Bring Business Automation
to CrewAI

partner record. Set is_company=true to create a company/organization, or false (default) for an individual person. For individuals, you can optionally set parent_id to link them to an existing company. Returns the created partner with its new ID. Create a new contact (person) or company in Odoo with name, email, phone, and optional parent company

lead. Set type to "lead" for unqualified leads or "opportunity" for qualified prospects already in the pipeline. The name field is the lead title (e.g., "Website Redesign - Acme Corp"). partner_name is the company/organization name. Returns the created record with its new ID. Create a new CRM lead or opportunity in Odoo with contact details and expected revenue

message of type "comment" with subtype "note", which appears in the chatter/history of the specified record. Provide resModel (e.g., "crm.lead", "sale.order", "res.partner") and resId to attach the note to a specific record. If no resModel/resId is given, creates a standalone note. Use when the user wants to log information, add a comment, or leave a note on any Odoo record. Add a note or internal comment to any Odoo record — leads, contacts, orders, tasks, etc

order records ordered by creation date descending. Returns order number (e.g., S00042), customer name, order state (draft/sent/sale/done/cancel), total amount, assigned salesperson, and order date. Use when the user asks about recent orders, sales activity, or wants a summary of current sales. List the most recent sales orders in Odoo with customer, amount, and status

partner with is_company=true to find company/organization records. Returns company name, email, phone, website, city, and country. Use when the user asks about a company, organization, or account — distinct from individual contacts. Search companies and organizations in Odoo by name

partner with is_company=false to find individual contacts. Returns name, email, phone, city, country, and parent company. Use when the user asks about a person, wants to find contact info, or needs to look up a customer or partner by name. Search individual contacts (people) in Odoo by name, email, or phone

lead model for leads and opportunities matching the query. Returns id, name, email, phone, pipeline stage, expected revenue, type (lead vs opportunity), and assigned salesperson. Use this when the user wants to find prospects, check pipeline status, or look up a specific lead by name or company. Search CRM leads and opportunities in Odoo by name, company, or keyword