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General System Operations
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Views, Search, and Filters
From any screen, users can switch between the available views by clicking the corresponding view icon in the upper-right corner (1).
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- Select Default Filter if you want it to be applied automatically whenever you open the view.
- Select Shared if you want other users in the system to be able to use it.
Step 4: Click Save (4).
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Create a New Record
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Create a Record Manually
Step 1: Open the section where you want to create a new record, for example Employees, then click New.
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- Click Discard (2) to cancel and return to the previous view.
- If any required fields are missing, Odoo will display a warning and prevent the record from being saved (3).
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Duplicate a Record
You can also create a new record by duplicating an existing one.
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- Select the record or records you want to duplicate.
- Click Actions > Duplicate.
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Edit a Record
Open the record you want to update and make the necessary changes.
Click Save to apply the changes, or Discard to cancel them.
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Delete a Record
There are two ways to delete records.
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- Select Delete to confirm.
- Select No to cancel.
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Create a User - Community Edition
Step 1: Open Settings.
Step 2: Go to: Users & Companies > Users
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The user account is automatically linked to the employee profile after the employee is created.
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Activate the Required Modules
Step 1: Open Apps.
Step 2: Enter advanced_aiin the search bar.
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Step 4: After signing in successfully, click Allow.
II. Odoo Configuration
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Model-Level Permissions
MCP access is controlled through two permission layers:
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Step 4: Select the model you want to configure, then assign the required permissions:
- Read
- Write
- Create
- Delete
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User-Level Permissions
Odoo also controls access for each user based on modules and business roles.
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Step 4: Assign the required access rights using Odoo's standard permission settings.
III. Chat with AI
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Start a Chat in Claude
Step 1: Open Claude.
Step 2: Click the + icon shown in the chat interface and select Odoo MCP, or the connector name you created earlier.
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