Odoo-MCP

# 🏢 Odoo Company Setup Guide - BARQ ## 📊 Current Setup Status Your Odoo instance is **well-configured** for HR, Finance, and Approvals! Here's what's already set up: ### ✅ Installed & Configured - **Company**: BARQ (barq) - **Currency**: SAR (Saudi Riyal) - **Email**: ridris@barqapp.com - **Phone**: 9668001240174 - **Total Modules**: 218 installed - **Employees**: 200 active employees - **Users**: 2 active users (Azzam, BARQ) ## 🎯 Key Modules Status ### 👥 Human Resources (HR) - ✅ **Core HR Module**: Installed & Active - ✅ **HR Holidays**: Installed (Leave Management) - ✅ **HR Expense**: Installed (Expense Management) - ⚠️ **HR Timesheet**: Available for installation - **Current Employees**: 200 - **Departments**: 10 departments including: - Administration - Ecommerce - Ecommerce WH - Food - HQ ### 💰 Finance & Accounting - ✅ **Core Accounting**: Installed & Active - ✅ **Account Invoicing**: Installed - ✅ **Chart of Accounts**: 168 accounts configured - ✅ **Journals**: 11 journals set up including: - Sales Journal - Purchase Journal - Bank Journal - Tax Adjustments - Miscellaneous Operations - ⚠️ **Purchase Module**: Available for installation ### ✅ Approvals Workflow - ✅ **Approvals Module**: Installed & Active - ✅ **8 Approval Categories** configured: - Business Trip - Borrow Items - General Approval - Contract Approval - Payment Application - Car Rental Application - Job Referral Award - Procurement ## 🚀 Recommended Next Steps ### 1. Install Missing Modules ```bash python3 install_missing_modules.py ``` The following modules are recommended for completion: - **HR Timesheet** (Task Logs) - For time tracking - **Purchase** - For procurement management ### 2. Configure Additional Settings #### HR Configuration - **Job Positions**: Define roles and responsibilities - **Employee Categories**: Organize staff by type/level - **Leave Types**: Configure vacation, sick leave, etc. - **Expense Categories**: Set up expense types for reimbursement #### Finance Configuration - **Tax Configuration**: Set up VAT and other Saudi taxes - **Payment Terms**: Configure customer/supplier payment terms - **Fiscal Year**: Set up accounting periods - **Bank Accounts**: Configure company bank accounts #### Approval Workflows - **Approval Rules**: Define who can approve what amounts - **Notification Settings**: Set up email notifications - **Escalation Rules**: Configure automatic escalation - **Custom Categories**: Add company-specific approval types ### 3. User Management Currently you have 2 users. Consider adding: - **Department Managers**: For approval workflows - **HR Staff**: For employee management - **Finance Team**: For accounting tasks - **Regular Employees**: For self-service functions ### 4. Data Management - **Employee Records**: Ensure all 200 employees have complete profiles - **Customer Data**: Import/verify customer information - **Supplier Data**: Set up vendor records - **Product Catalog**: Configure products/services (if applicable) ## 🔧 Integration Opportunities ### MCP Server Integration Your MCP server provides 31 tools and 52 resources for: - Automated employee onboarding - Expense report processing - Financial report generation - Approval workflow automation - Data synchronization with external systems ### API Access - Use the configured MCP server for Claude AI integration - Automate routine tasks through XML-RPC API - Connect with external HR/Finance systems ## 📋 Quick Actions ### Immediate (Today) 1. ✅ Review current setup (COMPLETED) 2. 🔄 Install missing modules 3. 🔧 Configure approval notification emails 4. 👤 Create additional user accounts as needed ### This Week 1. 📊 Set up expense categories and approval limits 2. 💳 Configure bank account integration 3. 📅 Set up leave policies and calendars 4. 🏢 Review and optimize department structure ### This Month 1. 📈 Generate financial reports and dashboards 2. 🎯 Train users on approval workflows 3. 🔄 Set up automated backup procedures 4. 📊 Configure KPI dashboards for management ## 🆘 Support & Resources ### Documentation - [Odoo HR Documentation](https://www.odoo.com/documentation/17.0/applications/hr.html) - [Odoo Accounting Documentation](https://www.odoo.com/documentation/17.0/applications/finance.html) - [Approvals Module Guide](https://www.odoo.com/documentation/17.0/applications/productivity/approvals.html) ### MCP Server Commands Use the configured MCP server for automated tasks: - Employee management - Financial reporting - Approval processing - Data imports/exports ## 📞 Need Help? Your Odoo instance is hosted at: `https://barq1.odoo.com` Database: `barq1` Current admin: `ridris@barqapp.com` For technical support with the MCP integration, use the provided Python scripts in this directory. --- *Generated by Claude Code - Odoo MCP Setup Assistant*