| 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":"👥","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
