# Odoo Sales MCP

> Odoo Sales connects your AI agent directly to the Odoo ERP system. Use natural conversation to manage complex sales processes, from searching for leads and creating new quotes to confirming full-scale orders. It handles product pricing, inventory checks, and status updates so you never have to switch tabs.

## Overview
- **Category:** erp-operations
- **Price:** Free
- **Tags:** quotation-management, sales-orders, price-lists, pipeline-management, revenue-tracking, customer-engagement

## Description

This MCP lets you run your entire business through one chat window. Instead of jumping between CRM modules, quoting screens, and order fulfillment dashboards, your AI agent interacts with the core Odoo system on your behalf. Need to check if a prospect needs an updated price list? You can ask. Want to create a quote for five specific products? Just describe it.

When you confirm that quote into a sales order, this MCP manages all those downstream steps—like ensuring inventory is reserved and setting up the final records. You also get full visibility over what's happening with confirmed orders or any past proposals by simply asking to list them. This central access means your AI client becomes an extension of your entire back office, giving you total oversight without the usual headache of context switching. By connecting this MCP through Vinkius, you gain a single point of control for your most critical sales data.

## Tools

### odoo_confirm_order
This tool converts a draft quotation into an active sales order, making it ready for fulfillment and triggering inventory actions.

### odoo_create_quotation
It builds a new quote for a customer by accepting product names, quantities, and prices to generate a proposal.

### odoo_get_order_lines
You can get specific details about what products are on an order, checking the quantity and unit price for every line item.

### odoo_get_sales_order
This tool pulls up all key information—status, amounts, customer name—for any specific sales order or quote by its internal ID.

### odoo_list_pricelists
It lists every pricing tier configured in your system, showing which currencies and regions have active pricing rules.

### odoo_list_quotations
You can see a list of all quotes that haven't been confirmed yet, showing the total amount and who they are for.

### odoo_list_sales_orders
This pulls together a summary list of all sales orders that have been fully confirmed or completed in Odoo.

### odoo_search_products
It searches the product catalog by name, giving you immediate access to prices, cost data, stock count, and SKU.

## 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

### Manage customer pipeline and leads
Search existing contacts or create new ones directly within Odoo's CRM structure.

### Draft and manage product quotes
Create detailed quotations for customers, specifying products, quantities, and unit prices.

### Verify product details and pricing
Search the entire catalog to check current stock levels, cost prices, or list prices before quoting a client.

### Review confirmed sales orders
Retrieve all key data points for finalized or draft sales agreements, including customer info and total amounts.

### Update order status to fulfillments
Convert a drafted quotation into an active sales order, triggering necessary internal processes like inventory reservation.

## Use Cases

### Handling last-minute price checks
A sales rep needs to know the current cost of an item mentioned in a client call. Instead of calling the product manager or logging into the catalog, they ask their agent to run odoo_search_products. The agent immediately returns the list price, standard cost, and available stock quantity.

### Processing a signed proposal
The account manager has an approved quote for Acme Corp. They tell their agent, 'Confirm this quote.' The agent then uses odoo_confirm_order to finalize the sale, triggering all downstream steps like inventory reservation and sales order creation.

### Auditing old deals
An operations coordinator needs a list of all open proposals for next month's meeting. They ask their agent to run odoo_list_quotations, receiving an immediate table listing the quote number, client name, and total amount without manual data gathering.

### Verifying order contents
A customer calls with questions about a past invoice. The agent uses odoo_get_order_lines to pull up every single item on the specific sales order, confirming both the product name and the exact unit price used.

## Benefits

- Stop bouncing between tabs. Instead of opening the product catalog to check stock, you simply ask your agent using odoo_search_products, getting real-time inventory counts and prices instantly.
- Never lose track of proposals again. Use odoo_list_quotations to see a summary of all pending client quotes without navigating multiple dashboards or exporting spreadsheets.
- Confirming sales is faster than ever. Instead of manual status updates across five screens, you can use odoo_confirm_order to move an approved quote into an active, fulfillable order with a single command.
- Get the full picture instantly. If someone asks about 'that' specific sale, odoo_get_sales_order pulls every detail—customer, status, and amounts—into one clean response.
- Master pricing complexity. You can use odoo_list_pricelists to verify if a client belongs to a special pricing tier or region before you even start drafting a quote.

## How It Works

The bottom line is that your AI client handles the back-and-forth between modules, giving you only the answer you need, not dozens of screens to click through.

1. You ask your AI client to perform a task, for example, 'Generate a quote for Acme Corp using products A and B.'
2. The MCP interprets the request, uses its tools to search product details (checking stock and pricing) and assemble the structured order in Odoo.
3. Your agent presents you with the complete, accurate data—whether it's a new list of pending quotes or the final confirmed sales order.

## Frequently Asked Questions

**How do I create a new quote using odoo_create_quotation?**
You provide the customer ID and then list the products, quantities, and unit prices you want on the quote. The tool handles building the complex product lines structure for you.

**Can I see all my confirmed sales orders with odoo_list_sales_orders?**
Yes, this function pulls together a summary list of all finalized and completed sales agreements. You get the order number, customer name, total amounts, and status in one view.

**What is the difference between odoo_list_quotations and odoo_list_sales_orders?**
The list quotes show proposals that are still awaiting client approval (draft or sent). The list sales orders only shows deals that have been fully confirmed and moved into fulfillment status.

**How do I check if a product is in stock with odoo_search_products?**
Simply ask the agent to search for the product name. The tool will return key data points like current available stock quantity, list price, and cost price.

**Does odoo_get_sales_order provide enough detail to know who sold it?**
Yes, when you use this tool on a specific order ID, the resulting record includes the salesperson's name and other relevant key field data.