SkillHub

norman-manage-clients

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.

Sourced from ClawHub, Authored by Stan Kharlap

Installation

Please help me install the skill `norman-manage-clients` from SkillHub official store. npx skills add stanlee000/norman-manage-clients

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