docs: credit Claude Code (agent) + Knowcap (memory via MCP) throughout
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01SBytQq5dcASi4ETm7n6THb
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**Turn a discovery call into a complete, working Odoo demo — and the documents to sell it — with an AI agent doing the build.**
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A [Claude Code](https://claude.com/claude-code) skill. Point it at a discovery transcript and a reachable Odoo instance; it mines the client's pains, researches what Odoo does natively vs. what needs building, stands up a **live database** (modules + realistic data + the 1–2 "hero" features that win the deal), **tests** that those features actually fire, and generates three sales documents: a **run-of-show**, a **one-pager** for the decision-maker, and a **one-page step-by-step demo script**.
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> Powered by **[Claude Code](https://claude.com/claude-code)** (the agent) + **[Knowcap](https://knowcap.ai)** (the memory). Claude does the research, build, code, and testing; Knowcap — queried over its MCP — feeds the agent the *truth of what the client actually said* in the discovery call. The agent is only as good as its memory: Knowcap is the memory.
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Built from a real engagement where this produced a full Odoo 19 Enterprise demo — credit-limit hard-block with manager override, weight-based fleet load-building, EGP data, three sales docs — ready for a CEO meeting, with the founder barely touching the keyboard.
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A Claude Code skill. Point it at a discovery call (in Knowcap) and a reachable Odoo instance; it mines the client's pains, researches what Odoo does natively vs. what needs building, stands up a **live database** (modules + realistic data + the 1–2 "hero" features that win the deal), **tests** that those features actually fire, and generates three sales documents: a **run-of-show**, a **one-pager** for the decision-maker, and a **one-page step-by-step demo script**.
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Built from a real engagement where this produced a full Odoo 19 Enterprise demo — credit-limit hard-block with manager override, weight-based fleet load-building, localized data, three sales docs — ready for a CEO meeting, with the founder barely touching the keyboard.
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---
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## The stack
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- **Claude Code** — the agent that reads the call, researches native-vs-custom, builds the database, writes + ships the custom code, and tests every hero feature.
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- **Knowcap** — the meeting-intelligence layer. The agent calls the **Knowcap MCP** (`get_source_transcriptions`, `search_memories`) to pull the discovery transcript and the client's pains in their own words. No transcript hunting, no "remind me what they said." → [knowcap.ai](https://knowcap.ai)
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## What you get
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- A **live Odoo demo DB** tailored to the client (any Odoo: Online, self-hosted, or Odoo.sh).
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- **Working hero features**, no-code where possible, custom module only when necessary.
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@@ -19,25 +25,26 @@ Built from a real engagement where this produced a full Odoo 19 Enterprise demo
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# clone into your Claude Code skills folder
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git clone https://github.com/Smetools/odoo-demo-architect ~/.claude/skills/odoo-demo-architect
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```
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Or drop the folder anywhere Claude Code loads skills. Then just ask Claude: *"build an Odoo demo for <client> from this discovery call."*
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Or drop the folder anywhere Claude Code loads skills. Then just ask Claude: *"build an Odoo demo for <client> from our discovery call."*
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## Prerequisites
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- Claude Code.
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- A reachable Odoo instance + an **API key** (Settings → My Profile → Account Security → New API Key).
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- On **Odoo.sh**: create the project and enter any partner trial code first (web-only), then come back with the DB URL + API key.
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- Optional but recommended: the **Perplexity MCP** (for the native-vs-custom research step). Web search works too.
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- **Claude Code.**
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- **Knowcap** (recommended) with its **MCP** connected — so the agent can pull the discovery transcript + extracted pains directly. → [knowcap.ai](https://knowcap.ai). (No Knowcap? Paste a transcript or notes instead.)
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- A reachable **Odoo instance + API key** (Settings → My Profile → Account Security → New API Key).
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- On **Odoo.sh**: create the project + enter any partner trial code first (web-only), then come back with the DB URL + API key.
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- Optional: the **Perplexity MCP** for the native-vs-custom research step (web search works too).
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## Quickstart
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1. Put your Odoo creds in env vars (or `scripts/creds.json`):
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`ODOO_URL`, `ODOO_DB`, `ODOO_LOGIN`, `ODOO_KEY`.
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2. Verify the connection: `python scripts/odoo_connect.py` → prints `server_version`.
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3. Copy `demo_config.example.json` → `scripts/demo_config.json`, fill it from the discovery call.
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4. Ask Claude to run the pipeline (see `SKILL.md`), or run `python scripts/build_demo.py` for the data layer, then let the agent build + test the heroes and generate the docs.
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4. Ask Claude to run the pipeline (see `SKILL.md`).
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## How it works (pipeline)
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1. **Mine the discovery** — pains in the client's words; the 1–2 heroes.
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1. **Mine the discovery — via Knowcap.** Pull the meeting transcript over the Knowcap MCP; extract pains in the client's words + the 1–2 heroes.
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2. **Research native-vs-custom** for each hero, for the client's exact Odoo version.
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3. **Connect** over XML-RPC; confirm the version.
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3. **Connect** to Odoo over XML-RPC; confirm the version.
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4. **Install** the scope's modules.
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5. **Load realistic data** (idempotent; currency before invoices; pre-stage so heroes fire live).
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6. **Build heroes** — no-code first, custom module as fallback.
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@@ -64,4 +71,5 @@ templates/ brand.css + the three doc templates
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MIT. Use it, fork it, sell with it.
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## Credit
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Built by [SMEtools](https://www.smetools.io) — Odoo implementation + AI automation. Made with Claude Code.
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Built by **[SMEtools](https://www.smetools.io)** — Odoo implementation + AI automation.
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Runs on **[Claude Code](https://claude.com/claude-code)** + **[Knowcap](https://knowcap.ai)**.
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