InsightMate - MCP Server - Connect, Control, Automate Odoo
InsightMate MCP Studio provides a powerful interface to control, access, and automate Odoo data using secure token-based and OAuth 2.1 connections. Manage model-level permissions with field-level restrictions, define access policies, and securely expose data endpoints for external integrations and AI-driven operations.
Create dashboards and charts using access tokens, perform full CRUD operations including record creation, updates, and deletion, and control execution using action policies. With flexible connection types and secure access management, MCP Studio enables structured, controlled, and scalable data interaction within Odoo.
Features
MCP Access Rights Management
Configure and manage access rights for MCP users and operations. Control permissions to ensure secure data handling.
Natural Language Processing
Enables users to interact with Odoo using plain language, converting queries into actionable insights. Automates text understanding, classification, and data extraction for faster, smarter decision-making.
Create Records
Create new records directly through MCP-enabled secure access. Automate data entry and streamline business processes.
Read Records
Fetch and view records securely through MCP-enabled access. Retrieve structured data efficiently based on defined permissions and access controls.
Update Records
Update existing records securely through MCP access controls. Ensure accurate data modifications with proper permissions.
Delete Records
Delete records securely using controlled access permissions. Ensure proper authorization before performing data removal.
Restrict What AI Can Use
Control which models, fields, and data are accessible to AI operations. Ensure secure and limited AI usage by defining strict access boundaries and permissions.
Field-Level Access Control
Control access to specific fields within models for precise data exposure. Allow only required fields based on permissions.
Model Level Access Control
Restrict access to specific Odoo models to control data visibility. Ensure secure usage by limiting model-level access.
Dashboard Creation
Create dynamic dashboards using secure token-based data access. Visualize key metrics and insights in a structured view.
Chart Creation
Generate charts to represent data in a clear and visual format. Analyze trends and patterns with real-time graphical insights.
Dashboard Link Sharing
Share dashboards securely using generated access links. Provide controlled access to insights without exposing full system.
OAuth Connection Setup
Connect securely using OAuth 2.1 authentication for advanced integrations. Ensure standardized and protected access control.
Token URL Connection Mode
Enable quick connections using secure token-based URLs. Simplify integration with external systems and tools.
Key Features
Go to the 'Users'.
You can set access rights for AI under user settings.
Go to the 'AI MCP'.
Create a new MCP server.
Method 1: Connect with the token URL.
Click on 'Regenerate URL Token'.
Copy URL.
Go to the 'Claude' -> Customization.
Go to the connectors, click add custom connector.
Add the MCP name, URL, and click 'Add'.
After connected it shows all details.
Method 2: Connect with OAuth.
Go to the connectors, click custom connector, add all details, and click 'Add'.
Click to connect.
After connected it shows all the details.
You can remove or disconnect as per requirements.
Technical details are shown in these tabs.
Generate instructions as per the requirement.
Define controlled access by specifying which models, operations (read, create, update, delete), and fields users or AI can interact with—ensuring data security and precise permission management.
You can restrict access for either all fields or only selected fields for a given model.
You can control which actions are permitted on a model, such as confirm, cancel etc ensuring users or AI can only perform specific operations as needed.
Click 'Generate Dashboard'.
Generate Dashboard form with options.
Chart tab with generate charts.
Dashboard view.
Click 'Generate Charts.'
Generate Charts form with options.
Version 19.0.1.0.0 | Released on : 7th April 2026
- This module is compatible with the following LLMs:
- Claude
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online)
- Yes, to test this module, please contact us at sales@softhealer.com.
- No. The AI provides intelligent responses based on available data and models, but results may sometimes be incomplete or approximate. Always verify critical business decisions manually. This case is not eligible for refund or exchange.
- AI interprets queries based on patterns and available data. Incorrect inputs, ambiguous questions, or missing data may lead to inaccurate outputs. This case is not eligible for refund or exchange.
- AI should be used as a decision-support tool, not a replacement for human judgment. Always review outputs before taking action. This case is not eligible for refund or exchange.
- AI understands structured data well, but complex business logic, customizations, or incomplete records may affect accuracy.
- No. The system is designed for business users with a simple chat interface.
- Check API configuration
- Verify internet connectivity
- Ensure provider API key is valid
- AI response time depends on the selected provider and plan. For example, if we are using a free tier, our request priority may be lower than other plans. Also, if we select high-thinking models, they usually take more time to generate responses.
- No, only models that support tool calling are usable in the app.
- Please contact us at sales@softhealer.comto request customization.
- Yes, we provide free support for 365 days from the date of purchase.
- Yes, you will receive lifetime free updates for the version of the module you purchased.
- No, there is no need to install any additional libraries.
- Yes, for version 12 and above, you need to purchase the module separately for each version you intend to use.
- No, exchanges or refunds are not allowed. Please make sure to select the correct version before purchasing.
- You can contact us at support@softhealer.com for language translation support. We use Google Translator tools to provide translations in multiple languages, so the accuracy may vary. We welcome your suggestions to help improve translations.
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