Interact with Live NetSuite SuiteAnalytics Data in Warp via CData Connect AI

Warp is an agentic development environment that combines a modern terminal with an AI agent. It supports large language model (LLM) interactions and Model Context Protocol (MCP) server integrations, so the agent can reach live external data sources without leaving the terminal.

By integrating Warp with CData Connect AI through its built-in MCP Server, the Warp Agent gets governed, real-time access to live NetSuite SuiteAnalytics data. You can explore NetSuite SuiteAnalytics data, ask questions in plain language, and work with your records without writing custom integration code.

This article walks through configuring NetSuite SuiteAnalytics connectivity in Connect AI, configuring the CData MCP Server in Warp, and interacting with live NetSuite SuiteAnalytics data from the Warp Agent.

Step 1: Configure NetSuite SuiteAnalytics connectivity for Warp

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

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select NetSuite SuiteAnalytics from the Add Connection panel

3. 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 AI 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.

   
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 Warp. 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 Personal 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 SuiteAnalytics connection configured and a PAT generated, Warp can now connect to NetSuite SuiteAnalytics data through Connect AI.

Step 2: Configure Connect AI in Warp

Enable the Warp Agent, configure an LLM provider, and the Connect AI MCP endpoint in Warp so the agent can discover and call live data tools.

1. Download and install Warp, and then sign up or log in to your Warp account
2. Click the Tabs panel icon at the top left of the window, or press Ctrl + Shift + B
3. Click Settings, expand Agents, select Warp Agent, and toggle Warp Agent on

Configure an LLM provider

The Warp Agent needs an LLM provider to interpret your prompts and decide which MCP tools to call. Add an API key for your preferred provider.

1. On the same Warp Agent page, scroll down to the Custom Inference section
2. Enter the API key for the LLM provider of your choice (e.g., OpenAI, Anthropic, or Google)

Add the Connect AI MCP Server

1. Under Agents, click MCP servers, and then click Add
2. In the Add New MCP Server editor, paste the following JSON configuration:

   {
     "mcpServers": {
       "CData_Connect_AI": {
         "url": "https://mcp.cloud.cdata.com/mcp",
         "headers": {
           "Authorization": "Basic your_base64_encoded_email_PAT"
         }
       }
     }
   }

   Note: Combine your Connect AI email and PAT in the format email:PAT, Base64 encode the combined string, and prefix it with Basic. For example, given [email protected]:ABC123...XYZ, the header value becomes something like: Basic dXNlckBteWRvbWFpbjphSzkvbVB4Mi9Rcjd2TjQ...

   
3. Click Save to add the MCP server
4. Under My MCPs, confirm that CData_Connect_AI appears with the toggle enabled and the tools available

With the MCP server and an LLM provider configured, the Warp Agent is ready to interact with live NetSuite SuiteAnalytics data through Connect AI.

Step 3: Interact with live NetSuite SuiteAnalytics data from the Warp Agent

Use natural language prompts in the Warp Agent to explore live NetSuite SuiteAnalytics data.

1. Click the icon in the left navigation bar and select Agent
2. Enter a prompt to interact with your data, for example:
   • List the sources available in my CData_Connect_AI mcp connection
   • Show me what I can explore in NetSuite SuiteAnalytics
   • Fetch the five most recent records from NetSuite SuiteAnalytics data
   
3. The agent calls the Connect AI MCP Server and returns live results from NetSuite SuiteAnalytics data

Your Warp Agent now calls the Connect AI MCP Server to interact with live NetSuite SuiteAnalytics data through remote MCP tools, all from the terminal.

Get CData Connect AI

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