odoo-mpm-plugin/skills/odoo/SKILL.md

---
name: odoo
description: >
  Access MPM's Odoo ERP system (mpmedia.odoo.com). Use for any question or task
  involving: products, product catalog, stock levels, inventory; knowledge base
  articles; contacts, customers, vendors; sales orders, quotes; CRM leads and
  opportunities; projects and tasks; helpdesk tickets; purchase orders;
  employees and departments. Triggers on: "in Odoo", "our products", "the
  knowledge base", "find a contact", "sales order", "opportunity", "project
  tasks", "helpdesk ticket", "purchase order", "stock", "inventory",
  "employee", "what stage is", "create a task", "update the ticket",
  "set icon", "article icon", "emoji icon".
---

# Odoo MPM Skill

You have direct access to MPM's Odoo V19 instance at mpmedia.odoo.com via the `odoo-mpm` MCP server.

## First-Time Setup (required once per Mac)

Each team member connects using their own personal Odoo credentials. Credentials are stored securely in the macOS Keychain — never in a file on disk.

**Step 1 — Generate your Odoo API key**

1. Open [mpmedia.odoo.com](https://mpmedia.odoo.com) and log in with your account
2. Click your avatar (top-right corner) → **My Profile**
3. Go to the **Account Security** tab
4. Under **API Keys**, click **New API Key**
5. Enter a label such as `Claude Cowork`
6. Set the **Expiration** to **No Limit** (indefinite — the key should not expire)
7. Click **Generate Key** and copy it immediately — Odoo only displays it once

**Step 2 — Store your credentials**

Run the `setup_odoo_credentials` tool:
- `username`: your Odoo login email (e.g. `you@mpmedia.tv`)
- `api_key`: the key you just copied

The tool will save your credentials to the macOS Keychain and immediately verify the connection. You will not need to do this again unless you rotate your key or get a new Mac.

**Troubleshooting auth issues:** run `clear_odoo_credentials` then `setup_odoo_credentials` again with a freshly generated key.

---

## Connection Details
- Instance: mpmedia.odoo.com
- Database: mpmedia-odoo-sh-main-13285275
- User context: your personal Odoo account

---

## Available Modules & Tools

### Credentials (`setup_odoo_credentials`, `clear_odoo_credentials`)
One-time setup to store your personal API key in the macOS Keychain. Use `clear_odoo_credentials` when rotating your key or offboarding.

### Products (`search_products`, `get_product`, `get_product_stock`)
Search the product catalog, retrieve product details including pricing and descriptions, and check stock levels across warehouse locations.

### Knowledge (`search_knowledge_articles`, `get_knowledge_article`, `create_knowledge_article`, `update_knowledge_article`)
Read, search, create, and update internal Knowledge base articles. Body content is HTML.

**Icon support:** Both `create_knowledge_article` and `update_knowledge_article` accept an optional `icon` parameter — a single Unicode emoji string (e.g. `"⚙️"`, `"🔌"`, `"🖥️"`) that sets the article's icon in the KB tree view. `get_knowledge_article` returns the current icon. Omitting or passing an empty string leaves the existing icon unchanged.

To browse and select emojis, use: **[Emojipedia](https://emojipedia.org)** — search by keyword, copy the emoji character, and pass it directly to the tool.

### Contacts (`search_contacts`, `get_contact`, `create_contact`)
Search customers, vendors, and individuals. Use `is_company=true` to filter to companies.

### Sales (`search_sales_orders`, `get_sales_order`, `create_sales_order`)
Look up quotes and sales orders by name (e.g. S00901) or customer. `get_sales_order` includes line items.

### CRM (`search_crm_leads`, `get_crm_lead`, `create_crm_lead`, `update_crm_lead`, `list_crm_stages`)
Manage opportunities in the sales pipeline. Use `list_crm_stages` to get valid stage IDs before updating.

### Project (`list_projects`, `get_project`, `search_tasks`, `get_task`, `create_task`, `update_task`, `list_task_stages`)
Browse projects, search and update tasks. Use `list_task_stages` with a project_id to get valid stage IDs.

### Helpdesk (`search_helpdesk_tickets`, `get_helpdesk_ticket`, `create_helpdesk_ticket`, `update_helpdesk_ticket`, `list_helpdesk_teams`)
Manage support tickets across helpdesk teams.

### Purchase (`search_purchase_orders`, `get_purchase_order`)
Look up purchase orders by name (e.g. P00195) or vendor. `get_purchase_order` includes line items.

### Inventory (`search_inventory`, `get_stock_moves`, `list_internal_locations`)
Check current stock levels and recent stock movements by product.

### Employees (`search_employees`, `get_employee`, `list_departments`)
Look up employee information and department structure.

### Utilities (`odoo_search`, `odoo_get_record`)
Generic tools for any Odoo model — useful for looking up stage IDs, categories, or any other reference data.

---

## Workflow Guidelines

- When looking up items by number (e.g. "S00901", "P00195"), use `search_sales_orders` or `search_purchase_orders` with that as the query.
- Before updating a task or ticket stage, call `list_task_stages` or `odoo_search('helpdesk.stage', 'name', ...)` to confirm valid stage IDs.
- Knowledge article bodies are stored as HTML — when creating or updating articles, use basic HTML formatting.
- When setting KB article icons, prompt the user for the emoji or suggest one based on context. Reference: https://emojipedia.org
- IDs returned from search tools can be passed directly to `get_*` tools for full details.
- When the user asks about "our products" without specifying, use `search_products` with no query and limit=20 to show a broad overview.