Solution Library

Open Library in Erstan to browse ready-made Agents, automations, Skills, prompt packs, and App templates. The catalog describes the current releases.

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Browse the Library

The Library opens on Agents. Switch to Automations for repeatable processes, Apps for dashboards and workspaces, or All to browse across types. Packages is also available for reusable content. Use the search box within the selected type and Category to filter by business area. The current categories include Payables, Receivables & Collections, Close & Controls, Reporting & Planning, Billing & Revenue, Procurement & Inventory, Build & Customise, and Support. Choose All when a search should include other types, or clear the filters to broaden it. Cards show the item’s type, purpose, business area, publisher, and available connection or installation badges. Open a card to review its details before adding it. Listings and counts depend on what is published and available to your workspace.

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Apps and prompts

App templates provide a starting point for dashboards and tools. Review the required connections and data, choose an accessible destination, and complete the template’s setup. Open the installed App from Artifacts and check its publication and setup status. Later edits remain drafts until published. See Adding Apps and the App catalog. Prompt packs collect reusable requests. Add a pack or an individual prompt from the Library, then manage your copies from Prompts in the profile menu. See Prompts.

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Role Agents

The library includes eight NetSuite roles: Finance, AP, AR, Inventory, Sales, Support, Technical, and Solution Agent. Each combines specialist Skills, tools, reference material, and examples for its area of work. About explains the Agent’s purpose, common tasks, outputs, and action boundaries. After About and Try asking, the detail sections run in this order: Instructions, Included skills, Tools & access, Skill references, Knowledge, and How it works. Long tool descriptions have Show more and Show less controls. Knowledge starts collapsed. Select an item under Related automations to open its details in a popup, including its header, About, and interactive graph and steps. Close the popup to return to the same Agent, or choose Open full details to continue to the automation’s page. Each automation has its own setup; adding the role Agent does not install it.

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Automation graphs and steps

Expand Graph & steps on an automation’s detail page to explore its actual workflow. You can pan, zoom, and select a step, or use the step list below the graph. Choose Open full graph for a larger view. The details show what the step does and where its decision, approval, or rejection paths lead. The detail page lists the Skills included with the automation and the tools used across its steps. Adding an automation installs those Skill dependencies and creates your editable draft. It does not start a run or perform a NetSuite action. Review the connections, scope, and approval paths before running or publishing your copy.

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Your installed Agent

Adding an Agent creates an independent, editable Agent for your use. Choose Personal, Company-wide, or a Team. You can change its instructions, ownership, sharing, and output destination afterward. The listing shows the installed Agent you can access, with Open in Agents and its version status. Review update targets that same Agent. It does not enumerate other people’s installations. If you cannot access an installed Agent, the listing offers Add Agent for your own access. See Adding Agents and Updating an Agent.

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Connections and references

The Connections panel distinguishes an Agent’s required connections from connections needed by particular capabilities. For example, Send NetSuite email uses the Erstan NetSuite Add-on. NetSuite MCP alone does not provide that Add-on operation. Other MCP capabilities can still run without an optional Add-on connection. Automations that explicitly require the Add-on keep that requirement. The NetSuite badge on a card represents the NetSuite family. Open the detail page to see the individual connectors and their connection state. The bottom of Included skills summarizes the bundled reference files. Skill references lists them in a read-only table, with their names and the Skills they belong to. Knowledge shows configured searchable sources. The built-in NetSuite Reference Search Skill uses the workspace’s selected managed NetSuite product updates. It does not require users to pin another tool. See Agent Knowledge. Agents continue to respect connection authorization, source access, NetSuite roles, and workspace tool policies. The listing identifies read-only tools and tools that require approval where that metadata is available.

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Skill packages and examples

Packages group reusable Skills and example requests for an area of work. Review the contents before adding a package; a Skill package does not create an Agent or a team. Learn about packages.