Instructions file
Claude Code instructions for Jaaziel-Polanco/odoo-mcp, covering claude.md -- instructions for claude code, what this project is, design principles, key architecture facts and open core boundary.
Instructions file
Claude Code instructions for Jaaziel-Polanco/odoo-mcp, covering claude.md -- instructions for claude code, what this project is, design principles, key architecture facts and open core boundary.
Skill Claude CodeCodex
Build automated actions, server actions, scheduled jobs, and email triggers in Odoo. Use when the user wants "when X happens, do Y", or a scheduled/recurring task.
Skill Claude CodeCodex
Work with vendors, RFQs, purchase orders, receiving goods, and paying vendor bills. Use when the user mentions buying, purchase, inkoop, vendors/suppliers, POs, bills, or procurement.
Skill Claude CodeCodex
Deduplicate, enrich, and fix data quality — especially contacts, products, leads. Use for dedupe, merging duplicates, fixing formatting, enrichment, or data-quality audits.
Skill Claude CodeCodex
Post messages and notes in Odoo chatter, schedule activities, attach files, and manage followers via the external API. Use when the user wants to log a call, leave an internal note, send an email through Odoo, schedule a follow-up, or add an attachment to any record.
Skill Claude CodeCodex
Add custom fields, adjust views/forms, and customize models without writing a module (Studio-style changes). Use when the user wants to add a field, change a form layout, or customize a view.
Skill Claude CodeCodex
Bookkeeping — journal entries, reconciliation, period close, VAT returns, and financial reports. Use for accounting, bookkeeping, boekhouding, GL, reconcile, tax/VAT, or period close.
Skill Claude CodeCodex
Remove signs of AI-generated writing from text. Use when drafting or editing user-facing copy in Odoo (emails, product descriptions, website pages, knowledge articles, chatter messages) so it reads natural and human-written. Based on Wikipedia's "Signs of AI writing" guide.
Skill Claude CodeCodex
Import data into Odoo ERP. Use when the user wants to migrate data from Excel/CSV files into Odoo, set up a new Odoo instance, or onboard a client. Works with the Odoo MCP and Import Pro companion app.
Skill Claude CodeCodex
Load data into Odoo from CSV, Excel, or external systems — idempotently via external IDs. Use when the user wants to bulk-import contacts, products, leads, transactions, or any other records.
Skill Claude CodeCodex
Work with stock levels, transfers, warehouse operations, lots, and serial numbers. Use when the user mentions inventory, stock, voorraad, warehouse, transfers, pickings, lots, or serials.
Skill Claude CodeCodex
Work with manufacturing orders, bills of materials, work orders, and quality checks. Use when the user mentions manufacturing, production, MRP, BOMs, work orders, maken, or productie.
Skill Claude CodeCodex
Run campaigns — mass mailings, marketing automation, events, and lead generation tracking. Use for marketing, campaigns, mailings, email blasts, events, or UTM tracking.
Skill Claude CodeCodex
Use when choosing which Odoo app/module fits a business process, mapping data to Odoo models, or deciding where to import data. Also use when the user asks "which Odoo app should I use for X" or "where does this data go in Odoo". Helps avoid common mistakes like using Maintenance for sold products.
Skill Claude CodeCodex
Manage employees, leave/time off, expenses, and recruitment. Use for HR, employees, medewerkers, verlof, expenses, onkosten, applicants, or onboarding.
Skill Claude CodeCodex
Manage access rights, user groups, record rules, and field-level security. Use for permissions, security, access control, roles, groups, or "who can see/edit what".
Skill Claude CodeCodex
Work with projects, tasks, milestones, and timesheets. Use when the user mentions projects, tasks, taken, timesheets, uren, milestones, or deliverables.
Skill Claude CodeCodex
Build board-room style dashboards, KPIs, and trend summaries over any Odoo data. Use when the user wants a report, dashboard, KPI, trend analysis, or executive summary.
Skill Claude CodeCodex
Point-of-sale operations — sessions, orders, cash control, and end-of-day closing. Use for POS, kassa, retail, cash register, or shop-floor transactions.
Skill Claude CodeCodex
Work with customers, leads, quotes, sales orders, and customer invoices. Use when the user mentions selling, sales, CRM, pipeline, quotes/offertes, orders, invoicing customers, or chasing payments.
Skill Claude CodeCodex
Handle customer support tickets, SLAs, and field-service interventions. Use for helpdesk, tickets, support, SLAs, or on-site service jobs.
MCP server Claude CodeCodexCursor +2
A Model Context Protocol server for Odoo ERP systems. Runs locally from the mcp-server-odoo Python package.