Odoo Pulse

An AI business analyst for your Odoo ERP

Dokumentasi

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.

business_pulse — a one-call company briefing

The analyst tools

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 docker-compose.playground.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/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/install.md.

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/tools.md#write-operations.

More tools

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/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/tools.md#live-smoke-test-against-a-real-odoo.

License

MIT