From 30672b0690f2b721c6eae3cf4443ff881401e627 Mon Sep 17 00:00:00 2001 From: jason Date: Mon, 18 May 2026 14:50:45 -0500 Subject: [PATCH] docs: document icon field support in Knowledge article tools --- skills/odoo/SKILL.md | 45 +++++++++++++++++++++++++++++++++++++++++--- 1 file changed, 42 insertions(+), 3 deletions(-) diff --git a/skills/odoo/SKILL.md b/skills/odoo/SKILL.md index 535b557..492fb72 100644 --- a/skills/odoo/SKILL.md +++ b/skills/odoo/SKILL.md @@ -8,26 +8,62 @@ description: > 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". + "employee", "what stage is", "create a task", "update the ticket", + "set icon", "article icon", "emoji icon". --- # Odoo MPM Skill -You have direct access to MPM's Odoo V18 instance at mpmedia.odoo.com via the `odoo-mpm` MCP server. +You have direct access to MPM's Odoo V19 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: Bryan Gilliom (System Administrator) +- 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. +**Icon support:** Both `create_knowledge_article` and `update_knowledge_article` accept an optional `icon` parameter — a single Unicode emoji string (e.g. `"⚙️"`, `"🔌"`, `"🖥️"`) that sets the article's icon in the KB tree view. `get_knowledge_article` returns the current icon. Omitting or passing an empty string leaves the existing icon unchanged. + +To browse and select emojis, use: **[Emojipedia](https://emojipedia.org)** — search by keyword, copy the emoji character, and pass it directly to the tool. + ### Contacts (`search_contacts`, `get_contact`, `create_contact`) Search customers, vendors, and individuals. Use `is_company=true` to filter to companies. @@ -55,10 +91,13 @@ 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. +- When setting KB article icons, prompt the user for the emoji or suggest one based on context. Reference: https://emojipedia.org - 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.