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By: Magenest | Support Portal:

Introduction

Odoo MCP Server connects AI applications such as Claude and Codex with Odoo through the Model Context Protocol (MCP).

Once connected, AI Agents can work with Odoo data within the permissions granted to them. Administrators can control access at two levels: permissions configured for individual Odoo models and Odoo's existing user access controls. This helps ensure that AI Agents can only read, create, update, or delete data that the connected user is authorized to access.

Highlight Features

• Connect Claude and Codex to Odoo through MCP.
• Authenticate MCP connections using Odoo user accounts.
• Enable or disable the MCP Gateway directly in Odoo.
• Control Read, Write, Create, and Delete permissions for individual Odoo models.
• Apply Odoo's existing model access, record rules, and user groups to AI activity.
• Allow AI Agents to work with Odoo data directly from a chat interface.
• Control whether specific MCP tools require user approval before they are executed.

System Requirements

Before configuring Odoo MCP Server, make sure the following requirements are met:

• Access to an Odoo environment with the required MCP modules installed.
• Administrator access to configure the MCP Gateway and model permissions.
• An Odoo user account with the appropriate business permissions.
• Access to Claude or Codex for creating the MCP connection.
• The MCP Gateway must be enabled before an external AI application can connect.
• The Odoo server must be accessible from the AI application through the configured MCP Server URL.

The original guide contains login credentials for test accounts. These should not be included in a public website version of the user guide.

General System Operations

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).

To apply filters or group records, click the search bar (2) and select the options you need. You can use built-in filters and groups or create your own. Multiple grouping levels can also be applied.

The current filter can be saved to Favorites (5) for later use.

When you enter a keyword in the search bar, Odoo displays the fields that can be searched. Select the appropriate field to filter records using the keyword you entered.

In List View (1), click the column settings icon (2) to choose which columns are shown or hidden.

Save the Current Filter

 Step 1: Apply the filters or grouping options you want (1). You can use existing options or create custom ones.

 Step 2: Select Save current search (2).

 Step 3: Enter a name for the saved filter.

• 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).

Create a New Record

Create a Record Manually

 Step 1: Open the section where you want to create a new record, for example Employees, then click New.

 Step 2: Enter the required information and click Save (1).

• 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).

Duplicate a Record

You can also create a new record by duplicating an existing one.

From a record form:

1. Click the gear icon.
2. Select Duplicate.

Alternatively, from List View:

1. Select the record or records you want to duplicate.
2. Click Actions > Duplicate.

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.

Delete a Record

There are two ways to delete records.

From Form View

Open the record, click the gear icon, then select Delete.

From List View

Select the records you want to delete, then choose: Actions > Delete

After you click Delete, a confirma

tion dialog appears.

• Select Delete to confirm.
• Select No to cancel.

Create a User - Community Edition

 Step 1: Open Settings.

 Step 2: Go to: Users & Companies > Users

 Step 3: Click New to create a user.

 Step 4: Enter the user information.

• Name: Enter the user's full name as it should appear in Odoo.
• Email: Enter the email address the user will use to sign in and receive system notifications.
• User Type: Choose the option that best matches the user's role in the system.
• Internal User: For employees who need access to internal and administrative functions such as Attendance, Time Off, Payroll, HR, Accounting, and other business applications.
• Portal User: For employees who only need to view information related to themselves, such as attendance, leave requests, payslips, and overtime, without management or editing access.
• Public User: For external visitors who do not need to sign in and can only access public content on the website.

As a general guideline:

• If an employee only needs to check attendance, submit leave requests, and view payroll or overtime information, use Portal User.
• If the user needs to manage, approve, or work with HR, Attendance, or Time Off modules, use Internal User.

 Step 5: To change the user's password, click the settings icon and select Change Password.

 Step 6: Set the login password.

• Enter the new password in the New Password field.
• Click Change Password to confirm and save it.

Note

After the password has been updated, the user will sign in with:

• Username: The user account that was created.
• Password: The password configured in the previous step.

 Step 7 - Optional: Click Create Employee to create an employee record for the user.

 Step 8: Once the employee record has been created, click the employee icon to open it.

The user account is automatically linked to the employee profile after the employee is created.

Activate the Required Modules

 Step 1: Open Apps.

 Step 2: Enter advanced_ai in the search bar.

 Step 3: Click Activate to install the required module.

I. MCP Connection

Before connecting an external AI application, the MCP Gateway must be enabled in Odoo.

Enable the MCP Gateway

 Step 1: Open the Adv MCP module.

 Step 2: Enable Gateway Enabled, then save the configuration.

1. Connect Claude

 Step 1: Open Claude, then go to Settings.

 Step 2: Open Connectors, then select: Add > Add custom connector

 Step 3: Enter a name for the connector and provide the MCP Server URL:

https://aicypher.hungnamecommerce.com/mcp_server

Then click Add.

 Step 4: The connector initially appears as not connected. Click Connect.

 Step 5: Your browser redirects you to the Odoo login page. Enter your Odoo account credentials and sign in.

 Step 6: After signing in successfully, click Allow.

The browser then redirects you back to Claude, where the connector will appear as connected.

2. Connect Codex

 Step 1: Open Codex settings, then go to: Plugins > Add MCP Server

 Step 2: Enter the MCP Server URL:

https://aicypher.hungnamecommerce.com/mcp_server

Set Type to: StreamableHTTP

Then click Connect.

 Step 3: Your browser redirects you to the Odoo login page. Enter your Odoo account credentials and sign in.

 Step 4: After signing in successfully, click Allow.

II. Odoo Configuration

Model-Level Permissions

MCP access is controlled through two permission layers:

• Model-level MCP permissions: Configure Read, Write, Create, and Delete permissions for each Odoo model.
• Standard Odoo permissions: Odoo applies model access rights, record rules, and user groups to control what data each user can access.

An AI Agent must pass both permission layers before it can access or modify Odoo data.

For example, to create a Sales Order, the connected user must have:

• The required MCP permissions for the relevant model.

• The required Odoo permissions to create Sales Orders.

Configure Model Permissions

 Step 1: Open Adv MCP

 Step 2: Click Configuration > Module Access

 Step 3: Click New

 Step 4: Select the model you want to configure, then assign the required permissions:

• Read
• Write
• Create
• Delete

User-Level Permissions

Odoo also controls access for each user based on modules and business roles.

 Step 1: Open Settings.

 Step 2: Go to: Users & Companies > Users

 Step 3: Select the user whose permissions you want to configure.

 Step 4: Assign the required access rights using Odoo's standard permission settings.

III. Chat with AI

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.

 Step 3: Start chatting.

The AI Agent can now use the enabled MCP connection to work with Odoo within the permissions granted to the connected user.

Important Notes

Some tools require user approval the first time an AI Agent attempts to use them.

For example, when a tool such as Remove Record is used for the first time, Claude may ask whether you want to:

• Allow the tool for this request only, or
• Always allow the tool without asking again.

Review this choice carefully, especially for tools that can delete or modify data.

Allowing a sensitive tool to run automatically may result in the AI Agent - or a user interacting with the Agent - performing actions beyond the intended business process. 

In Claude, you can review which tools are:

• Always allowed
• Required to ask for approval before use

For tools that can delete or make significant changes to Odoo data, keeping user approval enabled is recommended.