execute_method
Expert fallback for calling a public method on any Odoo model. Prefer the dedicated search, create, update, delete, and workflow tools when one covers the operation; use this tool only when a required public workflow method is not otherwise exposed. The called method can modify data, trigger automation, send communications, or cause other business side effects.
list_models
List Odoo model definitions visible to the connected user. Use this to discover technical model names before searching, reading, or writing records.
list_model_fields
Retrieve field definitions for any Odoo model. Returns technical field names, types, labels, access metadata, related-model names, and selection values for planning record reads and writes.
create_record
Create one record in any Odoo model and return its positive record ID. Use List Model Fields first to confirm writable field names and types.
delete_records
Permanently delete up to 100 records by ID from any Odoo model. This operation cannot be undone.
update_records
Update the same fields on up to 100 existing records in any Odoo model. Only the provided fields are changed, and the result identifies records Odoo confirmed as updated.
read_records
Read up to 100 records by ID from any Odoo model. Returns the full record data or a selected set of fields. Use this when you already know the record IDs and need their current details.
search_records
Search and retrieve records from any Odoo model using domain filters. Supports pagination, focused field selection, context, and stable sorting. Use this to find contacts, leads, orders, invoices, products, or other record types. Common models: **res.partner** (contacts), **crm.lead** (leads/opportunities), **sale.order** (sales orders), **account.move** (invoices/bills), **product.product** (products), **stock.picking** (transfers), **project.task** (tasks), **hr.employee** (employees).
count_records
Count records in any Odoo model that match a domain filter, without retrieving record data. This is an independent snapshot request; it is not an atomic companion to search_records or any other read.
post_invoice
Post one draft Odoo customer invoice, customer credit note, vendor bill, or vendor credit note and return its verified accounting and payment state, partner, date, amounts, and currency.
confirm_purchase_order
Confirm one Odoo request for quotation as a purchase order, or submit it for required approval, and return the verified resulting state and order details.
confirm_sale_order
Confirm one Odoo sales quotation as a sales order and return its verified current state, confirmation date, customer, total, and currency.
mark_opportunity_won
Mark one Odoo CRM opportunity as won and return its verified probability, won-stage status, ownership, customer, expected revenue, and closed date.
download_attachment
Download the binary content of one Odoo attachment by ID. Returns the file separately from structured attachment metadata.
get_current_user
Retrieve the authenticated Odoo user, including identity, locale, default company, and accessible company IDs. Use this to verify the connected account and understand its company context.
complete_activity
Complete one active Odoo activity, optionally record feedback and attach existing Odoo files, and return verified completion, ownership, related-record, feedback, attachment, and message metadata.
Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.
Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.
Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.
List, retrieve, and cancel scheduled events. Book meetings programmatically on behalf of invitees using available time slots. Retrieve event types and their configurations. Query user availability, available time slots, busy times, and availability schedules. Create single-use scheduling links with optional overrides. List and manage invitees, mark no-shows, and access custom question responses and UTM tracking data. Manage organization memberships, invite or remove users. Retrieve routing form configurations and submissions. Subscribe to webhooks for new bookings, cancellations, and routing form submissions.
Manage email marketing audiences, campaigns, and automations. Create, send, schedule, and track email campaigns with detailed reporting on opens, clicks, and bounces. Add, update, and organize audience contacts with tags, segments, and interest groups. Set up and manage automation workflows triggered by subscriber activity or events. Connect e-commerce stores to manage customers, products, orders, and carts. Create and manage reusable email templates and landing pages. Upload and organize files for use in campaigns. Send transactional emails via the Mandrill API. Post custom events to trigger targeted automations. Configure webhooks to track subscribe, unsubscribe, profile updates, and email delivery events.
Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.
Connect to Odoo business data and workflows across installed modules. Discover models and fields, verify the connected user, search and count records with Odoo domains, perform record CRUD, download binary attachments, and run validated Sales, Accounting, Purchase, CRM, and Activity workflows. Supports Odoo 19+ JSON-2 and legacy JSON-RPC. Receive Odoo automation webhook notifications or poll contact record changes.
Common questions about connecting Odoo to AI agents with Metorial.
