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; eLearning courses, slides, quizzes, and enrollment;
  bulk record updates; archiving records; counting records; cancelling quotations.
  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", "cancel quotation", "cancel quote", "archive", "mark lost",
  "bulk update", "how many records", "count of", "stage id for", "resolve stage",
  "search with filters", "filter by", "lost reasons", "course", "training",
  "elearning", "e-learning", "lesson", "slide", "quiz", "enroll", "enrollment",
  "onboard to course", "publish course", "add lesson", "create course".
---

# Odoo MPM Skill

You have direct access to MPM's Odoo 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. All three tools support an `icon` field — pass a Unicode emoji (e.g. `⚙️`, `🔌`, `🖥️`) to set the article's icon in the KB tree. Browse icons at https://emojipedia.org.

### Knowledge Templates (`search_knowledge_templates`, `get_knowledge_template`, `list_knowledge_template_categories`)
Browse built-in Odoo Knowledge article templates by name or category. Use `get_knowledge_template` to retrieve the full template body for use as a starting point when creating articles.

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

**Important:** `cancel_sale_orders` and `cancel_and_archive_quotations` ONLY operate on orders in **Quotation (draft)** or **Quotation Sent (sent)** state. Both tools will refuse and raise an error if any provided IDs are in any other state (confirmed Sale Order, Locked, Cancelled, etc.). This is an intentional safety constraint — confirmed orders cannot be cancelled via Claude.

### CRM (`search_crm_leads`, `get_crm_lead`, `create_crm_lead`, `update_crm_lead`, `list_crm_stages`, `mark_crm_lead_lost`, `list_crm_lost_reasons`)
Manage opportunities in the sales pipeline. Use `list_crm_stages` to get valid stage IDs before updating. Use `list_crm_lost_reasons` then `mark_crm_lead_lost` to record a loss with a reason.

### 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 — Generic (`odoo_search`, `odoo_get_record`, `odoo_search_read`, `get_record_count`, `bulk_update_records`, `archive_records`, `get_stage_ids`, `call_odoo_method`)
Advanced tools for any Odoo model:
- `odoo_search_read` — preferred for efficient queries: search with domain + return only specified fields. Use this instead of `odoo_search` + `odoo_get_record` to avoid token bloat.
- `get_record_count` — count records matching a domain without fetching data. Use before bulk operations.
- `bulk_update_records` — set one or more field values on a list of record IDs in a single API call. Works for stage changes, custom Studio fields (`x_studio_*`), status flags, etc.
- `archive_records` — soft-delete records by setting `active=False`. For `sale.order`, cancel first with `cancel_sale_orders`.
- `get_stage_ids` — resolve stage names to IDs with case-insensitive exact matching. Supports `crm.stage`, `project.task.type`, and `helpdesk.stage`.
- `call_odoo_method` — escape hatch for any model method not covered by other tools (workflow transitions, report actions, custom methods). Use sparingly.
- `odoo_search` / `odoo_get_record` — legacy generic lookup tools; prefer `odoo_search_read` for new usage.

### eLearning — Courses (`search_courses`, `get_course`, `create_course`, `update_course`, `publish_course`)
Manage eLearning courses (slide.channel). Supports all three audience tiers: internal employees, resellers, and end-clients.

**Course settings:**
- `channel_type`: `training` or `documentation`
- `visibility`: `public` (Everyone), `connected` (Signed In), `members` (Course Attendees), `website` (Anyone with link)
- `enroll`: `public` (Open) or `invite` (On Invitation)
- `enroll_group_names`: auto-enroll Odoo groups by name — use `['Internal Users']` to restrict a course to employees

### eLearning — Slides & Content (`list_course_slides`, `get_slide`, `create_slide`, `update_slide`, `publish_slide`, `reorder_slides`)
Manage individual content items within a course.

**Slide types:**
- `pdf` — PDF document. `url` = Google Drive share link (use Workspace MCP to get the link).
- `youtube_video` — YouTube video. `url` = YouTube watch URL.
- `vimeo_video` — Vimeo video. `url` = Vimeo video URL.
- `infographic` — Image or infographic.
- `webpage` — Native article. `html_content` = formatted HTML body. Claude can generate this directly.

**Google Drive rule:** For any operation that needs a Drive file link or download URL — cover images, PDF slides, resource links — use the Google Workspace MCP connector when it is available. Only ask the user to provide a URL if the connector is not connected in the current session.

### eLearning — Quiz (`get_quiz_questions`, `add_quiz_question`, `generate_quiz`)
Quiz questions (`slide.question` / `slide.answer`) can be attached to any slide type.
- `generate_quiz` is the AI-powered tool: read lesson content first, generate question/answer sets, then call this tool to batch-write them all. It clears existing questions before writing.
- `add_quiz_question` adds a single question — use for incremental additions.

### eLearning — Enrollment (`get_course_enrollment`, `enroll_in_course`, `bulk_enroll`, `send_course_invitation`)
- `enroll_in_course` is the standard onboarding hook — accepts partner IDs or email addresses, resolves contacts automatically, and optionally sends invitation emails.
- `bulk_enroll` handles CSV-style imports and is designed to be called by the project management plugin for customer onboarding.
- `get_course_enrollment` returns enrolled users with completion % and last activity.

### eLearning — Media & Resources (`set_course_cover`, `set_slide_cover`, `link_drive_document`, `add_course_resource`)
- `set_course_cover` / `set_slide_cover` — fetch image from URL, base64-encode, write to Odoo. Use Workspace MCP for Drive images.
- `link_drive_document` — set the URL on any slide (PDF, video, infographic).
- `add_course_resource` — add a downloadable link to the course landing page. Falls back to creating a slide if the resource model is unavailable.

---

## 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 `get_stage_ids('helpdesk.stage', ['Stage Name'])` to confirm valid stage IDs.
- Use `get_stage_ids` instead of `odoo_search` for stage lookups — it handles case-insensitive matching correctly.
- Knowledge article bodies are stored as HTML — when creating or updating articles, use basic HTML formatting.
- 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.
- Use `odoo_search_read` for any query where you only need specific fields — it is more efficient than `odoo_get_record` and avoids large responses.
- Before calling `cancel_sale_orders` or `cancel_and_archive_quotations`, use `search_sales_orders` to verify the orders are in `draft` or `sent` state. Both tools will refuse if any order is in another state.
- Before calling `mark_crm_lead_lost`, call `list_crm_lost_reasons` to show the user available reasons so they can choose one by name.
- For eLearning: always use the Google Workspace MCP connector for Drive file links and image downloads when it is available. Only surface the gap to the user if the connector is absent.