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Catalyst

NetSuite ERP integration and automation for a regulated digital-health manufacturer.

Fractional PM, systems engineer, administration, and a PLM-to-ERP / CRM-to-ERP integration pipeline for a Series B digital-health company.

NetSuite ERP integration and automation for a regulated digital-health manufacturer.

Catalyst is a fractional PM and systems engineer engagement, via AKBUILDS, with a Series B digital-health manufacturer running lot-tracked, serialized inventory under strict regulatory compliance. The work spans end-to-end ERP administration and SuiteScript development, a PLM-to-ERP sync pipeline on Celigo, CRM automation for the commercial team, remediation of complex lot-inventory data-integrity issues, and custom MCP servers that let Claude query the ERP live to accelerate development and triage. Ongoing since December 2024.

ERP work for regulated manufacturing: a three-flow PLM-to-ERP pipeline, SuiteScript automation, lot-traceable inventory fixes, and custom MCP servers that query the ERP live.

  • 0184% reduction in item-sync time across the system rollout
  • 02Three-flow Celigo pipeline syncing the full item lifecycle
  • 03Two custom MCP servers (50 tools) giving Claude live ERP and integration access
  • 04Lot-traceable inventory remediation that preserves the compliance audit trail

01. Celigo integration pipeline (PLM to ERP)

  • Three-flow sequential sync from a Salesforce-based PLM and CRM to NetSuite: suppliers, items, and BOM revisions
  • JavaScript branching that routes items by category and BOM status
  • Root-caused an error backlog to externalid collisions and shipped a clean rename / clear / recreate remediation
  • Sandbox-first promotion workflow: clone production flows, fix, validate, promote
  • Primary technical bridge to Oracle or external consultants during a revision-field engagement

02. Custom MCP server infrastructure

  • NetSuite MCP (13 tools): live ERP queries, SuiteQL, record inspection, and script management on Cloudflare Workers
  • Celigo MCP (37 tools): flow CRUD, error triage, sandbox cloning, and promotion tooling
  • Migrated API tokens to KV-backed secrets so they survive every Worker deploy

03. NetSuite CRM automation

  • SuiteScript driven events for the commercial team: task escalation, open / click tracking, and a daily digest to the Head of Commercial
  • Top-down reporting pipeline: automated reporting to the Head of Commercial and CEO
  • Zapier ingest wiring form submissions into NetSuite leads and opportunities

04. Inventory and lot management

  • Resolved a non-conforming lot: removed from MRP netting and financial assets while preserving traceability
  • Documented costing implications of write-offs across average and standard costing methods
  • Fixed a cycle-count bulk-configuration issue by surfacing the right classification and interval fields
  • Suitelet-based packing-slip workaround for lot and expiration display, bypassing an Advanced PDF limitation

05. SuiteQL and reporting

  • Complex SuiteQL against lot-tracked inventory with display-value resolution and keyset pagination
  • Resolved Saved Search Summary Type conflicts using Group to surface detail alongside aggregates
+-----------------------------------------------------------+
|              Propel PLM  (source of record)               |
|           Items / BOMs / Suppliers / Revisions            |
+-----------------------------------------------------------+
                           |  Celigo integrator.io
                           v  (3 sequential flows)
+-----------------------------------------------------------+
| Flow 1: Supplier -> Vendor                                |
| Flow 2: Item -> NetSuite Item  (branch by category)       |
| Flow 3: BOM -> BOM Revision                               |
+-----------------------------------------------------------+
                           |
                           v
+-----------------------------------------------------------+
|                       NetSuite ERP                        |
| Items (lot-tracked, serialized), Vendors, Inventory,      |
| BOM / Revisions, CRM (leads, tasks, territories),         |
| Saved Searches, SuiteQL, Reports                          |
+-----------------------------------------------------------+
              |                              |
              v                              v
      +------------------+         +------------------+
      | NetSuite MCP     |         | Celigo MCP       |
      | 13 tools         |         | 37 tools         |
      | TBA / OAuth 1.0  |         | KV-backed secrets|
      +------------------+         +------------------+
              |                              |
              +--------------+---------------+
                             v
+-----------------------------------------------------------+
|   Claude: live querying, error triage, dev acceleration   |
+-----------------------------------------------------------+

Propel PLM syncs to NetSuite through three Celigo flows; custom MCP servers let Claude query the ERP live.

ERP
NetSuite (SuiteQL, SuiteScript 2.1)
Integration
Celigo integrator.io
Source system (PLM)
Propel PLM (Salesforce-based)
Scripting
SuiteScript 2.1 (User Event, Scheduled, Map/Reduce)
MCP servers
Cloudflare Workers (TBA / OAuth 1.0, KV-backed secrets)
Automation
Zapier (web form to NetSuite lead ingest)
AI tooling
Claude + custom MCP servers for live ERP querying