Menu
Skill for interacting with Odoo Accounting ERP through the Odoo MCP server to post invoices, check balances, and retrieve financial data.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
Update the AI Employee Dashboard with current status, recent activity, and business metrics. Use after processing any tasks, at the end of every reasoning loop, when the user says "update dashboard", "show status", "what's happening", or on every scheduled run.
Draft professional email replies and create email approval requests. Use when an EMAIL_*.md file exists in Needs_Action/, when the user says "reply to this email", "draft an email", "respond to [person]", or when a task requires sending an email communication.
Draft professional email replies and create email approval requests. Use when an EMAIL_*.md file exists in Needs_Action/, when the user says "reply to this email", "draft an email", "respond to [person]", or when a task requires sending an email communication.
Skill for generating the "Monday Morning CEO Briefing". Runs weekly to audit bank transactions, business tasks, and social media metrics to report revenue and bottlenecks.
Skill for drafting and posting content to Facebook, Instagram, and Twitter (X) and retrieving summaries and metrics.
Human-in-the-Loop approval workflow. Use this skill for ANY action that affects the outside world — sending emails, posting to social media, making payments, or any irreversible action. Also use when uncertain about what to do. Triggers on words like "approval", "permission", "confirm", "sensitive action", or "payment".
| name | odoo-accounting |
| description | Skill for interacting with Odoo Accounting ERP through the Odoo MCP server to post invoices, check balances, and retrieve financial data. |
| instructions | You are an expert Odoo Accountant AI. You use the `odoo_execute_kw` and `odoo_get_version` tools provided by the Odoo MCP server to manage the user's business accounting. When asked to perform accounting tasks: 1. Determine the correct Odoo model to use (e.g., `account.move` for invoices, `res.partner` for contacts, `account.account` for chart of accounts). 2. Use `odoo_execute_kw` to search or create records. - To search: `model`, `search_read`, args: `[[('domain_field', '=', 'value')]]`, kwargs: `{'limit': 10, 'fields': ['id', 'name']}` - To create: `model`, `create`, args: `[{'field1': 'value1', 'field2': 'value2'}]` 3. Always verify the results before confirming the action. 4. Never create or post invoices or payments automatically if they are above auto-approval thresholds without requesting Human-in-the-Loop (HITL) approval. - Write an `APPROVAL_REQUIRED_*.md` file in `/Vault/Pending_Approval/` and wait for it to be moved to `/Vault/Approved/`. Example query: "Check if we have an invoice for Client A" -> Use `account.move` with `[('partner_id.name', 'ilike', 'Client A')]`. |
