NetAsset - AI sidebar setup

Overview

The NetAsset AI sidebar is an optional assistant built into NetAsset in NetSuite. It works without any external connectors or integrations. It is accessed directly inside NetAsset by clicking the AI assistant button.

To use it, an administrator turns on the feature and goes through the setup steps. Users can also connect an optional NetSuite role so the sidebar can use MCP tools.

Support is continually being added to different parts of the product but as of November 2026, it is currently only available on the Report Generator and NetAsset Report pages.

Prerequisites

The Administrator or NetAsset Administrator role, to open NetAsset > NetAsset Setup > System Setup.
For MCP tools only: a NetSuite role set up for MCP use and assigned to your employee record. That role needs specific permissions; see NetAsset - Connecting to AI (via MCP).

Step-by-step process

Turn on the AI Assistant feature

Navigate to NetAsset > NetAsset Setup > System Setup.
Click the System Features subtab.
Under Enable System Features, check AI Assistant.
Click Save.

Grant AI permission and connection access

On the same page, click the AI Settings subtab.
Click Enable AI Features.
Review the AI Features Terms of Service and click Accept.
A Client ID and Client Secret are generated for your account. Netgain uses them to track your account's AI usage. Click Enable & Connect.
The AI Settings subtab now shows the account as connected, along with current usage.

Both settings are required

The AI Settings connection and the AI Assistant box are separate settings. The sidebar appears only when the account is connected and AI Assistant is checked.

6. At this point, the AI sidebar will now be accessible in NetAsset. You can navigate back to the AI Settings page to track usage.

If your account becomes disconnected, navigate back to this System Setup page and click the Sync License button at the top of the page.

Usage Limitation

NetAsset AI usage is currently free and limited to 1M tokens per user per day. This volume is used up faster when MCP tools are enabled. Usage can be checked in the AI Settings tab.

Where the sidebar appears

Page	How to open it
Report Generator	Click AI Assistant at the top of the page.
Query-based report record (view mode)	Click Assistant on the record, or the AI Assistant icon in the NetAsset side navigation.

Connect MCP tools (optional)

By default, the sidebar works with the report you have open. Turning on MCP tools lets it use a NetSuite role you choose to look at NetAsset records and transactions beyond that page.

Open the sidebar. Click the + button and turn on NetSuite MCP Tools.
The first time, NetSuite asks you to authorize the connection with the role you're currently logged in with. If that isn't the role you set up for MCP use, click Choose another role, then click Choose Role next to your MCP role. The Administrator role can't be used for MCP. The AI can see and do only what that role allows, entirely within your own NetSuite account.
When prompted to let the MCP connector access your NetSuite account, click Allow.
NetSuite switches you into the role you just selected. If needed, switch back to the role you were working in.
MCP tools are now authorized. You can turn them on and off from the + button.

The AI acts only with the role you choose

Netgain gets no standing access to your account. To revoke the connection at any time, turn off the NetSuite MCP Tools toggle.

Limitations / things to be aware of

Verify AI answers

AI can make mistakes. Always verify information and reports produced by the sidebar before relying on them.

The sidebar answers questions about NetAsset reports only. It isn't a general NetSuite assistant.
Usage is capped. Check current usage on the AI Settings subtab of NetAsset > NetAsset Setup > System Setup. Turning on MCP tools uses it up faster.
You may need to re-authorize MCP tools from time to time.

Troubleshooting

Issue	What to check
The sidebar button is missing everywhere	Check that AI Assistant is checked on the System Features subtab and that AI Settings shows the account as connected. Make sure NetAsset is up to date.
The button is missing on report records but shows on the Report Generator	Go to the General subtab of System Setup. Under System Settings, make sure Hide Side Navigation Bar is not checked. It hides both the record button and the side-navigation icon.
AI Settings shows the account as disconnected	On the AI Settings subtab, click Reconnect.
The button is missing for some users only	Their role may not have access to the AI sidebar script deployment. Ask your NetSuite administrator to check the deployment's audience.