WHAT: Sync transactions, invoices, and financial data from Odoo accounting system. Generate financial summaries and reports. WHEN: User says 'sync odoo', 'check revenue', 'financial summary', 'accounting report'. Trigger on: financial tracking, invoice management, expense analysis, weekly audit prep.
Sync Transactions (retrieves last 30 days):
python3 .claude/skills/odoo-accounting/scripts/main_operation.py --mode draft sync
Syncs invoices, payments, expenses from Odoo. Prevents duplicates.
Financial Summary:
python3 .claude/skills/odoo-accounting/scripts/main_operation.py --mode draft summary --limit 100
Use --limit to control returned invoice rows.
List Invoices:
python3 .claude/skills/odoo-accounting/scripts/main_operation.py --mode draft summary
Returns draft-invoice summary suitable for cloud review.
Validate Invoice:
python3 .claude/skills/odoo-accounting/scripts/main_operation.py --mode draft validate 15
Validates invoice fields before posting.
Post Invoice (Live Mode, HITL by default):
python3 .claude/skills/odoo-accounting/scripts/main_operation.py --mode live post 15
Verify Connection:
python3 .claude/skills/odoo-accounting/scripts/verify_operation.py
ODOO_URL=http://localhost:8069
ODOO_DB=your_database_name
ODOO_USERNAME=your_user_login
ODOO_PASSWORD=your_api_key_or_password
# API key allows secure access without main password
AI_Employee_Vault/Accounting/transactions_YYYY-MM.json - Monthly transaction dataAI_Employee_Vault/Accounting/summary_YYYY-MM-DD.md - Financial summariesAI_Employee_Vault/Accounting/invoices_current.json - Active invoicesSee REFERENCE.md for JSON-RPC setup and API details.