odoo-crm

Odoo CRM

Server path: /odoo-crm | Type: Application | PCID required: Yes

Tools

Tool	Description
odoo_crm_create_lead	Create a CRM lead or opportunity
odoo_crm_create_partner	Create a contact or company
odoo_crm_read_employees	Read employees by ID
odoo_crm_read_leads	Read CRM leads/opportunities by ID
odoo_crm_read_partners	Read contacts/companies by ID
odoo_crm_search_read_employees	Search and read employees
odoo_crm_search_read_leads	Search and read CRM leads/opportunities
odoo_crm_search_read_partners	Search and read contacts/companies
odoo_crm_unlink_leads	Delete CRM leads/opportunities
odoo_crm_unlink_partners	Delete contacts/companies
odoo_crm_write_lead	Update a CRM lead or opportunity
odoo_crm_write_partner	Update a contact or company

---

odoo_crm_create_lead

Create a CRM lead or opportunity

Parameters:

Parameter	Type	Required	Default	Description
values	object	Yes	—	Field values for the new lead/opportunity

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "values": {
      "type": "object",
      "description": "Field values for the new lead/opportunity",
      "properties": {
        "name": {
          "type": "string",
          "description": "Lead/opportunity title"
        },
        "partner_id": {
          "type": "integer",
          "description": "Associated contact/company ID"
        },
        "email_from": {
          "type": "string",
          "description": "Contact email"
        },
        "phone": {
          "type": "string",
          "description": "Contact phone"
        },
        "expected_revenue": {
          "type": "number",
          "description": "Expected revenue amount"
        },
        "probability": {
          "type": "number",
          "description": "Success probability (0-100)"
        },
        "stage_id": {
          "type": "integer",
          "description": "Pipeline stage ID"
        },
        "user_id": {
          "type": "integer",
          "description": "Assigned salesperson user ID"
        },
        "team_id": {
          "type": "integer",
          "description": "Sales team ID"
        },
        "description": {
          "type": "string",
          "description": "Internal notes"
        },
        "contact_name": {
          "type": "string",
          "description": "Contact name"
        },
        "type": {
          "type": "string",
          "description": "Type: lead or opportunity",
          "enum": [
            "lead",
            "opportunity"
          ]
        },
        "priority": {
          "type": "string",
          "description": "Priority: 0=Normal, 1=Low, 2=High, 3=Very High",
          "enum": [
            "0",
            "1",
            "2",
            "3"
          ]
        },
        "tag_ids": {
          "type": "array",
          "items": {
            "type": "integer"
          },
          "description": "Tag IDs"
        },
        "source_id": {
          "type": "integer",
          "description": "Lead source ID"
        },
        "medium_id": {
          "type": "integer",
          "description": "Marketing medium ID"
        }
      },
      "required": [
        "name"
      ]
    }
  },
  "required": [
    "PCID",
    "values"
  ]
}

---

odoo_crm_create_partner

Create a contact or company

Parameters:

Parameter	Type	Required	Default	Description
values	object	Yes	—	Field values for the new contact/company

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "values": {
      "type": "object",
      "description": "Field values for the new contact/company",
      "properties": {
        "name": {
          "type": "string",
          "description": "Contact or company name"
        },
        "email": {
          "type": "string",
          "description": "Email address"
        },
        "phone": {
          "type": "string",
          "description": "Phone number"
        },
        "mobile": {
          "type": "string",
          "description": "Mobile phone number"
        },
        "street": {
          "type": "string",
          "description": "Street address"
        },
        "city": {
          "type": "string",
          "description": "The city value"
        },
        "zip": {
          "type": "string",
          "description": "ZIP/postal code"
        },
        "country_id": {
          "type": "integer",
          "description": "Country ID"
        },
        "state_id": {
          "type": "integer",
          "description": "State/province ID"
        },
        "is_company": {
          "type": "boolean",
          "description": "True for companies, false for individuals"
        },
        "company_type": {
          "type": "string",
          "description": "Type: company or person",
          "enum": [
            "company",
            "person"
          ]
        },
        "parent_id": {
          "type": "integer",
          "description": "Parent company ID (for contacts belonging to a company)"
        },
        "website": {
          "type": "string",
          "description": "Website URL"
        },
        "function": {
          "type": "string",
          "description": "Job position/title"
        },
        "comment": {
          "type": "string",
          "description": "Internal notes"
        },
        "customer_rank": {
          "type": "integer",
          "description": "Customer rank (>0 marks as customer)"
        },
        "supplier_rank": {
          "type": "integer",
          "description": "Supplier rank (>0 marks as vendor)"
        }
      },
      "required": [
        "name"
      ]
    }
  },
  "required": [
    "PCID",
    "values"
  ]
}

---

odoo_crm_read_employees

Read employees by ID

Parameters:

Parameter	Type	Required	Default	Description
fields	string[]	No	—	List of field names to return. If empty or omitted, returns all fields. Example: [‘name’,‘email’,‘phone’]
ids	integer[]	Yes	—	Array of record IDs to read, update, or delete

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "fields": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "List of field names to return. If empty or omitted, returns all fields. Example: ['name','email','phone']"
    },
    "ids": {
      "type": "array",
      "items": {
        "type": "integer"
      },
      "description": "Array of record IDs to read, update, or delete"
    }
  },
  "required": [
    "PCID",
    "ids"
  ]
}

---

odoo_crm_read_leads

Read CRM leads/opportunities by ID

Parameters:

Parameter	Type	Required	Default	Description
fields	string[]	No	—	List of field names to return. If empty or omitted, returns all fields. Example: [‘name’,‘email’,‘phone’]
ids	integer[]	Yes	—	Array of record IDs to read, update, or delete

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "fields": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "List of field names to return. If empty or omitted, returns all fields. Example: ['name','email','phone']"
    },
    "ids": {
      "type": "array",
      "items": {
        "type": "integer"
      },
      "description": "Array of record IDs to read, update, or delete"
    }
  },
  "required": [
    "PCID",
    "ids"
  ]
}

---

odoo_crm_read_partners

Read contacts/companies by ID

Parameters:

Parameter	Type	Required	Default	Description
fields	string[]	No	—	List of field names to return. If empty or omitted, returns all fields. Example: [‘name’,‘email’,‘phone’]
ids	integer[]	Yes	—	Array of record IDs to read, update, or delete

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "fields": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "List of field names to return. If empty or omitted, returns all fields. Example: ['name','email','phone']"
    },
    "ids": {
      "type": "array",
      "items": {
        "type": "integer"
      },
      "description": "Array of record IDs to read, update, or delete"
    }
  },
  "required": [
    "PCID",
    "ids"
  ]
}

---

odoo_crm_search_read_employees

Search and read employees

Parameters:

Parameter	Type	Required	Default	Description
domain	any[]	No	—	Odoo domain filter. Array of conditions where each condition is [field, operator, value]. Operators: =, !=, >, >=, <, <=, like, ilike, in, not in, child_of, parent_of. Logical operators ’&’ (AND, default), ’|’ (OR), ’!’ (NOT) can prefix conditions. Example: [[‘is_company’,’=‘,true],[‘country_id.code’,’=’,‘US’]]
fields	string[]	No	—	List of field names to return. If empty or omitted, returns all fields. Example: [‘name’,‘email’,‘phone’]
limit	integer	No	—	Maximum number of records to return. Default is 80.
offset	integer	No	—	Number of records to skip for pagination. Default is 0.
order	string	No	—	Sort order. Format: ‘field_name asc’ or ‘field_name desc’. Multiple fields: ‘name asc, id desc’.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "domain": {
      "type": "array",
      "description": "Odoo domain filter. Array of conditions where each condition is [field, operator, value]. Operators: =, !=, >, >=, <, <=, like, ilike, in, not in, child_of, parent_of. Logical operators '&' (AND, default), '|' (OR), '!' (NOT) can prefix conditions. Example: [['is_company','=',true],['country_id.code','=','US']]"
    },
    "fields": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "List of field names to return. If empty or omitted, returns all fields. Example: ['name','email','phone']"
    },
    "limit": {
      "type": "integer",
      "description": "Maximum number of records to return. Default is 80."
    },
    "offset": {
      "type": "integer",
      "description": "Number of records to skip for pagination. Default is 0."
    },
    "order": {
      "type": "string",
      "description": "Sort order. Format: 'field_name asc' or 'field_name desc'. Multiple fields: 'name asc, id desc'."
    }
  },
  "required": [
    "PCID"
  ]
}

---

odoo_crm_search_read_leads

Search and read CRM leads/opportunities

Parameters:

Parameter	Type	Required	Default	Description
domain	any[]	No	—	Odoo domain filter. Array of conditions where each condition is [field, operator, value]. Operators: =, !=, >, >=, <, <=, like, ilike, in, not in, child_of, parent_of. Logical operators ’&’ (AND, default), ’|’ (OR), ’!’ (NOT) can prefix conditions. Example: [[‘is_company’,’=‘,true],[‘country_id.code’,’=’,‘US’]]
fields	string[]	No	—	List of field names to return. If empty or omitted, returns all fields. Example: [‘name’,‘email’,‘phone’]
limit	integer	No	—	Maximum number of records to return. Default is 80.
offset	integer	No	—	Number of records to skip for pagination. Default is 0.
order	string	No	—	Sort order. Format: ‘field_name asc’ or ‘field_name desc’. Multiple fields: ‘name asc, id desc’.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "domain": {
      "type": "array",
      "description": "Odoo domain filter. Array of conditions where each condition is [field, operator, value]. Operators: =, !=, >, >=, <, <=, like, ilike, in, not in, child_of, parent_of. Logical operators '&' (AND, default), '|' (OR), '!' (NOT) can prefix conditions. Example: [['is_company','=',true],['country_id.code','=','US']]"
    },
    "fields": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "List of field names to return. If empty or omitted, returns all fields. Example: ['name','email','phone']"
    },
    "limit": {
      "type": "integer",
      "description": "Maximum number of records to return. Default is 80."
    },
    "offset": {
      "type": "integer",
      "description": "Number of records to skip for pagination. Default is 0."
    },
    "order": {
      "type": "string",
      "description": "Sort order. Format: 'field_name asc' or 'field_name desc'. Multiple fields: 'name asc, id desc'."
    }
  },
  "required": [
    "PCID"
  ]
}

---

odoo_crm_search_read_partners

Search and read contacts/companies

Parameters:

Parameter	Type	Required	Default	Description
domain	any[]	No	—	Odoo domain filter. Array of conditions where each condition is [field, operator, value]. Operators: =, !=, >, >=, <, <=, like, ilike, in, not in, child_of, parent_of. Logical operators ’&’ (AND, default), ’|’ (OR), ’!’ (NOT) can prefix conditions. Example: [[‘is_company’,’=‘,true],[‘country_id.code’,’=’,‘US’]]
fields	string[]	No	—	List of field names to return. If empty or omitted, returns all fields. Example: [‘name’,‘email’,‘phone’]
limit	integer	No	—	Maximum number of records to return. Default is 80.
offset	integer	No	—	Number of records to skip for pagination. Default is 0.
order	string	No	—	Sort order. Format: ‘field_name asc’ or ‘field_name desc’. Multiple fields: ‘name asc, id desc’.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "domain": {
      "type": "array",
      "description": "Odoo domain filter. Array of conditions where each condition is [field, operator, value]. Operators: =, !=, >, >=, <, <=, like, ilike, in, not in, child_of, parent_of. Logical operators '&' (AND, default), '|' (OR), '!' (NOT) can prefix conditions. Example: [['is_company','=',true],['country_id.code','=','US']]"
    },
    "fields": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "List of field names to return. If empty or omitted, returns all fields. Example: ['name','email','phone']"
    },
    "limit": {
      "type": "integer",
      "description": "Maximum number of records to return. Default is 80."
    },
    "offset": {
      "type": "integer",
      "description": "Number of records to skip for pagination. Default is 0."
    },
    "order": {
      "type": "string",
      "description": "Sort order. Format: 'field_name asc' or 'field_name desc'. Multiple fields: 'name asc, id desc'."
    }
  },
  "required": [
    "PCID"
  ]
}

---

odoo_crm_unlink_leads

Delete CRM leads/opportunities

Parameters:

Parameter	Type	Required	Default	Description
ids	integer[]	Yes	—	Array of record IDs to read, update, or delete

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "ids": {
      "type": "array",
      "items": {
        "type": "integer"
      },
      "description": "Array of record IDs to read, update, or delete"
    }
  },
  "required": [
    "PCID",
    "ids"
  ]
}

---

odoo_crm_unlink_partners

Delete contacts/companies

Parameters:

Parameter	Type	Required	Default	Description
ids	integer[]	Yes	—	Array of record IDs to read, update, or delete

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "ids": {
      "type": "array",
      "items": {
        "type": "integer"
      },
      "description": "Array of record IDs to read, update, or delete"
    }
  },
  "required": [
    "PCID",
    "ids"
  ]
}

---

odoo_crm_write_lead

Update a CRM lead or opportunity

Parameters:

Parameter	Type	Required	Default	Description
ids	integer[]	Yes	—	Array of record IDs to read, update, or delete
values	object	Yes	—	Field values to update

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "ids": {
      "type": "array",
      "items": {
        "type": "integer"
      },
      "description": "Array of record IDs to read, update, or delete"
    },
    "values": {
      "type": "object",
      "description": "Field values to update",
      "properties": {
        "name": {
          "type": "string",
          "description": "Lead/opportunity title"
        },
        "partner_id": {
          "type": "integer",
          "description": "Associated contact/company ID"
        },
        "email_from": {
          "type": "string",
          "description": "Contact email"
        },
        "phone": {
          "type": "string",
          "description": "Contact phone"
        },
        "expected_revenue": {
          "type": "number",
          "description": "Expected revenue"
        },
        "probability": {
          "type": "number",
          "description": "Success probability (0-100)"
        },
        "stage_id": {
          "type": "integer",
          "description": "Pipeline stage ID"
        },
        "user_id": {
          "type": "integer",
          "description": "Assigned salesperson user ID"
        },
        "team_id": {
          "type": "integer",
          "description": "Sales team ID"
        },
        "description": {
          "type": "string",
          "description": "Internal notes"
        },
        "priority": {
          "type": "string",
          "description": "The priority value",
          "enum": [
            "0",
            "1",
            "2",
            "3"
          ]
        }
      }
    }
  },
  "required": [
    "PCID",
    "ids",
    "values"
  ]
}

---

odoo_crm_write_partner

Update a contact or company

Parameters:

Parameter	Type	Required	Default	Description
ids	integer[]	Yes	—	Array of record IDs to read, update, or delete
values	object	Yes	—	Field values to update. Only provided fields are changed.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID for the authenticated connection"
    },
    "ids": {
      "type": "array",
      "items": {
        "type": "integer"
      },
      "description": "Array of record IDs to read, update, or delete"
    },
    "values": {
      "type": "object",
      "description": "Field values to update. Only provided fields are changed.",
      "properties": {
        "name": {
          "type": "string",
          "description": "Contact or company name"
        },
        "email": {
          "type": "string",
          "description": "Email address"
        },
        "phone": {
          "type": "string",
          "description": "Phone number"
        },
        "mobile": {
          "type": "string",
          "description": "Mobile phone number"
        },
        "street": {
          "type": "string",
          "description": "Street address"
        },
        "city": {
          "type": "string",
          "description": "The city value"
        },
        "zip": {
          "type": "string",
          "description": "ZIP/postal code"
        },
        "country_id": {
          "type": "integer",
          "description": "Country ID"
        },
        "is_company": {
          "type": "boolean",
          "description": "True for companies, false for individuals"
        },
        "website": {
          "type": "string",
          "description": "Website URL"
        },
        "function": {
          "type": "string",
          "description": "Job position/title"
        },
        "comment": {
          "type": "string",
          "description": "Internal notes"
        },
        "customer_rank": {
          "type": "integer",
          "description": "Customer rank"
        },
        "supplier_rank": {
          "type": "integer",
          "description": "Supplier rank"
        }
      }
    }
  },
  "required": [
    "PCID",
    "ids",
    "values"
  ]
}