Answer ad-hoc sales questions against Odoo
언제 쓸까: 'What were last week's top 5 customers by revenue?' — without writing XML-RPC.
사전 조건
- Odoo API key — Odoo: user profile > Preferences > API Keys > New
- ODOO_URL, ODOO_DB, ODOO_API_KEY env vars — Set in your MCP client config
흐름
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List available modelslist_models — which Odoo models can we query in this instance?✓ 복사됨→ Model catalog with descriptions
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Run the queryIn sale.order, find orders with date_order between last Monday and today, group by partner_id, sum amount_total, top 5.✓ 복사됨→ Ranked customer list with totals
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Drill inFor the top customer, show the last 3 orders with their line items.✓ 복사됨→ Detailed breakdown
결과: A business answer from ERP data without leaving chat.
함정
- Multi-currency totals aren't converted — Specify currency_id in the filter, or convert in the LLM layer
- ODOO_YOLO=true is dangerous in prod — Use ODOO_YOLO=read or leave unset; enable full access only in a staging DB