Tools Overview
Welcome to the complete reference of 102 SmartAssist for Odoo Tools. These tools are organized by business domain to help you find exactly what you need.
How to Use This Reference
Each tool page includes:
- Friendly name - Easy to understand purpose
- Natural language examples - How to ask your AI assistant
- Parameters - What information is needed
- Real-world scenarios - When to use this tool
- Related tools - What to use next
Tools by Category
👥 Partner Management (16 tools)
Manage all your business relationships - customers, suppliers, and contacts.
Core Operations:
- List Partners - View your contacts and companies
- Search Partners - Find specific contacts
- Create Partner - Add new customers/suppliers
- Update Partner - Modify contact information
- Delete Partner - Remove obsolete contacts
Specialized Views:
- Get Customers - Focus on customer relationships
- Get Suppliers - Manage vendor relationships
- Partner Categories - Organize contacts by type
📈 CRM & Sales Pipeline (21 tools)
Track leads, manage opportunities, and automate your sales process.
Lead & Opportunity Management:
- Create Opportunity - Start new sales processes
- Create Lead - Capture initial interest
- Get Opportunities - View your sales pipeline
- Get Leads - Track incoming prospects
- Convert Lead to Opportunity - Progress qualified leads
Pipeline Management:
- Mark Opportunity Won - Close successful deals
- Mark Opportunity Lost - Track unsuccessful deals
- Change Opportunity Stage - Move through pipeline
- CRM Statistics - Analyze sales performance
- Manage Stages - Configure your pipeline
📋 Activity Management (8 tools)
Never miss a follow-up with comprehensive activity tracking.
Activity Lifecycle:
- Create Activity - Schedule tasks and reminders
- Get Activities - View your task list
- Activity Details - Get comprehensive task info
- Update Activity - Modify scheduled tasks
- Complete Activity - Mark tasks as done
- Delete Activity - Remove cancelled tasks
- Activity Types - Available task categories
- Activities by Opportunity - Focus on specific deals
💼 Sales & Quotations (10 tools)
Create professional quotations and manage your sales orders.
Quote to Cash:
- Create Quotation - Professional proposals
- Confirm Quotation - Convert to sales order
- Get Quotations - View pending quotes
- Send Quotation Email - Email with PDF attachment
- Add Product Line - Build detailed quotes
Sales Analysis:
- Sales by Date - Time-based reporting
- Sales Statistics - Performance metrics
- Orders by Partner - Customer-focused view
📦 Product & Inventory (11 tools)
Manage your product catalog and track inventory levels.
Product Management:
- Create Product - Add new items to catalog
- Get Products - Browse your inventory
- Update Product Price - Pricing management
- Product Categories - Organize your catalog
Stock Control:
- Product Stock - Check availability
- Low Stock Products - Reorder alerts
- Warehouse Information - Location management
- Stock by Location - Detailed inventory
- Inventory Statistics - Stock analytics
💰 Currency Management (10 tools)
Handle multi-currency operations and exchange rates.
Currency Operations:
- Get Currencies - Available currencies
- Search Currencies - Find specific currencies
- Currency Details - Detailed information
- Currency by Code - Quick lookup by code
- Active Currencies - Currently enabled
Rate Management:
- Currency Rates - Exchange rate history
- Activate Currency - Enable new currencies
- Deactivate Currency - Disable unused currencies
- Currency Statistics - Usage analytics
🏢 Company Management (9 tools)
Set up and manage multi-company operations.
Company Operations:
- Get Companies - View all companies
- Create Company - Set up new entities
- Update Company - Modify company details
- Company Details - Comprehensive information
- Search Companies - Find specific companies
Company Administration:
- Archive Company - Deactivate entities
- Company Users - User assignments
- Company Currencies - Currency configuration
👤 User Management (8 tools)
Create and manage user accounts and permissions.
User Lifecycle:
- Create User - Add new team members
- Get Users - View user accounts
- Archive User - Deactivate accounts
- Update User Company - Change assignments
- Send Access Email - Password reset
- Search Users - Find specific users
📱 Module Management (10 tools)
Install and manage Odoo applications and modules.
Module Operations:
- Installed Modules - Current applications
- Available Modules - Install new features
- Install Module - Add functionality
- Uninstall Module - Remove applications
- Upgrade Module - Update to latest version
Module Discovery:
- Search Modules - Find specific applications
- Module Categories - Browse by type
- Module Statistics - Usage analytics
🌐 System Administration (7 tools)
Configure system settings and manage languages.
System Configuration:
- Test Connection - Verify system access
- System Languages - Available languages
- Activate Language - Enable new languages
- Install Language - Add language packs
- Switch User Language - Change interface
Utilities:
- Countries & States - Geographic data
- Date Parsing - Date format handling
Quick Reference
Most Popular Tools
- List Partners - View your contacts
- Create Opportunity - Start new deals
- Get Activities - Check your tasks
- Create Quotation - Generate proposals
- Get Products - Browse inventory
Essential Workflows
- Complete Sales Process - Lead to cash
- Daily CRM Tasks - Routine activities
- Customer Onboarding - New customer setup
- Inventory Management - Stock control
Need Help?
- New to MCP Tools? Start with Getting Started
- Looking for examples? Check out Practical Examples
- Can't find what you need? Contact sales@soluttoconsulting.com
Remember: All tools work through natural language. Just tell your AI assistant what you want to accomplish!