odoo-financial-reports

name	odoo-financial-reports
description	Use this skill to fetch, calculate, analyze, and format Odoo financial reports (Balance Sheet, Profit & Loss, Trial Balance, Partner Ledger, General Ledger, Cash Flow, DIOT) via Odoo MCP. Triggers on: 'financial report', 'balance sheet', 'profit and loss', 'trial balance', 'partner ledger', 'general ledger', 'accounting report', 'financial statement', 'p&l', 'diot'.
last_validated	"2026-06-12T00:00:00.000Z"

Odoo Financial Reports Skill

This skill guides you on how to query Odoo financial reports (account.report) via the Odoo MCP server, delegate their calculations to Odoo, and parse and format their JSON structures into clean, readable Markdown reports.

Prerequisites

• Active connection profile in odoo-mcp-multi.
• Direct execution access to the execute_kw and search_read tools.

Odoo Version Context Awareness

This skill is designed and validated specifically for Odoo 17.0, 18.0, and 19.0+. Before executing report queries on a connection profile, you should verify the target Odoo version using the get_version tool:

• Odoo 17.0, 18.0, and 19.0+: Uses the get_financial_report tool or CLI command which invokes get_options and get_report_information (singular for 19.0+, plural get_report_informations for 17.0/18.0) on the account.report model.
• Odoo < 17.0: Financial reports are handled differently (community/enterprise use distinct engines, and the database does not store report configurations in account.report records in the same way).

Ensure you inspect the target server version before executing financial report commands.

Reference Catalog

Refer to the financial_reports_options.md catalog for:

• Mapping of all standard report names to their official Odoo XML IDs.
• Schema definitions for common report options (dates, journals, draft entries, etc.).

Execution Workflow

Calculating a financial report in Odoo 17, 18, or 19+ must be done using the native get_financial_report tool or CLI command. This encapsulates the 2-step resolution chain (country redirects, active variants, and dates merging) into a single optimized operation.

MCP Tool Usage

Call the get_financial_report tool with your target report name or ID:

{
  "report_id_or_name": "Profit and Loss",
  "date_from": "2026-01-01",
  "date_to": "2026-05-31",
  "format": "html",
  "profile": "edyendigital"
}

CLI Command Usage

Invoke the command directly from the shell:

odoo-mcp get-financial-report -r "Profit and Loss" --df 2026-01-01 --dt 2026-05-31 -f html -p edyendigital

Presentation Formats

The tool handles formatting and represents Odoo's native OWL report layout styles:

1. HTML Format (-f html)

Generates a complete HTML page matching Odoo's native OWL report templates (line.xml, header.xml, account_report.scss) conceptually:

• Spacing: Inserts an empty <tr> row before level=0 lines to group sections cleanly.
• Header Structure: Generates multi-row headers based on column_headers (dates) and subheaders (columns labels).
• Indentation: Indents hierarchical row concepts using left padding: style="padding-left: {((level + 1) * 8) - 20}px;" for level >= 2.
• Level 0 Styling: Styles root lines with bold text and a solid light grey (#dee2e6) background.
• Totals: Styles total lines (id containing |total~~) with bold text and double underlines (border-bottom: 2px double #212529).

2. Table / Markdown Format (-f table)

Renders a clean Markdown table with concept lines prepended with spaces ( * level) to preserve hierarchy in chat interfaces.

3. CSV Format (-f csv)

Renders a RFC 4180 CSV representing the hierarchical concepts with spaces prefixing the concept labels.

4. JSON Format (-f json)

Returns the raw calculated report payload and options dictionaries for programmatic parsing.

Known Discrepancies

• Report 418 (STAFF): Misconfigured on Odoo 19. It references the deprecated field analytic_account_id on account.move.line, which is removed in Odoo 19. Calculating this report will fail with a 422 error.