Claude-skill-registry-data managing-odoo

install

source · Clone the upstream repo

git clone https://github.com/majiayu000/claude-skill-registry-data

Claude Code · Install into ~/.claude/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/majiayu000/claude-skill-registry-data "$T" && mkdir -p ~/.claude/skills && cp -r "$T/data/managing-odoo" ~/.claude/skills/majiayu000-claude-skill-registry-data-managing-odoo && rm -rf "$T"

manifest: data/managing-odoo/SKILL.md

source content

Odoo Accounting MCP Skill

FastMCP server for Odoo ERP integration via XML-RPC API.

Quick Start

# Start MCP server
python src/mcp_servers/odoo_server.py

# Check connection
python -c "from src.mcp_servers.odoo_server import check_connection; print(check_connection())"

MCP Tools

Tool	Description
`create_customer_invoice`	Create customer invoice with line items
`record_expense`	Record vendor bill (expense)
`get_financial_summary`	Revenue, expenses, profit for date range
`list_recent_invoices`	List recent customer invoices
`list_recent_bills`	List recent vendor bills
`list_products`	Search/list products
`get_partner_details`	Get customer/vendor details
`check_connection`	Verify Odoo connectivity

Production Gotchas

Invoice Line Format

Invoice lines require Odoo's special tuple format

(0, 0, {...})

# ✓ CORRECT - Tuple format for new lines
invoice_line_values.append((0, 0, {
    'product_id': product_id,
    'name': description,
    'quantity': quantity,
    'price_unit': unit_price
}))

# ✗ WRONG - Plain dictionary
invoice_line_values.append({
    'product_id': product_id,
    ...
})

The

(0, 0, {...})

means: "Create new record with these values".

Move Types

Odoo uses

move_type

to distinguish invoice types:

Type	Move Type
Customer Invoice	`out_invoice`
Customer Refund	`out_refund`
Vendor Bill	`in_invoice`
Vendor Refund	`in_refund`

Partner Auto-Creation

When customer/vendor doesn't exist, system auto-creates:

Customers:
```
customer_rank: 1
```
Vendors:
```
supplier_rank: 1
```

Product Auto-Creation

Missing products are auto-created as

type: 'service'

. For physical products, create manually in Odoo.

Partner ID Returns Tuple

Partner fields return

[id, name]

tuple, not just ID:

# partner_id = [42, "Acme Corp"]
customer_name = invoice['partner_id'][1]  # "Acme Corp"
customer_id = invoice['partner_id'][0]    # 42

Financial Summary Only Counts Posted

Only invoices/bills with

state: 'posted'

are included in financial summaries. Draft invoices are excluded.

Date Format Required

All dates must be ISO format

YYYY-MM-DD

# ✓ CORRECT
create_customer_invoice(..., invoice_date="2026-01-30")

# ✗ WRONG
create_customer_invoice(..., invoice_date="01/30/2026")

Circuit Breaker Pattern

API calls use circuit breaker for resilience. After 3 failures, circuit opens for 30 seconds.

Configuration

Required in

.env

ODOO_URL=http://localhost:8069    # Odoo server URL
ODOO_DB=digital_fte               # Database name
ODOO_USERNAME=admin               # Odoo username
ODOO_PASSWORD=your_password       # Odoo password (KEEP SECRET)

Setup

1. Odoo Installation

See

docs/setup/ODOO_SETUP.md

for full setup guide.

Quick local setup:

docker run -d -e POSTGRES_USER=odoo -e POSTGRES_PASSWORD=odoo -e POSTGRES_DB=postgres --name db postgres:13
docker run -d -p 8069:8069 --link db:db -e HOST=db -e USER=odoo -e PASSWORD=odoo --name odoo odoo

2. Enable XML-RPC

Odoo 14+ has XML-RPC enabled by default. Verify at:

http://localhost:8069/xmlrpc/2/common

3. Create API User

For production, create a dedicated API user with appropriate permissions.

Security Notes

All financial operations are audit logged
Business domain actions use
```
AuditDomain.BUSINESS
```
No approval workflow by default (add via orchestrator if needed)
Keep
```
ODOO_PASSWORD
```
in
```
.env
```
, never commit

Connection Caching

Connection is cached globally to avoid repeated authentication:

_odoo_connection = None  # Module-level cache

def get_odoo() -> OdooConnection:
    global _odoo_connection
    if _odoo_connection is None:
        _odoo_connection = OdooConnection(...)
    return _odoo_connection

Verification

Run:

python scripts/verify.py

Related Skills

```
generating-ceo-briefing
```
- Uses financial data for reports
```
watching-gmail
```
- Detect invoice requests from emails
```
digital-fte-orchestrator
```
- Process accounting tasks