CRM agent — guided setup

This page is built for a non-technical Lead: one obvious next action, a short “why,” and a copy-paste prompt for your assistant in Cursor. After you and your assistant finish a step, tick it below (or let the first step auto-check). Refresh the page to update the “next” banner. Progress is saved in this browser only — repeat on each computer you use.

YOUR NEXT STEP

Copy everything in the box — paste into your Architect / Builder chat in Cursor:


    
    

Overall progress

0 / 7 steps — Step 1 can tick automatically when this page can reach the Worker’s /health endpoint.

Checklist — tick when done with help

After your assistant finishes the work for a step, check the box. If something’s still wrong, leave it unchecked until it’s fixed — then refresh to see your next action.

Show diagram — how Cursor, MCP, and Odoo connect

Visual map

Sidebar chats in Cursor are where you work, not the MCP server. The MCP URL is what connects tools to Odoo.

What “expand later” means