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MCP-Odoo

by iaisep
README.mdโ€ข4.69 kB
# MCP-Odoo Model Context Protocol server for Odoo integration, allowing AI agents to access and manipulate Odoo data through a standardized interface. ## Overview MCP-Odoo provides a bridge between Odoo ERP systems and AI agents using the Model Context Protocol (MCP). This enables AI systems to: - **CRM Management**: Complete lead/opportunity lifecycle management with Universidad ISEP customizations - **Partner Management**: Comprehensive contact and customer/supplier management - **Accounting Analysis**: View and analyze financial data including invoices and payments - **Academic Programs**: University-specific program tracking and enrollment management - **Data Integration**: Support for Mautic CRM and Google Analytics integration - **Multi-team Support**: Sales team and workflow management ## Features - ๐Ÿ”Œ Easy integration with Odoo instances - ๐Ÿค– Standard MCP interface for AI agent compatibility - ๐Ÿ“Š Rich accounting and CRM data access - ๐ŸŽ“ University-specific academic program management (ISEP) - ๐Ÿ‘ฅ Complete partner/contact lifecycle management - ๐Ÿ“ˆ CRM analytics and dashboard statistics - ๐Ÿ”„ Lead to opportunity conversion workflows - ๐Ÿข Multi-team sales management - ๐Ÿ”’ Secure authentication with Odoo ## Installation ```bash # Clone the repository git clone https://github.com/yourtechtribe/model-context-protocol-mcp-odoo.git cd model-context-protocol-mcp-odoo # Install dependencies pip install -r requirements.txt ``` ## Configuration Create a `.env` file in the project root with the following variables: ``` ODOO_URL=https://your-odoo-instance.com ODOO_DB=your_database ODOO_USERNAME=your_username ODOO_PASSWORD=your_password HOST=0.0.0.0 PORT=8080 ``` ## Usage Start the MCP server: ```bash # Using the SSE transport (default) python -m mcp_odoo_public # Using stdio for local agent integration python -m mcp_odoo_public --transport stdio ``` ## Documentation Comprehensive documentation is available in the `docs/` directory: - [Documentation Home](docs/index.md) - Start here for an overview of all documentation - [Implementation Guide](docs/implementation_guide.md) - Detailed architecture and implementation details - [Accounting Functionality](docs/accounting_guide.md) - In-depth guide to accounting features - [CRM Functionality](docs/crm_guide.md) - Complete guide to CRM and partner management - [Troubleshooting](docs/troubleshooting.md) - Solutions for common issues - [Usage Examples](docs/examples/basic_usage.md) - Practical examples to get started ## Available Tools ### CRM Management - `list_leads` - List and filter leads/opportunities with Universidad ISEP custom fields - `get_lead_details` - Get comprehensive lead information - `create_lead` - Create new leads with academic program tracking - `update_lead` - Update lead information and progress - `convert_lead_to_opportunity` - Convert leads to opportunities - `get_crm_dashboard_stats` - Get performance metrics and analytics ### Partner Management - `list_partners` - List and filter contacts/companies - `get_partner_details` - Get detailed partner information - `create_partner` - Create new partners/contacts - `update_partner` - Update partner information ### Academic Programs (ISEP Specific) - `get_academic_programs` - List available academic programs - `list_crm_stages` - Get CRM workflow stages - `list_crm_teams` - Get sales teams - `get_lead_activities` - Get lead-related activities ### Accounting (Existing) - `list_vendor_bills` - List supplier invoices - `list_customer_invoices` - List customer invoices - `list_payments` - List payments with filtering - `reconcile_invoices_and_payments` - Generate reconciliation reports ## Development ### Project Structure - `mcp_odoo_public/`: Main package - `odoo/`: Odoo client and related modules - `resources/`: MCP resources definitions (tools and schemas) - `server.py`: MCP server implementation - `config.py`: Configuration management - `mcp_instance.py`: FastMCP instance definition ### Adding New Resources Resources define the capabilities exposed to AI agents through MCP. To add a new resource: 1. Create a new file in the `resources/` directory 2. Define your resource using the `@mcp.tool()` decorator 3. Import your resource in `resources/__init__.py` For detailed instructions, see the [Implementation Guide](docs/implementation_guide.md). ## License This project is licensed under the MIT License - see the LICENSE file for details. ## Author Albert Gil Lรณpez - Email: albert.gil@yourtechtribe.com - LinkedIn: https://www.linkedin.com/in/albertgilopez/ ## Contributing Contributions are welcome! Please feel free to submit a Pull Request.

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