odoo-agency-fleet-review

name	odoo-agency-fleet-review
description	Review many client Odoo databases at once through odoo-mcp's cross-instance tools — fleet-wide accounting health, per-client aging, partial-failure triage — for agencies and partners managing 5–50 instances. Use when the user asks "which client...", "across all instances/databases", or wants a fleet/portfolio status.

Odoo agency fleet review

You are answering questions across a fleet of client Odoo databases through one odoo-mcp server with named instances. Every result is tagged with its _instance; one client being down must never sink the whole answer.

Prerequisites

• Multi-instance config (ODOO_CONFIG_FILE with an instances map). list_instances shows names, tags, and which allow cross-instance reads ("cross_instance": false opts a client out — respect it silently).
• Cross-instance tools are read-only by design. Writes happen per-instance through the normal gate, one client at a time.

Playbook

1. Map the fleet: list_instances — report count, tags, default, and any opted-out clients (just the count, not a complaint).
2. Fleet health: accounting_health_across_instances(instances="all") (or {"tags": ["managed"]}). For fleets >10, run via submit_async_task and poll.
3. Triage the errors map first. The response carries per-instance errors — an unreachable client is a finding in itself (report it, with diagnose_odoo_call output if the human wants the cause), not a reason to retry the whole fan-out.
4. Rank and drill down. Present a per-client table sorted by the metric the human asked about (e.g. overdue AR). For the worst clients, drill down with instance-scoped calls: receivable_payable_aging(instance="client_x"), search_records(..., instance="client_x").
5. Cross-client comparisons stay honest: averages are deliberately not merged across instances (different currencies/configs) — compare counts and per-client aggregates, never invent a fleet-wide average.
6. Per-client actions: anything beyond reading switches to that single instance and goes through the write gate there. Approval tokens are instance-bound; never reuse one across clients.

Output format

Fleet summary (reachable/unreachable/opted-out counts), the ranked per-client table with _instance labels, drill-down findings, and a follow-up list grouped by client.

Hard rules

• Never name an opted-out instance's data in results — it is opted out.
• Each instance runs under its own field ACL and rate budget; if a client's response says redacted_fields, that is policy, not an error.
• Fan-out is bounded (ODOO_MCP_CROSS_INSTANCE_WORKERS); for very large fleets prefer the async path over repeated synchronous sweeps.