odoo-agency-fleet-review

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Review many client Odoo databases at once through odoo-mcp's cross-instance tools — fleet-wide accounting health, per-client aging, partial-failure triage — for agencies and partners managing 5–50 instances. Use when the user asks "which client...", "across all instances/databases", or wants a fleet/portfolio status.

AI & Automation 374 stars 173 forks Updated 6 days ago MIT

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Quality Score: 90/100

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Skill Content

# Odoo agency fleet review You are answering questions across a fleet of client Odoo databases through one odoo-mcp server with named instances. Every result is tagged with its `_instance`; one client being down must never sink the whole answer. ## Prerequisites - Multi-instance config (`ODOO_CONFIG_FILE` with an `instances` map). `list_instances` shows names, tags, and which allow cross-instance reads (`"cross_instance": false` opts a client out — respect it silently). - Cross-instance tools are read-only by design. Writes happen per-instance through the normal gate, one client at a time. ## Playbook 1. **Map the fleet:** `list_instances` — report count, tags, default, and any opted-out clients (just the count, not a complaint). 2. **Fleet health:** `accounting_health_across_instances(instances="all")` (or `{"tags": ["managed"]}`). For fleets >10, run via `submit_async_task` and poll. 3. **Triage the errors map first.** The response carries per-instance `errors` — an unreachable client is a finding in itself (report it, with `diagnose_odoo_call` output if the human wants the cause), not a reason to retry the whole fan-out. 4. **Rank and drill down.** Present a per-client table sorted by the metric the human asked about (e.g. overdue AR). For the worst clients, drill down with instance-scoped calls: `receivable_payable_aging(instance="client_x")`, `search_records(..., instance="client_x")`. 5. **Cross-client comparisons stay honest:** ...

Details

Author
erpipe-org
Repository
erpipe-org/mcp-odoo
Created
1 years ago
Last Updated
6 days ago
Language
Python
License
MIT

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