An AI agent for your Odoo CRM.
Lives in Claude Desktop.
Pipeline briefs, coaching prep, source audits — answered in plain English. Claude reads your live Odoo through an open-standard MCP server running on your laptop. Your data never leaves your machine.
One prompt. Real data from your Odoo. Rendered in Claude Desktop.
An agent, not a chatbot.
OdooPilot is an MCP server. Claude calls 20 typed tools against your live Odoo, composes them into workflows, and writes a brief. Same architecture professional AI agents are built on.
Runs locally. Exposes 20 read/write tools and 4 senior-consultant skills.
It picks the right tools, paginates, joins data across models, applies the framework.
Names, numbers, next action. With the data trace behind every call.
Four briefs out of the box.
Pre-built skills that encode what a senior CRM consultant does every week.
Pipeline, risk, recommendation. In one page.
Any salesperson, last 30 days. Ready for the 1:1.
What's leaking. What's junk. What to fix.
Which source to scale. Which to pause.
See it work.
Four prompts. Four answers. No dashboards opened.
Built for Odoo CRM teams.
The Monday brief, ready before standup.
Coach with numbers, not vibes — without reading 14 reports.
Ship to clients in 15 minutes. Retain on a custom pack.
Setup is one command.
Install the MCP Connector in Odoo. Run one line on your laptop. Restart Claude Desktop.
The installer checks Node.js, fetches the agent from npm, and launches a wizard that tests your Odoo connection, detects your vertical pack, and configures Claude Desktop for you.
Everything included.
- ✓Pipeline snapshot. Open pipeline by stage and salesperson, weighted by probability, with the revenue at risk in late stages.
- ✓Idle-lead alerts. Every open lead going cold for more than N days, sorted by value at risk and last activity.
- ✓Salesperson scorecards. Assigned, won, lost, open, win rate, and won revenue for any date range — per rep or the whole team.
- ✓Revenue trend. Trailing-N-month won revenue, zero-filled, with optional per-rep slicing.
- ✓Lead-source quality audit. Which sources actually convert versus burn team time. Junk-lane filter for sources producing same-day kills.
- ✓Coaching brief. Any salesperson, last 30 days, with two specific leads to discuss live in the 1:1.
- ✓Lost-deal postmortem. Junk-lane losses split from worked-then-lost. Top lost reasons clustered. Three recommended actions.
- ✓Lead search & edit. Filter on owner, stage, source, tags, date, email, phone. Update with a safety confirmation in Claude Desktop.
- ✓Customer search & detail. Find any contact by name, email, phone, or category. Inline tag expansion. Linked lead history.
- ✓Vertical packs. Travel ships ready; Services, Distributors, SaaS scaffolds easy to fork. Auto-detect picks the right one.
- ✓Local-first, you own the data. Runs on your laptop as an MCP server. Odoo credentials never leave your machine.
- ✓Audit log + rate limits. Every call logged with timestamp, tool, args, success. Per-tool rate limits stop runaway loops.
- ✓Plain-English setup. One install command, one setup wizard. Detects your vertical, configures Claude Desktop for you.
- ✓Full ownership. Every workflow, prompt, and tool is plain TypeScript or markdown. Fork it, extend it, run it forever.
Pick a tier.
Public checkout coming soon. Drop your details below and we'll send install + setup steps within one business day.
One time · lifetime updates
For one organization using OdooPilot on its own Odoo.
- ✓Install on unlimited laptops within your company
- ✓Connect to one Odoo CRM instance
- ✓Lifetime code updates in v1.x
- ✓30-day money-back guarantee
One time · 12 mo support
For consultants and agencies deploying for clients.
- ✓Unlimited client deployments
- ✓Bundle into your service engagements
- ✓12 months email support (1-day response)
- ✓Custom-pack guidance for client schemas
Need something custom (white-label, >10 client SLA)? Contact us or book a 20-min call →
Quick answers
How does it connect to Odoo?▾
Via the Model Context Protocol (MCP). OdooPilot runs locally on your laptop and exposes your Odoo to Claude through a secure, standards-based interface — no hosted middleman.
Which Odoo versions?▾
Odoo Community Edition 16, 17, and 18. Self-hosted, Odoo.sh, or any VPS. Enterprise works too.
Where does my data go?▾
Nowhere. The MCP server runs on your machine. Your Odoo credentials and data never leave your laptop.
Will it change my data?▾
Only when you ask. Write actions show a confirmation prompt in Claude Desktop. Every call is audit-logged.
Do I need to code?▾
No. One install command, one setup command, restart Claude Desktop.
What do I own?▾
Every file. Plain TypeScript and markdown. Fork it, extend it, run it forever.
OdooPilot is independent and not affiliated with Odoo SA.