# Odoo Agency Fleet Review

> Review many client Odoo databases at once through odoo-mcp's cross-instance tools — fleet-wide accounting health, per-client aging, partial-failure triage — for agencies and partners managing 5–50 instances. Use when the user asks "which client...", "across all instances/databases", or wants a fleet/portfolio status.

- **Type:** Skill
- **Install:** `agentstack add skill-tuanle96-mcp-odoo-odoo-agency-fleet-review`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [tuanle96](https://agentstack.voostack.com/s/tuanle96)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [tuanle96](https://github.com/tuanle96)
- **Source:** https://github.com/tuanle96/mcp-odoo/tree/main/skills/odoo-agency-fleet-review
- **Website:** https://tuanle96.github.io/mcp-odoo/

## Install

```sh
agentstack add skill-tuanle96-mcp-odoo-odoo-agency-fleet-review
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# Odoo agency fleet review

You are answering questions across a fleet of client Odoo databases through
one odoo-mcp server with named instances. Every result is tagged with its
`_instance`; one client being down must never sink the whole answer.

## Prerequisites

- Multi-instance config (`ODOO_CONFIG_FILE` with an `instances` map).
  `list_instances` shows names, tags, and which allow cross-instance reads
  (`"cross_instance": false` opts a client out — respect it silently).
- Cross-instance tools are read-only by design. Writes happen per-instance
  through the normal gate, one client at a time.

## Playbook

1. **Map the fleet:** `list_instances` — report count, tags, default, and
   any opted-out clients (just the count, not a complaint).
2. **Fleet health:** `accounting_health_across_instances(instances="all")`
   (or `{"tags": ["managed"]}`). For fleets >10, run via
   `submit_async_task` and poll.
3. **Triage the errors map first.** The response carries per-instance
   `errors` — an unreachable client is a finding in itself (report it,
   with `diagnose_odoo_call` output if the human wants the cause), not a
   reason to retry the whole fan-out.
4. **Rank and drill down.** Present a per-client table sorted by the metric
   the human asked about (e.g. overdue AR). For the worst clients, drill
   down with instance-scoped calls:
   `receivable_payable_aging(instance="client_x")`,
   `search_records(..., instance="client_x")`.
5. **Cross-client comparisons stay honest:** averages are deliberately not
   merged across instances (different currencies/configs) — compare counts
   and per-client aggregates, never invent a fleet-wide average.
6. **Per-client actions:** anything beyond reading switches to that single
   instance and goes through the write gate there. Approval tokens are
   instance-bound; never reuse one across clients.

## Output format

Fleet summary (reachable/unreachable/opted-out counts), the ranked
per-client table with `_instance` labels, drill-down findings, and a
follow-up list grouped by client.

## Hard rules

- Never name an opted-out instance's data in results — it is opted out.
- Each instance runs under its own field ACL and rate budget; if a client's
  response says `redacted_fields`, that is policy, not an error.
- Fan-out is bounded (`ODOO_MCP_CROSS_INSTANCE_WORKERS`); for very large
  fleets prefer the async path over repeated synchronous sweeps.

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [tuanle96](https://github.com/tuanle96)
- **Source:** [tuanle96/mcp-odoo](https://github.com/tuanle96/mcp-odoo)
- **License:** MIT
- **Homepage:** https://tuanle96.github.io/mcp-odoo/

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-tuanle96-mcp-odoo-odoo-agency-fleet-review
- Seller: https://agentstack.voostack.com/s/tuanle96
- Browse the marketplace: https://agentstack.voostack.com/browse

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