crm-opportunities

Odoo 18 CRM Opportunity Management (crm.lead)

Create and manage CRM leads and opportunities in Odoo 18 via XML-RPC API.

Before executing any API calls, read the shared reference at ${CLAUDE_PLUGIN_ROOT}/references/xmlrpc-api.md for connection setup and field reference.

Configuration

Same environment variables as other Odoo skills:

• ODOO_URL, ODOO_DB, ODOO_API_KEY (UID se zjistí automaticky přes authenticate)

Operations

Create Opportunity

lead_id = models.execute_kw(DB, UID, KEY, 'crm.lead', 'create', [{
    'name': 'Opportunity Title — Company Name',
    'type': 'opportunity',  # 'lead' or 'opportunity'
    'partner_id': partner_id,  # link to res.partner
    'email_from': '[email protected]',
    'phone': '+420...',
    'website': 'https://company.cz',
    'expected_revenue': 15000.0,
    'probability': 30.0,
    'description': '<p>Detailed description of the opportunity</p>',
    'tag_ids': [(6, 0, tag_ids)],  # set tags
}])

Get Pipeline Stages

stages = models.execute_kw(DB, UID, KEY, 'crm.stage', 'search_read', [
    []
], {'fields': ['name', 'sequence'], 'order': 'sequence ASC'})

Search Opportunities

opportunities = models.execute_kw(DB, UID, KEY, 'crm.lead', 'search_read', [
    [['partner_id', '=', partner_id]]
], {'fields': ['name', 'stage_id', 'expected_revenue', 'probability', 'create_date']})

Move to Stage

models.execute_kw(DB, UID, KEY, 'crm.lead', 'write', [
    [lead_id],
    {'stage_id': target_stage_id}
])

Get CRM Tags

tags = models.execute_kw(DB, UID, KEY, 'crm.tag', 'search_read', [
    []
], {'fields': ['name', 'color']})

Create CRM Tag

tag_id = models.execute_kw(DB, UID, KEY, 'crm.tag', 'create', [{
    'name': 'Web Prospect',
    'color': 4,  # 0-11 color index
}])

Description Field — Rich Content

The description field supports HTML. For prospect opportunities, structure it as:

<div>
  <h3>Popis příležitosti</h3>
  <p>What the opportunity is about</p>

  <h3>Scope</h3>
  <ul>
    <li>Tvorba nového webu</li>
    <li>SEO optimalizace</li>
    <li>Hosting a údržba</li>
  </ul>

  <h3>Cenová nabídka</h3>
  <table>
    <tr><td>Web design</td><td>od X Kč</td></tr>
    <tr><td>Měsíční údržba</td><td>od 890 Kč/měsíc</td></tr>
  </table>

  <h3>Další kroky</h3>
  <p>Follow-up actions</p>
</div>

Workflow

1. Ask user for opportunity details (or receive from prospect-website workflow)
2. Check if partner exists, create if needed (delegate to manage-partners skill)
3. Create the opportunity linked to the partner
4. Set appropriate stage and tags
5. Return the opportunity ID and summary