odoo-pulse
An AI business analyst for your Odoo ERP. Ask one
question, get one answer — numbers, highlights, risks, and a verdict
(on-track / at-risk / off-track) — over the Model Context
Protocol. CRUD bridges to Odoo already exist;
this is the analytics layer that sits on top.
Each tool answers a whole management question in a single call, returning a
structured report with a verdict — not a raw dump you have to interpret.
| Tool | Answers |
|---|
business_pulse ⭐ | The morning briefing: yesterday's sales, new leads, overdue invoices, late tasks, who's off — with a company-wide verdict |
pipeline_review | CRM funnel by stage, stalled deals, weighted revenue, recent win rate |
sales_snapshot | Revenue this period vs last (Δ%), top customers/products, stale quotations |
receivables_health | AR/AP aging buckets, % overdue, top debtors |
inventory_risk | Shortages (negative forecast) and dead stock |
absence_overview | Who's off this week, pending approvals, thin-coverage departments |
procurement_watch | Purchasing: late receipts, stale RFQs, open spend per vendor |
production_health | Manufacturing: orders behind their planned start, stuck WIP |
project_profitability | Projects: hours logged vs allocated, cost/revenue/margin, budget burn verdict |
project_budget | Budget vs actual per project, line by line — over-plan lines and spend the budget doesn't capture |
team_workload · project_status_report · standup_digest | Project delivery: overloaded members, at-risk projects, and a daily stand-up digest |
Every money-reporting tool takes an optional
company= filter and flags
mixed-currency totals instead of silently summing them; verdict cut-offs
(stalled %, overdue %, growth %) are parameters, so you can calibrate them
to your business.
Timezone semantics
All report tools take timezone_offset (default 7). Odoo stores datetime
fields in UTC; the tools shift them by timezone_offset hours before
bucketing by calendar day, and day windows in domains are expressed as UTC
datetime boundaries. Date-only fields (e.g. project.milestone.deadline,
invoice_date_due, project.task.date_deadline) are compared as-is.
Version-dependent fields
find_partner searches mobile only on instances that still have it (removed in Odoo 19), and list_timesheets reports an actionable error when hr_timesheet is not installed.
Under the hood it's the standard Odoo XML-RPC external API — nothing to install
inside Odoo, works on Odoo Online, Odoo.sh, and on-premise. Requires
Odoo 18+: the generic tools (search_read, read_records, …) still run on
older versions, but the report tools are not guaranteed there.
Try the playground
No Odoo account? Boot a demo Odoo pre-seeded with a story to tell (a stalled
deal, a 90-day-overdue invoice, a stock shortage, someone off today):
docker compose -f deploy/playground/compose.yml up -d
First boot pulls ~4 GB of images (Odoo + Postgres) and seeds the demo data —
allow 5-10 minutes depending on your connection. Then point Claude at it and
ask it to run business_pulse. Full walkthrough:
docs/guides/playground.md.
Install & connect
Add it to Claude Code (no install step — uvx fetches it):
claude mcp add odoo-pulse \
--env ODOO_URL=https://acme.odoo.com \
--env ODOO_DB=acme \
--env ODOO_USERNAME=you@example.com \
--env ODOO_API_KEY=your-api-key \
--env ODOO_READ_ONLY=true \
-- uvx odoo-pulse
Generate the API key in Odoo under Settings → Users → (your user) → Account
Security → New API Key. Config for Claude Desktop and Cursor, plus pip
and Docker alternatives: docs/guides/install.md. If a key may have
been exposed, see If an API key may have been
exposed.
Or one-click:
Read-only by default, safe writes when you want them
The server is read-only out of the box (ODOO_READ_ONLY=true). Writes require
four independent controls to line up: ODOO_READ_ONLY=false,
ODOO_WRITABLE_MODELS (a comma-separated model allow-list),
ODOO_ALLOW_DELETE=true additionally for deletes, and a per-call confirm=true
— every write tool returns a dry-run preview without it. System models are never
writable. Details: docs/reference/tools.md#write-operations.
Beyond the analyst reports, there are ~60 model-aware query tools spanning CRM,
Sales, Inventory, Accounting, HR, Project, Manufacturing, PoS, and Enterprise
apps — opt in via ODOO_TOOL_GROUPS. Full catalogue and configuration:
docs/reference/tools.md.
Testing
The suite mocks the XML-RPC layer, so no real Odoo or network is needed:
pip install -e ".[dev]"
pytest
For a live check against a real Odoo (read-only), see
docs/reference/tools.md#live-smoke-test-against-a-real-odoo.
License
MIT