Team
Shared credential for production and unattended runs.
Open-source ERP and CRM platform for business management, including sales, accounting, inventory, and project management
Tools and triggers
Available tools and events after Odoo is connected.
Create a new contact (customer, supplier, or generic partner) in Odoo's res.partner model. Use this action when you need to add a new person or company to the Odoo database. Set customer_rank > 0 to mark as a customer…
Tool to retrieve parsing results for a previously submitted resume/applicant document. Use when you need to check the status and get extracted fields (name, email, phone, mobile) from a resume that was previously…
Tool to retrieve parsing results for a previously submitted bank statement. Returns extracted fields including balance_start, balance_end, date, and bank_statement_lines. Use when you need to check the status and get…
Retrieve parsing results for a previously submitted expense document. Returns extracted fields including description, country, date, total, and currency. Use this after submitting an expense document to get the…
Tool to retrieve parsing results for a previously submitted invoice from Odoo Extract API. Use when you need to check the status and get extracted data from an invoice. Poll this endpoint until the status field is…
Tool to list all available Odoo databases on the server. Use when you need to see which databases are available on the Odoo instance.
JSON-RPC endpoint for Odoo external API calls. Provides the same functionality as XML-RPC but with JSON encoding. DEPRECATED in v19.0 and scheduled for removal in v20.0 (Fall 2026). Use JSON-2 API at POST…
Tool to submit a resume/CV document for OCR parsing and data extraction via Odoo Extract API. Extracts name, email, phone, and mobile from applicant resumes. Returns a document_token to poll for results. Cost: 1 IAP…
Tool to submit a bank statement document for OCR parsing and data extraction via Odoo Extract API. Extracts balance_start, balance_end, date, and bank_statement_lines. Returns a document_token to poll for results…
Tool to submit an expense document for OCR parsing and data extraction. Extracts description, country, date, total, and currency from expense receipts. Returns a document_token to poll for results. Use when you need to…
Tool to submit an invoice document for OCR parsing and data extraction via Odoo Extract API. Uses AI-based algorithms to extract fields like total, due date, invoice lines, VAT numbers, IBAN, supplier, client, and…
Generic tool to update records across any Odoo model via the JSON-2 API write endpoint. Updates one or more records with the specified field values. Supports all Odoo field types including relational fields with…
Setup
Pick a scope, then confirm what can start a Protege and what it can do.
What can start a Protege from this app.
What a Protege can do after it starts.
Prefer team for production.
Shared credential for production and unattended runs.
Tied to one user—only when the workflow needs their account.
Team-scoped for supported chat surfaces.
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