odoo-crm

name	odoo-crm
description	Odoo CRM operations — manage leads, opportunities, pipeline stages, and sales activities.
version	1.0.0
author	Hermes
license	MIT
platforms	["linux","macos","windows"]
metadata	{"hermes":{"tags":["odoo","crm","leads","opportunities","sales-pipeline"],"parent_skill":"odoo"}}

Odoo CRM

Manage leads, opportunities, pipeline stages, and sales activities via the Odoo crm subcommand.

Prerequisite: The odoo skill must be set up first. Run python scripts/setup.py --check from the parent business/odoo/ directory.

Usage

All commands use ODOO crm <action>. ODOO = python scripts/odoo_api.py from the business/odoo/scripts/ directory.

List leads

ODOO crm list-leads --limit 20
ODOO crm list-leads --user-id 2 --limit 10
ODOO crm list-leads --team-id 1

List opportunities

ODOO crm list-opportunities --limit 20
ODOO crm list-opportunities --user-id 2

Get a lead/opportunity

ODOO crm get 5

Create a lead

ODOO crm create --name "New Lead" --partner-id 3 --email-from "[e-mail]"

Create an opportunity:

ODOO crm create --name "Big Deal" --type opportunity --expected-revenue 50000 --probability 10

Update a lead

ODOO crm update 7 --stage-id 3 --user-id 2
ODOO crm update 7 --priority 3

Bulk update multiple leads:

ODOO crm update "[7, 8, 9]" --values '{"stage_id": 3}'

Delete a lead

ODOO crm delete 15

Always confirm with the user before deleting.

List pipeline stages

ODOO crm stages

Statistics

ODOO crm statistics

Output Format

list-leads / list-opportunities

{
  $ODOO_DB: true,
  "result": [
    {
      "id": 7,
      "name": "Acme Corp Deal",
      "partner_id": [3, "Acme Corp"],
      "email_from": "[e-mail]",
      "phone": null,
      "type": "lead",
      "stage_id": [1, "New"],
      "user_id": [2, "$ODOO_USER"],
      "team_id": [1, "Sales"],
      "priority": "2",
      "expected_revenue": 50000.0,
      "date_deadline": "2026-06-01",
      "create_date": "2026-05-11 10:00:00",
      "activity_date_deadline": "2026-05-15"
    }
  ]
}

get

Same as above, single object.

create

{$ODOO_DB: true, "result": 8}

update / delete

{$ODOO_DB: true, "result": true}

stages

{
  $ODOO_DB: true,
  "result": [
    {"id": 1, "name": "New", "sequence": 1, "is_won": false, "team_id": false},
    {"id": 2, "name": "Qualified", "sequence": 2, "is_won": false, "team_id": false},
    {"id": 3, "name": "Won", "sequence": 99, "is_won": true, "team_id": false}
  ]
}

statistics

{
  $ODOO_DB: true,
  "result": {
    "total_leads": 42,
    "leads": 15,
    "opportunities": 27
  }
}

Key Models

Model	Use
crm.lead	Leads and opportunities
crm.stage	Pipeline stages
crm.team	Sales teams

Common Fields

Field	Type	Description
name	char	Lead/opportunity title (required)
partner_id	many2one	Contact/company
email_from	char	Email address
phone	char	Phone number
type	selection	lead or opportunity
stage_id	many2one	Pipeline stage
user_id	many2one	Assigned salesperson
team_id	many2one	Sales team
priority	selection	0, 1, 2, 3 (3 = highest)
expected_revenue	monetary	Expected deal value
probability	float	Win probability (0-100)
date_deadline	date	Expected close date
description	text	Notes/details

Rules

1. Stages are sequential: Lower sequence = earlier stage. is_won=True = won.
2. Type matters: lead → initial unqualified; opportunity → qualified with revenue/probability.
3. Use the parent skill's model command for operations not covered here: ODOO model crm.lead search --domain '[["type","=","opportunity"],["priority",">",2]]'
4. Confirm deletes: Always ask before running delete.

Curl Examples

Authenticate first, then query:

# Auth
UID=$(curl -s -X POST $ODOO_URL/jsonrpc -H "Content-Type: application/json" -d '{"jsonrpc":"2.0","method":"call","params":{"service":"common","method":"authenticate","args":[$ODOO_DB,"$ODOO_USER","$ODOO_PASS",{}]},"id":1}' | python3 -c "import sys,json;print(json.load(sys.stdin)['result'])")

# List leads
curl -s -X POST $ODOO_URL/jsonrpc -H "Content-Type: application/json" -d "{\"jsonrpc\":\"2.0\",\"method\":\"call\",\"params\":{\"service\":\"object\",\"method\":\"execute_kw\",\"args\":[\"$ODOO_DB\",$UID,\"$ODOO_PASS\",\"crm.lead\",\"search_read\",[[\"type\",\"=\",\"lead\"]],{\"limit\":10,\"fields\":[\"name\",\"email_from\",\"stage_id\",\"user_id\"]}]},\"id\":2}"

# Create lead
curl -s -X POST $ODOO_URL/jsonrpc -H "Content-Type: application/json" -d "{\"jsonrpc\":\"2.0\",\"method\":\"call\",\"params\":{\"service\":\"object\",\"method\":\"execute_kw\",\"args\":[\"$ODOO_DB\",$UID,\"$ODOO_PASS\",\"crm.lead\",\"create\",[{\"name\":\"New Lead\",\"type\":\"lead\"}]]},\"id\":2}"