# Odoo ERP (Full) MCP

> Odoo ERP (Full) connects your entire business management system to any AI client, letting you handle CRM leads, contacts, and sales orders through natural conversation. Access every part of Odoo—from tracking a prospect's pipeline stage to logging notes on a completed sale—without ever switching tabs or opening a dashboard.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** business-automation, lead-management, contact-database, sales-pipeline, data-integration, workflow-management

## Description

This MCP lets your agent manage the entire business cycle using only conversational prompts. You can search for specific company details, find individual contacts by name or phone number, and track where any lead sits in the sales pipeline. Need to log an update? Add notes directly to any record—whether it’s a new contact, a draft order, or a qualified opportunity. The system also keeps you current on recent sales activity, listing key details like amounts and statuses for quick review.

Instead of navigating complex menus, your AI client handles the data fetching and updating. When connected via Vinkius, you get access to this full suite of tools right alongside thousands of others, unifying your operational tech stack into one conversational interface.

## Tools

### odoo_create_contact
Creates a new individual person or company record with core details like name, email, and phone number.

### odoo_create_lead
Logs a new prospect into the CRM as either an unqualified lead or a qualified opportunity.

### odoo_create_note
Attaches internal notes or comments to any record type, such as contacts, leads, or sales orders.

### odoo_list_sales_orders
Pulls a list of the most recent sales orders, showing the customer, total amount, and current status.

### odoo_search_companies
Finds records for entire organizations or companies by name, providing details like website and country.

### odoo_search_contacts
Searches for individual contacts using their name, email, or phone number to find personal details.

### odoo_search_leads
Retrieves current prospects and opportunities from the CRM based on keywords, company, or pipeline stage.

## 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

### Search for People and Companies
Find specific individuals or entire organizations by name, email, or phone number.

### Manage Sales Pipeline Leads
Create new sales leads, track existing opportunities through defined pipeline stages, and review prospect details.

### Process Customer Communications
Add internal notes or comments to any record—like a contact, lead, or order—to keep the history accurate for your team.

### List Order History
Retrieve a summary of recent sales orders, including the customer name, total amount, and current status.

## Use Cases

### Handling Post-Meeting Follow-up
A sales rep just finished meeting with Beta Inc. Instead of opening Odoo, copying their email, then finding a contact record and writing the notes in the chatter, they simply prompt: 'Add a note to Beta Inc. about our discussion on Q3 pricing.' The agent uses odoo_create_note to log it instantly.

### Checking on an Account Status
An account manager needs to know if Acme Corp has any pending orders before calling them back. They prompt: 'Show me the last three sales orders for Acme Corp.' The agent uses odoo_list_sales_orders and provides a status summary.

### Finding Missing Contact Info
The ops coordinator needs to validate a vendor's details. They prompt: 'Search for the company associated with Acme Corp.' The agent uses odoo_search_companies, returning official records like website and phone number.

### Building the Pipeline
A new lead comes through a form fill. Instead of manually creating the record, the team member prompts: 'Create a qualified opportunity for Zenith Industries with $20k expected revenue.' The agent uses odoo_create_lead.

## Benefits

- Stop juggling tabs. When you need to find a customer's phone number or an order status, your agent handles the lookup instantly instead of forcing manual searches across dashboards.
- Keep records clean by using odoo_create_note on any record type. You can log meeting takeaways or technical observations directly onto a contact card without needing to open a separate notes app.
- Manage your entire sales pipeline from one chat window. Use odoo_search_leads to check opportunity status and find specific prospects, knowing exactly where they are in the funnel.
- Streamline data entry by using odoo_create_contact or odoo_create_lead. You just tell your agent who you met, and it logs the person or prospect automatically into Odoo.
- Get an instant summary of sales activity with odoo_list_sales_orders. You can ask for recent orders and get a table showing amounts and statuses without navigating to the sales module.

## How It Works

The bottom line is that it turns complex ERP navigation into simple conversation.

1. You connect your preferred AI client to this MCP via Vinkius.
2. Your agent interprets your request—for example, 'Check on Acme Corp's latest sales order.'
3. The MCP executes the necessary functions and returns a structured summary of the data directly to you.

## Frequently Asked Questions

**How do I use odoo_search_leads in the Odoo ERP (Full) MCP?**
You ask your agent to search for prospects using keywords, company names, or pipeline stages. The system returns a list of leads and opportunities with their current status and expected revenue.

**Can I use odoo_create_note in the Odoo ERP (Full) MCP?**
Yes. You can add internal comments or notes to any record—whether it’s a contact, lead, or sales order—by simply telling your agent which record and what message to attach.

**Is odoo_list_sales_orders the only way to see my orders?**
No. While using odoo_list_sales_orders is the most direct approach, you can also ask your agent for specific order details if you know the customer or order number.

**What is the difference between odoo_search_contacts and odoo_search_companies?**
Use odoo_search_contacts when looking up a person by name, email, or phone. Use odoo_search_companies when you need information about an entire organization.

**Does the Odoo ERP (Full) MCP let me create leads?**
Yes, you can use odoo_create_lead to log a new prospect into your CRM. You specify if it's an unqualified lead or a qualified opportunity.