AI in Odoo
Ask your Odoo in plain language, within the limits you set
Claude, ChatGPT or Cursor work with your Odoo data and see only what you allow. Assistants answer from your documentation and from the products of your shop, the bank lines and invoice lines left unmatched get suggestions, dashboards are drafted from a sentence and a planning assistant explains why an order is late. People keep the decisions.
MCP server From inside Odoo Bank reconciliation Planning assistant Dashboards All AI modules Questions
One rule: the AI explains, people decide
AI clients in Odoo
Claude, ChatGPT or Cursor read Odoo data with the rights of the signed-in user, and write only if you allow it.
Answers from your documentation
Agents answer from your Knowledge articles and your Markdown documentation, with a link to every source.
Accounting and purchasing
Vendor invoice and trial balance PDFs read into Odoo, and suggestions for the lines the standard matching left open. A person validates each one.
Planning and deliveries
The cause of a delay, the options to fix it and a morning list of the orders that need attention. Nothing changes in Odoo until a person acts.
Shop and content
A shop assistant that also searches by photo, product photos and related products proposed for review, automatic translation and dashboards drafted from a sentence.
Your AI provider
OpenAI or Google Gemini, set in Odoo AI, and Claude with our Anthropic module. The cost of every call is tracked.
Artificial intelligence
AI in Odoo, with limits
What we have built so far. The people stay in charge of the decisions.
It sees what the user may see
The AI works as an Odoo user, so the normal access rights and record rules always apply. A dedicated user for the AI is the recommended setup.
It changes nothing by default
The MCP server starts read-only, and the planning assistant only writes notes. Bank and invoice suggestions wait for a person, and a dashboard made by the assistant is a draft until someone publishes it. The assistants on the website only answer.
It leaves a trace
Every MCP call is in a log, with the old and the new value of what it changed. Every planning request is in an audit list, and every bank or invoice suggestion keeps its confidence and its reason.
The modules are in beta
They work, but they still change from one version to the next: start them on a test database, with writing turned off.
MCP Server
Odoo as an MCP server
MCP (Model Context Protocol) is the open standard through which AI clients connect to business systems. The module runs inside Odoo, on Community and Enterprise, and does not need the Odoo AI app.
Two ways to connect
An API key valid only for the MCP address, for Claude Code and Cursor. For Claude.ai and ChatGPT the user signs in to Odoo and approves the connection (OAuth 2.1), and can narrow it to reading only.
An access policy per user
The models the AI may use, with separate rights for read, create and write, and the fields it may see: hidden, shown or masked as ***.
Personal data masked
VAT number, IBAN, personal ID, birthday and salary come back as *** by default, and cannot be guessed through filters, sorting or totals.
Limits you set
Records per call, a daily budget of records and data, calls per minute and allowed IP addresses, for each policy.
Buttons, not free writing
Instead of opening writing on a model, you give the AI only the buttons it needs, such as confirming a quotation. Each runs with the rights of the connected user.
A call log on your server
User, client, tool, duration and result of every call, with the changes it made. It can support the record-keeping duties of the EU AI Act; by itself it does not make a system compliant.
Bank Reconciliation AI Fallback
Bank lines the matching could not place
Odoo's own matching runs first, for free. The AI is asked only about the lines left open, and the accountant validates every suggestion.
Only the lines left over
Payment reference, amount, partner and reconciliation models run first. The AI sees only the unreconciled lines, usually a handful per statement.
A match or an account
An open invoice or payment to reconcile with or, when nothing matches, the account of a new counterpart entry, such as bank fees or interest.
The accountant decides
Suggestions wait in a review list, with a confidence score and a plain explanation. Validate or discard them one by one or in bulk; nothing is posted automatically.
Your chart of accounts
The accounts the AI may propose are written in its instructions, editable per database. The Romanian instructions follow the Romanian chart of accounts: 627 for bank fees, 666 and 766 for interest. At any doubt, it declines.
Cost under control
Off by default, turned on per company, with a daily limit of AI calls.
Purchase PDF AI Import
Vendor invoices that arrive as PDF
Not every supplier sends an e-Factura XML. The AI reads the PDF, Odoo matches it to the purchase order, and a person checks every line before the import.
The usual import button
The Import Invoice button of the purchase order takes the PDF attached to the order, and the Purchase UBL import does the rest, as for an XML.
The AI reads, Odoo decides
The AI only transcribes the header, the lines and the totals. Matching the products by barcode, vendor code or name, the vendor prices, the receipt and the bill stay in code.
Always reviewed
A PDF never imports straight away. The preview lists what does not add up: a line value, the totals, the VAT and the base, a VAT number not read.
Checked against the PDF text
Every quantity, price, value and code is looked up in the text of its page, so a wrong digit that still adds up is caught. Fiscal codes are checked with their check digit.
Long invoices
The pages are read in parallel, with a progress dialog: about 80 seconds for 19 pages. A page that fails can be read again.
Your provider, your limits
OpenAI, Gemini or Claude, with a model that accepts PDF files. Off by default, turned on per company, with a daily limit of documents read with AI.
Advanced Planner AI Assistant
A planner that explains itself
The Advanced Planner computes when an order can really be delivered. The planner computes, the AI explains, people decide.
Why is this order late?
One button on the sales order: the cause of the delay, with the component, vendor or work center and the days involved.
Up to three options
Expediting a named request for quotation, another vendor, a split delivery or a new promised date, each with its effect in days, plus a short message for the customer.
A morning digest
Every morning, in a Discuss channel: new blocked orders, deviations, overloaded work centers and the orders to release today.
Only planning data leaves Odoo
Document numbers, products, quantities, dates, vendors and lead times. No prices, no amounts, no customer name or contact.
Cost under control
A daily limit of AI requests per company, and an audit list of every request with its user, document and result.
Dashboard Builder AI
Dashboards described in words
Describe what you want to see, such as sales per month and the top customers. The assistant builds a draft dashboard, and a person publishes it.
It sees the structure, never your data
Only the names of models and fields go to the AI provider. The figures are computed by Odoo, with your rights, when you open the dashboard.
A draft, not a surprise
Only the dashboard builders see the draft. They check the widgets and press Publish.
Checked against the real database
Every model and field it proposes is verified, its type included. A wrong widget cancels the whole proposal, and the assistant is told why.
It changes existing dashboards
Change, delete or reorder widgets, rename a dashboard or change its period. A published dashboard stays published, and its chatter notes what changed.
Your rights, not more
The assistant works as the person asking: a viewer can neither create nor change a dashboard.
Catalog
All AI modules
Odoo 19. Every module except the MCP server and Website llms.txt uses the AI app of Odoo Enterprise, with the AI provider configured on your database.
AI clients in Odoo
MCP Server
Odoo as an MCP server for Claude, ChatGPT and Cursor, with an access policy per user. Odoo Community or Enterprise.
Answers from your documentation
AI - Knowledge Sync
The articles of a Knowledge workspace as sources of an agent, one per article, synchronized a few minutes after each change. Private articles are never used.
AI - Source Sync
Markdown or reStructuredText documentation from GitHub or a ZIP as sources of an agent, split by headings and kept up to date.
AI - Agent Delegation
An integrator agent asks specialist agents, such as accounting or documentation, and combines their answers with their citations.
Accounting and purchasing
Bank Reconciliation AI Fallback
Suggestions for the bank lines the standard matching left open, validated by the accountant. With Accounting.
Purchase UBL AI Product Matching
The product of the vendor invoice lines the UBL import could not match, chosen from candidates built in Odoo and validated by a person; the vendor code is remembered for the next invoice.
Purchase PDF AI Import
The vendor invoice PDF imported on the purchase order: the AI transcribes the lines, Odoo matches the products and every import opens in a preview to review. With our Purchase UBL.
Trial Balance PDF Import with AI
The trial balance PDF of the previous accounting program loaded at go-live, checked against its own totals and reviewed before it is applied. With our Chart of Accounts synchronization.
Accounting Scenario AI Generator
An accounting scenario drafted from a plain description of the process, ready to be checked and run. With our Accounting Scenarios.
Planning and deliveries
Advanced Planner AI Assistant
The cause of a late order and up to three options, plus a morning digest. With our Advanced Planner.
Sale & Delivery Daily Check AI
Every morning eleven rules find the late, unshipped or not invoiced orders; the AI groups them, sets a priority and suggests one action for each.
Shop and content
AI - Shop Assistant
An agent answers the visitors of the shop from the published products, with live price and availability from Odoo. Cost, vendors and internal notes are never used.
AI - Shop Assistant: Search by Photo
The shop assistant finds the products that look like a photo sent in the Live Chat, then asks for the size or the code. The photos are sent to Google Gemini.
AI - Product Catalog Review
The shop category and the alternative, accessory and optional products of each product, proposed for review. Nothing changes until a proposal is accepted.
AI - Product Photos and Data Finder
Photos, description and barcode of a product from Icecat and the web, checked by AI; a person chooses what is saved on the product.
Auto Translate
Automatic translation of translatable fields, plain and HTML, with any provider of Odoo AI. Manual corrections are kept.
Dashboard Builder AI
Dashboards drafted from a sentence, seeing only the names of models and fields. With our Dashboard Builder.
Website llms.txt
Publishes /llms.txt, so that ChatGPT, Claude and other AI assistants read your site correctly. Odoo Community or Enterprise, no AI provider needed.
AI providers and cost
AI - Anthropic (Claude)
Claude as a provider of the AI framework of Odoo, for agents, AI fields and server actions, with tool use.
AI Usage and Cost Tracking
The tokens and the estimated cost of every AI call of Odoo, per model, agent, module, user and company. No prompt and no answer is stored.
Frequently asked questions
Which AI does it use?
With the MCP server, the AI client you choose: Claude, ChatGPT, Cursor or another client that speaks MCP. The other modules use the provider set in Odoo AI: OpenAI or Google Gemini and, with our AI - Anthropic (Claude) module, Claude.
Can the AI delete or approve something by itself?
The MCP server has no delete tool, and it never writes the status of a document: a quotation is confirmed only through a button you chose to expose. The planning assistant changes nothing, a bank or invoice suggestion is applied only when a person validates it, and a dashboard drafted by the assistant is published by a person.
What happens when we move to Odoo 20?
The MCP server uses the same address (/mcp) and the same key scope as the MCP server built into Odoo 20 Enterprise, so the AI clients keep their configuration.
How do we start?
With one use case, for example questions about sales: a dedicated user for the AI, a small read-only policy, and the call log open for the first weeks.
What would you ask your Odoo?
Tell us, and we will show it on a test database, with the limits in place.