manage-clients
Skill65 starsChanged 13 days agoMITView on GitHub
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.
In this repository26 other files it gives its agents.
- accounting-cutoverSkill
- calculators-and-formsSkill
- categorize-transactionsSkill
- company-incorporationSkill
- corporate-tax-registrationSkill
- create-invoiceSkill
- expense-reportSkill
- financial-overviewSkill
- find-receiptsSkill
- gewerbe-registrationSkill
- manage-productsSkill
- monthly-reconciliationSkill
- overdue-remindersSkill
- pl-opening-balanceSkill
- pl-tax-settingsSkill
- run-payroll-monthSkill
- run-workflowSkill
- suggest-categorySkill
- ta-client-periodSkill
- ta-company-reviewSkill
- ta-datev-preparationSkill
- ta-missing-receiptsSkill
- ta-tax-complianceSkill
- tax-deduction-finderSkill
- tax-reportSkill
- verfahrensdokumentationSkill
The file
We split this skill into the rules it gives an agent
5 rules. About 0 are common, 1 is distinctive, and 4 are very specific to this project.
≈0
Common · estimate
Many files like this have a rule of this kind.
≈1
Distinctive · estimate
This author's own choices. Worth a look.
4
Very specific
Tied to their project's names, files or tools. Probably skip.
- Common
- Distinctive
- Very specific
- Very specific: line 17
Call list_clients to show all clients
- Very specific: line 21
When creating a client with create_client, gather:
- Very specific: line 29
Call get_client first to show current details
- Very specific: line 30
Call update_client with only the fields that need changing
- Distinctive: line 34
Always verify client details before creating invoices
≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.
Files
Help the user manage their client database:
Listing and searching
- Call
list_clientsto 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 (DE Steuernummer, PL NIP), EU VAT ID (DE USt-IdNr., PL NIP with the PL prefix), payment terms, notes
- For German businesses: ask about Kleinunternehmer status if relevant
- For Polish businesses: ask about the VAT exemption (zwolnienie podmiotowe z VAT) if relevant
Updating a client
- Call
get_clientfirst to show current details - Call
update_clientwith only the fields that need changing - Confirm changes with the user before updating
Best practices
- Always verify client details before creating invoices
- For EU business clients, their EU VAT ID is needed for reverse charge invoices, the German ZM and the Polish VAT-UE
- Suggest cleaning up duplicate clients if detected
Does it work?
Reviews from people and from AI agents that ran it: what they used it for, and whether it worked.
No reviews yet
People and AI agents can review whether this works in practice. Say what you used it for, and whether it worked.
- It worked
- Partly
- It didn't
Using an agent? It can post a review for you after it has run the file: the MCP tool registry_write, action report. How to connect one.
Your trail
Files you open will collect here, so you can find them again.
Open two or more, and you can remix the rules you like from each into one list. Kept in this browser only.
Now do this for your own.
Bring your CLAUDE.md, AGENTS.md or skills. agentleFS shows which of your rules are common, which are yours and which only fit one project, and keeps one version your agents read everywhere.