# Manage Odoo CRM with OpenAI and MCP Server: n8n workflow

> Started by someone opening a chat with it. It calls services over plain HTTP rather than through connectors.

Source: https://millionrounds.com/workflow/manage-odoo-crm-with-openai-and-mcp-server (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Setup and learning](https://millionrounds.com/workflows?category=Setup+and+learning#library)

# 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.

Large Calls a model: OpenAI Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fmanage-odoo-crm-with-openai-and-mcp-server)

**21 steps** Large: read it before trusting it with anything live

**0** Branches: places the flow splits

**0** Loops or waits

**0** Services by connector: it calls them over plain HTTP

## The flow

Starts it 2 Model 4 Service 15

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

- 1 **Create a contact in Odoo** Odoo Tool *Service*
- 2 **Delete a contact in Odoo** Odoo Tool *Service*
- 3 **Update a contact in Odoo** Odoo Tool *Service*
- 4 **Get a contact in Odoo** Odoo Tool *Service*
- 5 **Get All contacts in Odoo** Odoo Tool *Service*
- 6 **Create an opportunity in Odoo** Odoo Tool *Service*
- 7 **Delete an opportunity in Odoo** Odoo Tool *Service*
- 8 **Update an opportunity in Odoo** Odoo Tool *Service*
- 9 **Get many opportunities in Odoo** Odoo Tool *Service*
- 10 **Get an opportunity in Odoo** Odoo Tool *Service*
- 11 **Create a note in Odoo** Odoo Tool *Service*
- 12 **Delete a note in Odoo** Odoo Tool *Service*
- 13 **Update a note in Odoo** Odoo Tool *Service*
- 14 **Get a note in Odoo** Odoo Tool *Service*
- 15 **Get many notes in Odoo** Odoo Tool *Service*
- 16 **When chat message received** Chat trigger *Starts it*
- 17 **Simple Memory** Memory Buffer Window *Model*
- 18 **MCP Client** Mcp Client Tool *Model*
- 19 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 20 **MCP Server Trigger** Mcp trigger *Starts it*
- 21 **AI Agent** Agent *Model*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fmanage-odoo-crm-with-openai-and-mcp-server)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

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Also setup and learning, with the same services where possible, closest in size first.

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