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  1. APPS
  2. Productivity
  3. AI Dashboard Studio v 19.0
  4. Sales Conditions FAQ

AI Dashboard Studio

by NETLINKS Inc https://www.netlinks.net
Odoo

$ 99.99

v 19.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 26773
Technical Name ai_dashboard_studio
LicenseOPL-1
Websitehttps://www.netlinks.net
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 26773
Technical Name ai_dashboard_studio
LicenseOPL-1
Websitehttps://www.netlinks.net
  • Description
  • Documentation
  • License

AI Dashboard Studio

Plug your Claude or ChatGPT subscription into Odoo. Get enterprise BI for $99.

Best-in-class on the Odoo App Store. 29 widget types, 107 MCP tools, 10 anomaly detectors, statistical forecasting, what-if scenarios. OAuth 2.0 + PKCE, no admin fallback, full audit trail. Permission-aware. Works with custom modules. The AI you already pay for, finally connected to your ERP.

29 Widget Types 107 MCP Tools Visual Builder OAuth 2.0 + PKCE Self-Hosted
29
Widget Types
107
MCP Tools
18
Domains
15
Chart Types
8
Prompt Templates
100%
Visually Editable
  • Overview
  • Features
  • Use Cases
  • AI Bridge
  • Security
  • Setup
  • FAQ
What you can actually do

Five real questions. Five real answers.

These are not feature lists. These are real questions you ask about your business every day. Open Claude or ChatGPT, ask, and the answer comes back as a dashboard in your Odoo using YOUR data, with YOUR permissions.

“Show me my top 10 customers by revenue this year.”

 Get a real dashboard. Five seconds.

“What's my cash forecast for the next 90 days?”

 Get the answer. With a chart.

“Which customers are slowing down on orders?”

 Find the ones at risk before they ghost you.

“If material costs go up 8%, what happens to my margins?”

 What-if scenarios without opening Excel.

“Create a Monday-morning briefing for my team.”

 Same dashboard every week. Auto-updated. Emailed if you want.

Overview

Two products in one app

AI Dashboard Studio bundles a self-service dashboard designer with the full AI Bridge MCP server. One install, one audit log, one upgrade path.

29 widgets

Dashboard Studio

  • 29 widget types charts, KPI cards, pivots, maps, SQL
  • Visual drag-and-drop builder zero JSON
  • Public token sharing all 29 widget types
  • TV / wallboard mode with auto-cycle
  • KPI alerts and scheduled email snapshots
  • Excel, PDF, per-widget PNG export
  • Per-widget chat (mail.thread)
107 tools

AI Bridge

  • 107 MCP tools across 18 functional domains
  • Claude, ChatGPT, Cursor, Continue, Zed compatible
  • OAuth 2.0 + PKCE no client secrets to copy
  • Self-hosted data never leaves your infrastructure
  • Per-user permissions, full audit trail
  • AI builds dashboards via push_dashboard
  • Works with custom modules any model the user can access
Beyond standard Odoo

What you get that Odoo doesn't.

There are plenty of dashboard modules on the App Store. None ship the anomaly detection, AI dashboard authoring, cross-module intelligence, and what-if scenarios that come built into this one.

Anomaly detection

10 detectors Odoo has none

Outliers, spikes, dormant customers, margin erosion, behaviour shifts, concentration risk, correlation breaks, duplicates, seasonal anomalies, bottlenecks. Surfaces what your dashboards would otherwise hide.

AI builds dashboards

push_dashboard via MCP

Describe what you need in Claude or ChatGPT. The AI picks the model, fields, domains, chart types and layout, then writes the dashboard into Odoo. Every widget stays 100% visually editable afterwards.

Cross-module intelligence

Stitches 5+ modules in one view

Customer 360 across CRM, sales, accounting, support and chatter. Cashflow projection joining AR and AP. Executive summary blending every module. Things Odoo studio cannot stitch together.

Statistical forecasting

Holt-Winters, trend, seasonality

Forecast revenue, cashflow, or any metric with Holt-Winters and trend/seasonality decomposition. Bake forecasts straight into a dashboard. Standard Odoo reports are descriptive only.

What-if scenarios

whatif_scenario tool

"What happens to my margin if input costs rise 8%?" Run scenario analyses on revenue, cost, margin, CLV, vendor concentration. Save the result as a dashboard widget. No Excel exports needed.

Works with custom modules

Zero configuration

Other dashboard modules need explicit configuration per model. AI Bridge discovers every model the user can access including your custom modules and renders dashboards over them without setup.

Multi-source widgets

Overlay 2+ models

Plot revenue vs marketing spend, headcount vs hiring pipeline, AR vs sales pipeline any two models on one chart. Odoo studio and most competitors lock you to one model per widget.

Formula measures & SQL

safe_eval + sql_chart

Compute margin %, CLV, or any ratio directly in a widget via safe_eval expressions. Drop into raw SQL with sql_chart and sql_table for the cases the ORM can't express. Two escape hatches Odoo native reporting lacks.

Public sharing & KPI alerts

No login URL + cron alerts

One-shot token URL share a dashboard with a customer or board member without an Odoo login. Cron-driven KPI thresholds notify owners when numbers cross the line. Both rare or absent in standard Odoo.

Enterprise BI parity

Capabilities SAP and NetSuite charge per-seat for.

Natural-language analytics, predictive forecasting, planning & variance, vendor scorecards, multi-entity consolidation capabilities sold separately as SAP Analytics Cloud, NetSuite Analytics Warehouse, Tableau, and Power BI add-ons built into this Odoo module at App Store pricing.

Natural-language analytics

SAP Just Ask / Power BI Q&A class

Speak to your Odoo data in plain English. Claude, ChatGPT, Cursor, Continue, Zed all work through the built-in AI Bridge no separate semantic-model setup, no DAX, no MDX.

Auto-narrative & smart insights

SAP Smart Discovery / NetSuite SuiteAnalytics

Daily Business Briefing generates AI commentary on every metric. KPI cards carry AI-written context lines that explain what changed and why this week.

Predictive forecasting

SAP Smart Predict / NetSuite Analytics Warehouse

Holt-Winters time series, trend and seasonality decomposition, statistical forecasting baked into dashboard widgets. Standard Odoo reports are descriptive only.

Planning, budgeting & variance

SAP Analytics Cloud Planning / NetSuite P&B

budget_vs_actual with variance %, gauges and trend lines. whatif_scenario for cost / price / volume sensitivities. Save as a widget, re-run next month.

Customer Lifetime Value

Salesforce Einstein CLV / Tableau CRM

customer_lifetime_value computes CLV per customer with retention assumptions. Built into the catalog no data-science team or external warehouse required.

Cohort & funnel analysis

Adobe Analytics / Amplitude / Mixpanel class

cohort_analysis and funnel_analysis tools out of the box. Wire them into the visual builder. No SQL, no event-pipeline ETL, no separate product analytics tool.

Vendor & spend analytics

SAP Ariba Spend Analytics class

vendor_scorecard tracks on-time delivery, lead time, rejection rate, total spend. concentration_risk surfaces concentration of revenue or supply by vendor.

Multi-entity consolidation

NetSuite OneWorld / SAP Group Reporting

company_switch_context + currency_convert + Odoo's native multi-company isolation. Financial reports filter by company automatically; multi-currency consolidation comes free.

Embedded BI inside the ERP

vs Tableau / Power BI / Looker as separate tools

Lives inside Odoo. No data warehouse to maintain. No ETL pipelines. No second tool for users to learn. Permissions and audit trail come from Odoo for free.

All of this runs inside your Odoo instance, under the authenticated user's ACLs, with a full audit trail and PII redaction. No separate BI tool to license, no warehouse to maintain, no ETL pipeline to build.

What you get

One-time price. Lifetime value.

$99 introductory price. No subscription. No per-seat charges. Lifetime support and version upgrades included.

Lifetime support

support@netlinks.net

Direct email support from NETLINKS. No subscription, no per-seat fees, no expiry. You buy the module once we keep helping forever.

Free updates forever

All future feature releases

Every new feature ships to existing customers. New MCP tools, new widget types, security patches, performance improvements all included.

Free Odoo version upgrades

Odoo 20 / 21 / 22 / ...

When Odoo ships a new major version, your module upgrades with it at no extra cost. Same install. Same audit log. Same configuration.

Need an older Odoo?

v17, v18 on request

Running an earlier Odoo version? Email support@netlinks.net and we will ship a back-ported build for your version.

Why $99?

NETLINKS has been an Odoo partner since 2012. Over thirteen years we have watched mid-market companies pay $30 to $200 per user per month for SAP Analytics Cloud, NetSuite Analytics Warehouse, Tableau and Power BI seats and watched smaller businesses skip BI entirely because the price was out of reach.

We have enterprise clients and custom-development revenue; App Store sales are not where this firm makes its money. So we priced AI Dashboard Studio at what every Odoo user can actually afford not what global BI vendors charge.

In action

Build the report. Or have AI do it.

Open Claude, describe what you need, and the dashboard appears. Or open the visual builder and drag widgets yourself.

AI Dashboard Studio  CEO Daily Business Briefing with KPI cards, priorities and AI commentary
Widget gallery

29 widget types. Zero JSON.

15 chart types plus 14 specialised widgets cover everything from headline KPIs to ad-hoc SQL all configurable from a visual dialog.

Add Widget dialog showing 28+ widget types as a clickable grid

15 chart types

Bar, line, pie, doughnut, area, stacked, funnel, gauge, waterfall, radar, scatter, combo, polar, flower, bullet.

14 non-chart widgets

KPI cards (sparklines, deltas, AI commentary), data tables, pivots, maps, word clouds, markdown, insight cards, stat lists, to-do, SQL chart, SQL table, image, iframe.

Visual builder

Every control is a dropdown, picker, or toggle.

Type picker, model/field search, domain builder, color/icon pickers, formula measures. No JSON, no XML, no expressions to memorise.

Widget configuration dialog with model selector, measure, group-by, layout, chart options, color picker
Edit mode

Drag, resize, add, delete.

Toggle into edit mode and the dashboard becomes a live canvas drag handles, resize, column picker, inline duplicate.

Dashboard in edit mode with drag handles, column picker, Add Widget button, and Done/Cancel controls
KPI cards

Headline numbers with sparklines and commentary.

Big number plus sparkline trend, delta vs previous period, progress bar against target, and AI-generated commentary line.

CFO Daily Financial Briefing dashboard  multiple KPI cards with sparklines, deltas, targets and AI commentary
TV / wallboard

Fullscreen auto-cycle for ops floors.

One click puts a dashboard into wallboard mode no chrome, auto-rotate, auto-refresh. Works with public tokens for lobby displays.

Manufacturing Floor TV / wallboard mode  fullscreen KPI tiles, throughput chart, work center donut
Distribution

Distribute. Schedule. Monitor.

Public sharing

One-shot token URL per dashboard. All 29 widget types render without an Odoo login. Revocable.

TV / wallboard

Fullscreen auto-cycle on a configurable interval. Operations centers, sales floors, lobby displays.

KPI alerts

Cron-driven threshold notifications. Daily / weekly / monthly with per-widget recipients.

Email snapshots

Scheduled styled HTML emails. Recipients get the numbers in their inbox.

Excel, PDF, PNG

Styled workbook, print-optimised PDF, per-widget PNG with a camera icon.

Per-widget chat

mail.thread on every widget. Comment, mention, attach files, trigger workflows.

Use cases

Real prompts for every Odoo module

Copy any of these prompts into Claude (or any MCP client) and the dashboard appears in your Odoo instance. No setup. Permissions still apply.

Sales & CRM

"Show me my pipeline by stage and salesperson with deal velocity."
"Create a sales dashboard with revenue by month and my top 10 customers."
"Build a quote aging report open quotes by age bucket and salesperson."
"Generate a customer 360 view for ACME Corp."

Accounting & Finance

"What's our cash flow projection for the next 90 days?"
"Show me overdue invoices over $5,000 grouped by customer."
"P&L comparison: this month vs last month vs same month last year."
"Budget vs actual variance with gauges and trend lines."

Inventory & Supply Chain

"Build an inventory health dashboard with stockouts and slow movers."
"Show me reorder suggestions for products below safety stock."
"Supplier scorecard on-time delivery, lead time, rejection rate."
"Stock movement ledger with running balance per product."

HR & People

"Build a headcount and attrition dashboard with time-to-fill."
"Show me PTO balances by department for the next quarter."
"Timesheet utilisation: billable vs non-billable per employee."
"Upcoming contract expiries grouped by department."

Project & Operations

"Show me overdue tasks by team and project."
"Build a project burndown with milestones for project X."
"Team capacity planner for the next 4 weeks."
"Show me timesheet gaps for last week per employee."

Manufacturing & Purchase

"Production orders by status and work center."
"Explode the BOM for product XYZ and show component availability."
"Open POs by vendor with expected delivery dates."
"Vendor spend analysis grouped by product category."

Executive & Cross-Module

"Give me a daily business briefing."
"CEO company pulse revenue YTD, pipeline, AR, headcount, projects."
"Detect anomalies in last quarter margin erosion, dormant customers."
"What-if scenario: 10% price increase across product line X."

Helpdesk & Mail

"Show me my unread mentions and overdue activities."
"Send a follow-up message to all customers with overdue invoices."
"Schedule a check-in activity for inactive opportunities."
"Subscribe my team to the top 5 priority deals."
Custom modules

Works with your custom modules too.

AI Bridge dynamically discovers every Odoo model the user has access to including custom modules built for your business. No configuration required. Just describe what you need ("Show me last month's shipments by carrier") and the AI figures out which model to query and which fields to render.

AI Bridge

107 tools. Any MCP client.

A self-hosted Model Context Protocol server built into the same module. Claude, ChatGPT, Cursor, Continue, Zed connect through OAuth 2.0 and start working with your Odoo data immediately.

Claude conversation building a CFO Daily Financial Briefing dashboard via the push_dashboard MCP tool
The catalog

18 functional domains

Each tool is sandboxed, audited, and runs under the authenticated user's permissions. Custom modules surface automatically.

Core ORM10

search_read read create write unlink execute

Discovery6

describe_my_capabilities business_snapshot

CRM & Sales6

pipeline_summary deal_velocity create_quotation

Accounting6

aged_receivables pnl_summary invoice_triage

Inventory & Mfg5

stock_levels bom_explosion reorder_suggestions

HR & Project9

headcount org_chart burndown team_capacity

Analytics11

aggregate timeseries pivot funnel cohort

Cross-Module Intel5

customer_360 cashflow_projection executive_summary

Anomaly Detection10

outliers spikes margin_erosion dormancy

Enterprise BI10

budget_vs_actual whatif forecast CLV

Dashboard3

push_dashboard update_dashboard preview_dashboard

Workflow & Studio6

workflow_confirm run_server_action studio_add_field

+ 8 prompt templates 7 MCP resources Dynamic per-instance filtering

Compatibility

Every MCP-compatible client

Claude.ai

TESTED

Claude Desktop

TESTED

Claude Code

TESTED

Cursor

COMPATIBLE

ChatGPT

COMPATIBLE

Continue

COMPATIBLE

Zed

COMPATIBLE

Any MCP client

COMPATIBLE

Security

Self-hosted. Permissioned. Audited.

Every AI call runs as a real Odoo user with their actual ACLs and record rules. Data never leaves your infrastructure.

OAuth 2.0 + PKCE

Authorization Code with PKCE S256, Client Credentials, Dynamic Client Registration, discovery.

No admin fallback

Every request requires a Bearer token bound to a real Odoo user. No sudo() in the tool path.

Full audit trail

Every tool call logged with PII-redacted args. Configurable retention (default 90 days).

Active session control

Live sessions UI with IP, last-used, one-click Force Disconnect. 600 req/min per token.

Blocklists & rate limits

Admin-configurable model and field blocklists, server-action allowlist, IP allow/deny.

STRIDE threat-modeled

Comprehensive coverage with dedicated test methods. 100/100 security posture audit.

Compare

vs typical alternatives

CapabilityTypical alternativesAI Dashboard Studio
MCP tools0 18107
Widget types15 2129
AI builds dashboardsNopush_dashboard via MCP
Works with custom modulesRareYes any model the user can access
Self-service builderForm-based, JSONVisual dialog, zero JSON
Multi-source chartsNoYes
Public token sharingNoAll 29 widget types
KPI alerts (cron)NoThreshold + cron
Cross-module intelNoCustomer 360, cashflow, anomaly
Active session controlNoForce Disconnect UI
Setup

Get going in 5 minutes

1

Install the module

From the Odoo Apps menu: search "AI Dashboard Studio" and click Install. Ships with optimal defaults.

2

Open your AI client

In Claude.ai Cowork Customize Connectors. Click + and add a custom connector.

3

Enter your Odoo URL

URL: https://your-server.odoo.com/mcp

4

Authorize

You're redirected to Odoo. Review the permissions, click Approve. Claude.ai auto-registers no client ID or secret needed.

5

Ask your first question

Browse the Use Cases tab above for ready-made prompts, or try "Create a sales dashboard with revenue by month".

Highly recommended

Install the AI Bridge companion skill

The companion skill ships alongside the module. It encodes the domain-syntax gotchas, verified payloads, multi-company pitfalls, and debug playbook gathered from building real dashboards through the MCP bridge. Auto-loads in Claude Cowork whenever you use any odoo_* tool your users avoid the bugs the early adopters had to debug.

Bundled with the module no separate download

After you install the module, the companion files are served at these URLs on your Odoo instance:

https://YOUR-ODOO/ai_dashboard_studio/static/companion/ai-bridge-companion.skill
https://YOUR-ODOO/ai_dashboard_studio/static/companion/SKILL.md
https://YOUR-ODOO/ai_dashboard_studio/static/companion/README.md

Cowork users: download the .skill URL and drag it into the Cowork skills tray. Claude Desktop / Code / other MCP clients: open SKILL.md and keep it as a reference doc.

FAQ

Frequently asked questions

Is this one module or two?
One module. The app launcher shows a single AI Dashboard Studio entry; inside, the AI Bridge sub-section surfaces MCP credentials, tokens, sessions, activity, and admin policies.
Does it work with custom Odoo modules?
Yes. AI Bridge dynamically discovers every model the authenticated user can access including custom modules built for your business. No configuration required. Just describe what you need and the AI figures out which model and fields to use.
Does it work with ChatGPT?
Yes. Works with any MCP-compatible client: Claude.ai, Claude Desktop, Claude Code, ChatGPT Connectors, Cursor, Continue, Zed.
Can I create dashboards without AI?
Yes. The visual widget builder has a 29-type picker, model search, field dropdowns, domain builder, color/icon pickers all visual controls, zero JSON.
Is my Odoo data secure?
Yes. OAuth 2.0 + PKCE, no admin fallback, model/field blocklists, IP allow/deny, per-token rate limiting, full audit trail. Data never leaves your infrastructure.
Multi-company, fiscal year, timezone?
Fully supported. Financial reports filter by active company. "Last year" uses fiscal year config. Datetime field boundaries respect user timezone.
What Odoo versions?
Odoo 19.0 Community and Enterprise. Works on Odoo.sh, on-premise, and Docker.
Are updates included?
Yes. Every new feature, MCP tool, widget type, security patch, and bug fix ships to existing customers at no extra cost. Lifetime updates no subscription.
What happens when Odoo ships a new major version?
Your module upgrades with it at no cost. When Odoo 20, 21, 22 ship, we publish a compatible build and all existing customers get it. Same install, same audit log, same MCP credentials carry forward.
I need this for Odoo 17 / 18. Can I get it?
Email support@netlinks.net and we will ship a back-ported build for your Odoo version. The published listing targets Odoo 19; earlier versions are available on request.
What support is included?
Email support@netlinks.net for issues, feature requests, and professional support packages.
About

NETLINKS

www.netlinks.net

NETLINKS is a global technology firm and an Odoo partner since 2012. We deliver AI-integrated dashboards, enterprise tooling, custom Odoo development, and managed MCP services to organisations running Odoo Community and Enterprise across multiple regions with the security-first, permission-aware discipline real Odoo deployments require.

AI Dashboard Studio is our flagship for Odoo 19 the AI-driven dashboard layer your team will actually use. Need a custom Odoo build, a private MCP deployment, or an enterprise-tier support contract? support@netlinks.net.

Built by NETLINKS

Self-service dashboards plus a built-in AI Bridge, for Odoo 19.

netlinks.net support@netlinks.net

Copyright © 2026 NETLINKS · OPL-1 License · Odoo 19.0

AI Dashboard Studio

Self-service dashboards for Odoo 19.0, with a built-in AI connector. Design live, data-driven dashboards across 29 widget types — or let Claude, ChatGPT, and any Model Context Protocol-compatible client build them for you. 107 secure tools cover CRM, accounting, inventory, HR, anomaly detection, and enterprise BI under your existing Odoo permissions.

One module. One install. One audit log.


The two pillars

  1. Dashboard Studio — a self-service dashboard designer. 29 widget types, a visual builder, drag-and-drop layout, public token sharing, KPI alerts, TV mode, scheduled email snapshots, and per-widget chat.
  2. AI Connector (MCP server) — a self-hosted Model Context Protocol server. 107 tools that let any MCP-compatible AI assistant read, write, analyze, and even author dashboards in your Odoo instance through a standards-compliant OAuth 2.0 flow.

Both pillars share the same record-rules, ACLs, audit log, and multi-company isolation. Nothing in this module bypasses what Odoo already does.


Part I — Dashboards

29 widget types

15 chart types — bar, line, pie, doughnut, area, stacked, funnel, gauge, waterfall, radar, scatter, combo, polar, flower, bullet.

14 non-chart widgets — KPI / number cards (with sparklines, deltas, progress bars, AI commentary), data tables (grouping, subtotals, running totals, conditional formatting, status chips), pivot tables, maps, word clouds, markdown, insight cards, insight lists, stat lists, to-do lists, SQL chart, SQL table, image, iframe.

Visual widget builder

Every control is a dropdown, picker, or toggle. No JSON. No XML. No expression syntax to memorize.

  • Type picker with all 29 widget types in a visual grid
  • Model/field search with fuzzy matching
  • Domain builder with field / operator / value dropdowns (or JSON mode for power users)
  • Color, icon, and gradient pickers
  • Formula measures via safe_eval
  • Filter presets and conditional formatting with threshold tiers
  • Quick Generate templates plus pre-built sample dashboards
  • Live preview as you build

Layout & themes

  • Drag-and-drop with snap-to-grid
  • Resize handles on every widget
  • Edit mode toggle (column picker, Add Widget, inline duplicate / edit / delete)
  • Dark mode (per-widget dark CSS, not just background flip)
  • RTL layout support
  • Responsive — desktop, tablet, mobile

Distribution

  • Excel export — styled workbook with embedded charts and KPI cards
  • PDF / Print — print-optimized layout with page-break control
  • Per-widget PNG — camera icon on hover, html2canvas
  • JSON import/export — move dashboards between instances
  • Public token sharing — all 29 widget types, one-click revocable
  • TV / wallboard mode — fullscreen auto-cycle, works with public tokens
  • Scheduled email snapshots — daily / weekly / monthly HTML email per dashboard
  • KPI alerts — threshold + cron notifications to chosen recipients
  • Per-widget chat — mail.thread on every widget

Part II — AI Connector (MCP)

A 107-tool catalog across 18 functional domains

Domain # Tools
Core ORM 10 search_read · read · search_count · fields_get · create · write · unlink · execute · call_action · run_report
Discovery 6 list_available_actions · invoke_action · describe_my_capabilities · business_snapshot · describe_model_llm · inspect_user_context
CRM & Sales 6 pipeline_summary · deal_velocity · win_loss_reasons · quote_status · top_sale_products · create_quotation
Accounting 6 aged_receivables · pnl_summary · tax_summary · invoice_triage · post_entry · bank_reconcile_suggestions
Inventory & Manufacturing 5 stock_levels · bom_explosion · traceability · reorder_suggestions · slow_movers
HR & Project 9 leave_balances · timesheet_summary · headcount · contract_expiries · org_chart · burndown · late_tasks · team_capacity · timesheet_gaps
Analytics 11 aggregate_records · pivot_analysis · timeseries · topn_records · cohort_analysis · funnel_analysis · distribution_histogram · compare_periods · abc_analysis · margin_analysis · trend_analysis
Cross-Module Intelligence 5 customer_360 · revenue_forecast · cashflow_projection · kpi_check · executive_summary
Anomaly Detection 10 detect_outliers · detect_behavior_shift · detect_spikes · concentration_risk · detect_duplicates · detect_correlation_break · detect_dormancy · detect_seasonal_anomaly · detect_margin_erosion · detect_bottlenecks
Enterprise BI 10 budget_vs_actual · whatif_scenario · statistical_forecast · financial_ratios · working_capital · customer_lifetime_value · vendor_scorecard · inventory_optimization · waterfall_analysis · goal_tracking
Dashboard 3 push_dashboard · update_dashboard · preview_dashboard
Workflow & Studio 6 workflow_confirm · workflow_state_info · run_server_action · studio_add_field · studio_add_view_field · generate_module_scaffold
Automation 3 bulk_workflow · generate_followups · create_purchase_order
Communication 4 send_message · schedule_activity · my_activities · followers_manage
Export & Audit 3 export_dataset · render_financial_report · audit_log_export
Reporting 2 list_reports · render_report
Utility 2 company_switch_context · currency_convert

Plus 8 prompt templates for recurring reports and 7 MCP resources (modules, reports, models, actions, menus, groups, views).

Dynamic per-instance filtering

tools/list only advertises tools whose required Odoo modules are installed. A CRM-only instance never sees inventory tools. A full ERP instance sees the whole catalog. No manual configuration; the introspection is automatic.

Standards-compliant OAuth

  • OAuth 2.0 Authorization Code + PKCE (S256)
  • OAuth 2.0 Client Credentials (RFC 6749 §4.4) for headless clients
  • Dynamic Client Registration (RFC 7591)
  • Discovery: RFC 8414 and RFC 9728
  • Token endpoint accepts client_secret_basic, client_secret_post, and none

Strict-auth model

There is no anonymous access. Every request to the MCP transport requires a valid Bearer token bound to a real Odoo user. Tool calls run under that user's identity — Odoo's permission, ACL, and record-rule layers do the access control transparently.

Self-service credentials

Each internal user can mint their own client_id and client_secret from the MCP → Credentials menu. The raw secret is displayed exactly once via a transient wizard and stored only as a SHA-256 hash on the mcp.client record. Admins can also pre-mint credentials on behalf of other users.

Admin visibility

  • MCP → Credentials — full list of clients. Admins see all; non-admins see only their own (record rules).
  • MCP → Tokens — issued tokens with last_used timestamps and a one-click Revoke button.
  • MCP → Tokens → Active Sessions — live MCP sessions with IP address. One-click Force Disconnect revokes the bound token AND unlinks the session in one transaction, with an audit log entry.
  • MCP → Activity — read-only audit log of every tool call: timestamp, user, tool, model, result status, duration, PII-redacted arguments. Filter and group by user/tool/model. Daily retention cron (default 90 days, admin-tunable via ai_dashboard_studio.audit_log_retention_days).

Chatter integration

Every record created or modified by a write tool gets a "Modified via MCP by user using tool X; client: Y" chatter note. Portal / public followers see a redacted variant that omits client and tool name.

Server-Sent Events streaming

Long-running tools stream progress via SSE backed by Postgres LISTEN/NOTIFY. 10-stream concurrent cap, 120s max duration, 1s keepalive.

AI builds dashboards

Three dashboard tools let any MCP client author or refresh dashboards:

  • push_dashboard — create a new dashboard (picks models, fields, domains, chart types, layout)
  • update_dashboard — modify an existing dashboard's widgets
  • preview_dashboard — render a draft for the AI to inspect before committing

Every AI-generated widget stays 100% visually editable in the builder afterwards.


Architecture

Every tool call follows the same pipeline:

  1. HTTP boundary — POST /ai_dashboard_studio/mcp (or short form POST /mcp) with Authorization: Bearer <token>.
  2. OAuth gate — strict Bearer validation; no admin fallback. A missing or invalid token returns HTTP 401 with WWW-Authenticate: Bearer realm="ai_dashboard_studio".
  3. User resolution — token → mcp.access.token → res.users. request.update_env(user=access_token.user_id.id) ensures every subsequent ORM call runs under that user's identity.
  4. JSON-RPC dispatch — mcp_server.handle_request routes to tools/list, tools/call, resources/*, or prompts/*.
  5. ToolDispatcher — the appropriate odoo_* method runs. Record rules and ACLs apply transparently because the tool path never uses sudo().
  6. Audit emit — one mcp.audit.log row per call with PII-sanitized args, result status, and duration. Audit-write failures are caught and logged — they never propagate to the JSON-RPC response.
  7. Chatter post — write tools post a note on the affected record(s) via message_post (mt_note subtype). Portal / public followers see a redacted body.
  8. JSON-RPC response — back to the AI client over the same HTTP connection or, for streaming tools, over SSE.

Installation

Requirements

  • Odoo 19.0 (Community or Enterprise)
  • Python 3.10, 3.11, or 3.12
  • PostgreSQL 12+
  • The mcp Python package: pip install mcp
  • Discuss (mail) module — bundled with Odoo

From the Odoo App Store

Search for AI Dashboard Studio in the Apps menu of your Odoo instance, click Install, and restart workers.

From source

cd /opt/odoo/extra-addons
git clone https://github.com/NETLINKSAF/ai-dashboard-studio.git
pip install mcp
odoo-bin -d <your_db> -i ai_dashboard_studio

On Odoo.sh

Add this repository as a submodule under your extra-addons directory, push to your production branch, and wait for the build.


Configuration

System parameters

Key Default Purpose
ai_dashboard_studio.audit_log_retention_days 90 Days to retain mcp.audit.log rows
ai_dashboard_studio.session_idle_timeout 3600 Mcp-Session-Id idle timeout (seconds)
ai_dashboard_studio.session_max_age 86400 Mcp-Session-Id absolute max age (seconds)
ai_dashboard_studio.execute_method_allowlist regex Allowlisted ORM methods for odoo_execute
ai_dashboard_studio.model_blocklist regex Models that all tools refuse to touch
ai_dashboard_studio.search_limit_max 1000 Hard cap on odoo_search_read limit
ai_dashboard_studio.query_timeout_seconds 30 Query cursor-cancel timeout
ai_dashboard_studio.server_action_allowlist empty Admin-opt-in server actions for odoo_run_server_action (empty = deny)

Scheduled actions

  • MCP: Cleanup old audit logs — runs daily, calls model._cleanup_old_entries() to delete audit rows older than audit_log_retention_days.
  • Dashboard: Email snapshots — sends scheduled HTML email snapshots per dashboard configuration (daily / weekly / monthly).
  • Dashboard: KPI alerts — evaluates KPI thresholds on the configured frequency and notifies recipients when conditions are met.

Security

  • Strict Bearer auth — no anonymous access, no admin fallback
  • SHA-256 hashed secrets, constant-time verification
  • SELECT FOR UPDATE on first-bind authorize
  • Double-check on token revoke between lookup and return
  • PII redaction in audit log (anchored regex on field names)
  • Portal-follower chatter redaction
  • 20-active-credentials cap per non-admin
  • Module-load assertion catches orphan client with active token
  • 600 req/min per token, 20 req/min per IP on register, 10 req/min per IP on token endpoint
  • Comprehensive STRIDE threat-model coverage with dedicated test methods
  • 100/100 security posture (15-phase CSO audit)

See the project's full doc/security.md for the complete threat model and operations runbook.


Compatibility

Client Protocol Auth Status
Claude.ai (web) MCP 2025-03-26 Auto-register + PKCE Tested
Claude Desktop (macOS / Windows) MCP 2025-03-26 client_credentials Tested
Claude Code (CLI) MCP 2025-03-26 authorization_code + PKCE Tested
Cursor MCP 2025-03-26 Bearer header (any grant) Compatible
Continue, Cline, Aider, Zed MCP 2025-03-26 Bearer header Compatible
ChatGPT Desktop / Connectors MCP 2025-03-26 varies Compatible
OpenAI Agents SDK MCP 2025-03-26 client_credentials Compatible
Any spec-compliant MCP client 2025-03-26 or 2024-11-05 OAuth 2.0 Bearer Compatible

Support

  • Commercial support: support@netlinks.net
  • Bug reports & feature requests: https://github.com/NETLINKSAF/ai-dashboard-studio/issues
  • Author: NETLINKS Inc — https://www.netlinks.net

License

This module is licensed under the Odoo Proprietary License v1.0 (OPL-1): https://www.odoo.com/documentation/19.0/legal/licenses.html#odoo-apps

Copyright © 2026 NETLINKS Inc. All rights reserved.

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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