Automation library · Setup and learning

Manage Odoo CRM with OpenAI and MCP Server

Started by someone opening a chat with it. It calls services over plain HTTP rather than through connectors. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 21 steps: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAIRetrieval

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21 stepsLarge: read it before trusting it with anything live
0Branches: places the flow splits
0Loops or waits
0Services by connector: it calls them over plain HTTP

The flow

Starts it 2Model 4Service 15

The steps in the order they run, from what starts it.

  1. 1Create a contact in OdooOdoo ToolService
  2. 2Delete a contact in OdooOdoo ToolService
  3. 3Update a contact in OdooOdoo ToolService
  4. 4Get a contact in OdooOdoo ToolService
  5. 5Get All contacts in OdooOdoo ToolService
  6. 6Create an opportunity in OdooOdoo ToolService
  7. 7Delete an opportunity in OdooOdoo ToolService
  8. 8Update an opportunity in OdooOdoo ToolService
  9. 9Get many opportunities in OdooOdoo ToolService
  10. 10Get an opportunity in OdooOdoo ToolService
  11. 11Create a note in OdooOdoo ToolService
  12. 12Delete a note in OdooOdoo ToolService
  13. 13Update a note in OdooOdoo ToolService
  14. 14Get a note in OdooOdoo ToolService
  15. 15Get many notes in OdooOdoo ToolService
  16. 16When chat message receivedChat triggerStarts it
  17. 17Simple MemoryMemory Buffer WindowModel
  18. 18MCP ClientMcp Client ToolModel
  19. 19OpenAI Chat ModelLm Chat Open AiModel
  20. 20MCP Server TriggerMcp triggerStarts it
  21. 21AI AgentAgentModel

How it's built

Starts on
Someone opening a chat with it
Steps
21
Size
Large: read it before trusting it with anything live
Connects to
Nothing by connector; it calls services over plain HTTP
Model
OpenAI
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

An n8n account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone opening a chat with it.

Does it use AI?

Yes. It calls OpenAI. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 21 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 21 steps before you point it at anything that matters.