KasunJ1984/odoo-crm-mcp-server

Odoo CRM MCP Server

A Model Context Protocol (MCP) server for analyzing Odoo CRM data with intelligent context management. Designed to work with both desktop Claude and browser-based Claude.ai.

Features

Context-Aware Design

This MCP server is specifically designed to handle large CRM datasets without overwhelming Claude's context window:

• Smart Pagination: Default limit of 10 records, max 50 per request
• Aggregation Tools: Summary and analytics tools that return statistics instead of raw data
• Flexible Filtering: Narrow down results before fetching
• Format Options: JSON for processing, Markdown for readability

Available Tools

Recommended Analysis Workflow

1. Start with analytics: Use odoo_crm_get_sales_analytics for overall picture
2. Check pipeline: Use odoo_crm_get_pipeline_summary to understand stage distribution
3. Drill down: Use odoo_crm_search_leads with filters to find specific opportunities
4. Get details: Use odoo_crm_get_lead_detail for individual records

Installation

# Clone or copy the server files
cd odoo-crm-mcp-server

# Install dependencies
npm install

# Build TypeScript
npm run build

Configuration

Set these environment variables:

export ODOO_URL="https://your-odoo-instance.com"
export ODOO_DB="your_database_name"
export ODOO_USERNAME="your_username"
export ODOO_PASSWORD="your_password_or_api_key"

Running the Server

For Desktop Claude / Claude Code (stdio transport)

# Default - runs on stdio
npm start

# Or explicitly
TRANSPORT=stdio npm start

Add to your Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json on Mac):

{
  "mcpServers": {
    "odoo-crm": {
      "command": "node",
      "args": ["/path/to/odoo-crm-mcp-server/dist/index.js"],
      "env": {
        "ODOO_URL": "https://your-odoo.com",
        "ODOO_DB": "your_db",
        "ODOO_USERNAME": "admin",
        "ODOO_PASSWORD": "your_password"
      }
    }
  }
}

For Browser Claude.ai (HTTP transport) ⭐

To use with browser-based Claude.ai, you need to run the server with HTTP transport and make it accessible via HTTPS.

Option 1: Local with ngrok (Quick Testing)

# Terminal 1: Start the server
TRANSPORT=http PORT=3000 npm start

# Terminal 2: Expose via ngrok
ngrok http 3000

Then add to Claude.ai via Settings → Integrations → Add MCP Server:

• URL: https://your-ngrok-url.ngrok.io/mcp

Option 2: Deploy to Cloud (Production)

Deploy to Railway/Render/Fly.io:

# Example with Railway
railway init
railway up

# Set environment variables in Railway dashboard:
# TRANSPORT=http
# PORT=3000
# ODOO_URL, ODOO_DB, ODOO_USERNAME, ODOO_PASSWORD

Deploy with Docker:

FROM node:20-slim
WORKDIR /app
COPY package*.json ./
RUN npm ci --only=production
COPY dist ./dist
ENV TRANSPORT=http
ENV PORT=3000
EXPOSE 3000
CMD ["node", "dist/index.js"]

docker build -t odoo-crm-mcp .
docker run -p 3000:3000 \
  -e ODOO_URL=https://your-odoo.com \
  -e ODOO_DB=your_db \
  -e ODOO_USERNAME=admin \
  -e ODOO_PASSWORD=your_password \
  odoo-crm-mcp

Option 3: Using Cloudflare Workers (Serverless)

For serverless deployment, you'll need to adapt the code to use Cloudflare Workers format. Contact for assistance.

Adding to Browser Claude.ai

1. Go to claude.ai
2. Click your profile → Settings → Integrations
3. Click "Add MCP Server" (or similar)
4. Enter your server URL: https://your-server.com/mcp
5. Save and test

Usage Examples

Get Overall Performance

"Show me our CRM performance analytics"
→ Claude uses odoo_crm_get_sales_analytics

Pipeline Overview

"What does our pipeline look like by stage?"
→ Claude uses odoo_crm_get_pipeline_summary

Find Specific Opportunities

"Find opportunities over $50,000 in the negotiation stage"
→ Claude uses odoo_crm_search_leads with filters

Check Activities

"Are there any overdue activities?"
→ Claude uses odoo_crm_get_activity_summary

Tool Reference

odoo_crm_get_sales_analytics

Get comprehensive KPIs and metrics.

Parameters:

• date_from: Start date (YYYY-MM-DD)
• date_to: End date (YYYY-MM-DD)
• team_id: Filter by sales team
• include_by_salesperson: Include breakdown by rep (default: true)
• top_opportunities_count: Number of top opps to show (0-10, default: 5)

odoo_crm_get_pipeline_summary

Get aggregated pipeline by stage.

Parameters:

• team_id: Filter by sales team
• user_id: Filter by salesperson
• include_lost: Include lost opportunities
• max_opps_per_stage: Top opportunities per stage (0-10, default: 3)

odoo_crm_search_leads

Search leads with filters and pagination.

Parameters:

• query: Search text (name, contact, email)
• stage_id / stage_name: Filter by stage
• user_id: Filter by salesperson
• type: 'lead' or 'opportunity'
• min_revenue / max_revenue: Revenue range
• min_probability: Minimum probability
• date_from / date_to: Creation date range
• limit: Results per page (default: 10, max: 50)
• offset: Pagination offset

odoo_crm_get_lead_detail

Get full details for a single lead.

Parameters:

• lead_id: The ID of the lead/opportunity

odoo_crm_search_contacts

Search contacts/partners.

Parameters:

• query: Search text
• is_company: Filter companies vs individuals
• has_opportunities: Only contacts with opportunities
• country / city: Location filters

odoo_crm_get_activity_summary

Get activity workload summary.

Parameters:

• user_id: Filter by assigned user
• days_ahead: Days to include for upcoming (default: 7)
• include_completed: Include completed activities

odoo_crm_list_stages

List all pipeline stages with IDs.

Security Notes

• Never commit credentials to version control
• Use environment variables or secrets management
• For production, implement proper authentication on the HTTP endpoint
• Consider IP whitelisting for the MCP server

Troubleshooting

"Authentication failed"

• Verify ODOO_URL, ODOO_DB, ODOO_USERNAME, ODOO_PASSWORD
• Ensure the user has CRM access rights in Odoo
• Check if Odoo is using API keys vs passwords

"Connection refused"

• Verify Odoo URL is correct and accessible
• Check firewall/network settings
• Ensure Odoo's XML-RPC interface is enabled

"Tool not found" in Claude.ai

• Verify the server is running with TRANSPORT=http
• Check the /health endpoint returns ok
• Ensure HTTPS is configured (required for browser Claude.ai)

License

MIT