InsightMate – MCP Server – Connect, Control, Automate Odoo
by Softhealer Technologies https://www.softhealer.com$ 235.09
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Community Apps Dependencies | Show |
| Lines of code | 8524 |
| Technical Name |
sh_ai_mcp |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Community Apps Dependencies | Show |
| Lines of code | 8524 |
| Technical Name |
sh_ai_mcp |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 18.0 19.0 |
InsightMate - MCP Server - Connect, Control, Automate Odoo
InsightMate MCP Studio provides a powerful interface to control, access, and automate Odoo data using secure token-based and OAuth 2.1 connections. Manage model-level permissions with field-level restrictions, define access policies, and securely expose data endpoints for external integrations and AI-driven operations.
Create dashboards and charts using access tokens, perform full CRUD operations including record creation, updates, and deletion, and control execution using action policies. With flexible connection types and secure access management, MCP Studio enables structured, controlled, and scalable data interaction within Odoo.
Features
MCP Access Rights Management
Configure and manage access rights for MCP users and operations. Control permissions to ensure secure data handling.
Natural Language Processing
Enables users to interact with Odoo using plain language, converting queries into actionable insights. Automates text understanding, classification, and data extraction for faster, smarter decision-making.
Create Records
Create new records directly through MCP-enabled secure access. Automate data entry and streamline business processes.
Read Records
Fetch and view records securely through MCP-enabled access. Retrieve structured data efficiently based on defined permissions and access controls.
Update Records
Update existing records securely through MCP access controls. Ensure accurate data modifications with proper permissions.
Delete Records
Delete records securely using controlled access permissions. Ensure proper authorization before performing data removal.
Restrict What AI Can Use
Control which models, fields, and data are accessible to AI operations. Ensure secure and limited AI usage by defining strict access boundaries and permissions.
Field-Level Access Control
Control access to specific fields within models for precise data exposure. Allow only required fields based on permissions.
Model Level Access Control
Restrict access to specific Odoo models to control data visibility. Ensure secure usage by limiting model-level access.
Dashboard Creation
Create dynamic dashboards using secure token-based data access. Visualize key metrics and insights in a structured view.
Chart Creation
Generate charts to represent data in a clear and visual format. Analyze trends and patterns with real-time graphical insights.
Dashboard Link Sharing
Share dashboards securely using generated access links. Provide controlled access to insights without exposing full system.
OAuth Connection Setup
Connect securely using OAuth 2.1 authentication for advanced integrations. Ensure standardized and protected access control.
Token URL Connection Mode
Enable quick connections using secure token-based URLs. Simplify integration with external systems and tools.
Go to the 'Users'.
You can set access rights for AI under user settings.
Go to the 'AI MCP'.
Create a new MCP server.
Method 1: Connect with the token URL.
Click on 'Regenerate URL Token'.
Copy URL.
Go to the 'Claude' -> Customization.
Go to the connectors, click add custom connector.
Add the MCP name, URL, and click 'Add'.
After connected it shows all details.
Method 2: Connect with OAuth.
Go to the connectors, click custom connector, add all details, and click 'Add'.
Click to connect.
After connected it shows all the details.
You can remove or disconnect as per requirements.
Technical details are shown in these tabs.
Generate instructions as per the requirement.
Define controlled access by specifying which models, operations (read, create, update, delete), and fields users or AI can interact withâensuring data security and precise permission management.
You can restrict access for either all fields or only selected fields for a given model.
You can control which actions are permitted on a model, such as confirm, cancel etc ensuring users or AI can only perform specific operations as needed.
Click 'Generate Dashboard'.
Generate Dashboard form with options.
Chart tab with generate charts.
Dashboard view.
Click 'Generate Charts.'
Generate Charts form with options.
Version 18.0.1.0.0 | Released on : 7th April 2026
- This module is compatible with the following LLMs:
- Claude
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online)
- Yes, to test this module, please contact us at sales@softhealer.com.
- No. The AI provides intelligent responses based on available data and models, but results may sometimes be incomplete or approximate. Always verify critical business decisions manually. This case is not eligible for refund or exchange.
- AI interprets queries based on patterns and available data. Incorrect inputs, ambiguous questions, or missing data may lead to inaccurate outputs. This case is not eligible for refund or exchange.
- AI should be used as a decision-support tool, not a replacement for human judgment. Always review outputs before taking action. This case is not eligible for refund or exchange.
- AI understands structured data well, but complex business logic, customizations, or incomplete records may affect accuracy.
- No. The system is designed for business users with a simple chat interface.
- Check API configuration
- Verify internet connectivity
- Ensure provider API key is valid
- AI response time depends on the selected provider and plan. For example, if we are using a free tier, our request priority may be lower than other plans. Also, if we select high-thinking models, they usually take more time to generate responses.
- No, only models that support tool calling are usable in the app.
- Please contact us at sales@softhealer.comto request customization.
- Yes, we provide free support for 365 days from the date of purchase.
- Yes, you will receive lifetime free updates for the version of the module you purchased.
- No, there is no need to install any additional libraries.
- Yes, for version 12 and above, you need to purchase the module separately for each version you intend to use.
- No, exchanges or refunds are not allowed. Please make sure to select the correct version before purchasing.
- You can contact us at support@softhealer.com for language translation support. We use Google Translator tools to provide translations in multiple languages, so the accuracy may vary. We welcome your suggestions to help improve translations.
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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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