A professional read-only AI agent for Odoo that generates ledger-based financial reports, sales analytics, and automated visualizations in PDF, Excel, and WhatsApp formats.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install odoo-openclaw-skill
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install odoo-openclaw-skill using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Odoo Financial Intelligence & CFO Agent?
This skill serves as an autonomous CFO for your business, providing deep integration with Odoo ERP to deliver high-fidelity financial intelligence. It utilizes a read-only, evidence-first approach to query complex accounting data, ensuring that every report is grounded in ledger-based truth. By leveraging Openclaw Skills, users can transform raw Odoo data into actionable insights without the risk of data modification or exfiltration.
The skill is designed to handle everything from salesperson performance and CRM analytics to advanced balance sheet computations. It features built-in support for multiple accounting standards and automatically generates professional-grade visualizations, making it an essential tool for stakeholders who require accurate and visually compelling financial summaries on demand.
Odoo Financial Intelligence & CFO Agent Use Cases
- Generating executive summaries and real-time financial health reports for leadership.
- Analyzing salesperson performance, order counts, and customer revenue trends.
- Tracking Accounts Receivable (AR) and Accounts Payable (AP) aging with overdue bucket highlights.
- Automating the creation of mobile-friendly WhatsApp KPI cards for daily business updates.
- Performing ad-hoc financial comparisons such as revenue vs. expenses or cash in vs. cash out.
How Odoo Financial Intelligence & CFO Agent Works
- The user initiates a request in natural language regarding Odoo data or financial performance.
- The agent identifies the necessary Odoo models and verifies the target company and time period with the user.
- Read-only data is fetched from the Odoo instance using secure RPC calls.
- The skill processes the ledger entries, applying specific logic for account internal groups and accounting standards.
- Reports and visualizations are generated locally in the assets directory using Python-based tools like matplotlib and fpdf2.
- The final assets, including PDFs, Excel sheets, or WhatsApp-themed cards, are presented to the user.
Odoo Financial Intelligence & CFO Agent Setup
To deploy this skill within Openclaw Skills, follow these configuration steps:
# Navigate to the skill assets directory
cd skills/odoo/assets/autonomous-cfo
# Configure environment variables
cp .env.example .env
# Update .env with ODOO_URL, ODOO_DB, ODOO_USER, and ODOO_PASSWORD
nano .env
# Run the installation script to set up the Python virtual environment
./install.sh
Odoo Financial Intelligence & CFO Agent Data Schema & Taxonomy
The skill organizes data by mapping Odoo models to specific reporting functions:
| Model | Primary Function | Data Extracted |
|---|---|---|
| res.users | Sales Tracking | Salesperson identification and performance metrics. |
| sale.order | Revenue Analysis | Order status, total amounts, and date-based trends. |
| account.move | Invoicing | Invoice tracking, payment states, and journal entries. |
| account.move.line | Ledger Detail | Detailed debit/credit entries for balance sheet accuracy. |
| res.partner | CRM & Contacts | Customer analytics and top partner identification. |
| account.account | Financial Structure | Chart of Accounts mapping and internal group classification. |
Odoo Financial Intelligence & CFO Agent Advanced Features
- Automatic Accounting Standard Detection: Supports IFRS, US GAAP, Ind-AS, UK GAAP, and more based on company jurisdiction.
- Real-time Equity Computation: Accurately calculates Total Equity by combining Equity Proper, Retained Earnings, and real-time Current Year Earnings.
- Midnight Ledger Theme: Automatically generates high-contrast, professional WhatsApp cards (1080x1080 PNG) for mobile reporting.
- Multi-Format Export: Supports single-command generation of PDF, Excel, and WhatsApp cards simultaneously.
- Built-in Diagnostics: Includes a doctor command to verify environment health and connectivity with the Odoo instance.
SKILL.md
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