Guide / Copilot for Odoo / Read
Structure and diagnostics
Tools the Copilot uses to find its way around your Odoo: which models and fields it has, which version and modules, whether the connection works and what your user can do. You almost never need to ask for them: the Copilot uses them when it needs them.
Requirements
| Plan | Copilot for Odoo: Pro, Team or Business. |
|---|---|
| Permission in Conectores ERP | «Permitir» (Allow) or «Bloquear» (Block). By default, Permitir (whatever the «Lectura» (Read) group is set to). |
| Your Odoo user | Any internal user. For a full permissions diagnosis, the Access Rights group (base.group_erp_manager); without it, Odoo doesn't let the user read its access rules and the diagnosis is partial. |
Tools
List models
Lists the data models available in your Odoo (depending on the installed apps). Tool: list_models.
- Do we have the Expenses app installed?
View fields
Describes the fields of a model: name, type and whether it's required. Tool: get_model_fields.
- What fields does a purchase order have?
Schema catalog
A summary of the models and their relationships, for questions that span several apps. Tool: schema_catalog.
View relationships
Shows how models relate to each other (an invoice with its customer, its lines, its payments…). Tool: inspect_model_relationships.
Model history
Which models were renamed between Odoo versions, so the Copilot uses the right one in yours. Tool: lookup_model_history.
Odoo profile
The Odoo version, the connected user and the installed modules. Tool: get_odoo_profile.
- Which version of Odoo do we have?
Connection status
Checks that the connection to your Odoo works. Tool: health_check.
- Is the connection to Odoo working?
Diagnose permissions
Checks what your Odoo user can see and do in a model. Tool: diagnose_access.
- Can I create quotations with my user?
Note: No prior diagnosis guarantees that Odoo accepts a change: Odoo decides when the change is applied. If Odoo rejects it, the card tells you so and links to the requirements.
Troubleshooting
Quoted text is exactly what the app shows, in Spanish, followed by what it means. When the Copilot can't propose something, it explains why in the chat, in its own words.
| What you see | Why | What to do |
|---|---|---|
| The Copilot says it can't find data that you can see in Odoo | Your personal connection uses a different Odoo user, or the data belongs to a company that isn't active for your user. | In Ajustes (Settings), check which user you're connected with. |
| The Copilot says your Odoo user can't read a model | Your Odoo user doesn't have read access to that app. | Ask whoever manages your Odoo for that app's group. |
| The Copilot doesn't use a tool | An admin set it to Bloquear (Block). | Check Permissions. |