Odoo Demo Architect

Turn a discovery call into a complete, working Odoo demo — and the documents to sell it — with an AI agent doing the build.

Powered by Claude Code (the agent) + Knowcap (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.

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.

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.

---

The stack

• 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.
• 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

What you get

• A live Odoo demo DB tailored to the client (any Odoo: Online, self-hosted, or Odoo.sh).
• Working hero features, no-code where possible, custom module only when necessary.
• A verification log proving each hero fired (real numbers).
• Three self-contained HTML docs (brand-themed): run-of-show, one-pager, 1-page script.

Install

# clone into your Claude Code skills folder
git clone https://github.com/Smetools/odoo-demo-architect ~/.claude/skills/odoo-demo-architect

Or drop the folder anywhere Claude Code loads skills. Then just ask Claude: "build an Odoo demo for from our discovery call."

Prerequisites

• Claude Code.
• Knowcap (recommended) with its MCP connected — so the agent can pull the discovery transcript + extracted pains directly. → knowcap.ai. (No Knowcap? Paste a transcript or notes instead.)
• A reachable Odoo instance + API key (Settings → My Profile → Account Security → New API Key).
  • On Odoo.sh: create the project + enter any partner trial code first (web-only), then come back with the DB URL + API key.
• Optional: the Perplexity MCP for the native-vs-custom research step (web search works too).

Quickstart

1. Put your Odoo creds in env vars (or scripts/creds.json): ODOO_URL, ODOO_DB, ODOO_LOGIN, ODOO_KEY.
2. Verify the connection: python scripts/odoo_connect.py → prints server_version.
3. Copy demo_config.example.json → scripts/demo_config.json, fill it from the discovery call.
4. Ask Claude to run the pipeline (see SKILL.md).

How it works (pipeline)

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.
2. Research native-vs-custom for each hero, for the client's exact Odoo version.
3. Connect to Odoo over XML-RPC; confirm the version.
4. Install the scope's modules.
5. Load realistic data (idempotent; currency before invoices; pre-stage so heroes fire live).
6. Build heroes — no-code first, custom module as fallback.
7. Test every hero on a throwaway record; keep demo objects pristine.
8. Generate the docs from the brand templates.
9. Hand off — login, cheat-sheet, verification log, doc links.

Full procedure in SKILL.md.

Read this before touching Odoo 19

Several core fields were renamed in v19 (res.users.group_ids, res.groups lost category_id, etc.), credit limit is warning-only natively, and fleet load-by-weight needs stock_fleet. All the footguns are in reference/odoo19-field-gotchas.md so you don't relearn them the hard way.

Files

SKILL.md                        the procedure (what the agent follows)
scripts/odoo_connect.py         XML-RPC connector + helpers
scripts/build_demo.py           config-driven data + hero builder (template)
demo_config.example.json        per-client config shape
reference/odoo19-field-gotchas.md  version-specific fields + footguns
templates/                      brand.css + the three doc templates

License

MIT. Use it, fork it, sell with it.

Credit

Built by SMEtools — Odoo implementation + AI automation. Runs on Claude Code + Knowcap.