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LLM Tool MIS Builder

by
Odoo
v 18.0 Third Party 6
Download for v 18.0 Deploy on Odoo.sh
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Odoo.sh
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Odoo Apps Dependencies • Discuss (mail)
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Lines of code 10437
Technical Name llm_tool_mis_builder
LicenseAGPL-3
Websitehttps://github.com/apexive/odoo-llm
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Community Apps Dependencies
Lines of code 10437
Technical Name llm_tool_mis_builder
LicenseAGPL-3
Websitehttps://github.com/apexive/odoo-llm
AI-Powered Financial Reporting

Build Financial Reports
with AI

44 specialized tools for MIS Builder. Create KPIs, configure report periods, compute results, analyze variances, and drill down into details - all through natural language.

Full CRUD for report templates, KPIs, instances, periods, styles, and annotations

44 Tools
Open Source
MIS Builder Integration

Why MIS Builder Needs AI Tools

Build and analyze management reports without touching the UI

MIS Builder is the most powerful financial reporting engine for Odoo, but configuring reports, KPIs, and period comparisons requires deep knowledge of its UI. This module exposes 44 purpose-built tools that let AI assistants create report templates, define KPIs with accounting expressions, configure multi-period comparisons, compute results, and analyze variances - all through natural language commands.

What Makes This Different

Complete Report Lifecycle

Create a report template, add KPIs, configure periods, compute results, and analyze variances - all in one conversation with your AI assistant.

Advanced Analytics

Period comparisons (YoY, MoM, QoQ), KPI trend analysis, account-level drilldowns, and variance analysis built right into the tools.

Full CRUD Coverage

Every MIS Builder entity (templates, KPIs, queries, instances, periods, styles, annotations) has complete create, read, update, and delete tools.

44 Purpose-Built MIS Builder Tools

Organized by entity: templates, KPIs, queries, instances, periods, execution, annotations, and styles

Report Templates (6 tools)

mis_report_list

List all MIS report templates with summary information.

read-only
mis_report_get

Get detailed information about a specific report template including KPIs and queries.

read-only
mis_report_create

Create a new MIS report template with name and description.

destructive
mis_report_update

Update an existing report template's name or description.

destructive
mis_report_delete

Delete a MIS report template and its associated KPIs.

destructive
mis_report_duplicate

Duplicate a report template with a new name for quick setup.

destructive

KPI Management (6 tools)

mis_kpi_list

List all KPIs for a report template with expressions and styles.

read-only
mis_kpi_get

Get detailed information about a specific KPI including its expression.

read-only
mis_kpi_create

Create a new KPI with accounting expressions like bale[601%].

destructive
mis_kpi_update

Update a KPI's expression, description, style, or type.

destructive
mis_kpi_delete

Delete a KPI from a report template.

destructive
mis_kpi_reorder

Change the display order of KPIs in a report.

destructive

Custom Queries (4 tools)

mis_query_list

List custom queries in a template.

read-only
mis_query_create

Create a custom data query.

destructive
mis_query_update

Update an existing query.

destructive
mis_query_delete

Delete a custom query.

destructive

Report Instances (6 tools)

mis_instance_list

List all report instances with their templates and period configurations.

read-only
mis_instance_get

Get full details of a report instance including periods and company.

read-only
mis_instance_create

Create a new report instance linked to a template.

destructive
mis_instance_update

Update an instance's name, template, or company settings.

destructive
mis_instance_delete

Delete a report instance and its periods.

destructive
mis_instance_duplicate

Duplicate an instance with optional date changes.

destructive

Periods & Columns (6 tools)

mis_period_list

List all periods for a report instance.

read-only
mis_period_create

Create a fixed-date or relative period column.

destructive
mis_period_update

Update a period's dates or relative offsets.

destructive
mis_period_delete

Delete a period column from an instance.

destructive
mis_period_add_comparison

Add a comparison column between two existing periods.

destructive
mis_period_add_sum

Add a sum column combining multiple periods.

destructive

Execution & Analysis (8 tools)

mis_report_compute

Execute a report instance and get full results with all KPI values.

read-only
mis_report_preview

Quick preview of a template with ad-hoc date range - no instance needed.

read-only
mis_report_drilldown

Drill down into a specific cell to see underlying journal entries.

read-only
mis_report_export

Export report data to a structured JSON format.

read-only
mis_compare_periods

Compare KPIs across multiple time periods (YoY, MoM, QoQ).

read-only
mis_kpi_trend

Get trend data for specific KPIs over time.

read-only
mis_account_breakdown

Get account-level breakdown showing which accounts contribute to a KPI.

read-only
mis_variance_analysis

Analyze variance between two periods with amount and percentage changes.

read-only

Annotations (4 tools)

mis_annotation_list

List all annotations for an instance.

read-only
mis_annotation_get

Get annotation for a specific cell.

read-only
mis_annotation_set

Create or update a cell annotation.

destructive
mis_annotation_delete

Delete a cell annotation.

destructive

Styles (4 tools)

mis_style_list

List all available report styles.

read-only
mis_style_create

Create a new style with colors and formatting.

destructive
mis_style_update

Update a style's colors or formatting.

destructive
mis_style_delete

Delete a report style.

destructive

Just Ask in Plain English

Your AI assistant handles MIS Builder configuration and analysis instantly

Build Reports

Create complete report templates with KPIs in one go

"Create a P&L report with revenue, COGS, gross margin, operating expenses, and net income KPIs"

Compute & Analyze

Execute reports and get instant analysis

"Compute the quarterly P&L and show me the variance vs last year"

Drill Down

Explore the details behind any number in your report

"Drill down into the operating expenses for Q3 - which accounts are driving the increase?"

Trend Analysis

Track KPIs over time and spot patterns

"Show me the monthly revenue trend for the past 12 months"

Flexible Period Configuration

Fixed dates, relative offsets, comparison columns, and sum columns - configure any reporting structure your CFO needs, all through natural language.

Cell Annotations

Add notes and explanations to specific cells in your reports. Perfect for variance explanations and audit documentation.

Why Finance Teams Love This

Because building reports should be as easy as describing them

Reports in Minutes

Describe what you want, and AI builds the complete MIS Builder report - template, KPIs, periods, and all.

Instant Insights

Ask questions about your numbers: "Why did expenses increase?" and get account-level breakdowns and variance analysis.

No MIS Builder Expertise Needed

Your team doesn't need to learn MIS Builder's UI. Just describe the report structure in plain English and let AI handle the configuration.

Quick Setup

Install the module and all 44 tools are immediately available

1

Install MIS Builder

The OCA MIS Builder module provides the reporting engine.

2

Install LLM MCP Server

The base MCP Server connects Odoo to AI clients.

3

Install This Module

All 44 tools register automatically on install.

4

Start Building Reports

Ask: "Create a P&L report for Q1 2025"

Zero Configuration Required

Tools auto-register via the @llm_tool decorator. No XML, no manual setup.

Requires: llm_tool + mis_builder

Enterprise-Grade Security

Built with enterprise compliance requirements in mind

Permission-Based Access

All operations run with the calling user's permissions. No sudo() escalation. Users can only see and modify reports they have access to.

Destructive Tool Hints

Create, update, and delete operations are marked with destructive_hint=True. MCP clients will prompt for user confirmation.

Multi-Company Support

Report instances respect Odoo's multi-company security rules. Each company's data stays isolated in their own reports.

Read-Only Analytics

All 8 execution and analysis tools are read-only. Compute reports, drill down, and analyze without risk of modifying data.

Part of Apexive's Odoo LLM Ecosystem

Seamlessly integrates with Apexive's complete AI toolkit for Odoo

LLM MCP Server

The connection layer that exposes tools to Claude Desktop, Claude Code, Codex CLI, and other MCP clients

LLM Tool Account

18 accounting tools: trial balance, tax reports, journal entries, reconciliation, payments, and period close

LLM Tool

The base framework providing the @llm_tool decorator, tool registry, and auto-registration system

LLM Thread

Have persistent AI conversations directly in Odoo with full context and history

LLM Assistant

Create specialized AI assistants for specific roles like sales, support, or accounting

LLM Knowledge

Turn PDFs, images, webpages, and documents into AI-searchable knowledge base

Documentation & Support

Everything you need to get started

Complete Documentation

Setup guides, tool reference, and MIS Builder integration notes included.

Repository:
github.com/apexive/odoo-llm
Module Path:
llm_tool_mis_builder/
Dependencies:
llm_tool, mis_builder

Open Source

Full source code available on GitHub. Contribute, customize, or learn from the implementation.

GitHub Repository:

github.com/apexive/odoo-llm

View code, report issues, or join discussions

LLM Tool MIS Builder for Odoo

44 AI-powered tools for MIS Builder financial reporting

Developed by Apexive Solutions LLC

Licensed under AGPL-3

apexive.com
hello@apexive.com

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