Client Management Skill

When to use this skill

• •When creating, updating, or deleting client records.
• •When retrieving client details, including associated projects and statistics.
• •When importing or exporting client data.

How to use it

Create Client

Create a new client (PF or PJ). Required: name, email, legal_type [PF, PJ], document (CPF/CNPJ), category.

Get Client

Get full details including projects and activities (optional).

List Clients

Search and filter clients by status, category, legal_type, rating, or spending.

Update Client

Update contact info, status, rating, or tags.

Get Client Projects

List all projects associated with a client.

Get Client Stats

Get analytics like total spent, active projects, and interaction frequency.

Bulk Import/Export

• •bulk_import_clients: Import from CSV.
• •export_clients: Export to CSV/XLSX/JSON.

For detailed schema definitions, refer to resources/client-management.yaml.