modbender 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 (Steuernummer), VAT ID (USt-IdNr.), payment terms, notes
- For German businesses: ask about Kleinunternehmer status 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 clients, the VAT ID (USt-IdNr.) is important for reverse charge invoices
- Suggest cleaning up duplicate clients if detected