# Odoo Accounting MCP

> Odoo Accounting manages your entire financial ledger through natural conversation. Pull up every invoice, bill, payment record, and journal entry without clicking through screens or opening multiple tabs. Get a full view of accounts receivable, accounts payable, cash flow history, and the complete chart of accounts directly from your AI client.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** invoicing, general-ledger, financial-reporting, accounts-payable, accounts-receivable, journal-entries, tax-compliance

## Description

Managing business finances usually means jumping between dozens of screens—one for sales orders, one for paying vendors, another just to check if the tax rates are right. This MCP connects that whole mess into a single conversation with your agent. You can ask complex questions like, 'Show me all outstanding bills from vendors paid in the last 30 days,' and it handles the lookup. It pulls up everything you need: customer invoices, vendor bills, payment history, or even manual adjustments to the general ledger. The Vinkius catalog brings this functionality right into your existing AI client, meaning you never have to leave your workspace just because you need a financial record. You get real-time visibility into every aspect of your money flow.

## Tools

### odoo_list_accounts
Lists every general ledger account code, its type, and whether it supports reconciliation.

### odoo_list_bills
Retrieves vendor bills (supplier invoices), showing the amount owed, payment status, and due dates.

### odoo_list_invoices
Lists customer invoices, providing amounts, payment statuses, and whether they are paid or overdue.

### odoo_list_journal_entries
Retrieves manual accounting adjustments (journal entries), detailing the total amount, journal, and posting date.

### odoo_list_journals
Lists all configured accounting journals, such as Sales, Purchase, Bank, or Cash.

### odoo_list_payments
Shows payment transactions over time, detailing the amount, method (bank/cash), and if it's reconciled.

### odoo_list_taxes
Lists all tax configurations, showing the name, rate percentage, and whether it applies to sales or purchases.

## Prompt Examples

**Prompt:** 
```
Search for leads from the website
```

**Response:** 
```
👥 **CRM Leads — Website**
| Name | Email | Stage | Revenue |
|---|---|---|---|
| Acme Corp | info@acme.com | Qualification | $15,000 |
| Beta Inc | hello@beta.io | Proposition | $8,500 |
```

**Prompt:** 
```
Show recent sales orders
```

**Response:** 
```
📋 **Sales Orders**
| SO# | Customer | Amount | Status |
|---|---|---|---|
| S00042 | Acme Corp | $12,500 | Confirmed |
| S00041 | Beta Inc | $3,200 | Draft |
```

## Capabilities

### Review Accounts Payable and Receivable
List customer invoices or vendor bills to see outstanding amounts, payment statuses, and due dates.

### Track Cash Flow Activity
Retrieve a history of all payments made or received, detailing the amount, method, and reconciliation status.

### Analyze General Ledger Structure
View the full chart of accounts to understand the financial hierarchy and specific account types (assets, liabilities, etc.).

### Handle Manual Adjustments
Access records of manual journal entries for things like depreciation or accruals that aren't tied to a sale or bill.

### Check Tax Compliance
View all configured tax rates and determine if they apply correctly to sales or purchases.

## Use Cases

### Reconciling a large batch of payments
An account manager needs to confirm which recent bank deposits correspond to open invoices. They ask their agent, 'List all payments in the last week and cross-reference them with outstanding customer invoices.' The agent uses odoo_list_payments and odoo_list_invoices to provide a clear reconciliation summary.

### Verifying vendor payment status
A buyer needs to know if they are current on payments. They ask, 'Show me all unpaid bills from the hardware supplier.' The agent uses odoo_list_bills and can also check for recent bank activity using odoo_list_payments.

### Auditing financial records
An auditor needs to understand how a specific asset account is structured. They ask, 'What accounts are classified as fixed assets?' The agent uses odoo_list_accounts to provide the full General Ledger breakdown.

### Quickly understanding tax liability
A sales rep needs to know if a client's location requires a specific tax rate. They ask, 'What are all applicable taxes?' The agent uses odoo_list_taxes and can verify the rates applied during invoicing.

## Benefits

- Stop toggling between Accounts Payable and Receivables. You can ask the agent to list both vendor bills and customer invoices in a single query, giving you one full view of outstanding money owed.
- Never get lost in general ledger codes again. Use odoo_list_accounts to instantly understand the entire chart of accounts structure, knowing exactly where every dollar is recorded.
- Track cash flow effortlessly. By listing payments through odoo_list_payments, you can immediately see if a recent deposit was processed and reconciled against a specific bill or invoice.
- Avoid tax headaches by checking rates upfront. Use odoo_list_taxes to verify the correct VAT or GST rate applies before generating any customer invoice.
- Bypass complex report building. Instead of manually creating accrual reports, simply ask for manual journal entries via odoo_list_journal_entries and get the data you need instantly.

## How It Works

The bottom line is, you ask for a specific piece of financial information in plain English, and your AI client delivers it directly from Odoo without needing to know where the data lives.

1. Tell your agent exactly what financial data you need, like 'What are the unpaid vendor bills?'
2. The MCP uses your request to query Odoo's structured financial records and pull the relevant transaction data.
3. Your agent presents a clean summary of the findings—such as outstanding invoices or payments—without any manual setup.

## Frequently Asked Questions

**Can Odoo Accounting MCP handle tax rates?**
Yes. You can use odoo_list_taxes to list all configured tax rates and verify if they apply correctly to sales or purchases before you create any invoices.

**How do I check unpaid bills with Odoo Accounting MCP?**
Use the odoo_list_bills tool. It lists vendor bills (supplier invoices), giving you the amount owed, payment status, and due dates for every outstanding bill.

**What is the difference between journal entries and payments using Odoo Accounting MCP?**
Journal entries are manual accounting adjustments (like depreciation). Payments are actual transactions. Use odoo_list_journal_entries for accruals, and odoo_list_payments to see money moving in or out of the bank.

**Does Odoo Accounting MCP help with customer invoices?**
Yes. The odoo_list_invoices tool lists all customer invoices, allowing you to check amounts, payment status (paid/unpaid), and due dates.

**Can I see the complete financial structure?**
The odoo_list_accounts tool gives you the full General Ledger account structure, listing codes, names, types, and reconciliation capabilities.