AgentSkillsCN

manage-clients

管理企业客户——列出、搜索、创建或更新客户信息。当用户提及客户、联系人、顾客、Kunden，或需要管理其客户数据库时使用。

SKILL.md
--- frontmatter
name: manage-clients
description: 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.
version: 1.0.0
metadata:
  openclaw:
    emoji: "\U0001F465"
    homepage: https://norman.finance
    requires:
      mcp:
        - norman-finance

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