# Odoo Accounting MCP for AI Agents AI Agent Connect

> Odoo Accounting lets you manage your entire ERP system through natural conversation with your AI client. Instead of digging through menus, you can query invoices, track sales orders, and manage your chart of accounts instantly. It bridges the gap between your business data and your daily workflow, making Odoo's complex accounting and CRM features accessible through simple text commands.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_hzFOcXQ5o2yq7H8tPUzpkCnSTloKvGtMzz3dwceF/ai-agent-connect
- **Tags:** invoicing, general-ledger, financial-reporting, accounts-payable, accounts-receivable, journal-entries, tax-compliance

## Description

Managing an ERP like Odoo usually means jumping between dozens of tabs and clicking through nested menus just to find a single invoice or check a lead's status. It is a chore that breaks your focus. This Connector changes that by letting your AI agent do the heavy lifting for you. You can stay in your primary workspace and just ask your agent to pull up a list of unpaid bills or find a specific customer's contact details. It handles the navigation while you handle the actual work. By connecting Odoo to your agent, you turn a complex database into a conversational interface. You will spend less time hunting for records and more time actually closing deals or balancing the books. Since Vinkius hosts this Connector, you can get it running in your favorite AI client in minutes, giving you a direct line into your Odoo instance without the usual friction of manual data entry or constant tab switching.

## Tools

### odoo_list_bills
See all vendor bills with their amounts, payment statuses, and due dates. Use this to manage your accounts payable.

### odoo_list_accounts
View the full General Ledger account structure, including codes, names, and types. This helps you understand your financial reporting hierarchy quickly.

### odoo_list_invoices
Pull a list of customer invoices with total amounts and payment statuses. This is your go-to for checking accounts receivable.

### odoo_list_journal_entries
View manual accounting adjustments and GL postings. It is perfect for checking depreciation or accruals.

### odoo_list_journals
See all configured accounting journals like Sales, Purchase, and Bank. This clarifies your logical groupings for entries.

### odoo_list_payments
List payment transactions showing amounts, methods, and reconciliation status. Use this to monitor cash flow activity.

### odoo_list_taxes
View all tax configurations, including rates and usage scopes. This helps you verify tax setups for your invoices.

## Prompt Examples

**Prompt:** 
```
Show me all the unpaid vendor bills.
```

**Response:** 
```
### 📄 **Unpaid Vendor Bills**

| Bill # | Vendor | Amount | Due Date |
|---|---|---|---|
| BILL-902 | Acme Supplies | $1,250.00 | Oct 24, 2023 |
| BILL-884 | Global Logistics | $3,400.00 | Oct 30, 2023 |
| BILL-870 | Office Depot | $150.00 | Nov 02, 2023 |

**Total Outstanding:** $4,800.00
```

**Prompt:** 
```
What are our current tax rates?
```

**Response:** 
```
###  कर Tax Configurations

* **VAT - Standard**
  * Rate: 20%
  * Scope: Sales
* **GST - Export**
  * Rate: 0%
  * Scope: Sales
* **Local Surcharge**
  * Rate: 2%
  * Scope: Purchase
```

**Prompt:** 
```
Find the contact info for Acme Corp.
```

**Response:** 
```
### 👥 **Partner Details: Acme Corp**

* **Contact Name:** John Doe
* **Email:** info@acme.com
* **Phone:** +1-555-0199
* **Status:** Active
* **Last Note:** Follow up on Q4 contract renewal.
```

## Capabilities

### Track CRM leads
Search and create leads while moving them through your sales pipeline.

### Find company partners
Locate specific contacts and companies or create new partners in your database.

### View sales order details
List and manage sales orders with full details on amounts and status.

### Add record notes
Add comments and notes to any record in your Odoo instance instantly.

### Query General Ledger
View the full account structure including codes, names, and types.

### Retrieve unpaid bills
See all vendor bills with amounts owed, payment status, and due dates.

### Monitor customer invoices
Pull a list of customer invoices showing payment status and residual balances.

## Use Cases

### Checking order status
A sales rep needs to see if a customer's order is confirmed. They ask the agent to show recent sales orders.

### Verifying tax setup
An accountant needs to check the tax setup for a new region. They ask the agent to list all tax configurations.

### Monitoring unpaid debt
A manager wants to see who hasn't paid yet. They ask the agent to pull all unpaid customer invoices.

### Finding partner details
A team member needs to find a company's phone number. They ask the agent to find the partner contact details.

## Benefits

- Stop tab switching by accessing Odoo CRM and Sales data directly through your AI client. This keeps you focused on your current task.
- Get a clear view of your accounts payable by using odoo_list_bills to see exactly what is owed to vendors and when.
- Speed up your billing process by using odoo_list_invoices to check customer payment statuses and outstanding balances in seconds.
- Simplify your financial reporting by querying the full General Ledger structure with odoo_list_accounts for a quick hierarchy overview.
- Keep your records updated instantly by using odoo_list_notes to add comments to any record without navigating away from your conversation.
- Monitor your cash flow more effectively by using odoo_list_payments to see recent bank and cash transactions in one list.

## How It Works

The bottom line is you get instant access to your Odoo data through a chat interface instead of manual navigation.

1. Connect your Odoo instance to the Vinkius platform.
2. Link your preferred AI client to the Odoo Accounting MCP.
3. Ask your agent to fetch records, create notes, or query financial data.

## Frequently Asked Questions

**Can Odoo Accounting help me track my sales pipeline?**
Yes, it lets your agent search and create leads while moving them through your pipeline. You can check the status of any lead or order without leaving your chat.

**How do I see my unpaid customer invoices?**
You can ask your agent to list all customer invoices with a 'not_paid' status. It will return a list showing the amounts, payment status, and due dates.

**Can I use this to check my General Ledger?**
Yes, it pulls the full chart of accounts for you. This is great for understanding your financial reporting hierarchy or finding specific account codes.

**Does this work for manual accounting entries?**
Yes, it can list journal entries for things like depreciation, accruals, or other manual adjustments that aren't standard invoices or bills.

**Can I find my tax configurations easily?**
Yes, you can ask the agent to list all tax records. It will show you the tax name, the rate, and whether it applies to sales or purchases.

**Can I add notes to my Odoo records?**
Yes, your agent can add comments and notes to any record in your Odoo instance. This keeps your team updated without extra clicks.

**Which Odoo versions are supported?**
This server uses the JSON-RPC protocol, which is compatible with Odoo 14, 15, 16, 17, and 18. Both Odoo Community and Enterprise editions are supported.

**Does it work with Odoo.com (SaaS)?**
Yes! Works with both Odoo.com hosted instances and self-hosted Odoo servers. Just provide your instance URL and API key.

**How do I generate an API Key?**
Go to Settings → Users → select your user → API Keys tab → New API Key. Give it a descriptive name and copy the generated key.