AIERP Plus Integration Setup Guide

The AIERP Plus integration provides two-way communication between AINexLayer agents and the Odoo-based AIERP Plus system.

Overview

Agents can:

• Read ERP data (sales orders, partners, products)
• Create new sales orders
• Update existing sales orders
• Confirm and Cancel sales orders
• Delete draft sales orders
• Check order status and fulfillment
• Manage order lines and delivery addresses

Setup

Step 1: Copy Files

Copy the integration files to the active plugins directory:

# Linux/Mac
mkdir -p backend/storage/plugins/agent-skills/aierp-plus
cp -r path/to/aierp-plus/* backend/storage/plugins/agent-skills/aierp-plus/

# Windows (PowerShell)
New-Item -ItemType Directory -Force -Path "backend\storage\plugins\agent-skills\aierp-plus"
Copy-Item -Path "path\to\aierp-plus\*" -Destination "backend\storage\plugins\agent-skills\aierp-plus\" -Recurse -Force

Step 2: Configure OAuth Credentials

1. Log in to AIERP Plus (Odoo) at http://localhost:8069
2. Enable Developer Mode: Settings → Activate Developer Mode
3. Create OAuth Applications: Settings → Technical → OAuth Applications
4. Create three OAuth applications (Admin, Manager, User roles)
5. Copy Client ID and Client Secret for each

Step 3: Configure in AINexLayer

1. Navigate to Workspace Settings → Agent Skills
2. Find AIERPPlusLayer in the list
3. Configure:
   • AIERP_BASE_URL: Base URL of your AIERP Plus instance (e.g., http://localhost:8069)
   • AIERP_ADMIN_CLIENT_ID: Admin OAuth Client ID
   • AIERP_ADMIN_CLIENT_SECRET: Admin OAuth Client Secret
   • AIERP_MANAGER_CLIENT_ID: Manager OAuth Client ID
   • AIERP_MANAGER_CLIENT_SECRET: Manager OAuth Client Secret
   • AIERP_USER_CLIENT_ID: User OAuth Client ID
   • AIERP_USER_CLIENT_SECRET: User OAuth Client Secret
4. Save configuration

Step 4: Restart AINexLayer

Restart your AINexLayer server for changes to take effect.

Usage Examples

User: "Show me all sales orders"
AI: [Calls get_sales_orders and displays list]

User: "Create a sales order for ABC Industries: 50 units of product XYZ"
AI: [Calls create_sales_order and creates the order]

User: "What's the status of order SO-5634?"
AI: [Calls check_order_status and displays status]

User: "Confirm order SO-5634"
AI: [Calls confirm_sales_order and confirms the order]

Available Operations

Sales Orders

• get_sales_orders - List all sales orders (can filter by state)
• get_sales_order - Get specific sales order details by ID
• create_sales_order - Create a new sales order
• update_sales_order - Update an existing sales order
• update_sales_order_quantity - Update quantity in a sales order
• confirm_sales_order - Confirm a sales order (draft → sale)
• cancel_sales_order - Cancel a sales order
• delete_sales_order - Delete a draft sales order

Order Management

• get_sale_order_lines - Get all order lines
• add_product_to_order - Add a product to an existing order
• find_orders_by_customer - Find all orders for a specific customer
• check_order_status - Check the current status of an order
• check_order_fulfillment - Check if an order can be fulfilled by a date
• update_delivery_address - Update delivery address for an order

Troubleshooting

Error: "ERP OAuth credentials missing for role"

• Check that all environment variables are set
• Verify variable names are correct (case-sensitive)
• Restart AINexLayer server after updating configuration

Error: "Failed to authenticate with ERP"

• Verify Client ID and Client Secret are correct
• Check that OAuth applications exist in AIERP Plus
• Ensure OAuth applications have correct scopes
• Verify AIERP_BASE_URL is correct and accessible

Error: "Connection Refused"

• Verify AIERP_BASE_URL is correct
• Check if AIERP Plus is running on port 8069
• If using Docker, ensure containers are on the same network