• CONTACTS
  • COMPANIES
  • SEARCH
  • HUMAN

How to lookup customer data with your AI

Connect Odoo to your AI client once. From then on, you can pull contact details or company info just by asking.

Ask AI about this page

Short answer

How can I find customer info in Odoo using AI?

Your AI uses search tools to query your Odoo database for contact and company records. You get the specific details you ask for without logging into the ERP. Here is how the data flows.

The results you get

Where your data lands

The AI pulls specific records from Odoo based on your questions.

CONTACTS

Individual contact info

The AI finds specific people in your database. You get names, emails, and phone numbers directly in your chat.

COMPANIES

Business profiles

Search for company names or business entities. The AI pulls the relevant company data from Odoo.

SEARCH

Targeted lookups

Instead of scrolling through lists, you ask for what you need. The AI filters the database to find the right match.

HUMAN

Manual review

The AI provides the data it finds. You decide if the information is correct or if you need to update a record yourself.

The workflow

What your AI does when you ask for data.

The AI translates your questions into database queries.

  1. Analyze request

    Your AI determines if you are looking for a person or a business entity.

    odoo_search_contactsodoo_search_companies

  2. Find people

    The AI scans your contact list to find the specific individual you mentioned.

    odoo_search_contacts

  3. Find businesses

    The AI looks up company records to find the organization you are asking about.

    odoo_search_companies

  4. Show results

    The AI presents the requested contact or company details in your chat window.

    odoo_search_contactsodoo_search_companies

Try it

Copy these to start.

Use these prompts to test the connection once it is live.

Starting points

Replace the names in quotes with the actual names from your Odoo database.

Odoo Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_M1NVEaU3CaeCSYxY9FEt8rSxWQdnWrDadWlfUTz7/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-erp-full-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_M1NVEaU3CaeCSYxY9FEt8rSxWQdnWrDadWlfUTz7/mcp"
    }
  }
}
Copy into chat04

  • Find the contact details for 'John Doe' in Odoo.

  • What is the address for the company 'Acme Corp'?

  • Search for all contacts associated with 'Globex Corporation'.

  • Give me the email address for 'Jane Smith'.

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

Start here

Connect Odoo ERP (Full) once, then ask.

Follow the link to connect your account. Your login credentials stay encrypted and secure on our end.

Connect Odoo ERP (Full) to your AI

FAQ

How this task behaves

  • 01

    Can the AI edit my Odoo contacts?

    No. This connector only allows the AI to search for and read existing data.

  • 02

    Can I delete records through the AI?

    No. The AI does not have the capability to delete or remove any data from Odoo.

  • 03

    Does the AI see all my Odoo data?

    The AI only accesses the data it needs to answer your specific search requests.

  • 04

    Can I create new companies in Odoo using these tools?

    No. The current tools are limited to searching for contacts and companies.

  • 05

    Will the AI update my CRM automatically?

    No. The AI provides the information to you, but it does not write changes back to Odoo.

  • More questions about Odoo ERP (Full)? The Connector page answers them. See everything the Odoo ERP (Full) Connector can do

Connect Odoo to Claude, Cursor, ChatGPT & more