manage-clients

name: manage-clients description: 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. version: 1.0.0 metadata: openclaw: emoji: "\U0001F465" homepage: https://norman.finance requires: mcp: - norman-finance

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