| name | add-client |
| description | Add a new client to the memory bank registry. Collects client details interactively and saves to SQLite. Use anytime a new client engagement begins. |
| when_to_use | When onboarding a new client to the firm. Invoke with /cold-start:add-client |
| effort | low |
| model | claude-haiku-4-5 |
| allowed-tools | ["mcp__memory_bank__get_client","mcp__memory_bank__save_client","mcp__memory_bank__log_compliance_event"] |
Add New Client
Collect client details in a single structured conversation.
Step 1 — Collect Details
Ask for all of the following at once:
- Entity / client name (full legal name)
- PAN (10-character alphanumeric)
- GSTIN (if GST-registered, 15 characters; or "Not registered")
- TAN (if deductor, 10 characters; or "Not applicable")
- CIN (for companies/LLPs; or "Not applicable")
- Entity type — Individual / HUF / Partnership / LLP / Private Ltd / Public Ltd / Trust / AOP / Other
- Industry — brief description (e.g. "Cotton yarn trading")
- Jurisdiction — state
- Contact person — name, email, phone
- Tally company name — as it appears in Tally (or "Not on Tally")
- Notes — any special instructions (e.g. "Files on composition scheme", "MSME registered", "Foreign subsidiary")
Step 2 — Check for Duplicate
Call mcp__memory_bank__get_client with the provided PAN (and GSTIN if given) to check for an existing record. If found, ask: "A client with this PAN already exists: [name]. Do you want to update their record or create a new one?"
Step 3 — Save Client
Generate a client_id as snake_case of the entity name, max 20 characters, unique. Call mcp__memory_bank__save_client.
Step 4 — Set Up Compliance Calendar (Optional)
Ask: "Which recurring filings should I track for [client name]?" Present a quick checklist:
- GST (GSTR-1 + 3B — monthly or quarterly?)
- TDS returns (24Q/26Q?)
- ITR (which form and assessment year?)
- Tax Audit (3CA/3CB + 3CD?)
- ROC (AOC-4, MGT-7?)
For each selected, create a calendar entry for the current period with mcp__memory_bank__log_compliance_event.
Step 5 — Confirm
"✓ Client [name] (PAN: [pan]) added to the registry with [N] compliance calendar tasks."
