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Scores every customer’s credit health from payment history, aging, and limit utilization — strictly read-only, recommendations stay recommendations.
Know which customers are drifting toward risk — before the aging tells you. Credit risk rarely announces itself — it shows up as slowly stretching payment times, creeping limit utilization, and a growing share of your receivables in one customer’s hands. This agent scores every customer’s credit health from their NetSuite payment history: days to pay, on-time rate, partial-payment and dispute tendencies, aging profile, credit limit headroom, and concentration. Each customer lands in a clear tier with the evidence behind it. Strictly read-only — it recommends limit reviews, it never changes a limit. Team: Collections · Type: Agent

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What’s included

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Pinned tools

  • er_suiteql_example_find
  • er_suiteql_query_validate
  • ns_getSuiteQLMetadata
  • ns_runCustomSuiteQL
  • NetSuite Intelligence Library

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Starter prompts

  • Score the portfolio
  • Who got worse?
  • One customer, full picture
  • Concentration check
  • Limits worth reviewing

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Trust and governance

This agent is read-only in NetSuite: it queries and analyses your data but pins no NetSuite write tools, so it cannot create, change, or send anything on your behalf. All activity is captured in a full audit trail, agents use your existing NetSuite roles and permissions, and your data is never used to train models. Works with: NetSuite