• RECEIVABLES
  • PAYABLES
  • OVERDUE
  • HUMAN

How to track unpaid invoices and bills with your AI

Connect Odoo Accounting to your AI client once. From there, you can query your financial records using plain English.

Ask AI about this page

Short answer

How can I track unpaid invoices and bills with my AI?

Your AI uses Odoo tools to pull lists of all customer invoices and vendor bills. It identifies which ones are unpaid or past due so you can see exactly what needs attention. You get a clear view of your receivables and payables.

Where your data lands.

Financial visibility outcomes.

The AI organizes your Odoo records into these specific views.

RECEIVABLES

Unpaid customer invoices

The AI finds every invoice sent to customers that remains unsettled. You'll see exactly who owes you money.

PAYABLES

Outstanding vendor bills

The AI pulls all bills you owe to suppliers. This helps you track upcoming or overdue expenses.

OVERDUE

Past due alerts

The AI filters for records where the due date has passed. This highlights your most urgent tasks.

HUMAN

Manual follow-ups

The AI identifies the contact details for each unpaid record. You then decide how to reach out to them.

The workflow

What your AI does when you ask for financial updates.

The AI acts as a bridge between your chat interface and your Odoo database.

  1. Fetch customer records

    The AI pulls a complete list of all customer-facing invoices from your Odoo instance.

    odoo_list_invoices

  2. Fetch vendor records

    The AI retrieves all vendor bills currently recorded in your accounting module.

    odoo_list_bills

  3. Identify unpaid items

    The AI scans the retrieved data to find entries marked as unpaid or overdue.

    odoo_list_invoicesodoo_list_bills

  4. Summarize status

    The AI presents a clean list of totals and specific delinquent accounts.

    odoo_list_invoicesodoo_list_bills

Try it

Copy these to start.

Use these prompts to begin interacting with your Odoo data.

Starting points

These are opening lines. Swap out names like 'Acme Corp' with your actual customers or vendors.

Odoo Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_hzFOcXQ5o2yq7H8tPUzpkCnSTloKvGtMzz3dwceF/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Odoo capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "odoo-accounting-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_hzFOcXQ5o2yq7H8tPUzpkCnSTloKvGtMzz3dwceF/mcp"
    }
  }
}
Copy into chat04

  • List all unpaid invoices for Acme Corp.

  • Show me all vendor bills that are currently overdue.

  • What is the total amount of outstanding customer receivables?

  • Find all unpaid bills from last month.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Odoo Accounting once, then ask.

Follow the link to connect your account. Your login stays encrypted on our side, and the full walkthrough lives on the Connector page.

Connect Odoo Accounting to your AI

FAQ

How this task behaves.

  • 01

    Can the AI pay my bills for me?

    No. The AI can only list and read invoice and bill data. You must log in to Odoo to actually process payments.

  • 02

    Can the AI create new invoices?

    No. This connection is for reading and listing existing records.

  • 03

    Can the AI delete an invoice?

    No. The AI has no capability to delete or modify your accounting records.

  • 04

    Does the AI see all my Odoo data?

    The AI only sees the data it needs to answer your specific questions via the provided tools.

  • 05

    Can I ask for totals?

    Yes. Once the AI lists the invoices or bills, you can ask it to sum them up.

  • More questions about Odoo Accounting? The Connector page answers them. See everything the Odoo Accounting Connector can do

Connect Odoo to Claude, Cursor, ChatGPT & more