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  1. APPS
  2. Productivity
  3. Pinchy Connector v 19.0
  4. Sales Conditions FAQ

Pinchy Connector

by Clemens Helm https://heypinchy.com
Odoo
v 19.0 Third Party 4
Download for v 19.0 Deploy on Odoo.sh
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Versions 17.0 18.0 19.0
You bought this module and need support? Click here!
Versions 17.0 18.0 19.0
  • Description
  • Manifest
Pinchy logo

Pinchy Connector

Connect your Odoo to Pinchy: open-source, self-hosted AI agents with allow-list permissions and a signed audit trail. Agents that query sales orders, draft quotations, and book receipts, without direct database access.

Pinchy settings inside Odoo: instance URL, connection test, and setup steps

What this module does

Settings page

A Pinchy section in Odoo's General Settings where you store the URL of your self-hosted Pinchy instance.

Connection test

One click verifies that your Odoo server can reach your Pinchy instance and that it answers like one.

Guided setup

Step-by-step instructions for creating the Odoo API key that Pinchy uses. You decide which user and which permissions.

What your agents can do in Odoo

Pinchy ships with 20+ pre-configured agent templates for Odoo. Each template comes with ready-made permissions, tools and instructions, so an agent is productive minutes after you connect. A few examples:

Sales Analyst

Revenue analysis, customer rankings, order trends and product margins. Read-only: it can never change a record.

Bookkeeper

Books bills and invoices, reconciles payments and manages suppliers. Drafts every entry first and posts only after your explicit confirmation.

CRM & Sales Assistant

Pipeline management, lead follow-up, opportunity updates and end-to-end quotation building.

Inventory Scout

Stock monitoring, slow-mover detection, warehouse utilization and fulfillment speed. Read-only.

Customer Service

Answers order inquiries and drafts responses through Odoo's own discussion threads, so the agent never needs external email access.

Expense Auditor

Reviews expense claims, flags policy violations, detects duplicates and unusual spending patterns. Read-only.

Your team talks to these agents in Pinchy's web chat or on Telegram. The flow we use ourselves every day: photograph a receipt, drop it into the Telegram chat, and the Bookkeeper agent drafts the entry in Odoo, asks when something is unclear, and posts only after you confirm.

How it works

  1. Install this module and open Settings > Pinchy.
  2. Enter your Pinchy instance URL and click Test Connection.
  3. Create an API key in Odoo (avatar > My Profile > Account Security > API Keys). The key inherits that user's permissions, so use a read-only user if that's all your agents need.
  4. In Pinchy, add the Odoo integration with your Odoo URL, database, email, and the API key.
  5. Grant individual agents access per model and per operation.
Access level What the agent can do Typical use
Read-only Browse schema, read, count, aggregate Reporting, dashboards, Q&A
Read & write Plus create and update records Data entry, updating records
Full Plus delete Full CRUD, use with caution
Custom You pick individual tools Fine-grained control

The full guide lives in the Pinchy documentation.

Built for security-conscious teams

  • Allow-list permissions. An agent can only touch the models and operations you granted it. Everything else doesn't exist for the agent.
  • Signed audit trail. Every action an agent takes lands in a tamper-evident log, so you can always answer who did what, and when.
  • Two layers of control. The API key inherits the Odoo user's access rights, and Pinchy's per-agent permissions narrow it down further.
  • Revocable at any time. Delete the API key in Odoo and the connection is dead. No hidden credentials anywhere else.
  • Self-hosted. Pinchy runs on your servers. There is no SaaS middleman between your ERP and your agents.

Frequently asked questions

Does this work with Odoo Community?

Yes. Pinchy talks to Odoo through the standard External API, which is available in Community and Enterprise alike. This module supports Odoo 17, 18 and 19.

Is it free?

This module is free (LGPL-3). Pinchy itself is open source (AGPL-3); commercial licenses and support are available at heypinchy.com.

Which AI models can I use?

Your choice: Anthropic, OpenAI, Google, or local models via Ollama. You configure the provider in Pinchy, and chat content is only ever sent to the provider you picked.

Can agents modify my Odoo data?

Only if you let them. Read-only templates can't write at all. Write-capable templates like the Bookkeeper draft first and post only after you confirm, and every action is logged in the audit trail.

Where does my business data go?

From Odoo to your own Pinchy instance, on your own infrastructure, via an API key you created. The only data that leaves your infrastructure is chat content sent to the AI provider you configured. Nothing is ever sent to the module author.

What do my colleagues need to install?

Nothing. Agents are available in Pinchy's web chat in the browser, and optionally on Telegram for the phone.

Does this module send my data anywhere?

No. It stores your Pinchy URL and contacts your Pinchy instance only when you click Test Connection: a single request that carries no business data.

What happens when Odoo permissions change?

Agents get a clear error instead of silent wrong answers, and you re-sync the connection in Pinchy's settings with one click.

Data transfer & privacy

This module stores your Pinchy instance URL in Odoo. It contacts your Pinchy instance only when you click Test Connection: a single request that carries no business data.

Your Odoo data is accessed by Pinchy itself via Odoo's External API, using an API key you create explicitly. Nothing flows until you create that key and add the connection in Pinchy, and you can revoke the key in Odoo at any time.

Pinchy is self-hosted and doesn't phone home. The only data that leaves your infrastructure is chat content sent to the AI provider you configure in Pinchy; nothing is ever sent to the module author.

About Pinchy

Pinchy is an open-source platform for running AI agents on your own servers. Agents talk to your team in the web chat or on Telegram, work with your Odoo data through fine-grained allow-list permissions, and every action lands in a signed audit trail. Learn more at heypinchy.com.

Support

Questions or trouble connecting? Write to support@heypinchy.com or open an issue in the Pinchy repository.

Availability
Odoo Online
Odoo.sh
On Premise
Lines of code 120
Technical Name pinchy_connector
LicenseLGPL-3
Websitehttps://heypinchy.com

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