Agent skill

Odoo Month End Close

by erpipe-org in 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…

MITAuto-check passedBusiness, Finance & HR

Install Odoo Month End Close

skills CLI
$ npx skills add erpipe-org/mcp-odoo --skill odoo-month-end-close -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install erpipe-org/mcp-odoo odoo-month-end-close --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ 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-src

Use ~/.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/

Facts

Skill name
odoo-month-end-close
GitHub stars
421
Token cost
~753 tokens
SKILL.md length
321 words
Files
1
Skills in repo
4
Repo updated
First seen
Licence
MIT

At a glance

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…

  • Works in 8 steps: Baseline: accounting_health_summary —… → Aging deep-dive:… → Draft backlog:… → …
  • The user asks to close the month
  • SKILL.md covers Prerequisites, Playbook, Output format and Hard rules
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

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.

When your agent uses it

  • The user asks to close the month
  • Review receivables/payables
  • Prepare finance reports from Odoo

Example prompts

  • “close the month”
  • “review receivables/payables”
  • “check aging”
  • “/odoo-month-end-close”

Workflow steps

8 steps, taken from the first numbered list in SKILL.md.

  1. Baseline: accounting_health_summary — open AR/AP item counts and
  2. Aging deep-dive: receivable_payable_aging(direction="receivable")
  3. Draft backlog: `search_records(model="account.move",
  4. Unreconciled sweep: search account.move.line for open items on
  5. Anomaly pass: run data_quality_report(model="account.move") —
  6. Actions through the gate. Posting a draft, correcting a field, or
  7. Document the close: with approval, chatter_post a close summary on
  8. After-photo: re-run accounting_health_summary; report the delta.

What it can do on your machine

Read from SKILL.md and the folder at commit 76ec136. It shows what the files ask for, not the result of running them.

  • Tool permissions

    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.

  • Runs code

    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.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

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.

Always · name and description, kept in context so the agent knows when to use it
~90
When it runs · the whole SKILL.md, loaded when a task matches
~753

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.

Safety

Auto-check passed

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.

SKILL.md

The full file from erpipe-org/mcp-odoo at commit 76ec136, republished under its MIT licence (© erpipe-org). 321 words, ~753 tokens.

Download SKILL.mdSave it as .claude/skills/odoo-month-end-close/SKILL.md (or your agent's skills folder).
name
odoo-month-end-close
description
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.

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

  1. Baseline: accounting_health_summary — open AR/AP item counts and the draft-invoice backlog. This is your before-photo; show it.
  2. 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.
  3. 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).
  4. 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.
  5. Anomaly pass: run data_quality_report(model="account.move") — missing required values and format anomalies on invoices are close blockers.
  6. 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.
  7. 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.
  8. 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).

© 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

Files

Just SKILL.md in skills/odoo-month-end-close of erpipe-org/mcp-odoo.

Open the folder on GitHubat commit 76ec136

Compare with similar skills

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.

Odoo Month End Close compared with similar skills
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Odoo Month End Close this skillerpipe-org/mcp-odoo421—~753Automated safety check: PassMIT
Insurance Brokerage Agency Billing Configureforcedotcom/sf-skills1.1k—~5.8kAutomated safety check: PassApache-2.0
Travel Expense ReimbursementFoxtailsss-Andy/Anna-Agent147—~812Automated safety check: PassMIT
Journalkazukinagata/shinkoku365—~2.3kAutomated safety check: PassMIT
Invoice Organizerdavila7/claude-code-templates33k12 repos~2.9kAutomated safety check: PassMIT
Longbridge Value Investinghelsome/folio2711 repos~1.2kAutomated safety check: PassMIT

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Questions about Odoo Month End Close

What does Odoo Month End Close do?

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.

When should I use Odoo Month End Close?

Odoo Month End Close fits situations like: the user asks to close the month; review receivables/payables; prepare finance reports from Odoo.

How do I install Odoo Month End Close in Claude Code?

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.

How do I install Odoo Month End Close in Codex?

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.

Can I use Odoo Month End Close in Cursor, Gemini CLI or GitHub Copilot?

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.

What does Odoo Month End Close need to run?

SKILL.md names no scripts, command-line tools or credentials: Odoo Month End Close is instructions for the agent only.

Does Odoo Month End Close access the network?

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.

Is Odoo Month End Close safe to install?

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.

What licence does Odoo Month End Close use?

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.

How many tokens does Odoo Month End Close use?

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.

What are the alternatives to Odoo Month End Close?

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.

Who maintains Odoo Month End Close?

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.