Cogito + Odoo
AI across your entire Odoo ERP.
Odoo runs your business: CRM, sales, accounting, inventory, HR, more. Cogito connects to your Odoo instance and gives the whole team a conversational interface to it, with permissions inherited live from each user's Odoo roles.
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Built deep, not via MCP
Cogito's Odoo integration is a first-class API connection with the depth, reliability, and permission inheritance most AI tools cannot match.
First-class Odoo XML-RPC and JSON-RPC integration, not a generic ERP plugin
Module-aware: Cogito knows the difference between a CRM lead and an HR record
Native Odoo permission inheritance - multi-company support, security groups, record rules
Works with Odoo Online, Odoo.sh, and self-hosted Odoo
Personal, organizational, or both
Cogito's Odoo integration ships with the connection model that fits your team. The layering story is the differentiator.
Organizational mode
Admin connects once. Whole team inherits.
Odoo is the source of truth for a lot of your business. Conversational access across modules means anyone on the team can answer questions that previously required logging in, navigating menus, and pulling reports.
Reads
- •CRM leads, opportunities, and pipelines
- •Sales orders, quotations, and invoices
- •Accounting journals and reports
- •Inventory levels and product catalog
- •HR records (employees, time off, payroll where granted)
- •Project tasks and timesheets
Acts on
- •Create and update CRM records, sales orders, and quotations
- •Post comments and log activities
- •Update inventory levels
- •Submit time off requests and timesheet entries
Real-time triggers
Webhooks fire the instant something changes in Odoo. Build workflows that react in seconds, not minutes.
New CRM opportunity created
Example use: When a new opportunity is created above a deal-size threshold, alert the account exec on Slack.
Sales order confirmed
Example use: When a sales order moves to confirmed, post to #sales with the customer and amount.
Invoice paid
Example use: When an invoice is marked paid, update the customer success queue and remove the dunning flag.
Inventory threshold crossed
Example use: When stock drops below a reorder level, alert the operations channel.
Common workflows
Concrete day-to-day moments where Cogito + Odoo earns its keep.
Pipeline review across CRM and Accounting
Sales lead asks: "what is our committed pipeline this quarter and how does it compare to invoiced revenue last quarter?" Cogito reads the CRM opportunity stage data and the accounting journals, returns the comparison, and surfaces the deals that are committed but not yet invoiced.
Inventory + sales alerts
A workflow watches the sales order and inventory tables. When a confirmed order would drop a product below the reorder threshold, Cogito alerts the ops team with the order details and the current stock level.
Conversational HR queries
The HR lead asks: 'how much PTO does the engineering team have remaining this year?' Cogito reads the HR timesheet and time-off modules (scoped to what the HR lead can access) and returns the breakdown by employee.
Permission granularity
You pick the Odoo user account and modules to grant - Cogito's capability is bounded by exactly that account's access
Cogito inherits each user's Odoo group memberships and record rules live
Per-module read or read-write scoping
Per-record-rule respect: hidden records stay hidden
Role-based write toggles (sales can write to CRM, accounting cannot)
Setup time
Under 5 minutes
- 1
Create a Cogito user in your Odoo instance with the access you want
- 2
Open Cogito settings, navigate to Integrations, Organization, Odoo
- 3
Enter your Odoo URL, database name, and the Cogito user credentials
- 4
Choose which modules to expose to Cogito
- 5
Test the connection and confirm
OAuth scopes / permissions
You choose which scopes to grant at connect time. Cogito's capability is bounded by exactly what you authorize. Grant read-only at first, expand later as you build trust.
- API key or username/password for the Cogito user
- Module access matches the access that user has in Odoo
Common questions
Still have questions?
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