An Odoo AI sales assistant is a tight MCP tool list.
Not a new CRM. A read-only MCP server that can search orders, opportunities and customers so a salesperson can ask Claude instead of exporting the pipeline.
Tools that belong
search_customers, search_quotations, search_orders, maybe search_activities. Not confirm_order, not unlink, not change pricelist. Record rules on the bot user should match “own team” if that is the policy. Record rules.
Prompts: “Which opportunities went quiet?” “What’s open above 10k?” Client: Claude or ChatGPT. Default: read-only.
What it is not
It is not Odoo replacing your sales manager. It is not auto-discounting. Writes wait until a human owns the action. Connect an AI agent.
Metrics that matter
Time-to-answer for “what’s the status of SO123” should beat a filter in Odoo. If it does not, you built a toy. If it does, watch discounting requests next — that is when people will ask for writes.
Refuse writes until a sales ops owner names the action and the approval. Pipeline read is the product; auto-discount is a different product.
Multi-company sales
The bot user needs the same company scope as the salesperson. A Claude that totals another company’s pipeline will not be called “helpful.” Multi-company access.
FAQ
Can it confirm quotations?
Not in week one. Maybe never without approval.
Does it bypass salesperson record rules?
It must not. The bot user should be at least as tight as the human.
Keep going
Start read-only. Ask a real question.
Sandbox on sample Odoo 19 data, or we put MCP on your instance.