ajaysingh-codes/odoo-mcp-server

Odoo MCP Server

🎯 Odoo MCP Server

An AI-powered CRM automation tool that integrates Claude AI with Odoo ERP systems using the Model Context Protocol (MCP).

🚀 Features

• 🤖 AI Lead Classification: Automatically classify leads using Claude AI and BANT methodology (Budget, Authority, Need, Timeline)
• 📝 Smart Lead Creation: Create CRM leads with intelligent salesperson auto-assignment
• 📊 Project Management: Retrieve and manage Odoo project tasks
• 🔄 Real-time Integration: Seamless connection between Claude conversations and Odoo CRM
• 🎨 User-Friendly Interface: Clean Gradio web interface for easy interaction

📋 Prerequisites

• Python 3.8+
• Access to an Odoo instance (URL, database, credentials)
• Claude API key from Anthropic
• Required Python packages (see requirements.txt)

⚡ Quick Start

1. Clone the repository

   git clone <your-repo-url>
   cd odoo-mcp-server
   

2. Install dependencies

   pip install -r requirements.txt
   

3. Configure environment variables Create a .env file in the project root:

   # Odoo Configuration
   ODOO_URL=https://your-odoo-instance.com
   ODOO_DB=your_database_name
   ODOO_USERNAME=your_username
   ODOO_PASSWORD_OR_API_KEY=your_password_or_api_key
   
   # Claude AI Configuration
   CLAUDE_API_KEY=your_claude_api_key
   

4. Test your Odoo connection

   python test_connection.py
   

5. Launch the application

   python app.py
   

6. Open your browser to http://localhost:7860

🛠️ Core Components

Lead Classification with BANT

The AI analyzes email content and classifies leads based on:

• Budget: Financial capacity assessment
• Authority: Decision-making power
• Need: Urgency and importance
• Timeline: When they need a solution

Smart Auto-Assignment

• Automatically assigns salespeople based on email domain matching
• Prioritizes leads from known companies
• Updates lead status based on qualification

Project Task Management

• Retrieve tasks from specific Odoo projects
• Filter and limit results for focused management
• Real-time project status updates

📖 Usage Examples

Creating a Lead

# Through the web interface or programmatically
result = mcp_create_odoo_lead(
    lead_title="Enterprise Software Inquiry",
    company="Tech Corp",
    contact="Jane Smith",
    email_address="jane@techcorp.com",
    phone_number="+1-555-0199",
    notes="Interested in our enterprise solution"
)

AI Lead Classification

# Classify an email and update the lead
email_content = """
Hi, I'm the CTO at StartupXYZ. We're looking for a CRM solution 
for our 50-person team. Our budget is around $10k annually, and 
we need something implemented within the next 2 months. 
Can you help?
"""

result = mcp_classify_and_update_lead(
    email_text=email_content,
    email_address="cto@startupxyz.com"
)

🔧 Configuration

Environment Variables

• ODOO_URL: Your Odoo instance URL
• ODOO_DB: Database name
• ODOO_USERNAME: Odoo username
• ODOO_PASSWORD_OR_API_KEY: Password or API key
• CLAUDE_API_KEY: Anthropic Claude API key

Customization

• Modify BANT classification criteria in app.py
• Adjust salesperson assignment logic in odoo_actions.py
• Customize UI themes and layouts in the Gradio interface

🔍 Troubleshooting

Common Issues

1. Odoo Connection Failed

   • Verify your Odoo URL and credentials
   • Check if your Odoo instance allows XML-RPC connections
   • Ensure your user has appropriate permissions

2. Claude API Errors

   • Verify your API key is valid and has sufficient credits
   • Check the model name matches available Claude models
   • Review rate limits and usage

3. JSON Parsing Errors

   • The app handles markdown code blocks from Claude responses
   • Check Claude's response format in console logs

Testing Connection

python3 test_connection.py

🏗️ Architecture

┌─────────────────┐    ┌─────────────────┐    ┌─────────────────┐
│   Gradio UI     │    │   Claude AI     │    │   Odoo ERP      │
│   (Frontend)    │◄──►│   (MCP Client)  │◄──►│   (Backend)     │
└─────────────────┘    └─────────────────┘    └─────────────────┘
        │                       │                       │
        │              ┌─────────────────┐              │
        └─────────────►│   Python App    │◄─────────────┘
                       │   (MCP Server)  │
                       └─────────────────┘

🎯 Hackathon Highlights

This project demonstrates:

• AI Integration: Seamless Claude AI integration for intelligent lead processing
• Real-world Application: Practical CRM automation solving actual business problems
• Modern Architecture: MCP protocol implementation for scalable AI-human collaboration
• User Experience: Intuitive interface making AI accessible to non-technical users

🤝 Contributing

1. Fork the repository
2. Create a feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

📄 License

This project is licensed under the MIT License - see the LICENSE file for details.

🙏 Acknowledgments

• Anthropic for Claude AI and MCP protocol
• Odoo for the excellent ERP platform
• Gradio team for the fantastic UI framework