NetClose Installing the Claude Cowork Plugin

Overview

The NetClose plugin for Claude Cowork gives Claude specialized knowledge of NetClose. Once installed, users can ask Claude in plain language to check where the close stands across all six modules, drill into a reconciliation, draft variance commentary for a flux scenario, surface missing accruals and amortizations, post period-end journals, manage Close Control locks, and find stuck close tasks - all from within a normal Cowork session.

Information in this article covers end-user installation, which most users can complete themselves. The Workspace Admin Setup section describes an optional, one-time setup for rolling the plugin out across an entire workspace; it is not required before an individual can install.

Note
This plugin applies to Claude Cowork and Claude Code; however, those using only Claude Chat can still use the skill files contained in the plugin to enhance user experience.

Prerequisites

The following are required before installing the plugin:

Claude Cowork access on a Team or Enterprise plan. Cowork runs as a desktop application installed from Anthropic.
NetClose SuiteApp already installed and configured.
NetSuite's MCP Standard Tools installed and configured, including the appropriate MCP access on user role. See NetClose Connecting to AI via MCP.

Role Requirement
For OneWorld accounts, ensure that the user role has the Subsidiaries list permission. The out-of-the-box NetClose MCP roles above do not include this permission so it will need to be added, if relevant.

Installing the Plugin

NetClose is distributed from a public GitHub repository, so you can add it to your own Claude Cowork account as a personal plugin. You don't need a workspace admin to enable it first, and you don't need a GitHub account.

Windows vs Mac
The navigation path below is specific to Window users; Mac users may notice slight differences.

Open the Claude Cowork desktop application.
In Cowork mode, click Customize at the bottom of the sidebar.
Go to the Plugins tab on the left panel.

4. Select Add > Add marketplace.

5. Enter the repository URL https://github.com/netgain-solutions/netclose-cowork-plugin and select Sync. Cowork syncs the marketplace from the public repo; no GitHub sign-in is required.

6. Once the marketplace finishes syncing, NetClose appears as an available plugin.

7. Click the + to install the NetClose plugin.

The plugin activates for your Cowork account immediately. If the new functionality is not visible, fully quit and reopen the Cowork application.

In case of error

If you can't add a marketplace or you see a permissions error, your organization may restrict which plugin marketplaces users can add - this is an Enterprise admin setting. Ask your workspace admin to allow the netgain-solutions/netclose-cowork-plugin marketplace, or to add the plugin for the whole workspace.

Connecting the NetSuite MCP Server

The plugin does not read NetSuite data on its own. It relies on a NetSuite MCP connection that the Cowork session uses to communicate with NetSuite. The NetClose-specific tools (for example, nact_getNetCloseReconciliations and nact_getNetCloseFluxAnalysis) reside within the NetSuite MCP server alongside generic NetSuite tools.

To connect:

Open Customize > Connectors in Cowork.
Locate your NetSuite environment in the list and click Connect.
Enter the NetSuite tenant URL when prompted. A NetSuite administrator can provide this.
Authenticate with NetSuite credentials, or SSO if configured for the tenant.

Re-authentication: Cowork will prompt for NetSuite re-authentication when starting a new session, if necessary. No manual tracking is required.

Verifying Installation

Perform the following two checks to confirm that the plugin and MCP connection are working.

Check 1: Slash commands.

Type / in any Cowork chat. The following commands should appear in autocomplete:

/close-status
/daily-check
/recon-status
/recon-detail
/explain-flux
/draft-flux-scenario
/potential-accruals
/potential-amortizations
/post-journals
/lock-period
/task-blockers
/investigate-variance
/troubleshoot

Check 2: Tool availability.

Submit the following prompt in a Cowork chat:

What NetClose tools are available in this session?

Approximately 55 NetClose tools (those with an nact_ prefix) should be listed. If only generic NetSuite tools (or no tools) appear, the NetSuite MCP connection is not active, or the assigned NetSuite role does not have NetClose access. See the Troubleshooting section below.

If both checks pass, installation is complete.

Example Prompts

The plugin loads the relevant skill automatically based on the request, so users are not required to memorize slash commands. The following prompts are useful for a first session:

Where are we in the April close? What's still open across all six modules?
Show me the BOA Operating reconciliation for April and walk me through the unexplained items.
Draft variance commentary for our April flux scenario - show me the material lines first.
Did I miss any accruals for April? Walk me through what's missing.
What accruals and amortizations are scheduled to post for April, and what's the total JE impact?
Which close tasks are overdue, and which are stuck waiting on a reviewer?

The same actions are available as slash commands. Type / in any chat to see the full list with autocomplete.

Note

The plugin's GitHub README has the full reference of skills, slash commands, and capabilities.

Workspace Admin Setup

This section is for an IT administrator or workspace owner who wants to roll NetClose out across an entire Cowork workspace. It is optional and no longer a prerequisite. Because the plugin ships from a public GitHub repository, any end user can add and install it themselves as a personal plugin using the steps above; they do not need to wait for an admin.

Set this up at the organization level when you want to:

make NetClose discoverable in the workspace plugin browser so users do not each add the marketplace themselves,
enroll everyone automatically instead of having each person opt in, or
standardize how the plugin is distributed and updated across the organization.

This setup is performed once per workspace. Two distribution options are available. Option A (GitHub Marketplace) is recommended because new versions are picked up automatically. Option B (ZIP Upload) is provided for organizations that cannot or do not want to use GitHub; new versions require manual re-upload.

Option A: GitHub Marketplace (recommended).

Requirements:

A GitHub account for the one-time connection step. Collaborator access to netgain-solutions/netclose-cowork-plugin is not required; the repository is public.
Owner or Primary Owner permissions on a Team or Enterprise plan.

Steps:

Sign in to Claude Cowork as an Owner or Primary Owner.
Open Organization Settings > Plugins.
Click Add plugin and select GitHub as the source.
Enter the repository in owner/repo format: netgain-solutions/netclose-cowork-plugin.
If prompted, connect your GitHub account so Cowork can sync the marketplace. Because the repository is public, you do not need collaborator access to it. This is a one-time connection.
Set the install policy. Available for install lets users opt in from the plugin browser and is the recommended default for pilots; Installed by default enrolls every workspace member automatically.
Save.

End users can now install the plugin from their plugin browser. New versions distribute automatically as Netgain ships them.

Option B: ZIP Upload.

Requirements:

The plugin ZIP file. A download link is provided by the Netgain contact.
Owner or Primary Owner permissions on a Team or Enterprise plan.

Steps:

Download the plugin ZIP from the Netgain contact.
Sign in to Claude Cowork as an Owner or Primary Owner.
Open Organization Settings > Plugins.
Click Add plugin and select Upload a file as the source.
Upload the ZIP and confirm.
Set the install policy.

Manual updates required: Every new plugin version under Option B requires a fresh ZIP download and re-upload. The Netgain contact notifies admins when updates are available.

For full Anthropic admin documentation, refer to Manage Claude Cowork plugins for your organization.

Updating the Plugin

When NetClose is installed from the public GitHub repository - either by an end user as a personal plugin, or by a workspace admin through the GitHub Marketplace (Option A) - updates are automatic. When Netgain releases a new version, Cowork picks it up without any action from the end user, and there is no need to re-add or reinstall the plugin. Quitting and reopening the Cowork application applies any pending update and surfaces new slash commands or behavior.

When the plugin is distributed by ZIP Upload (Option B), there is no live connection to the repository, so the workspace administrator must download and re-upload each new version before it becomes available to end users. The Netgain contact notifies administrators when an update is available.

Uninstalling the Plugin

To remove the plugin from an individual Cowork account:

Click Customize in the Cowork left sidebar to open the plugin browser.
Locate NetClose in the installed list.
Click Uninstall.

This removes the plugin for the current account only. Other workspace members are not affected.

Limitations and Callouts

Private pilot: The plugin is currently in private pilot. Functionality, slash commands, and tool coverage may change between releases.

Single-subsidiary tenants: Some report views include a subsidiary breakdown that collapses to a single bucket on non-OneWorld tenants. The plugin should detect this and remove the column automatically. If it does not, instruct Claude in the chat to drop the subsidiary breakdown.

Troubleshooting

NetClose does not appear in the plugin browser.

You have not added the plugin marketplace yet. Complete Step 2 of Installing the Plugin (add the marketplace from https://github.com/netgain-solutions/netclose-cowork-plugin). If you get a permissions error when adding a marketplace, your organization may restrict which marketplaces users can add; ask your workspace admin to allow the netgain-solutions/netclose-cowork-plugin marketplace, or to add the plugin for the whole workspace using the Workspace Admin Setup section.

Slash commands appear but Claude responds with "tool not found".

The NetSuite MCP connection is not active, or the assigned NetSuite role does not have MCP access or the required NetClose record permissions. Repeat the steps in Connecting the NetSuite MCP Server and confirm with a NetSuite administrator that the role is configured for MCP and has the necessary NetClose record permissions. On OneWorld tenants, verify that the Subsidiaries list permission has been added to the cloned role.

Authentication errors occur when running a slash command.

The Cowork session has lost its NetSuite authentication. Re-authenticate via Customize > Connectors > NetSuite and re-run the command.

An issue not described above.

Report it to the Netgain contact, who will route it to engineering. The plugin is in private pilot and user feedback shapes prioritization.

NetClose Connecting to AI via MCP - background on the NetSuite MCP integration the plugin depends on.
NetClose Permissions Overview - reference for general NetClose permissions.

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