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Integrate Odoo with your AI CRM

Open-source ERP and CRM platform for business management, including sales, accounting, inventory, and project management

Explore Triggers and Actions

Create Contact

Create a new contact (customer, supplier, or generic partner) in Odoo's res.partner model. Use this action when you need to add a new person or company to the Odoo database. Set customer_rank > 0 to mark as a customer, supplier_rank > 0 to mark as a supplier, or leave both unset for a generic contact.

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Get Applicant Parsing Result

Tool to retrieve parsing results for a previously submitted resume/applicant document. Use when you need to check the status and get extracted fields (name, email, phone, mobile) from a resume that was previously submitted for parsing.

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Get Bank Statement Result

Tool to retrieve parsing results for a previously submitted bank statement. Returns extracted fields including balance_start, balance_end, date, and bank_statement_lines. Use when you need to check the status and get extracted data from a bank statement document using Odoo's Extract API.

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Get Expense Extraction Result

Retrieve parsing results for a previously submitted expense document. Returns extracted fields including description, country, date, total, and currency. Use this after submitting an expense document to get the OCR/extraction results.

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Get Invoice Parsing Result

Tool to retrieve parsing results for a previously submitted invoice from Odoo Extract API. Use when you need to check the status and get extracted data from an invoice. Poll this endpoint until the status field is 'success' - processing may take time depending on document complexity.

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List Databases

Tool to list all available Odoo databases on the server. Use when you need to see which databases are available on the Odoo instance.

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Odoo JSON-RPC Call

JSON-RPC endpoint for Odoo external API calls. Provides the same functionality as XML-RPC but with JSON encoding. DEPRECATED in v19.0 and scheduled for removal in v20.0 (Fall 2026). Use JSON-2 API at POST /json/2/{model}/{method} instead.

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Parse Applicant Resume

Tool to submit a resume/CV document for OCR parsing and data extraction via Odoo Extract API. Extracts name, email, phone, and mobile from applicant resumes. Returns a document_token to poll for results. Cost: 1 IAP credit per successful parse.

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Parse Bank Statement Document

Tool to submit a bank statement document for OCR parsing and data extraction via Odoo Extract API. Extracts balance_start, balance_end, date, and bank_statement_lines. Returns a document_token to poll for results. Cost: 1 IAP credit per successful parse.

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Parse Expense Document

Tool to submit an expense document for OCR parsing and data extraction. Extracts description, country, date, total, and currency from expense receipts. Returns a document_token to poll for results. Use when you need to process expense documents using Odoo's Extract API.

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Parse Invoice Document

Tool to submit an invoice document for OCR parsing and data extraction via Odoo Extract API. Uses AI-based algorithms to extract fields like total, due date, invoice lines, VAT numbers, IBAN, supplier, client, and currency. Returns a document_token to poll for results. Cost: 1 IAP credit per successful parse.

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Update Odoo Record

Generic tool to update records across any Odoo model via the JSON-2 API write endpoint. Updates one or more records with the specified field values. Supports all Odoo field types including relational fields with command tuples. Use this action when you need to modify existing records in any Odoo model (contacts, leads, orders, invoices, products, etc.).

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How the Odoo integration works

The Odoo integration connects your Dench AI CRM directly to Odoo, so agents can read and act on your Odoo data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

12 actions are available for agents to invoke on your behalf. Every call runs through Odoo's own authorization, scoped to the account you connect.

Set up Odoo in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Odoo and click Connect — you'll authorize access through Odoo's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Odoo in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Odoo integration work with Dench?

The Dench Odoo integration connects your AI CRM to Odoo, so AI agents can work with your Odoo data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Odoo via Dench?

The Odoo integration currently exposes 12 actions, including Create Contact, Get Applicant Parsing Result, Get Bank Statement Result, Get Expense Extraction Result, Get Invoice Parsing Result, and List Databases. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Odoo to Dench?

No. You connect Odoo from your Dench workspace using Odoo's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Odoo integration secure?

Connections are authorized through Odoo's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Odoo connection from your workspace settings at any time.