# Manage Clients

> 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.

- Skill: `lord1egypt/manage-clients` (Agent Skill)
- Install (CLI): `npx skillmds@latest add lord1egypt/manage-clients`
- Raw SKILL.md: https://api.skillmd.com/api/skills/lord1egypt/manage-clients/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: Lord1Egypt (https://skillmd.com/u/lord1egypt)
- Updated: 2026-09-08
- Page: https://skillmd.com/skills/lord1egypt/manage-clients

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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