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Pinchy

Connect Odoo

This guide walks you through connecting your Odoo instance to Pinchy so your agents can query sales orders, contacts, inventory, and other business data — without giving them direct database access.

Prerequisites

Section titled “Prerequisites”
  • Pinchy is running (see Quick Start)
  • An Odoo instance with API access enabled
  • You’re logged in as an admin in Pinchy

1. Create an API key in Odoo

Section titled “1. Create an API key in Odoo”

Pinchy connects to Odoo via its External API using a personal API key.

  1. Log in to your Odoo instance
  2. Go to Settings → Users & Companies → Users
  3. Click on your user
  4. Open the API Keys tab
  5. Click New API Key, give it a name (e.g. “Pinchy”), and confirm your password
  6. Copy the key — you won’t see it again

2. Add the connection in Pinchy

Section titled “2. Add the connection in Pinchy”
  1. Go to Settings → Integrations
  2. Click Add Integration and select Odoo
  3. Enter:
    • URL — your Odoo instance URL (e.g. https://erp.yourcompany.com)
    • Database — auto-detected after you enter the URL, or enter it manually
    • Email — the email of the Odoo user whose API key you created
    • API Key — the key you copied in step 1
  4. Click Test & Connect

Pinchy verifies the credentials and probes the available data models. If the connection fails, double-check the URL and API key.

3. Review the sync

Section titled “3. Review the sync”

After a successful connection, Pinchy shows which data categories are accessible — Sales, Inventory, Contacts, Accounting, and others. This depends on the Odoo modules you have installed and the permissions of the API user.

Review the list and click Save.

4. Grant agent access

Section titled “4. Grant agent access”

A connection alone doesn’t give any agent access. You need to explicitly grant it.

  1. Open the agent you want to connect to Odoo
  2. Click the gear icon to open Agent Settings
  3. Select the Permissions tab
  4. In the Odoo section, select:
    • Connection — pick the connection you just created
    • Access level — Read-only, Read & Write, or Full
    • Models — optionally restrict to specific models (e.g. only sale.order and res.partner)
  5. Click Save

For details on access levels, see the Integrations concept page.

5. Test it

Section titled “5. Test it”

Open the agent’s chat and try a few queries:

  • “List all sales orders from this month”
  • “How many contacts do we have in Germany?”
  • “Show me the inventory for product X”

The agent uses the Odoo tools to query your data in real time. If something doesn’t work, check that the Odoo user has the right permissions for the models you’re querying.

Agent Templates

Section titled “Agent Templates”

Pinchy ships with 16 pre-configured agent templates for common Odoo use cases. Instead of building an agent from scratch and manually assigning permissions, you can pick a template and have everything set up in seconds.

Each template auto-configures the agent’s permissions, tools, and system instructions. All you need to do is select which Odoo connection the agent should use. During creation, Pinchy validates the API user’s access rights against the models the agent needs. If some models are missing (e.g. the required Odoo module is not installed), Pinchy warns you so you can adjust the Odoo configuration or pick a different template.

Sales & Customer Operations

Section titled “Sales & Customer Operations”
  • Sales Analyst (read-only) — Revenue analysis, customer rankings, order trends, and product margin analysis using standard cost.
  • CRM & Sales Assistant (read-write) — Pipeline management, lead follow-up, opportunity updates and customer data maintenance.
  • Customer Service (read-write) — Answers order inquiries and drafts responses entirely through Odoo’s mail alias and discussion thread, so agents never need external email access.
  • Subscription Manager (read-only) — Tracks MRR, churn, renewal dates and recurring revenue across your subscription base.

Inventory & Supply Chain

Section titled “Inventory & Supply Chain”
  • Inventory Scout (read-only) — Stock monitoring, slow-mover detection, warehouse utilization and fulfillment speed.
  • Procurement Agent (read-write) — Supplier comparison, price tracking, purchase order management and reorder suggestions.
  • Manufacturing Planner (read-only) — Production order progress, BOM analysis, work center load and component shortages.
  • Fleet Manager (read-only) — Vehicle tracking, service schedules, fuel consumption and total cost of ownership per vehicle.

Finance

Section titled “Finance”
  • Finance Controller (read-only) — Invoice tracking, payment status, aging analysis and margin reporting.
  • Expense Auditor (read-only) — Reviews expense claims, flags policy violations, detects duplicates and unusual spending patterns.

Human Resources

Section titled “Human Resources”
  • HR Analyst (read-only) — Headcount reporting, leave balances, attendance tracking and contract overviews.
  • Recruitment Coordinator (read-write) — Applicant tracking, job pipeline management, time-to-hire metrics and interview scheduling.
  • Project Tracker (read-only) — Monitors project progress, deadlines, task load per employee and timesheet entries.

Marketing & E-Commerce

Section titled “Marketing & E-Commerce”
  • Marketing Analyst (read-only) — Measures email campaign performance, open rates, click-throughs and UTM conversions.
  • POS Analyst (read-only) — Analyzes point-of-sale revenue, cash sessions, payment methods and top-selling products.
  • Website Analyst (read-only) — Tracks online sales, visitor behavior, top products and conversion funnels.

What’s next

Section titled “What’s next”