Use Microsoft Copilot Studio to talk to your Odoo Data via CData Connect AI
Microsoft Copilot Studio is a no-code/low-code platform for creating AI Agents that can automate tasks, answer questions, and assist with various business processes. When combined with CData Connect AI Remote MCP, you can leverage Copilot Studio to interact with your Odoo data in real-time. This article outlines the process of connecting to Odoo using Connect AI Remote MCP and creating a connection in Copilot Studio to interact with your Odoo data.
CData Connect AI offers a dedicated cloud-to-cloud interface for connecting to Odoo data. The CData Connect AI Remote MCP Server enables secure communication between Microsoft Copilot Studio and Odoo. This allows you to ask questions and take actions on your Odoo data using Microsoft Copilot Studio, all without the need for data replication to a natively supported database. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to Odoo. This leverages server-side processing to swiftly deliver the requested Odoo data.
In this article, we show how to build a agent in Microsoft Copilot Studio to conversational explore (or Vibe Query) your data. The connectivity principals apply to any Copilot agent. With Connect AI you can build workflows and agents with access to live Odoo data, plus hundreds of other sources.
About Odoo Data Integration
Accessing and integrating live data from Odoo has never been easier with CData. Customers rely on CData connectivity to:
- Access live data from both Odoo API 8.0+ and Odoo.sh Cloud ERP.
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Extend the native Odoo features with intelligent handling of many-to-one, one-to-many, and many-to-many data properties. CData's connectivity solutions also intelligently handle complex data properties within Odoo. In addition to columns with simple values like text and dates, there are also columns that contain multiple values on each row. The driver decodes these kinds of values differently, depending upon the type of column the value comes from:
- Many-to-one columns are references to a single row within another model. Within CData solutions, many-to-one columns are represented as integers, whose value is the ID to which they refer in the other model.
- Many-to-many columns are references to many rows within another model. Within CData solutions, many-to-many columns are represented as text containing a comma-separated list of integers. Each value in that list is the ID of a row that is being referenced.
- One-to-many columns are references to many rows within another model - they are similar to many-to-many columns (comma-separated lists of integers), except that each row in the referenced model must belong to only one in the main model.
- Use SQL stored procedures to call server-side RFCs within Odoo.
Users frequently integrate Odoo with analytics tools such as Power BI and Qlik Sense, and leverage our tools to replicate Odoo data to databases or data warehouses.
Getting Started
Step 1: Configure Odoo Connectivity for Microsoft Copilot Studio
Connectivity to Odoo from Microsoft Copilot Studio is made possible through CData Connect AI Remote MCP. To interact with Odoo data from Microsoft Copilot Studio, we start by creating and configuring a Odoo connection in CData Connect AI.
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Log into Connect AI, click Connections and click Add Connection
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Select "Odoo" from the Add Connection panel
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Enter the necessary authentication properties to connect to Odoo.
To connect, set the Url to a valid Odoo site, User and Password to the connection details of the user you are connecting with, and Database to the Odoo database.
Click Save & Test
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Navigate to the Permissions tab in the Add Odoo Connection page and update the User-based permissions.
With the connection configured, we are ready to connect to Odoo data from Microsoft Copilot Studio.
Step 2: Connect Microsoft Copilot Studio to CData Connect AI
Follow these steps to add a CData Connect AI MCP connection in Microsoft Copilot Studio:
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Under Tools, click Add tool, then click + New Tool.
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In the Add Tool window, search for and click CData Connect AI.
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In the Connect to CData Connect AI window, click Create to authenticate your connection CData Connect AI using OAuth authentication.
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Click Add and configure to add the CData Connect AI Tool to your agent.
Optional: Give the AI Agent context
This step establishes the AI Agent's role and provides context for the conversation through the Instructions property in the Agent. By providing instructions that explicitly informs the agent about its role as an MCP Server expert and lists the available tools, you can enhance the agent's understanding and response accuracy. For example, you can set the System Message to:
You are an expert at using the MCP Client tool connected which is the CData Connect AI MCP Server. Always search thoroughly and use the most relevant MCP Client tool for each query. Below are the available tools and a description of each: queryData: Execute SQL queries against connected data sources and retrieve results. When you use the queryData tool, ensure you use the following format for the table name: catalog.schema.tableName getCatalogs: Retrieve a list of available connections from CData Connect AI. The connection names should be used as catalog names in other tools and in any queries to CData Connect AI. Use the `getSchemas` tool to get a list of available schemas for a specific catalog. getSchemas: Retrieve a list of available database schemas from CData Connect AI for a specific catalog. Use the `getTables` tool to get a list of available tables for a specific catalog and schema. getTables: Retrieve a list of available database tables from CData Connect AI for a specific catalog and schema. Use the `getColumns` tool to get a list of available columns for a specific table. getColumns: Retrieve a list of available database columns from CData Connect AI for a specific catalog, schema, and table. getProcedures: Retrieve a list of stored procedures from CData Connect AI for a specific catalog and schema getProcedureParameters: Retrieve a list of stored procedure parameters from CData Connect AI for a specific catalog, schema, and procedure. executeProcedure: Execute stored procedures with parameters against connected data sources
Step 3: Explore Live Odoo Data with Microsoft Copilot Studio
With the Agent created in Microsoft Copilot Studio and the MCP tool connected, you can now interact with your Odoo data using Microsoft Copilot Studio. The MCP tool allows you to send queries and receive responses from the Odoo data source in real-time.
Open the chat window in your Microsoft Copilot Studio Agent to begin interacting with your Odoo data. You can ask questions, retrieve data, and perform actions on your Odoo data using the MCP tool:
Get CData Connect AI
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