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muhammad-anas35muhammad-anas35/AI-Employee-Gold-tier/skills/accounting/odoo_client/SKILL.md

odoo-integration

Skill1 starsChanged 37 days agoMITView on GitHub

Integrate with Odoo accounting system for invoice generation, expense tracking, and financial reporting

  • Reads credentials

We split this skill into the rules it gives an agent

6 rules. About 0 are common, 5 are distinctive, and 1 is very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈5

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 1

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    All financial actions require human approval:

    line 71
  2. Distinctive:

    All Odoo operations are logged to:

    line 78
  3. Very specific:

    Verify credentials in .env

    line 95
  4. Distinctive:

    Check Odoo database name

    line 96
  5. Distinctive:

    Ensure user has accounting permissions

    line 97
  6. Distinctive:

    Check accounting module is installed

    line 101

≈ “Common” is an estimate: at least 1 in 5 of the 308,232 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Odoo Integration Skill

This skill provides integration with Odoo Community Edition for accounting operations.

Features

  • Create customers
  • Generate invoices
  • Record expenses
  • Track payments
  • Generate financial reports
  • Weekly accounting audit

Prerequisites

  • Odoo Community Edition 19+ running (Docker recommended)
  • Accounting module installed
  • Admin credentials configured

Configuration

Add to .env:

ODOO_URL=http://localhost:8069
ODOO_DB=odoo
ODOO_USERNAME=admin@example.com
ODOO_PASSWORD=admin

Usage

Create Invoice

# Via Claude Code
claude /odoo-integration --create-invoice \
  --client "Client A" \
  --email "client@example.com" \
  --amount 1500 \
  --description "January 2026 Services"

Record Expense

# Via Claude Code
claude /odoo-integration --record-expense \
  --category "Software" \
  --amount 99 \
  --description "Monthly subscription"

Get Financial Summary

# Via Claude Code
claude /odoo-integration --financial-summary \
  --period "this-month"

Integration with AI Employee

The Odoo integration automatically:

  1. Creates invoices when requested via email/WhatsApp
  2. Records expenses from bank transactions
  3. Generates weekly financial reports
  4. Provides data for CEO Briefing

Approval Workflow

All financial actions require human approval:

  • Invoice creation → /Pending_Approval/
  • Expense recording → /Pending_Approval/
  • Payment processing → /Pending_Approval/

Audit Logging

All Odoo operations are logged to:

  • AI_Employee_Vault/Logs/YYYY-MM-DD.json
  • Includes: timestamp, action, actor, result

Troubleshooting

Odoo not accessible

# Check if Odoo is running
docker ps | grep odoo

# Restart Odoo
cd odoo-docker
docker-compose restart odoo

Authentication failed

  • Verify credentials in .env
  • Check Odoo database name
  • Ensure user has accounting permissions

Invoice creation failed

  • Verify customer exists
  • Check accounting module is installed
  • Review Odoo logs: docker logs odoo

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