Project Name
Embedded Claude AI in Odoo ERP, Cutting Query Time by 70%
The client is a mid-market healthcare and consumables distribution company operating across the Middle East, managing procurement, sales, inventory, and travel operations entirely within Odoo ERP. With a growing user base of internal operations staff and analysts, the organisation needed a way to democratise access to ERP data without compromising security or requiring SQL skills.
Their leadership team had set an ambitious digital-transformation mandate, requiring that non-technical staff be able to interrogate business data conversationally rather than through rigid form-based search, and needed a solution that could be deployed as a standard Odoo module without introducing new data pipelines, external BI tools, or AI infrastructure the organisation did not have.
Business data spread across multiple Odoo models, a 2–3 day backlog for routine data requests, and no AI infrastructure in place, all while ensuring sensitive ERP data remained fully protected.
- Data Fragmentation Across Odoo Models: Critical business data was distributed across multiple Odoo models, making even simple queries dependent on manual exports and cross-referencing.
- Analyst Bottleneck for Routine BI: Everyday business questions required analyst or IT support, creating a 2–3 day backlog for requests that should have been self-service.
- Security Without Compromise: AI access to live ERP data required strict model- and field-level permissions to prevent exposure of sensitive information such as salaries, passwords, and internal notes.
- Context-Aware Document Generation: Users needed AI to generate proposals, bookings, and notes using live Odoo data instead of relying on manual copy-paste and generic templates.
- No AI Infrastructure in Place: The solution had to work as a standard Odoo module without requiring additional AI servers, data pipelines, or BI platforms.
- Persistent Chat Memory: Users expected the AI assistant to retain conversation context across interactions, enabling natural follow-up questions without repeating previous information.
Ksolves, an AI-first Odoo development company, developed mss_ai_claude, a fully native AI module for Odoo 18 powered by Anthropic's Claude API. Instead of moving ERP data outside the platform, the solution brings AI directly to Odoo through secure, read-only ORM access. It provides conversational AI and document generation in a single module, deployable with just an API key and minimal configuration.
- Claude Tool-Use Agent Loop: Built a 20-step agentic workflow that enables Claude to autonomously navigate Odoo models using secure ORM tool calls to answer business queries.
- Whitelisted Data Access Layer: Implemented model- and field-level access controls, ensuring Claude can only access approved data while protecting sensitive information.
- Persistent Chat Session Model: Stored conversation history in Odoo, enabling users to continue AI conversations with full context across multiple sessions.
- Prompt Template Engine: Created dynamic prompt templates that generate proposals, bookings, and operational documents using live Odoo record data.
- Dual AI Model Configuration: Added separate AI model settings for conversational queries and document generation, allowing administrators to optimise cost and performance independently.
- Systray Visibility Control: Enabled user-level permissions for the AI interface, allowing organisations to roll out the feature gradually to authorised teams.
Technology Stack
| Category | Technology |
|---|---|
| AI Platform | Anthropic Claude (Sonnet 4.5) |
| ERP Platform | Odoo 18 (Enterprise) |
| Backend | Python 3 + Odoo ORM |
| API | Anthropic REST API v1/messages |
| Security | Odoo Record Rules + ir.model.access |
From a 2–3 day backlog for routine data requests and no AI capability in Odoo to AI-powered insights in seconds, faster document creation, and zero additional infrastructure.
- 70% Faster Query Resolution: Business queries can now be answered in under 30 seconds through the Ask AI panel, significantly reducing analyst dependency and eliminating routine reporting backlogs.
- Zero Infrastructure Overhead: The solution was deployed as a standard Odoo addon using a single API key, requiring no additional servers, data pipelines, or external AI infrastructure.
- 100% Field-Level Security for Sensitive Data: Model- and field-level access controls ensure Claude can only access approved ERP data, keeping sensitive information protected across all queries.
- 60% Faster Document Creation: AI generates first drafts of travel bookings, proposals, and other business documents directly from live Odoo records, reducing manual effort and document preparation time.
By integrating Claude directly into Odoo 18, Ksolves transformed ERP data access into a secure, conversational experience without introducing new infrastructure or compromising data security. Users can now retrieve business insights and generate contextual documents in seconds through natural language, while model- and field-level access controls ensure sensitive information remains protected. The result is a scalable, AI-powered Odoo solution that improves productivity, accelerates decision-making, and enhances everyday ERP usability.
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