crm-opportunities

name

crm-opportunities

description

Create and manage CRM opportunities (crm.lead) in Odoo 18 via XML-RPC API. Use this skill when the user asks to "create an opportunity", "add a lead", "add to CRM", "create CRM record", "new sales opportunity", "přidej příležitost", "vytvoř lead", "přidej do CRM", "nová obchodní příležitost", "založ příležitost", or any request involving creating, searching, or managing CRM leads/opportunities in Odoo 18.

Odoo 18 CRM Opportunity Management (crm.lead)

Create and manage CRM leads and opportunities 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

Same environment variables as other Odoo skills:

• ODOO_URL, ODOO_DB, ODOO_API_KEY (UID se zjistí automaticky přes authenticate)

Operations

Create Opportunity

lead_id = models.execute_kw(DB, UID, KEY, 'crm.lead', 'create', [{
    'name': 'Opportunity Title — Company Name',
    'type': 'opportunity',  # 'lead' or 'opportunity'
    'partner_id': partner_id,  # link to res.partner
    'email_from': '[e-mail]',
    'phone': '+420...',
    'website': 'https://company.cz',
    'expected_revenue': 15000.0,
    'probability': 30.0,
    'description': '<p>Detailed description of the opportunity</p>',
    'tag_ids': [(6, 0, tag_ids)],  # set tags
}])

Get Pipeline Stages

stages = models.execute_kw(DB, UID, KEY, 'crm.stage', 'search_read', [
    []
], {'fields': ['name', 'sequence'], 'order': 'sequence ASC'})

Search Opportunities

opportunities = models.execute_kw(DB, UID, KEY, 'crm.lead', 'search_read', [
    [['partner_id', '=', partner_id]]
], {'fields': ['name', 'stage_id', 'expected_revenue', 'probability', 'create_date']})

Move to Stage

models.execute_kw(DB, UID, KEY, 'crm.lead', 'write', [
    [lead_id],
    {'stage_id': target_stage_id}
])

Get CRM Tags

tags = models.execute_kw(DB, UID, KEY, 'crm.tag', 'search_read', [
    []
], {'fields': ['name', 'color']})

Create CRM Tag

tag_id = models.execute_kw(DB, UID, KEY, 'crm.tag', 'create', [{
    'name': 'Web Prospect',
    'color': 4,  # 0-11 color index
}])

Description Field — Rich Content

The description field supports HTML. For prospect opportunities, structure it as:

<div>
  <h3>Popis příležitosti</h3>
  <p>What the opportunity is about</p>

  <h3>Scope</h3>
  <ul>
    <li>Tvorba nového webu</li>
    <li>SEO optimalizace</li>
    <li>Hosting a údržba</li>
  </ul>

  <h3>Cenová nabídka</h3>
  <table>
    <tr><td>Web design</td><td>od X Kč</td></tr>
    <tr><td>Měsíční údržba</td><td>od 890 Kč/měsíc</td></tr>
  </table>

  <h3>Další kroky</h3>
  <p>Follow-up actions</p>
</div>

Workflow

1. Ask user for opportunity details (or receive from prospect-website workflow)
2. Check if partner exists, create if needed (delegate to manage-partners skill)
3. Create the opportunity linked to the partner
4. Set appropriate stage and tags
5. Return the opportunity ID and summary