| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 730 |
| Technical Name |
ia_agents_treasury_control |
| License | OPL-1 |
| Website | https://apps.uniasser.net |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 730 |
| Technical Name |
ia_agents_treasury_control |
| License | OPL-1 |
| Website | https://apps.uniasser.net |
| Versions | 16.0 17.0 18.0 19.0 |
IA Treasury Control — MCP
Manage your company's treasury, taxes, invoices and timesheets by talking to Claude.ai in plain language. Your Odoo data, accessible through AI.
Odoo 16
Odoo 17
Odoo 18
Odoo 19
Odoo.sh
MCP Protocol
Claude.ai
What is it?
IA Treasury Control installs a lightweight MCP (Model Context Protocol) server inside your Odoo instance. Claude.ai connects to it and can query your financial data, create invoices, reconcile bank movements, log timesheets, and generate tax reports — all from a simple conversation.
Secure by design: The installed module contains no business logic. All agent processing runs on Uniasser's
servers using your Anthropic API key — your key, your tokens, your control.
Key Features
💰 Treasury Reports
Pending receivables, payables, and cash flow forecast with AI-generated narrative.
🧾 Tax Status
VAT collected, VAT deductible, and IRPF withholdings — broken down by quarter.
📄 Invoice Creation
Create draft invoices from natural language. Always a draft — never confirmed without your approval.
🏦 Bank Reconciliation
Automatic matching proposals between bank movements and open invoices. You approve before anything is applied.
⏱ Timesheets
Log hours on projects and tasks, create projects and tasks — all from a chat message.
🔔 Financial Alerts
Overdue invoices, upcoming tax deadlines, and negative cash flow warnings consolidated in one call.
Available MCP Tools
| Tool | Description |
|---|---|
get_treasury_report | Receivables, payables and cash flow forecast |
get_tax_status | VAT and IRPF status by quarter |
create_draft_invoice | Create a draft invoice from natural language |
run_bank_reconciliation | Propose bank–invoice matches |
apply_reconciliation | Apply approved reconciliation matches |
process_email_invoices | Extract PDF invoices from IMAP inbox via OCR |
create_timesheet_entry | Log hours on a project/task |
create_timesheet_project | Create a new project |
create_timesheet_task | Create a task in an existing project |
get_alerts | Overdue invoices, tax deadlines, cash warnings |
get_account_ledger | Debit/credit movements for any account |
get_customer_pending_invoices | Unpaid invoices for a partner |
get_bank_account_balances | All bank account balances (group 572) |
get_bank_account_statement | Bank statement with running balance |
health_check | Verify MCP server and Odoo connection |
Quick Setup — 5 Steps
Step 1 — Install the module
Upload the ZIP for your Odoo version and install it from Settings → Apps.
Upload the ZIP for your Odoo version and install it from Settings → Apps.
Step 2 — Enter your license key
Settings → IA Treasury Control → License. Enter your key (format:
Settings → IA Treasury Control → License. Enter your key (format:
XXXX-XXXX-XXXX-XXXX).
Get a license at apps.uniasser.net.
Step 3 — Generate an Odoo API Key
Settings → Users → your user → API Keys → New Key. Paste it in Settings → IA Treasury Control → Odoo API Key.
Settings → Users → your user → API Keys → New Key. Paste it in Settings → IA Treasury Control → Odoo API Key.
Step 4 — Add your Anthropic API Key
Get a key at console.anthropic.com and enter it in Settings → IA Treasury Control → Anthropic API Key. This is your key — you control usage and costs.
Get a key at console.anthropic.com and enter it in Settings → IA Treasury Control → Anthropic API Key. This is your key — you control usage and costs.
Step 5 — Connect to Claude.ai
Settings → IA Treasury Control → MCP Server. Copy the MCP Server URL and Token. In claude.ai → Settings → Integrations → Add MCP Server.
Settings → IA Treasury Control → MCP Server. Copy the MCP Server URL and Token. In claude.ai → Settings → Integrations → Add MCP Server.
Example Conversations
"Show me the treasury report for this month"
"How much VAT do I owe this quarter?"
"Create a draft invoice for Acme Corp, €1,200 for consulting services"
"Are there any bank movements I haven't matched yet?"
"I worked 3.5 hours on the Website project, task Homepage — log it for today"
"Any overdue invoices I should know about?"
"How much VAT do I owe this quarter?"
"Create a draft invoice for Acme Corp, €1,200 for consulting services"
"Are there any bank movements I haven't matched yet?"
"I worked 3.5 hours on the Website project, task Homepage — log it for today"
"Any overdue invoices I should know about?"
Technical Architecture
The module acts as a thin MCP/OAuth server inside Odoo. When Claude calls a tool:
- The Bearer token is validated locally against your configured MCP token
- Your license key, Odoo API key and Anthropic key are read from
ir.config_parameter - A secure HTTPS request is sent to
apps.uniasser.net/agents/execute - The remote server validates your license, connects to your Odoo via XML-RPC, executes the agent, and returns the result
- The result is returned to Claude.ai in MCP format
Privacy: Only the data required for each specific operation is accessed. The module uses read-only operations for reports and explicitly creates drafts (never confirmed records) for invoice creation.
Requirements
- Odoo 16, 17, 18, 19 or Odoo.sh
- Valid license from apps.uniasser.net
- Odoo API key (generated in Odoo settings)
- Anthropic API key from console.anthropic.com
- Odoo instance accessible from the internet (for Odoo.sh: automatic)
Support
Documentation and support at apps.uniasser.net — soporte@uniasser.com
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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