Odoo

In brief

With Odoo, your assistant works in your database: it finds a customer, reads a quote, creates a ticket or sets a reminder. Nothing needs to be installed in Odoo.

Two steps, two people:

1. A Mitogen workspace admin opens Odoo for the team. They enter your Odoo address and prove, once, that the company owns it. Allow two minutes.
2. Each person then connects their own Odoo account, in Connections. The assistant then acts with that person's Odoo rights, never more.

Key points:

• Odoo 17 or later.
• On Odoo Online (an address ending in .odoo.com), external access requires the Custom plan.
• An Odoo administrator account is needed once, for verification. Mitogen then erases its copy of the key.
• You can open several Odoo databases, each with a clear name (ten at most).

Before you start

Check these points before you open the screen. They prevent almost every block.

Are you a team member? There is nothing to do here. Go straight to Connect my account.

Open Odoo for the team

1. In the console, open Modules: https://mitogen.ai/console/modules.
2. On the Odoo card (section Available), click Open. A window opens in the middle of the screen with a short introduction: “Odoo, with your assistant”.
3. Click Open Odoo. The window keeps the title Open Odoo and the steps appear at the top: Address · Verification · Name · Access. If you turn on the team account, a Team account step is added after Verification.

Not ready yet? Later closes the window without creating anything.

On a phone, a single line shows where you are, for example “Step 2 of 4 · Verification”.

The Help ↗ link at the bottom of the window opens the section of this page for the step on screen. At the bottom of each step: the main button, then Back to return to the previous step, and Cancel to give up.

You can close the window at any time. If you have already entered something, Mitogen asks “Leave without finishing?”: “Unsaved details will be lost.” The button is Leave. What is already saved stays: the Odoo card then shows To finish, and Resume takes you back to the right step.

Odoo is already open and you want a second database? On the Odoo card (section On this workspace), click Learn more, then Add a database.

Step 1 · Address

On screen: the title “Your Odoo address”.

• Field Odoo address, with the example https://your-company.odoo.com.
• Switch Shared team account (only if your workspace allows it): “One Odoo account shared by the whole team. Mitogen keeps its key to act on its behalf.” See Team account.
• Buttons Continue and Cancel.

What you do

1. Open your Odoo in another tab.
2. Copy the start of the address, up to the domain name. For example https://my-company.odoo.com. The rest of the address (/odoo/..., /web#...) is not needed.
3. Paste it into Odoo address, then click Continue.

If your address ends in .odoo.com, a line under the field reminds you that external access on Odoo Online requires the Custom plan. This is not an error, just a reminder. If you already have this plan, continue. Otherwise, see Odoo pricing ↗.

Possible messages

Step 2 · Verification

Here you prove that this database belongs to your company. You do it once, with an Odoo administrator account.

On screen: the title “Verify with an administrator account”.

• The line “Mitogen checks access, then erases its copy of the key.”
• Field Administrator login (example admin@your-company.com).
• Field API key (placeholder “Paste the key here”), hidden. The Show button lets you check what you pasted.
• Buttons Verify, Back and Cancel.

First, create the key in Odoo

1. Sign in to Odoo with the administrator account.
2. Click your avatar, then My Preferences, then the Security tab. (Labels from the official Odoo docs ↗.)
3. Click New API Key. (Label from the official Odoo docs ↗.)
4. Odoo asks for a description: type, for example, “Mitogen verification”.
5. Odoo asks for a duration: choose 1 day. This key is only used for the verification. If Odoo asks for a scope, choose RPC.
6. Copy the key straight away: Odoo shows it only once.

Then, in Mitogen

1. Administrator login: the sign-in name of the administrator account, often its email address.
2. API key: paste the key.
3. Click Verify.

If your Odoo holds several databases

Mitogen finds the database on its own in most cases. Otherwise, the screen asks you:

• Which database? “Several databases answer at this address. Choose the right one.”: one card per database. Choose yours, then Verify.
• Field Database name (example your-company-prod): “The name was not recognized. Type it as it appears in Odoo.” On Odoo Online, the database name is shown in your database manager ↗ (sign-in to your odoo.com account required).

After the verification

The next step opens with: “Access verified. Mitogen has erased its copy of the key; you can delete it in Odoo.”

Mitogen does not keep this key. You can delete it in Odoo right away, where you created it. Otherwise it expires on its own after one day.

Possible messages

Optional step · Team account

By default, each person connects their own Odoo account. The assistant then acts with that person's Odoo rights.

The team account is another way: one Odoo account, shared by the team. People who have access then do not need their own key. In Mitogen, you always know which person asked for the action.

When to choose it? When your colleagues do not each have an Odoo account, or when you prefer an account dedicated to integrations. Odoo itself recommends a dedicated user for this kind of use (official docs ↗).

On screen: the title “The team account”, the fields Account login (example team@your-company.com) and API key, the buttons Save account and Back.

What you do

1. At the Address step, turn on the Shared team account switch.
2. After the verification, the Team account step appears.
3. In Odoo, create an API key for this account, as in the previous step. Choose a longer duration: Mitogen keeps this key to act on the account's behalf.
4. Enter its Account login and API key, then click Save account.

This account acts with its own Odoo rights. In Odoo, give it only the rights the team needs.

Step 3 · Name

On screen: the title “The name your team sees”, the help “Your colleagues will see it in their connections. Pick a name they recognize at once.”, and the field Display name, prefilled from your Odoo address (example “Odoo production”).

Pick a name your colleagues will recognize at once in their connections. For example “Odoo production”, “Odoo test” or “Company A”. It helps even more if you open several databases.

Click Save. Back returns you to the previous step.

Step 4 · Access

Here you choose who can use Odoo, and what the assistant may do there for each person. This screen is the same for every tool.

On screen: the line “Give access” and the help “Each person gets an email and connects their own Odoo account.”

• One block for this Odoo database, titled with its name (the one chosen at the Name step, for example “Odoo production”).
• In each block, the members of the workspace, with a checkbox per person. You appear as You, already checked.
• On each checked row, the five rights. Read is on and locked. Create, Modify, Delete and Send are set for that person.
• Buttons Give access and Later.

What you do

1. In each block, check the people who need it.
2. For each person, turn on the rights they need. What each right allows in Odoo: see Rights.
3. You can uncheck You as soon as someone else is checked in the same block.
4. Click Give access.

While a block has nobody, Give access stays greyed out and a line below it reads “Add at least one person to Odoo production.”

Next

The screen confirms “The team can now use Odoo.”, then “2 people will receive an email.” If there is only one: “1 person will receive an email.”. Click Done.

If the email could not be sent, the screen shows “Access is saved. The message was not sent. Copy the Connections link.” Copy the link offered and send it to your colleagues yourself.

If you click Later, everything so far is saved, but nobody has access. The card shows To finish with the line “Access to grant”. Resume brings you back to this step.

You can change rights at any time afterwards, in Team › Connection rights (see Rights).

What the Odoo card shows next

Connect my account

This part is for each person who has been given access.

Before: you need your own Odoo account on this database, and a personal API key.

1. Create your key in Odoo. Avatar ‣ My Preferences ‣ Security tab ‣ New API Key (same path as in the Verification step). Add a description, for example “Mitogen”, and a duration. Copy the key: it is shown only once.
2. In the console, open Connections: https://mitogen.ai/console/connections.
3. Under Odoo, find the binding with the name your admin chose, then click Connect my account.
4. Fill in Database if asked, your Odoo Login and your API key. These are personal credentials, never shared with your colleagues.
5. Confirm. Your account appears under the binding's name.

If your admin set up a team account, the row is called Team connection: you have no key to enter.

When your key expires, the row shows Reconnect. Create a new key in Odoo, click Reconnect and paste it.

Always enter the key in the console, never in the conversation with the assistant.

Rights

Rights say what the assistant may do in Odoo for a person. They are set per person and per Odoo database.

Common rules

• Read comes with access. It is locked and cannot be removed.
• Create, Modify, Delete and Send are set person by person: at the Access step, then at any time. Only a workspace admin or the owner sets them.
• The two sets of rights add up. For an action to go through, you need the right in Mitogen and the right in Odoo, on the account used. Mitogen never gives more than Odoo allows that account.
• With a team account, the Odoo rights of that account are what count.
• Removing a person's access also cuts their connections on this database.

The five rights are shown for every tool. In Odoo, Delete has no use: Mitogen cannot delete anything in Odoo. You can turn this right on, but any delete request will be refused.

Where to set rights: at the Access step when you open the tool, then at any time in Team › Connection rights.

If something blocks

Remove access

Choose the level that suits you, from lightest to most complete:

1. A person removes their own account. In Connections, Revoke this account. Mitogen warns: “You will no longer be able to act via admin@company.com on Odoo production. Case sources stay.”
2. An admin removes a person's access. On the Odoo database's sheet, section Access, remove the person. Mitogen asks “Remove access?”: “This person will no longer be able to act via their accounts on this binding.” Their connections on this database are revoked.
3. An admin removes the whole database. On the Odoo database's sheet, Remove binding. “The binding is removed. Linked accounts are revoked.” If it was the last Odoo database, Odoo goes back to the available modules.
4. On the Odoo side, to be thorough.
   • Delete the API keys created for Mitogen: avatar ‣ My Preferences ‣ Security tab.
   • For a team account you no longer use, archive the user: Settings ‣ Users section ‣ Manage Users (see Users ↗).

What the assistant already filed in a case stays there. Nothing is deleted in Odoo.

Official docs

FAQ

Do I need to install anything in Odoo?

No. Mitogen uses Odoo's standard external access.

Why a one-day key for the verification?

It is used only once. Mitogen erases its copy right after. A short duration limits the risk if the key is left lying around.

Does Mitogen keep the administrator key?

No. It erases it after the verification. Only a team account's key is kept, because it is used to act.

Do my colleagues need an Odoo account?

Yes, unless you set up a team account.

Can the assistant delete data in Odoo?

No. No deletion is possible, even with the Delete right.

Can the assistant send an invoice to a customer?

Yes, if the person has the Send right in Mitogen and the matching right in Odoo.

I don't have the Custom plan on Odoo Online. Can I still try?

No. Odoo refuses external access on the other plans. The screen will show “Odoo refuses external access. Check your Odoo plan.”

Can I open several databases?

Yes, ten at most. Beyond that: “You already have ten bindings. Remove one before adding another.”

What is the difference between “Open Odoo” and “Connect my account”?

“Open Odoo” opens the database for the whole team: the admin's job, done once. “Connect my account” links your own account: each person does it for themselves.