Choose your NetSuite setup

Choose the guide that matches the NetSuite setup page in your Glean workspace. Existing connectors keep the setup flow they were created with.

Identify your setup flow

Use the labels on your setup page to choose a guide:

Use New setup when the page shows Set up indexing, Connect tools (optional), and Review setup.
Use Previous setup when the indexing form does not include a Connect tools (optional) step.

Enter indexing credentials, connect or skip NetSuite MCP, and review access before starting the crawl.

Configure indexing through the existing certificate-based setup form.

Both flows configure indexing. New setup also offers an optional connection to NetSuite's Model Context Protocol (MCP) server:

Setup detail	New setup	Previous setup
Sequence	Set up indexing, Connect tools (optional), then Review setup	Configure indexing through the existing setup form
Indexing credentials	Machine-to-machine OAuth client ID, certificate ID, certificate, and private key	The same indexing credentials
MCP tools	Connect with a separate OAuth integration, or click Skip	No MCP connection step in the indexing form
MCP account	Uses the account and environment saved during indexing setup	Existing standalone MCP connections use their own configuration

For an existing standalone MCP connection, use NetSuite MCP. Adding New setup does not migrate or rebind that connection.