Projects

A project in Claudioo defines what you're working on. It determines which files Claudioo can access, which Odoo version it references, who can collaborate, and any special instructions you want it to follow.

Creating a project

From the sidebar, click the project selector and choose New Project. You'll configure:

• Name — A descriptive name for your project
• GitHub repository — Link a repo (optional, see below)
• Hosting type — Where the project is hosted: Odoo.sh, Shoovels, or none
• Odoo version — 16, 17, 18, or 19
• Enterprise — Toggle if using Odoo Enterprise edition
• Custom instructions — Extra context for Claudioo (optional)

With a GitHub repository

If your Odoo customizations live in a GitHub repo, link it to your project:

1. Select a repository — Choose from the repositories available through your organization's GitHub connection
2. Pick a branch — Select which branch Claudioo should work with

When you start a session, Claudioo creates an isolated copy of your code. You can explore, search, and even make changes — but nothing leaves the session. Your actual repository is never modified.

Without a repository

You don't need a GitHub repo to use Claudioo. Without one, your workspace is empty — but Claudioo can still:

• Explore base Odoo source — All standard modules are available for reference
• Answer questions — About Odoo patterns, ORM methods, module architecture
• Connect to live instances — Via SSH
• Run project management skills — Like meeting prep, timesheet checks, and more

This is great for quick questions, learning Odoo internals, or managing projects that don't have a codebase yet.

Project settings

Once a project is created, you can configure it further in Project Settings. The settings are organized into tabs:

Details

The basics you set during creation — name, GitHub repo, hosting type, Odoo version, enterprise toggle, and custom instructions. You can update any of these at any time.

Custom instructions are extra context that Claudioo receives at the start of every conversation. Use them for things like:

• "Our custom modules follow the naming convention mc_*"
• "We use a custom mixin called MCBaseMixin in all our models"
• "The main module to focus on is sale_custom_flow"

Branches

Manage the branches Claudioo can work with.

• Sync from GitHub — Automatically discover all remote branches from your linked repository
• Add manually — Create branch entries without GitHub
• Odoo version overrides — Set a different Odoo version per branch. For example, your main branch might target Odoo 18, while a migration-v19 branch targets Odoo 19. Claudioo will reference the right source code for each.

Branches that have been deleted on GitHub but still have linked instances are flagged as stale, so you can clean them up.

Instances

Configure your production and staging environments so Claudioo can connect to them via live instance access.

For each instance, you set:

• Name — A label for the instance (auto-suggested from branch name)
• Type — Production or staging (auto-detected: main/master branches default to production, staging branches to staging)
• Branch — Which branch this instance runs
• URL — The instance URL (optional, for reference)
• SSH connection — In user@host format (you can paste a full SSH command and it will be parsed automatically)
• Docker container name — For Shoovels instances, the container name to connect to

Members

Control who has access to your project and what they can do.

• Editor — Can edit project settings, manage instances, manage members, approve access requests, and create sessions
• Viewer — Can view project details and create sessions

Editors can add members directly by searching for their name or email, change roles, or remove members.

Access requests

If you're not a member of a project, you'll see a Request button in the project list. Clicking it sends a request to the project's editors — any editor can approve or deny it. You'll see a Pending badge until it's resolved.

muchdoo

Link your Claudioo project to a muchdoo project. This connection powers skills like /jf-prepare, /check-timesheets, and /end-of-month — they need to know which muchdoo project to pull data from.

When you open this tab, Claudioo suggests the top matches based on your project name. If none of the suggestions match, you can search for any muchdoo project manually.

Slack

Link a Slack channel to your project so Claudioo can search the channel's history during sessions. Each project member connects their own Slack in Settings → Connections — they see the channels they have access to. See Connect to Slack for the full setup.

Learn more

• Project instances — Configuring live environments (tech owner)
• Connect to Odoo instances — Personal SSH key setup
• Ask about code — How Claudioo searches your workspace and base Odoo
• Ask great questions — Get the most out of every session