odoo-crm

name	odoo-crm
description	Integrate with self-hosted Odoo Community via JSON-RPC API. Use for CRM operations (create leads, log activities, search contacts) and accounting draft actions (create draft invoices — never post without human approval). Use when processing LinkedIn connections, approved CRM actions, or when running the weekly accounting audit. Requires ODOO_URL, ODOO_DB, ODOO_USERNAME, ODOO_PASSWORD in .env.

Odoo CRM & Accounting

Interact with Odoo Community Edition via the external JSON-RPC API.

When to Use

• A new LinkedIn lead arrives → create a CRM lead in Odoo
• User asks to log an activity on an Odoo contact
• Weekly accounting audit → query open invoices / receivables
• Processing an APPROVAL_ODOO_*.md file from vault/Approved/
• Generating the weekly CEO briefing → pull Odoo metrics

Setup

Add to .env:

ODOO_URL=http://localhost:8069
ODOO_DB=mycompany
ODOO_USERNAME=admin
ODOO_PASSWORD=your_odoo_password

Install Odoo Community locally:

# Docker (recommended for local dev)
docker run -d -p 8069:8069 --name odoo \
  -e HOST=db -e USER=odoo -e PASSWORD=odoo \
  odoo:17

Or follow: https://www.odoo.com/documentation/17.0/administration/install/install.html

Available Operations

CRM

• create_lead — Create a new CRM lead/opportunity
• search_contacts — Search partner/contact records
• log_activity — Schedule or log an activity on a record

Accounting (DRAFT ONLY — never auto-post)

• create_draft_invoice — Create an invoice in draft state
• list_open_invoices — List unpaid/overdue invoices
• get_accounting_summary — Revenue + receivables summary for briefing

Rules

• Never post/confirm an invoice without vault/Approved/ file
• Never delete Odoo records without explicit human instruction
• Always log Odoo operations to vault/Logs/
• Always write approval request for any write action beyond CRM leads
• Accounting actions: draft is auto-approved; confirm/post requires approval

Approval File Format

---
type: approval_request
action: odoo_post_invoice
status: approved
---

# What will happen after approval?

Invoice INV/2026/00042 will be confirmed and moved from Draft to Posted state.

# Payload

- **Invoice ID:** 42
- **Amount:** $1,500.00
- **Customer:** Acme Corp

Dry-Run Mode

python .claude/skills/odoo-crm/scripts/odoo_client.py \
  --operation create_lead \
  --data '{"name": "Test Lead", "partner_name": "Acme Corp"}' \
  --dry-run