# Installation and Setup Checklist
## ✅ Completed
- [x] Created project structure
- [x] Implemented Odoo XML-RPC connection class
- [x] Created MCP server with 15 tools
- [x] Added CRUD operations (Create, Read, Update, Delete)
- [x] Implemented module management tools
- [x] Added advanced operations (fields_get, execute, etc.)
- [x] Installed npm dependencies
- [x] Built TypeScript to JavaScript
- [x] Created comprehensive documentation
- [x] Added usage examples
- [x] Created quick start guide
- [x] Added configuration helper script
## 📋 Next Steps (For You)
### 1. Configure Claude Desktop
Run the helper script:
```bash
cd /Users/malvernbright/development/Odoo/odoo-17.0+e.20251121/mcp-odoo-server
./setup-config.sh
```
Or manually add to `~/Library/Application Support/Claude/claude_desktop_config.json`:
```json
{
"mcpServers": {
"odoo": {
"command": "node",
"args": [
"/Users/malvernbright/development/Odoo/odoo-17.0+e.20251121/mcp-odoo-server/build/index.js"
]
}
}
}
```
### 2. Get Odoo API Key
1. Log into your Odoo instance
2. Click your user name (top right)
3. Go to **My Profile** → **Preferences**
4. Scroll to **Account Security** section
5. Click **New API Key**
6. Give it a description (e.g., "MCP Server")
7. Copy the generated API key (you won't see it again!)
### 3. Restart Claude Desktop
Close and reopen Claude Desktop to load the new MCP server.
### 4. Test the Connection
In Claude Desktop, try:
```
Connect to my Odoo database with:
- Host: localhost
- Database: [your-db-name]
- Username: [your-email]
- API Key: [your-api-key]
- Port: 8069
- Protocol: http
```
### 5. Verify It Works
Try these test commands:
```
What version of Odoo am I running?
```
```
Show me the first 5 installed modules
```
```
Search for customers in my database
```
## 🔧 Troubleshooting
### MCP Server Not Showing Up
- Check Claude Desktop logs
- Verify the path in config is correct
- Ensure the build directory exists
- Restart Claude Desktop
### Can't Connect to Odoo
- Is Odoo running? `ps aux | grep odoo`
- Check port is correct (usually 8069)
- Verify database name exists
- Test API key with another tool
### Authentication Failed
- Double-check API key (no spaces)
- Verify username is correct (email format)
- Ensure user has proper permissions
- Try with admin account first
### Module Operations Fail
- Only admin users can install/uninstall modules
- Check module technical name is correct
- Some modules require dependencies
## 📚 Learning Resources
- **QUICKSTART.md** - Quick start guide
- **README.md** - Full documentation
- **examples/basic-crud.md** - CRUD examples
- **examples/sales-orders.md** - Sales order examples
- **examples/module-management.md** - Module examples
- **examples/advanced-operations.md** - Advanced examples
- **examples/configuration.md** - Configuration help
## 🎯 Common Use Cases
### View Data
- List customers
- View sales orders
- Check inventory
- See invoices
### Create Records
- Add new customers
- Create sales orders
- Add products
- Generate invoices
### Manage Modules
- Install apps
- Upgrade modules
- Check dependencies
- List available modules
### Administrative
- Check permissions
- View field definitions
- Execute custom methods
- Get server info
## 🚀 Advanced Usage
Once comfortable, explore:
- Complex domain queries
- Custom method execution
- Batch operations
- Integration with workflows
## 💡 Tips
1. **Start Simple**: Begin with read operations before modifying data
2. **Test on Copy**: Use a test/staging database first
3. **Check Permissions**: Use `odoo_check_access_rights` before operations
4. **Read Docs**: Check field definitions before creating records
5. **Use Domains**: Master Odoo domain syntax for powerful queries
## ✅ You're Ready!
The MCP Odoo Server is fully functional and ready to use. Happy automating! 🎉
