Advanced MCP Server

This documentation covers the Advanced MCP Server for Odoo 19.0, which connects AI clients to Odoo through the Model Context Protocol. Start with server setup and connection management, then review governance before enabling write operations. The remaining guides cover tools, knowledge search, visualizations, events, and reusable prompts.

• Advanced MCP Server Features
  • What this module does
  • Who is this for?
    • MCP Administrators
    • MCP Users
    • Approvers
    • Common business contexts
  • Supported features
  • Real-time behaviour
  • Benefits
  • Conclusion
• Configure the MCP Server
  • Install the Advanced MCP Server
    • Prerequisites
    • Install the module
    • Grant MCP Server access rights
  • Enable & Configure the MCP Server
    • Enable the MCP Server
    • Server Settings reference
      • Smart button row
      • Rate Limits
      • Token Settings
      • Features
      • Audit
  • User Groups & Access Rights
    • The two groups
      • MCP Administrator
      • MCP User
    • Record rules in plain English
    • How to assign a group
    • Who acts on behalf of whom?
• Connection Management
  • Connect a New AI Tool
    • Where to find it
    • Pick how the AI client should connect
  • Browser Login (OAuth) — claude.ai, ChatGPT
    • When to use this
    • End-to-end workflow
      • Step 1 — (Admin) Run the wizard
      • Step 2 — (End user) Paste the URL into the AI tool
      • Step 3 — (End user) Log in via the browser
      • Step 4 — (Admin) Optional: tighten the connection
    • Disabling dynamic registration
  • API Key (Bearer) Connections
    • Create an API key connection
      • Step 1 — Open the wizard
      • Step 2 — Configure
      • Step 3 — Review and copy the key
    • Per-client setup snippets
      • Cursor
      • Claude Code CLI
      • Gemini CLI
      • Continue.dev
      • curl
      • Generic Bearer header
    • Connection statuses
  • Custom OAuth Connections
    • Step 1 — Pick Custom OAuth in the wizard
    • Step 2 — Configure the client
    • Step 3 — Review and copy the credentials
    • Rotating the client secret
  • Managing Connections
    • The Connections list
    • Search and filters
    • The Connection form
      • Header smart buttons
      • Status pill
      • Type
      • Key Info / OAuth Info
      • Permissions
      • Human-in-the-loop Approvals
      • IP Restrictions
      • Rate Limits (Bearer only)
      • Statistics & Notes
    • What MCP Users see
  • Rotate, Revoke, and Reactivate
    • When to rotate
    • When to revoke
    • Rotating an API key
    • Rotating an OAuth client secret
    • Revoking and reactivating a connection
    • What revoke really does
    • Bulk hygiene tip
  • AI Client Setup Cheatsheet
    • Compatibility matrix
    • claude.ai (web)
    • ChatGPT
    • Claude Desktop
    • Cursor
    • Claude Code CLI
    • Gemini CLI
    • Continue.dev
    • Custom backend / server-to-server
    • curl / scripts
• Tools & Capabilities
  • The Tool Catalog
    • Categories at a glance
    • Activating or deactivating a tool
    • Filtering and grouping
    • Built-in tools at a glance
  • Data Tools (Read & Write)
    • Read tools
    • Write tools
    • Execute / advanced
    • Dry-run mode
    • Read scope and ACLs
  • Workflow Tools
    • get_workflow_state
    • transition_state
    • Example workflow
    • Safety rails
  • Chatter & Activity Tools
    • post_message
    • schedule_activity
    • read_activities
    • Typical user prompts
    • Safety rails
  • Email Template Tools
    • The four tools
      • create_email_template
        • Duplicate-name handling
      • preview_email_template
      • send_test_email_template
      • stage_mass_mailing_from_template
    • Safety summary
  • Reporting & Analytics Tools
    • Pulse Report — operational health
    • Dashboards — compose_dashboard
    • Charts — generate_chart, update_chart, compose_chart
    • Odoo reports — generate_report, list_reports
    • Knowledge tools — knowledge_search, knowledge_read, knowledge_ask
    • Ontology tools — ontology_describe, ontology_search
    • Event tools — subscribe_events, unsubscribe_events
    • Session tools — get_session, update_session_context
• Governance & Security
  • Human-in-the-Loop Approvals
    • When to use approvals
    • Configure approvals per connection
    • The approval workflow
      • Step 1 — The AI tries a risky action
      • Step 2 — The approver reviews the request
      • Step 3 — Approve or reject
      • Step 4 — The AI surfaces the result
    • Approval lifecycle
    • Cron behaviour
    • Best practices
  • Audit Logs
    • Where to find it
    • What is recorded
    • Search and filter
    • Payload logging
    • Retention and cleanup
    • Cannot edit, cannot delete
    • Use cases
  • Sessions
    • Where to find it
    • What a session record contains
    • Manual control
    • How sessions interact with connections
    • Tools that use the session
    • Cleanup cron
    • Search filters
  • Rate Limits
    • Defaults
    • Per-connection overrides
    • How it is enforced
    • What happens when a connection hits the limit
  • IP Restrictions
    • Where to configure them
    • Supported formats
    • How the rules combine
    • Trusting your reverse proxy
    • Typical use cases
    • What the user sees
• Ontology Layer
  • Ontology Concepts
    • What is a Concept?
    • Where to find them
    • The Concept form
    • How the AI uses concepts
    • When to add a new Concept
  • Ontology Mappings
    • Where to find them
    • The Mapping form
    • Resolution order
    • Multi-company example
    • Writing the domain
    • When to use mappings
• Knowledge Layer
  • Knowledge Layer Configuration
    • Where to find it
    • Step 1 — Pick the search engine
      • Basic Search (default)
      • Smart Search
    • Step 2 — Configure Smart Search (optional)
      • Vector Backend (Smart Search storage)
        • Detect Vector Backend
    • Step 3 — Enable the master switch
    • Re-indexing
    • Step 4 — Chunking and exclusions
    • Mimetype Catalog
  • Indexed Sources & Chunks
    • The Indexed Sources list
    • State machine
    • The Source form
    • Manually re-indexing
    • The Chunks browser
    • Search filters
  • Knowledge Search Modes
    • The three knowledge tools
    • Search modes
      • fulltext (Basic Search)
      • vector (Smart Search — pure semantic)
      • hybrid (Smart Search — recommended default)
    • Mode fallback
    • ACL enforcement
    • Typical user prompts
• Visualisation Studio
  • Charts
    • Where to find them
    • How charts are created
    • The Chart form
      • Smart buttons
      • Visualisation
      • What to chart
      • Aggregation
      • ECharts options
      • Description
    • The chart tools
    • Search filters
  • Dashboards & Pulse Reports
    • Dashboards — compose_dashboard
      • Sections
      • Two-step “save as page” flow
    • Pulse Reports — pulse_report
      • The eight dimensions
      • Typical user prompts
      • Save Pulse as Shared Page
  • Shared Pages
    • Where to find them
    • How a page is created
    • The Shared Page form
      • Smart buttons
      • Access group
      • Lifecycle group
      • Notebook
    • Field allowlist — why it exists
    • Filters
    • Revoking a page
• Events & Webhooks
  • Event Subscriptions
    • Where to find them
    • What an event subscription captures
      • Smart buttons
      • Trigger group
      • Webhook Delivery group
    • How the AI creates subscriptions
    • In-session vs. persistent
    • Watching specific fields
    • Unsubscribing
  • Webhook Delivery
    • Payload shape
    • Webhook Secret (HMAC-SHA256)
    • Per-delivery log
    • What goes wrong, and how to fix it
• Prompt Template Guides
  • Prompt Templates
    • Where to find them
    • The Prompt form
      • Smart buttons
    • Sample template
    • How the AI uses templates
      • End-to-end flow
      • The two MCP methods, in plain terms
      • Configuring & using prompts in each AI client
      • Variables — what the client shows the user
      • Visibility — who sees which template
    • Use cases
    • Active vs. Inactive
• Troubleshooting
  • The AI client cannot connect at all
    • Diagnostic checklist
  • The AI tool says “Unauthorized”
  • The AI tool says “Rate limit exceeded”
  • A specific tool is missing from the AI’s catalog
  • The AI says an action is “awaiting approval” but the approver doesn’t see it
  • A webhook subscription stopped firing
  • A Knowledge Layer file is “Failed” or “Skipped”
  • Smart Search returns weird results
  • The Pulse Report is missing dimensions
  • Sessions list is full of stale rows
  • Audit logs are growing too quickly
  • Still stuck?
• Best Practices
  • Security
  • Performance
  • Connections & UX
  • Tools & Workflow
  • Approvals
  • Governance over time
  • Knowledge Layer
  • User onboarding
• Advanced MCP Server FAQs
  • Getting Started
  • Connections & Authentication
  • Permissions & Security
  • Tools & Workflows
  • Knowledge Layer
  • Visualisation, Pages, and Reports
  • Events, Webhooks, and Automations
  • Troubleshooting & Maintenance
• Advanced MCP Server Support Policy
  • Support Coverage
  • Support Exclusions
  • Contact Support
  • Required Information
  • Before Submitting
  • Additional Support
• MCP Server Release Notes
  • Version 19.0.1.2.0
  • Version 19.0.1.0.4
  • Version 19.0.1.0.3
  • Version 19.0.1.0.2
  • Version 19.0.1.0.1
  • Version 19.0.1.0.0