Odoo + AI Agents

Your Odoo instance holds your company's most valuable data. Pinchy's AI agents unlock it — connecting CRM, accounting, inventory, and HR with the rest of your business. Self-hosted. Secure. No data leaves your network.

🚧 Odoo integration is in active development. Book a call to discuss your use case and get early access.

The Problem: Odoo Is an Island

Odoo is one of the most powerful open-source ERPs in the world. 82 official modules. CRM, accounting, inventory, manufacturing, HR, project management, eCommerce — all integrated. Over 12 million users.

But here's the thing: Odoo only sees Odoo.

Your business runs on more than one system. Emails arrive in Gmail. Conversations happen in Slack or Teams. Contracts are PDFs on a shared drive. Customer feedback sits in a support tool. Market data lives on the web.

Odoo's built-in AI features — smart suggestions, predictive lead scoring, automated actions — are useful. But they're confined to Odoo's own data. They can't read your emails. They can't check Slack. They can't cross-reference a customer complaint with their order history AND their support ticket AND the last three emails your sales rep sent.

That cross-system intelligence is exactly what AI agents do.

Why Odoo and Pinchy Are a Perfect Match

🏠 Both Self-Hosted

You chose self-hosted Odoo for a reason: data sovereignty.

Pinchy follows the same philosophy. Both run on your infrastructure. Your ERP data never touches an external server. Not even for AI processing.

🔌 Full API Access

Odoo exposes its entire data model through XML-RPC, JSON-RPC, and REST.

Every module, every record, every field. The same API that powers Odoo's web interface powers your AI agents.

🔓 Open Source DNA

No vendor lock-in. No "we changed the pricing" surprises.

Inspect the code, modify it, extend it. The integration is transparent, auditable, and yours to own.

🔗 Cross-System Bridge

Odoo's AI knows Odoo. Pinchy agents know everything you give them access to.

Email, Slack, documents, databases, web searches — AND Odoo. One agent, all your systems.

🛡️ Two-Layer Security

Odoo controls what data the agent can see. Pinchy controls who can talk to which agent.

Two independent permission layers. Your finance team can't accidentally trigger a manufacturing workflow.

💬 Natural Language

Your team talks to agents in plain language — via web, Slack, or Teams.

No Odoo training needed. No learning a new interface. Ask a question, get an answer with full ERP context.

How It Works

The architecture is straightforward:

Your Team Web UI · Slack · Teams 🦞 Pinchy RBAC · Agent Management · Audit Trail · Chat Interface XML-RPC · JSON-RPC · REST Your Odoo Instance CRM · Accounting · Inventory · HR · Manufacturing · eCommerce 🔒 Everything on your infrastructure

Pinchy agents connect to Odoo through the same external API that any integration uses. They authenticate with API keys, respect Odoo's access rights, and operate within the permissions you define — both in Odoo and in Pinchy's own RBAC layer.

Everything runs on your network. The AI models can run locally or through your own API keys. No data leaves your infrastructure at any point in the chain.

What You Can Automate

📊 CRM Intelligence

Monitors emails, qualifies leads, creates Odoo CRM records, drafts follow-ups.

15 min of data entry → 10-second review.

📋 Invoice Processing

Extracts line items, matches against purchase orders, flags discrepancies, creates draft entries.

Your bookkeeper reviews. The matching work is done.

📦 Smart Inventory

Watches stock levels, cross-references with CRM sales velocity, accounts for seasonal patterns.

Purchase recommendations with quantities and timing.

👥 HR Onboarding

New employee in Odoo HR triggers IT tickets, manager checklists, welcome emails, training schedules.

One record → twenty coordinated actions.

📈 Executive Reporting

Combines Odoo revenue with marketing metrics, pipeline data, and team capacity across systems.

Weekly summary in Slack. Every Monday, automatically.

💬 Context-Aware Support

Pulls full customer history from Odoo — orders, invoices, account status — and drafts a response.

Your team adds the human touch. Minutes, not hours.

🏭 Manufacturing

Monitors MRP orders, checks component availability, identifies bottlenecks before delays happen.

Proactive management instead of firefighting.

🔄 Data Quality

Scans your Odoo database for duplicates, incomplete records, inconsistencies. Suggests fixes.

Clean data, less manual auditing.

🛒 Purchase Automation

Compares supplier prices, factors in stock and open orders, drafts optimal purchase orders.

You approve. It orders.

Odoo AI vs. Odoo + Pinchy

Odoo's built-in AI is getting better with every release. But it serves a different purpose than AI agents.

Odoo Built-in AI Odoo + Pinchy
Data scope Odoo modules only Odoo + email + Slack + documents + any API
Cross-system workflows ❌ Confined to Odoo ✅ Bridge any system with Odoo
Natural language Limited to Odoo context Full conversational AI with business context
Custom agents Pre-built features per module Build agents for your specific workflows
Audit trail Odoo's own logging Tamper-evident audit of every agent action
Access control Odoo user roles Odoo roles + Pinchy RBAC per agent
Multi-channel Odoo interface only Web UI, Slack, Teams, Telegram
Self-hosted ✅ (Community Edition) ✅ Both Pinchy and Odoo on your infra

Note: Odoo's AI and Pinchy are not competing products. They complement each other. Odoo's AI improves the Odoo experience. Pinchy extends Odoo's reach beyond its own boundaries.

Which Odoo Modules Can Agents Access?

Short answer: all of them. If a module stores data in Odoo's database, agents can read and write it through the API. Here are the most common ones:

CRM
Sales
Accounting
Invoicing
Inventory
Manufacturing (MRP)
Purchase
HR
Payroll
Recruitment
Project Management
Helpdesk
eCommerce
Website
Email Marketing
Fleet
Documents
Quality
Maintenance
Third-party modules

Security: Three Layers Deep

1

Odoo Controls the Data

Agents authenticate as specific Odoo users with API keys. Read-only for some modules, full access for others. The agent can never do more than its Odoo user allows.

2

Pinchy Controls the People

Who talks to which agent? Role-based access control. Finance team → accounting agent. Sales team → CRM agent. Nobody accidentally triggers a manufacturing workflow.

3

Everything Gets Logged

Tamper-evident audit trail of every agent action. Not just "agent accessed Odoo" but the specific query, the records read, the changes made. Your compliance team can trace every AI interaction with your ERP.

Let's Talk About Your Odoo Setup

We're building the Odoo integration now and are looking for early adopters who want to shape it. If you're running Odoo and see potential in AI agents for your workflows, let's have a conversation.

Book a Call

30 minutes. No pitch. We'll look at your setup and discuss what's possible.