Connecting Mastra with NetSuite SuiteAnalytics Data via CData Connect AI MCP Server

Somya Sharma
Somya Sharma
Technical Marketing Engineer
Leverage the CData Connect AI MCP Server to enable Mastra agents to securely query, read, and act on real-time NetSuite SuiteAnalytics data, no replication required.

Mastra is designed for developers and enterprise teams building intelligent, composable AI agents. Its modular framework and declarative architecture make it simple to orchestrate agents, integrate LLMs, and automate data-driven workflows. But when agents need to work with data beyond their local memory or predefined APIs, many implementations rely on custom middleware or scheduled syncs to copy data from external systems into local stores. This approach adds complexity, increases maintenance overhead, introduces latency, and limits the real-time potential of your agents.

CData Connect AI bridges this gap with live, direct connectivity to more than 300 enterprise applications, databases, ERPs, and analytics platforms. Through CData's remote Model Context Protocol (MCP) Server, Mastra agents can securely query, read, and act on real-time data without replication. The result is grounded responses, faster reasoning, and automated decision-making across systems all with stronger governance and fewer moving parts.

This article outlines the steps required to configure CData Connect AI MCP connectivity, register the MCP server in Mastra Studio, and build an agent that queries live NetSuite SuiteAnalytics data in real time.

Prerequisites

Before starting, make sure you have:

  1. A CData Connect AI account
  2. Node.js 18+ and npm installed
  3. A working Mastra project (created via npm create mastra@latest)
  4. Access to NetSuite SuiteAnalytics

Credentials checklist

Ensure you have these credentials ready for the connection:

  1. USERNAME: Your CData email login
  2. PAT: Connect AI, go to Settings and click on Access Tokens (copy once)
  3. MCP_BASE_URL: https://mcp.cloud.cdata.com/mcp

Step 1: Configure NetSuite SuiteAnalytics connectivity for Mastra

Connectivity to NetSuite SuiteAnalytics from Mastra is made possible through CData Connect AI Remote MCP. To interact with NetSuite SuiteAnalytics data from Mastra, we start by creating and configuring a NetSuite SuiteAnalytics connection in CData Connect AI.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "NetSuite SuiteAnalytics" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to NetSuite SuiteAnalytics.

    Prerequisites

    Before you can connect to NetSuite SuiteAnalytics, you must set up SuiteAnalytics Connect in your NetSuite account:

    1. Enable the Connect Service feature.

      1. Ensure that your Account Administrator has enabled your Account and Role with the Connect Service feature.

      2. Navigate to Setup > Company > Enable Features.

      3. Click the Analytics tab and check the SuiteAnalytics Connect box.

    2. Add the SuiteAnalytics Connect permission to an existing Role, and note the Role ID for later.

    3. Find the Settings portlet on your home page and click Set Up SuiteAnalytics Connect, then click Your Configuration to view your service host and account ID. These settings map directly to the Server and Account Id properties.

    Add the NetSuite SuiteAnalytics Connection

    1. Open the Sources page of the Connect Cloud dashboard.

    2. Click Add Connection and select NetSuite SuiteAnalytics from the list of connectors.

    3. Enter a Connection Name of your choice.

    Authenticate to NetSuite SuiteAnalytics

    Set the following required properties:

    • Server: The Service Host value you found when setting up SuiteAnalytics Connect.

    • Account Id: The Account ID value you found when setting up SuiteAnalytics Connect.

    • Role Id: The internal ID of the login role you granted the SuiteAnalytics Connect permission.

    Next, choose one of the supported authentication methods:

    Basic authentication

    • User: The username you use to authenticate to your NetSuite account.

    • Password: The password associated with that account.

    Token-based authentication

    • Consumer Key and Consumer Secret: Generated when you create your integration record in NetSuite.

    • Token Key and Token Secret: The access token and secret generated for that integration.

    After you enter your credentials, click Save & Test to validate the connection.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add NetSuite SuiteAnalytics Connection page and update the User-based permissions. Updating permissions

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Mastra. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, we are ready to connect to NetSuite SuiteAnalytics data from Mastra.

Step 2: Set up the Mastra project

  • Open a terminal and navigate to your desired folder
  • Create a new project:
    npm create mastra@latest
  • Creating a New Project
  • Open the folder in VS Code
  • Install the required Mastra dependencies:
    npm install @mastra/core @mastra/libsql @mastra/memory
  • Then install the MCP integration package separately:
    npm install @mastra/mcp
  • Step 3: Configure environment variables

    Create a .env file at the project root with the following keys:

    OPENAI_API_KEY=sk-...
    [email protected]
    CDATA_CONNECT_AI_PASSWORD=your_PAT
    

    Restart your dev server after saving changes:

    npm run dev

    Step 4: Add the CData Connect AI agent

    Create a file src/mastra/agents/connect-ai-agent.ts with the following code:

    import { Agent } from "@mastra/core/agent";
    import { Memory } from "@mastra/memory";
    import { LibSQLStore } from "@mastra/libsql";
    import { MCPClient } from "@mastra/mcp";
    
    const mcpClient = new MCPClient({
      servers: {
        cdataConnectAI: {
          url: new URL("https://connect.cdata.com/mcp/"),
          requestInit: {
            headers: {
              Authorization: `Basic ${Buffer.from(
                `${process.env.CDATA_CONNECT_AI_USER}:${process.env.CDATA_CONNECT_AI_PASSWORD}`
              ).toString("base64")}`,
            },
          },
        },
      },
    });
    
    export const connectAIAgent = new Agent({
      name: "Connect AI Agent",
      instructions: "You are a data exploration and analysis assistant with access to CData Connect AI.",
      model: "openai/gpt-4o-mini",
      tools: await mcpClient.getTools(),
      memory: new Memory({
        storage: new LibSQLStore({ url: "file:../mastra.db" }),
      }),
    });
    

    Step 5: Update index.ts to register the agent

    Replace the contents of src/mastra/index.ts with:

    import { Mastra } from "@mastra/core/mastra";
    import { PinoLogger } from "@mastra/loggers";
    import { LibSQLStore } from "@mastra/libsql";
    import { connectAIAgent } from "./agents/connect-ai-agent.js";
    
    export const mastra = new Mastra({
      agents: { connectAIAgent },
      storage: new LibSQLStore({ url: "file:../mastra.db" }),
      logger: new PinoLogger({ name: "Mastra", level: "info" }),
      observability: { default: { enabled: true } },
    });
    

    Step 6: Run and verify the connection

    Start your Mastra server:

    npm run dev
    Start your Mastra server

    Step 7: Run a live query in Mastra Studio

    In Mastra Studio, open the chat interface and enter one of the following sample prompts:

    List available catalogs from my connected data sources.
    Run QUery in Mastra Studio

    Build real-time, data-aware agents with Mastra and CData

    Mastra and CData Connect AI together enable powerful AI-driven workflows where agents have live access to enterprise data and act intelligently without sync pipelines or manual integration logic.

    Start your free trial today to see how CData can empower Mastra with live, secure access to hundreds of external systems.

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