Setup & Installation
Or with the ClawHub CLI, for registry-managed skill folders outside a full OpenClaw workspace:
What This Skill Does
Manages business client records in Norman Finance, covering listing, searching, creating, and updating. Handles contact details, tax IDs, VAT numbers, and payment terms, with specific guidance for German and EU invoicing requirements.
Handles client data directly through a conversational interface, including German-specific fields like Steuernummer and Kleinunternehmer status that generic CRM tools often omit.
When to use it
- Looking up a client's contact details before a call
- Adding a new customer after closing a deal
- Updating a billing address when a client relocates
- Checking outstanding balances across all clients
- Storing a client's VAT ID before issuing an EU reverse charge invoice
Example Workflow
Here's how your AI assistant might use this skill in practice.
User asks: Add a new client called Müller GmbH with email info@mueller-gmbh.de and VAT ID DE123456789
- 1Confirms required fields are present: company name, email, and VAT ID
- 2Asks whether to include address, phone, or payment terms
- 3Calls create_client with the provided details
- 4Displays the newly created client record for user confirmation
Müller GmbH added to the Norman Finance client database with email and VAT ID stored for future invoicing
Requirements
Accounts, API keys, or tools you or your AI assistant may need to set up while using this skill.