Odoo for AI agents
Agents read Odoo at once. Changes and sends are held for a person's approval by default.
About Odoo
Open-source ERP and CRM platform for business management, including sales, accounting, inventory, and project management
What an agent can do in Odoo
Every Odoo action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Odoo without asking first. 5 actions.
- Get Bank Statement ResultTool to retrieve parsing results for a previously submitted bank statement. Returns extracted fields including balance_start, balance_end, date, and bank_statement_lines. Use when you need to check th
- Get Expense Extraction ResultRetrieve parsing results for a previously submitted expense document. Returns extracted fields including description, country, date, total, and currency. Use this after submitting an expense document
- List DatabasesTool to list all available Odoo databases on the server. Use when you need to see which databases are available on the Odoo instance.
- Get Applicant Parsing ResultTool to retrieve parsing results for a previously submitted resume/applicant document. Use when you need to check the status and get extracted fields (name, email, phone, mobile) from a resume that wa
- Get Invoice Parsing ResultTool to retrieve parsing results for a previously submitted invoice from Odoo Extract API. Use when you need to check the status and get extracted data from an invoice. Poll this endpoint until the st
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 6 actions.
- Create ContactCreate a new contact (customer, supplier, or generic partner) in Odoo's res.partner model. Use this action when you need to add a new person or company to the Odoo database. Set customer_rank > 0 to m
- Parse Applicant ResumeTool to submit a resume/CV document for OCR parsing and data extraction via Odoo Extract API. Extracts name, email, phone, and mobile from applicant resumes. Returns a document_token to poll for resul
- Parse Bank Statement DocumentTool to submit a bank statement document for OCR parsing and data extraction via Odoo Extract API. Extracts balance_start, balance_end, date, and bank_statement_lines. Returns a document_token to poll
- Parse Expense DocumentTool to submit an expense document for OCR parsing and data extraction. Extracts description, country, date, total, and currency from expense receipts. Returns a document_token to poll for results. Us
- Parse Invoice DocumentTool to submit an invoice document for OCR parsing and data extraction via Odoo Extract API. Uses AI-based algorithms to extract fields like total, due date, invoice lines, VAT numbers, IBAN, supplier
- Update Odoo RecordGeneric tool to update records across any Odoo model via the JSON-2 API write endpoint. Updates one or more records with the specified field values. Supports all Odoo field types including relational
Changes wait in Needs you
Changes and sends in Odoo are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
Odoo questions
Can an agent change data in Odoo on its own?
Not by default. Changes and sends in Odoo are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Odoo?
This connector lists 5 read actions. Reads run at once, without waiting for approval.
How does Odoo connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.