odoo-actions

name	odoo-actions
description	Perform Odoo ERP operations including customer lookup, invoice creation, and financial reporting. Use when Claude needs to interact with Odoo ERP for business operations like creating invoices, looking up customers, or retrieving financial data. This skill works by reading approved action files from the Approved/ folder and executing corresponding Odoo operations.

Odoo Actions Skill

This skill enables Claude to interact with Odoo ERP for business operations including customer lookup, invoice creation, and financial reporting.

When to Use This Skill

Use this skill when:

1. Processing approved action files from the /Approved folder that require Odoo operations
2. Creating invoices in Odoo based on business requests
3. Looking up customer information in Odoo
4. Retrieving financial data from Odoo for reporting
5. Updating records in Odoo based on business requirements

Available Operations

Customer Operations

• Look up existing customers by name, email, or reference
• Create new customers in Odoo
• Update customer information

Invoice Operations

• Create draft invoices
• Confirm invoices
• Add invoice lines
• Retrieve invoice details

Financial Reporting

• Get weekly revenue data
• Get outstanding invoices
• Get overdue payments
• Get customer payment history

Input Format

This skill reads action files from the AI_Employee_Vault/Approved/ folder with the following format:

---
type: odoo_action
action: create_invoice | lookup_customer | confirm_invoice | get_weekly_revenue
customer_id: 123  # For invoice creation
invoice_amount: 1500.00  # For invoice creation
invoice_description: "January Services"  # For invoice creation
customer_email: "[e-mail]"  # For customer lookup
start_date: "2026-01-01"  # For revenue reporting
end_date: "2026-01-31"  # For revenue reporting
---

Execution Process

1. Scan the AI_Employee_Vault/Approved/ folder for files with type: odoo_action
2. Parse the action and parameters from the YAML frontmatter
3. Execute the corresponding Odoo operation using the Odoo MCP server
4. Log the result to the audit log
5. Move the processed file to the AI_Employee_Vault/Done/ folder
6. Update the Dashboard.md with the result

MCP Tools Available

• odoo_create_customer - Create a new customer in Odoo
• odoo_lookup_customer - Find customer information by various criteria
• odoo_create_invoice - Create a draft invoice in Odoo
• odoo_confirm_invoice - Confirm and send an invoice in Odoo
• odoo_get_weekly_revenue - Retrieve revenue data for a period
• odoo_get_outstanding_invoices - Get list of unpaid invoices
• odoo_update_customer - Update customer information

Error Handling

• If an operation fails due to authentication issues, pause operations and alert the user
• If a customer lookup fails, note the error and continue processing
• If an invoice creation fails, move the file to an error queue for manual review
• Log all errors to the audit log with appropriate severity

Audit Trail

All Odoo operations are logged to AI_Employee_Vault/Logs/YYYY-MM-DD.json with:

• Timestamp
• Action type
• Actor (Claude)
• Target (Odoo entity)
• Parameters used
• Result of the operation
• Approval status

Test Plan

1. Create a test action file in AI_Employee_Vault/Approved/TEST_odoo_customer_lookup_2026-01-07.md
2. Run the skill and verify it processes the file
3. Check that the customer lookup was performed in Odoo
4. Verify the file was moved to AI_Employee_Vault/Done/
5. Check that the audit log contains the operation
6. Verify Dashboard.md was updated with the result

Dependencies

• Odoo ERP instance running at the configured URL
• Valid Odoo credentials in environment variables
• Odoo MCP server properly configured
• Internet connectivity to reach the Odoo instance