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Odoocrm
12 available actions
What your AI agent can do in Odoo
Open-source ERP and CRM platform for business management, including sales, accounting, inventory, and project management This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 12 actions.
Common starting points
- Get Invoice Parsing ResultTool to retrieve parsing results for a previously submitted invoice from Odoo Extract API.
- Get Applicant Parsing ResultTool to retrieve parsing results for a previously submitted resume/applicant document.
- Create ContactCreate a new contact (customer, supplier, or generic partner) in Odoo's res.partner model.
- Update Odoo RecordGeneric tool to update records across any Odoo model via the JSON-2 API write endpoint.
- Parse Invoice DocumentTool to submit an invoice document for OCR parsing and data extraction via Odoo Extract API.
- Odoo JSON-RPC CallJSON-RPC endpoint for Odoo external API calls.
Browse all 12 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 5 actions
- Get Applicant Parsing ResultTool to retrieve parsing results for a previously submitted resume/applicant document.
- Get Bank Statement ResultTool to retrieve parsing results for a previously submitted bank statement.
- Get Expense Extraction ResultRetrieve parsing results for a previously submitted expense document.
- Get Invoice Parsing ResultTool to retrieve parsing results for a previously submitted invoice from Odoo Extract API.
- List DatabasesTool to list all available Odoo databases on the server.
Create & communicateCreate records or send supported messagesView 1 action
- Create ContactCreate a new contact (customer, supplier, or generic partner) in Odoo's res.partner model.
Update & manageChange and manage existing recordsView 1 action
- Update Odoo RecordGeneric tool to update records across any Odoo model via the JSON-2 API write endpoint.
Other actionsSpecialist and administrative actions.View 5 actions
- Odoo JSON-RPC CallJSON-RPC endpoint for Odoo external API calls.
- Parse Applicant ResumeTool to submit a resume/CV document for OCR parsing and data extraction via Odoo Extract API.
- Parse Bank Statement DocumentTool to submit a bank statement document for OCR parsing and data extraction via Odoo Extract API.
- Parse Expense DocumentTool to submit an expense document for OCR parsing and data extraction.
- Parse Invoice DocumentTool to submit an invoice document for OCR parsing and data extraction via Odoo Extract API.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Odoo
How does the agent connect to Odoo?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Odoo?
The page above lists the 12 actions currently available through the Odoo connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Odoo included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Odoo is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Odoo to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.