Insurance Brokerage Agency Billing Configure
forcedotcom/sf-skills
Configure end-to-end Agency Billing on a Salesforce FSC Insurance Brokerage org via dispatch MCP calls.
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…
$ npx skills add erpipe-org/mcp-odoo --skill odoo-month-end-close -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install erpipe-org/mcp-odoo odoo-month-end-close --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/erpipe-org/mcp-odoo.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/odoo-month-end-close .claude/skills/odoo-month-end-close && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "odoo-month-end-close" agent skill from https://github.com/erpipe-org/mcp-odoo/tree/main/skills/odoo-month-end-close into .claude/skills/odoo-month-end-close/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "odoo-month-end-close", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/erpipe-org/mcp-odoo/tree/main/skills/odoo-month-end-closeType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add erpipe-org/mcp-odoo --skill odoo-month-end-close -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install erpipe-org/mcp-odoo odoo-month-end-close --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/erpipe-org/mcp-odoo.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/odoo-month-end-close .agents/skills/odoo-month-end-close && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "odoo-month-end-close" agent skill from https://github.com/erpipe-org/mcp-odoo/tree/main/skills/odoo-month-end-close into .agents/skills/odoo-month-end-close/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "odoo-month-end-close", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add erpipe-org/mcp-odoo --skill odoo-month-end-close -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install erpipe-org/mcp-odoo odoo-month-end-close --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/erpipe-org/mcp-odoo.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/odoo-month-end-close .cursor/skills/odoo-month-end-close && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "odoo-month-end-close" agent skill from https://github.com/erpipe-org/mcp-odoo/tree/main/skills/odoo-month-end-close into .cursor/skills/odoo-month-end-close/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "odoo-month-end-close", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/erpipe-org/mcp-odoo.git --path skills/odoo-month-end-close--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add erpipe-org/mcp-odoo --skill odoo-month-end-close -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install erpipe-org/mcp-odoo odoo-month-end-close --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/erpipe-org/mcp-odoo.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/odoo-month-end-close .gemini/skills/odoo-month-end-close && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "odoo-month-end-close" agent skill from https://github.com/erpipe-org/mcp-odoo/tree/main/skills/odoo-month-end-close into .gemini/skills/odoo-month-end-close/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "odoo-month-end-close", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install erpipe-org/mcp-odoo odoo-month-end-closeInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add erpipe-org/mcp-odoo --skill odoo-month-end-close -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/erpipe-org/mcp-odoo.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/odoo-month-end-close .github/skills/odoo-month-end-close && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "odoo-month-end-close" agent skill from https://github.com/erpipe-org/mcp-odoo/tree/main/skills/odoo-month-end-close into .github/skills/odoo-month-end-close/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "odoo-month-end-close", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add erpipe-org/mcp-odoo --skill odoo-month-end-close -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install erpipe-org/mcp-odoo odoo-month-end-close --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/erpipe-org/mcp-odoo.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/odoo-month-end-close .opencode/skills/odoo-month-end-close && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "odoo-month-end-close" agent skill from https://github.com/erpipe-org/mcp-odoo/tree/main/skills/odoo-month-end-close into .opencode/skills/odoo-month-end-close/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "odoo-month-end-close", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
odoo-month-end-closeDrive 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…
Odoo Month End Close is an agent skill from erpipe-org/mcp-odoo. 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.
Its SKILL.md is about 750 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.
It sits in Business, Finance & HR, covering Accounting and bookkeeping and Forms and invoices. It works with Odoo and Model Context Protocol. The repository describes itself as: Odoo MCP for AI agents — gated writes, multi-instance. Hosted product: https://erpipe.com. The licence is MIT.
8 steps, taken from the first numbered list in SKILL.md.
Read from SKILL.md and the folder at commit 76ec136. It shows what the files ask for, not the result of running them.
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Odoo Month End Close loads about 753 tokens when it runs. Until then it costs about 90 tokens; SKILL.md has 321 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
The full file from erpipe-org/mcp-odoo at commit 76ec136, republished under its MIT licence (© erpipe-org). 321 words, ~753 tokens.
.claude/skills/odoo-month-end-close/SKILL.md (or your agent's skills folder).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.
account module installed (verify via
business_pack_report(pack="accounting") or get_odoo_profile).accounting_close_checklist MCP prompt is the compact in-server
version of this playbook; this skill adds pacing and judgment.accounting_health_summary — open AR/AP item counts and
the draft-invoice backlog. This is your before-photo; show it.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.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).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.data_quality_report(model="account.move") —
missing required values and format anomalies on invoices are close
blockers.preview_write → human reviews the diff →
validate_write → execute_approved_write(confirm=true). One document
batch at a time.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.accounting_health_summary; report the delta.Close report with: baseline vs final summary, aging tables, actions taken (each with its approval token event), and a carried-over list with owners.
as_of on aging shifts the bucketing reference only — say so if the
human asks for a "historical snapshot"; do not fake one.diagnose_access explains company-based invisibility).© erpipe-org, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Just SKILL.md in skills/odoo-month-end-close of erpipe-org/mcp-odoo.
Open the folder on GitHubat commit 76ec136
Odoo Month End Close next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Odoo Month End Close this skillerpipe-org/mcp-odoo | 421 | — | ~753 | Automated safety check: Pass | MIT | |
| Insurance Brokerage Agency Billing Configureforcedotcom/sf-skills | 1.1k | — | ~5.8k | Automated safety check: Pass | Apache-2.0 | |
| Travel Expense ReimbursementFoxtailsss-Andy/Anna-Agent | 147 | — | ~812 | Automated safety check: Pass | MIT | |
| Journalkazukinagata/shinkoku | 365 | — | ~2.3k | Automated safety check: Pass | MIT | |
| Invoice Organizerdavila7/claude-code-templates | 33k | 12 repos | ~2.9k | Automated safety check: Pass | MIT | |
| Longbridge Value Investinghelsome/folio | 271 | 1 repos | ~1.2k | Automated safety check: Pass | MIT |
forcedotcom/sf-skills
Configure end-to-end Agency Billing on a Salesforce FSC Insurance Brokerage org via dispatch MCP calls.
Foxtailsss-Andy/Anna-Agent
Create, validate, submit, and verify employee travel and expense reimbursements through Anna Cowork and MCP.
kazukinagata/shinkoku
This skill should be used when the user wants to record bookkeeping entries (仕訳), import transaction data from CSV files, receipts, or invoices, or manage their general ledger.
davila7/claude-code-templates
Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders.
helsome/folio
Value investing analysis using Graham (NCAV/net-net/defensive-investor) and Buffett (economic moat/ROE/FCF) methodologies.
nteract/nteract
Understand the MCP server session lifecycle: attachment ownership, proxy supervision, daemon reconciliation, explicit notebook routing, readiness, scoped subscriptions, rejoin races, and room…
erpipe-org/mcp-odoo
Review many client Odoo databases at once through odoo-mcp's cross-instance tools — fleet-wide accounting health, per-client aging, partial-failure triage — for agencies and partners managing 5–50…
erpipe-org/mcp-odoo
Audit an Odoo database's data quality with evidence before trusting AI answers, importing, or migrating — duplicates, missing required values, orphaned references, format anomalies — and drive…
erpipe-org/mcp-odoo
Plan and de-risk an Odoo version upgrade (16→17→18→19/20) using odoo-mcp's migration workbench — audit custom addons, classify upgrade-log failures into a worklist, resolve model renames, and…
Works with
Categories
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…. Odoo Month End Close is an agent skill from erpipe-org/mcp-odoo. 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.
Odoo Month End Close fits situations like: the user asks to close the month; review receivables/payables; prepare finance reports from Odoo.
Run `npx skills add erpipe-org/mcp-odoo --skill odoo-month-end-close -a claude-code`. Or copy the skill folder (skills/odoo-month-end-close in erpipe-org/mcp-odoo) into .claude/skills/odoo-month-end-close in your project. Claude Code loads it when a task matches its description.
Run `npx skills add erpipe-org/mcp-odoo --skill odoo-month-end-close -a codex`. Or copy the skill folder (skills/odoo-month-end-close in erpipe-org/mcp-odoo) into .agents/skills/odoo-month-end-close in your project. Codex loads it when a task matches its description.
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add erpipe-org/mcp-odoo --skill odoo-month-end-close -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/odoo-month-end-close, .gemini/skills/odoo-month-end-close, .github/skills/odoo-month-end-close and .opencode/skills/odoo-month-end-close in your project.
SKILL.md names no scripts, command-line tools or credentials: Odoo Month End Close is instructions for the agent only.
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
Odoo Month End Close is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
About 753 tokens (SKILL.md is roughly 3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
Skills that share tags, products or a category with Odoo Month End Close: Insurance Brokerage Agency Billing Configure (forcedotcom/sf-skills, 1.1k stars), Travel Expense Reimbursement (Foxtailsss-Andy/Anna-Agent, 147 stars), Journal (kazukinagata/shinkoku, 365 stars) and Invoice Organizer (davila7/claude-code-templates, 33k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
erpipe-org (a GitHub organization) maintains it in erpipe-org/mcp-odoo, which has 421 GitHub stars. The repository holds 4 skills in this directory. The repository was last updated on August 25, 2026.
Source: erpipe-org/mcp-odoo on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.