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Real-World Examples

See what AI agents can do with your Odoo data through KMEE Gateway. These examples work with both ChatGPT and Claude.

All examples use read-only access unless noted. Write operations require explicit permission in your API key.

💰

Sales & CRM

Weekly sales report

Tools used: read_group on sale.order (by partner_id, date), search_read for top customers

What you ask

"Generate a weekly sales report for the current week. Include total revenue, number of orders, average order value, and top 5 customers by revenue."

What you get

Weekly Sales Report (Apr 7-13, 2026)
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Total Revenue:    $47,230.00
Orders:           23
Avg Order Value:  $2,053.48
vs Last Week:     +12.3%

Top 5 Customers:
┌────────────────────────┬──────────┬────────┐
│ Customer               │ Revenue  │ Orders │
├────────────────────────┼──────────┼────────┤
│ Azure Interior         │ $12,450  │ 3      │
│ Gemini Furniture       │ $8,200   │ 2      │
│ Ready Mat              │ $6,890   │ 4      │
│ The Jackson Group      │ $5,100   │ 1      │
│ Deco Addict            │ $4,300   │ 2      │
└────────────────────────┴──────────┴────────┘

Pipeline analysis

Tools used: read_group on crm.lead (by stage_id), search_read for stale opportunities

What you ask

"Analyze our CRM pipeline. Show opportunities by stage, expected revenue, and which ones are stuck (no activity in 7+ days)."

What you get

CRM Pipeline Analysis
━━━━━━━━━━━━━━━━━━━━
Total Pipeline:  $234,500 (47 opportunities)

By Stage:
  New          │ 12 opps │  $45,000 │ ████░░░░░░
  Qualified    │  8 opps │  $62,000 │ ██████░░░░
  Proposition  │ 15 opps │  $89,000 │ ████████░░
  Negotiation  │  7 opps │  $28,500 │ ███░░░░░░░
  Won          │  5 opps │  $10,000 │ █░░░░░░░░░

⚠ Stuck Opportunities (no activity 7+ days):
  • Acme Corp — Proposition — $15,000 — 12 days idle
  • Beta Ltd  — Qualified   — $8,000  — 9 days idle
  • Delta Inc — Negotiation — $22,000 — 7 days idle

Customer 360 view

Tools used: search_read on res.partner, sale.order, account.move, helpdesk.ticket

What you ask

"Give me a complete overview of customer 'Azure Interior' — orders, invoices, payments, open issues."

What you get

Customer 360: Azure Interior
━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Contact: azure@example.com | +1-555-0123
Since: Jan 2024 | Sales Rep: John Smith

Orders (last 12 months):    14 orders, $48,200 total
Open Orders:                 2 ($8,450)
Paid Invoices:              11 ($39,750)
Overdue Invoices:            1 ($3,200 — 15 days overdue)
Credit Note:                 0

Support Tickets:             3 open, 12 resolved
Avg Resolution Time:         2.4 days

⚠ Action needed: Invoice INV/2026/0089 is 15 days overdue.
📦

Inventory & Warehouse

Low stock alert

Tools used: search_read on stock.quant + product.product + stock.warehouse.orderpoint

What you ask

"Show me all products with stock below their reorder point. Include current quantity, reorder point, and supplier info."

What you get

⚠ Low Stock Alert — 8 Products Below Reorder Point
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
┌─────────────────────┬──────┬─────────┬──────────────────┐
│ Product             │ Qty  │ Reorder │ Supplier         │
├─────────────────────┼──────┼─────────┼──────────────────┤
│ Office Chair Pro    │ 3    │ 10      │ Furniture Direct │
│ Standing Desk XL    │ 1    │ 5       │ Furniture Direct │
│ Monitor Arm Dual    │ 7    │ 15      │ Tech Supply Co   │
│ USB-C Hub           │ 12   │ 25      │ Tech Supply Co   │
│ Desk Lamp LED       │ 4    │ 10      │ Light Masters    │
│ Cable Organizer     │ 8    │ 20      │ Office Basics    │
│ Whiteboard 6x4      │ 2    │ 5       │ Office Basics    │
│ Ergonomic Mouse     │ 5    │ 15      │ Tech Supply Co   │
└─────────────────────┴──────┴─────────┴──────────────────┘

Recommended: Create PO for Furniture Direct (2 items)
             and Tech Supply Co (3 items).

Warehouse value report

Tools used: read_group on stock.valuation.layer grouped by product category

What you ask

"What's the total value of our inventory, broken down by product category?"

What you get

Inventory Valuation by Category
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Total Value: $387,450

  Furniture      │ $156,200 │ 40.3% │ ████████░░
  Electronics    │ $98,300  │ 25.4% │ █████░░░░░
  Office Supply  │ $67,450  │ 17.4% │ ███░░░░░░░
  Consumables    │ $42,100  │ 10.9% │ ██░░░░░░░░
  Raw Materials  │ $23,400  │  6.0% │ █░░░░░░░░░
📊

Accounting & Finance

Overdue invoices with collection emails

Tools used: search_read on account.move (payment_state != paid, date_due < today)

What you ask

"List all overdue invoices grouped by customer, with amounts and days overdue. Draft a polite follow-up email for each."

What you get

Overdue Invoices — Total: $28,750
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Azure Interior — $3,200 overdue
  INV/2026/0089 — $3,200 — 15 days overdue

  📧 Draft email:
  Subject: Friendly reminder — Invoice INV/2026/0089
  Dear Azure Interior team,
  We hope this message finds you well. We wanted to
  kindly remind you about invoice INV/2026/0089 for
  $3,200.00, which was due on March 25, 2026.
  Would you be able to process this payment soon?
  Best regards, [Your Company]

Deco Addict — $12,300 overdue (2 invoices)
  INV/2026/0076 — $8,100 — 23 days overdue  ⚠ HIGH
  INV/2026/0082 — $4,200 — 18 days overdue
  ...

Monthly P&L summary

Tools used: read_group on account.move.line grouped by account type

What you ask

"Show me a profit and loss summary for March 2026 — revenue, COGS, expenses, net income."

What you get

Profit & Loss — March 2026
━━━━━━━━━━━━━━━━━━━━━━━━━
Revenue
  Product Sales       $142,300
  Service Revenue      $38,500
  Total Revenue                   $180,800

Cost of Goods Sold
  Materials           ($52,100)
  Direct Labor        ($18,400)
  Total COGS                      ($70,500)

Gross Profit                      $110,300  (61.0%)

Operating Expenses
  Salaries            ($45,000)
  Rent                ($8,500)
  Marketing           ($5,200)
  Software            ($3,800)
  Other               ($2,100)
  Total Expenses                  ($64,600)

Net Income                        $45,700   (25.3%)
vs February:                      +8.2%
👥

HR & Operations

Employee leave overview

Tools used: search_read on hr.leave, hr.leave.allocation

What you ask

"Show me the leave status for this month — who's on leave, upcoming leaves, and remaining leave balances for the team."

What you get

Leave Overview — April 2026
━━━━━━━━━━━━━━━━━━━━━━━━━━

Currently on Leave:
  • Maria S. — Vacation — Apr 7-11 (returns Monday)
  • Tom K.   — Sick Leave — Apr 9

Upcoming:
  • Lisa R.  — Vacation — Apr 14-18
  • Ahmed B. — Personal — Apr 16

Team Leave Balances:
┌──────────────┬───────────┬──────┬───────────┐
│ Employee     │ Allocated │ Used │ Remaining │
├──────────────┼───────────┼──────┼───────────┤
│ Maria S.     │ 25 days   │ 12   │ 13 days   │
│ Tom K.       │ 25 days   │ 8    │ 17 days   │
│ Lisa R.      │ 25 days   │ 15   │ 10 days   │
│ Ahmed B.     │ 25 days   │ 5    │ 20 days   │
│ Sarah J.     │ 25 days   │ 3    │ 22 days   │
└──────────────┴───────────┴──────┴───────────┘
✏️

Write Operations (Pro+ plans)

With write permissions enabled on your API key, AI agents can also create and update records:

Create a quotation

"Create a quote for Azure Interior: 10x Office Chair Pro at $450 each, 5x Standing Desk at $890 each"

→ Creates sale.order + sale.order.line records

Update a lead

"Move lead 'Acme Corp' to stage 'Negotiation' and add a note: 'Discussed pricing, sending revised proposal'"

→ Updates crm.lead stage_id + creates mail.message

Log a support ticket

"Create a helpdesk ticket: Customer 'Ready Mat' reports that their last delivery was missing 2 items"

→ Creates helpdesk.ticket with partner and description

Schedule an activity

"Schedule a call with 'Gemini Furniture' for next Tuesday at 2 PM about their renewal"

→ Creates mail.activity on res.partner

Safety: Write operations are always logged in the audit trail. You can see exactly what the AI changed, when, and which API key was used. Revoke access instantly if needed.