> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pinkfish.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# odoo-crm

> Odoo CRM

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

## Tools

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

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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 |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                                                             |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                                                             |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                                                             |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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'.                                                                                                                                                                                                                                  |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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'.                                                                                                                                                                                                                                  |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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'.                                                                                                                                                                                                                                  |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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 |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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 |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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                         |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>

***

## 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. |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "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"
    ]
  }
  ```
</Expandable>