manage-clients

ClawSkills 作者 clawskills v1.0.0

Manage business clients - list, search, create, or update client information. Use when the user mentions clients, contacts, customers, Kunden, or needs to manage their client database.

安装 / 下载方式

TotalClaw CLI推荐

totalclaw install clawskills:clawskills~stanlee000-norman-manage-clients

cURL直接下载，无需登录

curl -fsSL https://skills.taituai.com/api/skills/clawskills%3Aclawskills~stanlee000-norman-manage-clients/file -o stanlee000-norman-manage-clients.md

Help the user manage their client database:

## Listing and searching
- Call `list_clients` to show all clients
- Present results in a clean table format: Name, Email, Phone, Outstanding balance

## Creating a new client
When creating a client with `create_client`, gather:
- **Required**: Client name (company or individual)
- **Recommended**: Email, phone, address (street, city, postal code, country)
- **Optional**: Tax ID (Steuernummer), VAT ID (USt-IdNr.), payment terms, notes
- For German businesses: ask about Kleinunternehmer status if relevant

## Updating a client
- Call `get_client` first to show current details
- Call `update_client` with only the fields that need changing
- Confirm changes with the user before updating

## Best practices
- Always verify client details before creating invoices
- For EU clients, the VAT ID (USt-IdNr.) is important for reverse charge invoices
- Suggest cleaning up duplicate clients if detected