Setup & Installation
Or with the ClawHub CLI, for registry-managed skill folders outside a full OpenClaw workspace:
What This Skill Does
File-based client database for Greek accounting firms using OpenClaw. Stores and manages business profiles, AFM (VAT) numbers, EFKA employer IDs, GEMI registrations, compliance filing history, and document metadata. Enforces GDPR consent tracking, data retention policies, and role-based access control without an external database or third-party service.
Combines client master data, compliance history, document registry, and GDPR lifecycle management in one local encrypted store, removing the need for a separate CRM, database server, or external data processor.
When to use it
- Onboarding a new Greek business client with AFM validation and obligation setup
- Running a monthly gap check to find clients with missing VAT or EFKA filings
- Handling a GDPR data export or deletion request for a client
- Registering OCR-processed invoices into a client document registry
- Reviewing upcoming compliance deadlines by assigned accountant across the portfolio
Example Workflow
Here's how your AI assistant might use this skill in practice.
User asks: onboard new client GAMMA IMPORT OE with AFM EL555444333, legal form OE, sector imports
- 1Validates AFM format (EL + 9 digits)
- 2Creates directory structure under OPENCLAW_DATA_DIR/clients/EL555444333/
- 3Writes profile.json with name, legal form, sector, and status fields
- 4Generates recurring obligation templates based on legal form and sector
- 5Logs creation event to audit trail and updates the global client index
Client EL555444333 created with 4 recurring obligations configured. Prompt shown to assign an accountant.