Odoo connects from Settings, then Connections, with a personal API key. The connection is per person: Binee reads Odoo with your own Odoo user's access rights, enforced by Odoo itself, so you see what your Odoo account can see and nothing more.
What Binee can do with Odoo
Ask the Binee Assistant about your sales pipeline in plain language: leads and opportunities, their stage, expected revenue, and deadlines, or ask for a pipeline summary by stage with counts and expected revenue totals.
Check sales orders and quotations, and look up customers by name or email.
See unpaid and overdue customer invoices with exactly how much is still owed, sortable by due date or amount. Vendor bills work too: ask what the business owes its suppliers and Binee lists the open bills with their amounts.
See your own open Odoo activities (the calls, meetings, and to-dos Odoo has assigned to you), with what is overdue first.
Combine Odoo with your other connected tools: for example, spot that a client asking for new work by email still has invoices sitting unpaid in Odoo.
Binee reads Odoo live at question time. Draft invoices and bills are not included in invoice answers: they cover posted documents only.
Making changes in Odoo from the Assistant
Binee can also write to Odoo, always behind a confirmation card that shows exactly what will be created or changed before anything is written:
Add a note to a lead, customer, invoice, or order. Example: after a call, "add a note to the Acme lead that they want the rollout moved to March".
Create a new lead or opportunity, a new contact, or schedule a follow-up to-do with a deadline on a lead, customer, invoice, or order. Example: after spotting an overdue invoice, "schedule a payment chase on it for Friday".
Update a lead: move it to another pipeline stage, change its expected revenue, or move its expected closing date. Example: "move the Acme deal to Proposal and set expected revenue to 12,000".
Mark one of your own open activities done, or move it to another date. Marking done works like Odoo's own Mark done button: Odoo logs the done note on the record, removes the activity from your list, and may schedule the next activity if that activity type chains one. Binee cannot reopen an activity once it is done, so the card says so first. Example: after the customer emails that they will pay Friday, "mark my chase-payment activity on the Acme invoice done with the note 'customer promised payment Friday'". Binee only completes or moves activities assigned to you, never a colleague's.
Everything is created through your own Odoo access, so Odoo's own permissions still apply. Binee never deletes anything in Odoo and never creates or posts financial documents like invoices or bills.
Requirements
On Odoo Online (odoo.com hosting), API access requires Odoo's Custom pricing plan. Odoo's One App Free and Standard plans do not include API access, so connecting from those plans fails on Odoo's side. Self-hosted Odoo and Odoo.sh work on any plan.
Any Odoo user can create their own API key; no admin is needed.
Connecting
In Odoo, click your avatar in the top right, open My Profile (or Preferences), then the Account Security tab, and press New API Key.
Confirm your password, name the key (Binee works), pick a duration, and copy the key. Note the expiration date Odoo shows: on Odoo 18 and newer, keys last at most 3 months.
In Binee, open Settings, then Connections, and press Connect on the Odoo card. Enter your Odoo address and login email, paste the key, and add the expiration date so Binee can remind you before it runs out. The form also has a "Database name" field: it usually fills in automatically, so only set it if your database is named differently from your address (common on self-hosted Odoo). Binee verifies everything with Odoo before saving, and stores the key encrypted.
Key expiry and reconnecting
Odoo API keys expire (at most 3 months on Odoo 18 and newer). The Odoo card and the Binee Assistant remind you before your key's expiration date arrives. When it does expire, the card says Reconnect needed: generate a fresh key in Odoo the same way as above and press Reconnect to paste it, which fixes the connection in one step. The Reconnect form already shows that account's address, login and database, so only the new key is left to paste.
More than one Odoo account
You can connect more than one Odoo account, for example your user on two companies' Odoo systems, or two logins on one system. Open the Odoo card's panel with Manage and press Add another account, then enter that account's address, login and key. An Odoo account is a login on one system and database, so a login on a different system is a different account, and so is a different login on the same system. Pasting a fresh key for an account you already connected replaces that account's key and does not add a duplicate; Binee tells you it was already connected. Each account shows as its own row, labelled with the login and the system (for example "anna@acme.com at acme.odoo.com"; if you connect the same login to two databases on one system, the database is added to the label), with its own key expiry date, status, Rename, Reconnect and Disconnect, so one key expiring only affects its own row. Disconnecting an account deletes Binee's stored copy of that key only; the key stays valid in Odoo until you delete it under Preferences, Account Security there.
When you have more than one Odoo account, the Assistant says which account every answer came from. A question with no account named is answered from your oldest working account, and Binee offers to check the other. Before it adds a note, creates a lead or contact, schedules a follow-up or moves a deal, it asks which account to use, once, and does nothing until you answer; the confirmation card names the account. Example: ask "is the invoice the Acme contact just emailed about still unpaid in our second company's Odoo?" and Binee reads that account and checks it against the email.
Odoo in Home, Inbox and All Work
Your Odoo work appears in Home, Inbox and All Work next to your email, meetings and tasks from other tools, read with your own Odoo access:
Your open activities: the calls, meetings and to-dos Odoo has assigned to you. An overdue activity is urgent, one due today is normal, and later ones are low. An activity you mark done in Odoo leaves your active list on its own.
Your project tasks, when your Odoo has the Project app: open tasks assigned to you. A database without the Project app simply has none, and that is not an error.
Your CRM leads with no next step: leads assigned to you that have no activity scheduled. This is off by default, because an activity already shows a scheduled follow-up and Binee never shows the same lead twice.
An activity reads as its summary followed by the record it is about, for example "Chase payment (INV/2026/0042)". Example: that overdue chase sits beside the email where the customer promised to pay, so you can see the promise and the open invoice together.
In Settings, then Connections, press Manage on the Odoo card and open What Binee watches ("What Binee watches from this connection"). Each Odoo account has its own settings: switch your activities, project tasks and CRM leads on or off, choose which activities count (all open, overdue only, due today, or due soon) and how many days "soon" means (3, 7, 14 or 30). Below those, five limits narrow what counts, and with none chosen everything counts:
Activity types, a searchable list of your Odoo's activity types (like Call or Email), for your activities.
Records activities are about: tick any of Leads and opportunities, Sales orders, Invoices and bills, Project tasks, Contacts or Anything else, for your activities.
Pipeline teams, a searchable list of your sales teams, for your CRM leads.
Stages to leave out, a searchable list of your pipeline stages. This one works the other way round: leads in the stages you choose are left out and every other stage still counts. Won and lost leads are always left out already.
Projects, a searchable list of your projects, for your project tasks.
Each list opens from its own Choose button, reads your Odoo with your own key only when you open it, and shows names as chips once chosen (up to 50, and up to 20 teams). A team or project your Odoo user cannot see is not offered, a database without the CRM or Project app says so instead of showing an empty list, and a choice that has since been deleted or archived shows as "not found" until you remove it. Example: choose the Call activity type and the Invoices and bills record kind, and the follow-up call about an unpaid invoice sits next to the email where the customer promised to pay, while routine to-dos and sales order reminders stay out.
Odoo does not let an app like Binee subscribe to changes, so Binee checks for new and changed activities about every 10 minutes and does a full check about every hour.
Key expiry in your lists
Because an expired key would otherwise just look like an empty list, the status line at the top of All Work reminds you when the key expiration date you entered is within 14 days, and again after it passes. If Odoo itself rejects the key, the Odoo card says Reconnect needed and the status line says Odoo needs attention. Paste a fresh key to fix it in one step.
Working on an Odoo item
Open an activity and the item pane shows its type, deadline and the record it is about, with the note Odoo holds on the activity and the Binee Insight. The actions are Mark done (with an optional done note), Move to another date, and Add a note. None of these can be undone from Binee; change the activity back in Odoo if you need to. Add a note posts an internal note on the record's chatter, visible to your Odoo team and never emailed to the customer. A project task or a lead offers Add a note only. Binee only completes or moves activities assigned to you and never deletes anything in Odoo.
Odoo is also available to the Binee Assistant, which reads it live with your own connection when you ask. Example: ask the Assistant "which clients asking for new work by email still have unpaid invoices in Odoo?" and it checks your email and Odoo together.