odoo

What This Skill Does

The Odoo Financial Intelligence skill serves as a robust read-only bridge between your OpenClaw agent and your Odoo ERP ecosystem. It acts as an analytical layer, allowing you to extract deep business insights—such as salesperson performance metrics, complex ledger entries, inventory status, and CRM trends—without the need to navigate the Odoo web interface manually. By leveraging direct connectivity to Odoo models like sale.order, account.move, and res.partner, this skill provides ledger-based, evidence-first reporting. It enables you to generate professional deliverables including WhatsApp cards for quick updates, PDF reports for stakeholders, and Excel spreadsheets for deeper offline analysis.

Installation

Installation is streamlined via the OpenClaw CLI. First, execute the installation command: clawhub install openclaw/skills/skills/ashrf-in/odoo-reporting. Once installed, navigate to the skill directory at skills/odoo/assets/autonomous-cfo/. You must copy the template configuration file using cp .env.example .env and populate it with your specific Odoo instance details, including your URL, database name, and credentials. For production environments, it is strongly recommended to use an Odoo API Key generated via your Odoo settings panel rather than your master password to maintain superior security and auditability.

Use Cases

This skill is designed for business owners, sales managers, and financial controllers who require on-demand data without compromising data integrity. Use it to query real-time AR/AP aging reports to manage cash flow, identify your top-performing customers by revenue, or audit inventory levels across multiple warehouses. It is especially useful for generating snapshot performance summaries for team meetings where instant, evidence-backed data is required.

Example Prompts

1. "Generate an Excel report of all unpaid invoices from this month, filtered by customer category."
2. "Show me the top 5 salespeople by total revenue for the current quarter and create a summary card for WhatsApp."
3. "What is the current inventory stock level for our most popular product category, and can you export the detailed breakdown to a PDF?"

Tips & Limitations

To ensure peak performance, utilize the JSON-RPC backend (Odoo 19+) if your dataset is massive, as it offers improved throughput. Please remember that this skill is strictly read-only; it cannot modify your Odoo database, ensuring your ERP data remains immutable from the AI side. Since model invocation is disabled, you must always explicitly state your intent to use the Odoo skill for any query, providing an extra layer of human-in-the-loop security.