From 75021c9ea00414f958e86dec58d3b85aee3c093e Mon Sep 17 00:00:00 2001 From: jason Date: Tue, 31 Mar 2026 09:04:32 -0500 Subject: [PATCH] Add Odoo skill definition --- skills/odoo/SKILL.md | 64 ++++++++++++++++++++++++++++++++++++++++++++ 1 file changed, 64 insertions(+) create mode 100644 skills/odoo/SKILL.md diff --git a/skills/odoo/SKILL.md b/skills/odoo/SKILL.md new file mode 100644 index 0000000..535b557 --- /dev/null +++ b/skills/odoo/SKILL.md @@ -0,0 +1,64 @@ +--- +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". +--- + +# Odoo MPM Skill + +You have direct access to MPM's Odoo V18 instance at mpmedia.odoo.com via the `odoo-mpm` MCP server. + +## Connection Details +- Instance: mpmedia.odoo.com +- Database: mpmedia-odoo-sh-main-13285275 +- User context: Bryan Gilliom (System Administrator) + +## Available Modules & Tools + +### 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. + +### 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. +- 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.