Odoo Integration

Odoo Integration Skill

This skill provides integration with Odoo Community Edition for accounting operations.

Features

• Create customers
• Generate invoices
• Record expenses
• Track payments
• Generate financial reports
• Weekly accounting audit

Prerequisites

• Odoo Community Edition 19+ running (Docker recommended)
• Accounting module installed
• Admin credentials configured

Configuration

Add to .env:

ODOO_URL=http://localhost:8069
ODOO_DB=odoo
ODOO_USERNAME=admin@example.com
ODOO_PASSWORD=admin

Usage

Create Invoice

# Via Claude Code
claude /odoo-integration --create-invoice \
  --client "Client A" \
  --email "client@example.com" \
  --amount 1500 \
  --description "January 2026 Services"

Record Expense

# Via Claude Code
claude /odoo-integration --record-expense \
  --category "Software" \
  --amount 99 \
  --description "Monthly subscription"

Get Financial Summary

# Via Claude Code
claude /odoo-integration --financial-summary \
  --period "this-month"

Integration with AI Employee

The Odoo integration automatically:

1. Creates invoices when requested via email/WhatsApp
2. Records expenses from bank transactions
3. Generates weekly financial reports
4. Provides data for CEO Briefing

Approval Workflow

All financial actions require human approval:

• Invoice creation → /Pending_Approval/
• Expense recording → /Pending_Approval/
• Payment processing → /Pending_Approval/

Audit Logging

All Odoo operations are logged to:

• AI_Employee_Vault/Logs/YYYY-MM-DD.json
• Includes: timestamp, action, actor, result

Troubleshooting

Odoo not accessible

# Check if Odoo is running
docker ps | grep odoo

# Restart Odoo
cd odoo-docker
docker-compose restart odoo

Authentication failed

• Verify credentials in .env
• Check Odoo database name
• Ensure user has accounting permissions

Invoice creation failed

• Verify customer exists
• Check accounting module is installed
• Review Odoo logs: docker logs odoo