mailing-lists

Odoo 18 Mailing List Management

Manage mailing lists and contacts in Odoo 18. Mailing contacts MUST have partner_id linked to res.partner.

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

Configuration

Same environment variables: ODOO_URL, ODOO_DB, ODOO_API_KEY (UID se zjistí automaticky)

Critical Rule: partner_id is Required

Every mailing.contact MUST have a partner_id linking it to a res.partner record. This ensures:

• CRM integration works
• Contact data stays synchronized
• Link tracking ties back to the right partner

Operations

Create Mailing List

list_id = models.execute_kw(DB, UID, KEY, 'mailing.list', 'create', [{
    'name': 'Web Prospects 2026',
    'is_public': False,
}])

Search Existing Lists

lists = models.execute_kw(DB, UID, KEY, 'mailing.list', 'search_read', [
    []
], {'fields': ['name', 'contact_count', 'is_public']})

Create Mailing Contact (linked to partner)

contact_id = models.execute_kw(DB, UID, KEY, 'mailing.contact', 'create', [{
    'name': 'Jan Novák',
    'email': '[email protected]',
    'partner_id': partner_id,  # REQUIRED — link to res.partner
    'company_name': 'Firma s.r.o.',
    'list_ids': [(4, list_id)],  # add to mailing list
}])

Add Existing Contact to List

models.execute_kw(DB, UID, KEY, 'mailing.contact', 'write', [
    [contact_id],
    {'list_ids': [(4, new_list_id)]}
])

Find Mailing Contact by Partner

contacts = models.execute_kw(DB, UID, KEY, 'mailing.contact', 'search_read', [
    [['partner_id', '=', partner_id]]
], {'fields': ['name', 'email', 'list_ids', 'partner_id']})

Find or Create Mailing Contact from Partner

# Search for existing mailing contact
existing = models.execute_kw(DB, UID, KEY, 'mailing.contact', 'search_read', [
    [['partner_id', '=', partner_id]]
], {'fields': ['id', 'list_ids']})

if existing:
    # Add to list
    models.execute_kw(DB, UID, KEY, 'mailing.contact', 'write', [
        [existing[0]['id']],
        {'list_ids': [(4, list_id)]}
    ])
    contact_id = existing[0]['id']
else:
    # Get partner data first
    partner = models.execute_kw(DB, UID, KEY, 'res.partner', 'read', [
        [partner_id]
    ], {'fields': ['name', 'email', 'company_name']})[0]

    contact_id = models.execute_kw(DB, UID, KEY, 'mailing.contact', 'create', [{
        'name': partner['name'],
        'email': partner['email'],
        'partner_id': partner_id,
        'company_name': partner.get('company_name', ''),
        'list_ids': [(4, list_id)],
    }])

Bulk Add Partners to Mailing List

# Get all partners matching criteria
partners = models.execute_kw(DB, UID, KEY, 'res.partner', 'search_read', [
    [['customer_rank', '>', 0], ['email', '!=', False]]
], {'fields': ['id', 'name', 'email', 'company_name']})

for partner in partners:
    # Check if mailing contact exists
    existing = models.execute_kw(DB, UID, KEY, 'mailing.contact', 'search', [
        [['partner_id', '=', partner['id']]]
    ])
    if existing:
        models.execute_kw(DB, UID, KEY, 'mailing.contact', 'write', [
            existing, {'list_ids': [(4, list_id)]}
        ])
    else:
        models.execute_kw(DB, UID, KEY, 'mailing.contact', 'create', [{
            'name': partner['name'],
            'email': partner['email'],
            'partner_id': partner['id'],
            'company_name': partner.get('company_name', ''),
            'list_ids': [(4, list_id)],
        }])

Remove Contact from List

models.execute_kw(DB, UID, KEY, 'mailing.contact', 'write', [
    [contact_id],
    {'list_ids': [(3, list_id)]}  # (3, id) removes link without deleting
])

Many2many Operations Reference

• (4, id) — add existing record to set
• (3, id) — remove link (don't delete record)
• (6, 0, [id1, id2]) — replace all links with this set
• (0, 0, {vals}) — create new record and link it

Workflow

1. Ask user which partners/customers to add and to which list
2. Search or create the mailing list
3. For each partner, find or create a mailing.contact with partner_id
4. Add the contact to the list
5. Report summary: how many added, any issues (missing email, etc.)