Your sales team spends a large share of the week keying quotations into Odoo. What if, instead of clicking through a dozen screens, they simply described what they need? This article explains, step by step, how to create your Odoo quotations in plain language with Claude, Anthropic's AI assistant. It is written for Odoo beginners: no technical skills required. You will understand the principle, see concrete examples, and know how to stay in control of your data.

📌 Key points (30 seconds)

You describe your quotation to Claude in plain English; it creates it directly in Odoo.

Aidoo acts as a secure gateway between Claude and your Odoo.

You stay in control: per-action permissions, saved flows, remembered corrections.

Your data is not stored; request logs can be turned off.

Connecting Odoo to Claude takes under three minutes.

Watch the demo

Prefer to watch before you read? This walkthrough shows how to create Odoo quotes with Claude, in real conditions.

Why your quotations take so long
Odoo, Claude, MCP: who does what?
Creating a quotation in plain language: three situations
Read and analyse your sales without a spreadsheet
Staying in control: permissions, flows and feedback
Your data stays yours
Getting started in three minutes

1. Why your Odoo quotations take so long

Odoo is an ERP (Enterprise Resource Planning) system: business software that brings sales, purchasing, inventory and accounting together in one place. Its breadth has a cost: each quotation means several clicks, product look-ups and checks.

Imagine you produce 200 quotations a month. Finding an old quote, duplicating it for a new customer, adjusting quantities, checking a tax: each task is simple, but the repetition weighs on your days.

McKinsey's research on the potential of generative AI places a large share of expected gains in sales and customer operations, exactly where these repetitive tasks sit. The goal is not to replace the salesperson, but to give back the time spent on data entry.

2. Odoo, Claude, MCP: who does what?

Three building blocks are involved.

Odoo: your business database (customers, products, quotations, invoices).
Claude: Anthropic's AI assistant, which you address in plain language.
Aidoo: the gateway that securely links the two.

The connection relies on MCP (Model Context Protocol), an open standard published by Anthropic. The MCP protocol lets an AI assistant use external "tools" in a controlled way. To understand the standard, see our complete guide to the MCP protocol.

In practice, Aidoo loads the structure of your Odoo (its models, that is the data tables such as "sales order" or "contact") and gives Claude the right tools to read and write. Exchanges with Odoo go through its external XML-RPC API, a standard technical interface documented by Odoo (see the Odoo external API documentation). You write no code: Aidoo translates your request into correct Odoo operations.

💡 Tip Everything shown here for quotations applies to Odoo's other modules: purchasing, inventory, accounting. If an action is possible manually in Odoo, it is possible through Claude too.

3. Creating a quotation in plain language: three situations

Here are three real requests, each in a single sentence.

Duplicate an existing quote. "Find the quote of about $54,000 with kitchen assembly and duplicate it for the customer ACME." Claude finds the right quote from your description, then recreates it for the new customer in seconds.
Create a quote from an email. Monday morning, a customer writes to you. You pass the message to Claude: "Create a quote for this person." Claude identifies the contact, adds the requested lines and generates the quotation in Odoo, with a direct link to the record.
Start from a template. "Make the same quote as the one from March, but with 20 products instead of 10." Claude reuses the structure and adjusts quantities.

In each case, you validate the result in Odoo. Claude prepares; you decide.

⚠️ Avoid Do not run your first write tests directly in production. Use a pre-production copy first (a test Odoo, from which no email is sent). You validate your requests, then move to production with peace of mind.

4. Read and analyse your sales without a spreadsheet

Before writing, Claude can read. That is often the best starting point, because reading changes nothing.

A few useful daily requests:

"Analyse my quotes and tell me if there is a tax error on a line." Claude scans your lines and spots the anomaly, for example a missing tax.
"Make a donut chart of April sales by product." Claude builds the visual from your real data.
"Export this result to Excel." You get a file you can use.

For a salesperson, finding a six-month-old quote without digging through every line is already a real gain. To go further, read our guide to connecting Odoo to Claude.

Want to estimate what this means for your team? Explore Aidoo's plans and pricing, or talk to our team about your Odoo project.

5. Staying in control: permissions, flows and feedback

Entrusting actions to an AI calls for guardrails. Aidoo provides three.

Permissions. You enable or disable, action by action, reading, writing, creating and deleting. A salesperson can, for instance, create quotes but not delete data.

Flows (workflows). A flow is a saved operation template. You build an "ideal" quote once, save it as a template, and the AI can only follow that frame. You can even restrict a user to flows only: Claude no longer improvises; it fills input variables (the customer, the lines) into a template you control.

Feedback. If a result does not suit you, you correct Claude. The correction is remembered as an instruction attached to the relevant Odoo model. On the next quote, the behaviour is adjusted automatically. For example: "Always add a title section at the top of the quote."

📌 Remember Permissions, flows and feedback combine: you start broad on reading, you frame writing with flows, and you refine behaviour with corrections. The scope stays yours, at all times.

6. Your data stays yours

Confidentiality is a fair question. Here is how Aidoo positions itself, as a gateway and not a vault for your data.

No storage of your business data. Aidoo formats requests so Claude understands them, then forwards them. Data transits only for the duration of the request.
Logs can be disabled. By default, requests are logged for monitoring; a single switch turns logging off. Disabled, no business data is kept.
Encrypted keys. Your Odoo access keys are encrypted; only Aidoo's infrastructure can decrypt them, for the duration of an operation. A saved key cannot be read back.
Access limited to your Odoo rights. Each colleague connects with their own Odoo key. If they have no access to accounting in Odoo, they get none through Claude either.

On the regulatory side, the French CNIL details the GDPR obligations that apply to processing personal data. Aidoo hosts its servers in France and provides a data processing agreement.

7. Getting started in three minutes

Setup takes three steps, with no developer.

Connect your Odoo. You enter your instance URL; the database name is detected automatically. You add your login and an Odoo API key, generated from your Odoo profile (security section). The Odoo Sales documentation shows where these settings live.
Add the connector to Claude. You copy the Aidoo connector address into Claude and authorise the operations you want (read, write, etc.).
Start chatting. The connector appears in Claude; you can ask for your first quote.

The first exchange in a conversation is a little slower, because Claude loads the structure of your Odoo. The rest is much faster.

FAQ

Do I need to code to create an Odoo quote with Claude? No. You phrase your request in plain language. Setup is a few clicks, with no developer.

Can Claude change my data without my consent? Only if you allow it. Permissions are set action by action, and you can restrict the AI to validated flow templates.

Which Odoo versions are supported? Aidoo supports Odoo 17, 18 and 19, in both Community and Enterprise editions, whether your instance is online or self-hosted.

Is my data stored by Aidoo? No. Aidoo acts as a gateway; your business data is not kept. Request logs can be disabled at any time.

Can I limit Claude to certain actions only? Yes. You can allow reading only, or only predefined flows, and block free creation or deletion.

How long does it take to connect Odoo to Claude? Under three minutes: connect to Odoo, add the connector in Claude, first request.

Conclusion

Creating a quote by talking to Claude is not magic: it is a well-framed gateway between your language and Odoo's operations. You save time on repetitive tasks, you keep control of permissions and data, and you start without a heavy technical project. Quotations are only an entry point: the same approach applies to purchasing, inventory and accounting. The best way to judge is still to try it, on a test database, with one or two concrete requests.

Do you have an Odoo project, or want to put AI to work on your ERP? Let's talk: contact the Aidoo team. We also support your Odoo projects (integration, training, automation).

Sources

Create Odoo quotes by talking to Claude