Client Tracker

Overview

The Client Tracker skill provides comprehensive client relationship management with payment behavior tracking, credit risk scoring, and communication history.

Features

• Client Profiles: Extended client information with payment statistics
• Payment History: Track all payments and invoices per client
• Credit Risk Scoring: Automated risk assessment based on payment patterns
• Outstanding Balances: Real-time balance tracking
• Communication Log: Record all client interactions

Installation

cd skills/client-tracker
npm install
npm run build

Usage

CLI

# List all clients with summary
client-tracker list

# Get detailed client profile
client-tracker profile <client-id>

# View payment history
client-tracker payments <client-id>

# Check credit risk score
client-tracker risk <client-id>

# Add communication log entry
client-tracker log <client-id> "Discussed payment plan"

# View communication history
client-tracker communications <client-id>

# Get outstanding balances report
client-tracker balances

# Export client data
client-tracker export [path]

# Overall statistics
client-tracker stats

Library

import { ClientTrackerSkill } from '@openclaw/client-tracker';

const tracker = new ClientTrackerSkill();

// Get client with payment stats
const client = await tracker.getClientProfile(clientId);

// Check credit risk
const risk = await tracker.getRiskScore(clientId);

// Add communication log
await tracker.addCommunication(clientId, {
  type: 'call',
  content: 'Discussed payment schedule',
});

Dependencies

• @openclaw/invoices - For client and invoice data