manage-partners

name

manage-partners

description

Manage Odoo 18 res.partner records via XML-RPC API. Use this skill when the user asks to "create a contact", "add a partner", "update partner info", "edit contact", "find partner", "search contacts in Odoo", "add company to Odoo", "update customer", "přidej kontakt", "uprav partnera", "najdi firmu v Odoo", "přidej firmu", "založ zákazníka", "aktualizuj kontakt", or any request involving creating, reading, updating, or searching res.partner records in Odoo 18.

Odoo 18 Partner Management (res.partner)

Manage contacts, companies, and customers in Odoo 18 via XML-RPC API.

Before executing any API calls, read the shared reference at ${CLAUDE_PLUGIN_ROOT}/references/xmlrpc-api.md for connection setup and field reference.

Configuration

Require these environment variables (ask user if not set):

• ODOO_URL — Odoo instance URL (default: https://michalvarys.eu)
• ODOO_DB — Database name (default: varyshop)
• ODOO_API_KEY — API key from user profile

UID se zjistí automaticky přes common.authenticate(ODOO_DB, '', ODOO_API_KEY, {}) — viz sdílená reference.

Operations

Create Partner (Company)

partner_id = models.execute_kw(DB, UID, KEY, 'res.partner', 'create', [{
    'name': 'Company Name',
    'is_company': True,
    'email': '[e-mail]',
    'phone': '+420...',
    'website': 'https://company.cz',
    'street': 'Address',
    'city': 'City',
    'zip': 'PSC',
    'country_id': 56,  # Czech Republic
    'customer_rank': 1,
    'comment': '<p>Notes about this partner</p>',
}])

Create Contact (Person under Company)

contact_id = models.execute_kw(DB, UID, KEY, 'res.partner', 'create', [{
    'name': 'Jan Novák',
    'is_company': False,
    'parent_id': company_partner_id,
    'email': '[e-mail]',
    'phone': '+420...',
    'function': 'CEO',  # job title
    'customer_rank': 1,
}])

Search Partners

partners = models.execute_kw(DB, UID, KEY, 'res.partner', 'search_read', [
    [['name', 'ilike', 'search_term'], ['is_company', '=', True]]
], {'fields': ['name', 'email', 'phone', 'website', 'city'], 'limit': 20})

Update Partner

models.execute_kw(DB, UID, KEY, 'res.partner', 'write', [
    [partner_id],
    {'field': 'new_value'}
])

Partner Comment Field — Rich Analysis Storage

The comment field on res.partner supports HTML. Use it to store comprehensive analysis:

<div class="partner-analysis">
  <h3>Digitální stopa</h3>
  <ul>
    <li><strong>Web:</strong> analysis of current website</li>
    <li><strong>Social:</strong> social media presence</li>
    <li><strong>SEO:</strong> search visibility assessment</li>
  </ul>
  <h3>Kontakty</h3>
  <ul>
    <li>Name — role — email — phone</li>
  </ul>
  <h3>Selling argumenty</h3>
  <ul>
    <li>Argument 1 with reasoning</li>
  </ul>
  <h3>Pain pointy</h3>
  <ul>
    <li>Pain point with evidence</li>
  </ul>
</div>

Country IDs (Common)

• Czech Republic: 56
• Slovakia: 201
• Germany: 57
• Austria: 14
• Poland: 177

Workflow

1. Ask user for partner details (name, type, contact info)
2. Check if partner already exists (search by name/email/website)
3. If exists, offer to update. If not, create new.
4. Return the partner ID and a summary of what was created/updated.
5. Always confirm the action with the user before executing write operations.