odoo_action, odoo_files, odoo_report, odoo_transfer, odoo_dashboard — workflow execution, attachments, reports, and data transfer

Workflow Tools

Workflow tools execute business processes, manage file attachments, generate reports, and transfer data in and out of Odoo.

`odoo_action`

Category: Workflow | Policy: mapped by method name

Executes workflow button methods on Odoo records — the same methods triggered by UI buttons like Confirm, Validate, Post, or Cancel.

Policy mapping: action_* / button_* / do_* prefix → write policy.

Common Workflow Methods

Model	Method	Description
`sale.order`	`action_confirm`	Confirm a quotation
`account.move`	`action_post`	Post a journal entry / invoice
`stock.picking`	`button_validate`	Validate a delivery order
`purchase.order`	`button_confirm`	Confirm a purchase order
`sale.order`	`action_cancel`	Cancel a sale order

Example — Confirm a Sale Order

{
  "name": "odoo_action",
  "arguments": {
    "model": "sale.order",
    "ids": [42],
    "action": "action_confirm"
  }
}

Response:

{
  "success": true,
  "model": "sale.order",
  "action": "action_confirm",
  "target_ids": [42],
  "result": true
}

Discover Mode

Use action: "discover" to list all available methods on a model without executing anything:

{
  "name": "odoo_action",
  "arguments": {
    "model": "sale.order",
    "action": "discover"
  }
}

`odoo_files`

Category: Workflow | Policy: read or write on parent model

Manages ir.attachment records linked to any Odoo record.

`action`	Policy	Description
`list`	`read`	List all attachments on a record
`download`	`read`	Download file content (base64)
`upload`	`write`	Upload a new attachment to a record
`delete`	`write`	Delete an attachment (goes through approval)

[!NOTE] File size is capped by Max Attachment Bytes (default: 5 MB).

List Attachments

{
  "name": "odoo_files",
  "arguments": {
    "action": "list",
    "model": "sale.order",
    "res_id": 42
  }
}

Upload a File

{
  "name": "odoo_files",
  "arguments": {
    "action": "upload",
    "model": "sale.order",
    "res_id": 42,
    "filename": "signed_contract.pdf",
    "file_content_base64": "JVBERi0xLjQK...",
    "mimetype": "application/pdf"
  }
}

`odoo_report`

Category: Workflow | Policy: read on report model

Lists and renders QWeb reports as PDF or HTML.

`action`	Description
`list`	List all available reports (optionally filtered by model)
`render`	Render a specific report for given record IDs

[!NOTE] Rendered report size is capped by Max Report Bytes (default: 10 MB).

List Reports for a Model

{
  "name": "odoo_report",
  "arguments": {
    "action": "list",
    "model": "sale.order"
  }
}

Render a Report as PDF

{
  "name": "odoo_report",
  "arguments": {
    "action": "render",
    "report_id": 3,
    "res_ids": [42],
    "output_format": "pdf"
  }
}

The response includes the rendered content as base64 and a download link if MCP Apps is active.

`odoo_transfer`

Category: Workflow | Policy: read (export) / write (import)

Exports and imports Odoo records using the native export_data and load engine — the same mechanism used by the Odoo UI’s Import/Export feature.

`action`	Description
`export_data`	Export records as CSV/JSON
`validate_import`	Dry-run import to check for errors
`load`	Execute an import and create/update records

[!NOTE] Export is capped by Max Export Rows (default: 5,000).

Export Sale Orders

{
  "name": "odoo_transfer",
  "arguments": {
    "action": "export_data",
    "model": "sale.order",
    "domain": [["state", "=", "sale"]],
    "fields": ["name", "partner_id/name", "amount_total", "date_order"],
    "format": "csv"
  }
}

`odoo_dashboard`

Category: Workflow | Policy: Admin only

Admin tool to create and manage live Odoo Spreadsheet Dashboards. Dashboards are created under Dashboards → MCP in the Odoo top menu.

`action`	Description
`create`	Create a new dashboard from a spreadsheet definition
`update`	Update an existing dashboard
`list`	List all MCP-created dashboards

{
  "name": "odoo_dashboard",
  "arguments": {
    "action": "create",
    "name": "Sales KPIs — Q3 2026",
    "spreadsheet_data": "..."
  }
}

Workflow Tools

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