platform that enables organizations to create autonomous workflows powered by natural language reasoning. Users can visually design agents that interact with APIs, databases, and third-party systems to complete everyday business tasks or data operations.
By integrating Relevance AI with CData Connect AI through the built-in MCP (Model Context Protocol) Server, your agents can query, summarize, and act on live NetSuite data in real time. This connection bridges Relevance AI intelligent workflow engine with the governed enterprise connectivity of CData Connect AI ensuring every query runs securely against authorized sources without manual data export.
This article outlines the steps to configure NetSuite connectivity in Connect AI, register the CData MCP Server in Relevance AI, and build an agent that interacts with live NetSuite data.
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 Relevance AI
Connectivity to NetSuite from Relevance AI is made possible through CData Connect AI's Remote MCP Server. To interact with NetSuite data from Relevance AI, we start by creating and configuring a NetSuite connection in CData Connect AI.
- Log into Connect AI, click Sources, and then click Add Connection
- Select NetSuite from the Add Connection panel
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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.
- Click Save & Test
- 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 Relevance AI. It is best practice to create a separate PAT for each integration to maintain granular access control.
- Click the gear icon () at the top right of the Connect AI app to open Settings
- On the Settings page, go to the Access Tokens section and click Create PAT
- Give the PAT a descriptive name and click Create
- Copy the token when displayed and store it securely. It will not be shown again
With the NetSuite connection configured and a PAT generated, Relevance AI can now connect to NetSuite data through the CData MCP Server.
Step 2: Configure Connectivity in Relevance AI
The CData Connect AI MCP endpoint and authorization details are registered within Relevance AI so that agents can call live data from Connect AI.
- Sign in to Relevance AI and create an account if you do not already have one
- From the sidebar, navigate to Agents and then click on New Agent
- Select Build from scratch and name the agent (eg; CData MCP Server)
- Inside the agent editor, select Advanced and then switch to the MCP Server tab
- Click + Add Remote MCP Tools
- In the dialog that appears, fill out the fields as follows:
- URL: https://mcp.cloud.cdata.com/mcp
- Label: Any custom label (eg; cdata_mcp_server)
- Authentication: Select Custom headers
- Add header key:value pair. Combine your email and PAT as email:PAT and encode that string in Base64 and then prefix with the word Basic
- Key: Authorization
- Value: Basic base64(email:PAT)
Click Connect to establish the connection. Relevance AI will verify your credentials and register the CData Connect AI MCP Server for use in agents.
Step 3: Build and Run a Relevance AI Agent with Live NetSuite Data
- Switch to the Run tab for your agent
- Enter a task for example, "List the five most recent incidents from ServiceNow"
- The agent will query Connect AI via the MCP endpoint and display live results from NetSuite data
With the connection complete, Relevance AI agents can now issue queries, retrieve records, and perform AI-driven tasks over live NetSuite data through CData Connect AI MCP Server.
Get CData Connect AI
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