manage-clients

TotalClaw 作者 totalclaw v1.0.0

管理业务客户 - 列出、搜索、创建或更新客户信息。当用户提及客户、联系人、客户、Kunden 或需要管理其客户数据库时使用。

安装 / 下载方式

TotalClaw CLI推荐

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

cURL直接下载，无需登录

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

## 概述（中文）

管理业务客户 - 列出、搜索、创建或更新客户信息。当用户提及客户、联系人、客户、Kunden 或需要管理其客户数据库时使用。

## 原文

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