Chatter & Activity Tools

These tools let the AI leave notes on the chatter of any mail-thread record and schedule Odoo activities (calls, meetings, to-dos…) — exactly the same things a human user would do from the chatter widget.

post_message

Post a chatter message (note) on a record. The model must inherit mail.thread.

Notes:

  • Accepts either pure plain text ("Friendly reminder: please follow up.") or fully-formed HTML wrapped in a single <p> / <div>.

  • Never mix the two — the chatter widget would render the tags literally.

  • message_type can be comment (visible to followers) or notification (system notification).

Category: chatter. Risk: low.

Tip

Use post_message to keep a paper trail of what the AI did. For example, after the AI updates a customer’s contact details, ask it to post a chatter note with the diff — auditors love it.

schedule_activity

Schedule an Odoo activity (call, to-do, meeting, etc.) on a record. The model must inherit mail.activity.mixin.

Arguments:

  • model, id — target record.

  • activity_type — the XML ID of an mail.activity.type (e.g. mail.mail_activity_data_call).

  • summary, note, deadline (YYYY-MM-DD), and an optional user_id for the assignee (defaults to the current user).

Category: chatter. Risk: low.

read_activities

List pending activities scheduled on a record. Useful for prompts like “What activities are pending on Acme Corp?”.

Category: chatter. Risk: low.

Typical user prompts

  • “Leave a note on quote S00012 that I called the customer.”

  • “Schedule a follow-up call for next Tuesday on lead 1438.”

  • “Remind me — what activities are open on customer Azure Interior?”

The AI translates each into a single chatter / activity tool call.

Safety rails

Chatter and activity writes apply the same security:

  • The Odoo user behind the connection must have rights to read and post on the target record.

  • Admins can require approval for post_message and schedule_activity per connection — useful when the connection is shared with external contractors.

See also