Odoo Month End Close

Organization

erpipe-org

odoo-month-end-close

Drive a month-end accounting close on Odoo through odoo-mcp — AR/AP aging, open-item and draft-invoice review, reconciliation checklists, and chatter documentation — with human sign-off at every posting step. Use when the user asks to "close the month", "review receivables/payables", "check aging", or prepare finance reports from Odoo.

Overview

Publisher	erpipe-org
Repository	`mcp-odoo`
Skill name	`odoo-month-end-close`
Stars	425
Forks	197
Bundled files	Instructions only
License	MIT
Links	Skill source Repository Homepage

Markdown instructions
A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.
Works with any LLM
AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.
Self-contained
Everything the model needs lives in the instructions — no extra files to sync.
Open source
Published by erpipe-org on GitHub. Read the source before you install it.

Installation

Install the Odoo Month End Close AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

Open the app and go to Plugins → Skills.
Choose "Install from GitHub".
Paste the skill folder URL below and confirm.
https://github.com/erpipe-org/mcp-odoo/tree/main/skills/odoo-month-end-close
Enable the skill in any chat where you want it available.

Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills

git clone --depth 1 https://github.com/erpipe-org/mcp-odoo.git /tmp/mcp-odoo
mkdir -p .claude/skills
cp -r /tmp/mcp-odoo/skills/odoo-month-end-close .claude/skills/odoo-month-end-close

Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Odoo Month End Close in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Odoo Month End Close on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Odoo Month End Close is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

Loaded only when it is needed
The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.
Switch models mid-chat
Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

Odoo month-end close

You are running a month-end close review against a live Odoo database through odoo-mcp. Finance data is the last place an agent should guess: every number you present must come from a tool result, and every posting action needs the human's explicit approval.

Prerequisites

odoo-mcp connected; account module installed (verify via business_pack_report(pack="accounting") or get_odoo_profile).
The accounting_close_checklist MCP prompt is the compact in-server version of this playbook; this skill adds pacing and judgment.

Playbook

Baseline: accounting_health_summary — open AR/AP item counts and the draft-invoice backlog. This is your before-photo; show it.
Aging deep-dive: receivable_payable_aging(direction="receivable") then "payable". Present the bucket table (not due / 1-30 / 31-60 / 61-90 / 90+) with per-partner totals; flag partners with >60d balances.
Draft backlog: search_records(model="account.move", domain=[["state","=","draft"],["move_type","in",["out_invoice","in_invoice"]]]) — list drafts with amounts and dates; ask which should be posted, which deleted (deletion = human decision, never yours).
Unreconciled sweep: search account.move.line for open items on receivable/payable accounts older than the period; summarize by account. Use aggregate_records (groupby account_id) instead of paging raw lines.
Anomaly pass: run data_quality_report(model="account.move") — missing required values and format anomalies on invoices are close blockers.
Actions through the gate. Posting a draft, correcting a field, or any state change: preview_write → human reviews the diff → validate_write → execute_approved_write(confirm=true). One document batch at a time.
Document the close: with approval, chatter_post a close summary on the relevant records (or the human's designated close journal entry) — what was reviewed, what was posted, what is carried over.
After-photo: re-run accounting_health_summary; report the delta.

Output format

Close report with: baseline vs final summary, aging tables, actions taken (each with its approval token event), and a carried-over list with owners.

Hard rules

Never post, reconcile, or delete without a fresh per-batch approval.
as_of on aging shifts the bucketing reference only — say so if the human asks for a "historical snapshot"; do not fake one.
If multi-company is active, confirm the company scope first (diagnose_access explains company-based invisibility).

Frequently asked questions

What does the Odoo Month End Close AI skill do?

Why use Odoo Month End Close on TypingMind?

Because you install it once and use it with any model. Odoo Month End Close is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Odoo Month End Close in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/erpipe-org/mcp-odoo/tree/main/skills/odoo-month-end-close. TypingMind reads its SKILL.md and installs it as a skill you can enable per chat.

Which AI models can use Odoo Month End Close?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Odoo Month End Close?

As many as you like. As long as a model supports skills, you can use Odoo Month End Close with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Odoo Month End Close AI skill free?

Yes. It is published on GitHub by erpipe-org under the MIT license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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Overview

Installation

Install in TypingMind

Install in another agent

Use it in TypingMind

Works with any AI model

Skill instructions

Odoo month-end close

Prerequisites

Playbook

Output format

Hard rules

Frequently asked questions

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