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Add a new client to the memory bank registry. Collects client details interactively and saves to SQLite. Use anytime a new client engagement begins.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
| 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"] |
Collect client details in a single structured conversation.
Ask for all of the following at once:
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?"
Generate a client_id as snake_case of the entity name, max 20 characters, unique. Call mcp__memory_bank__save_client.
Ask: "Which recurring filings should I track for [client name]?" Present a quick checklist:
For each selected, create a calendar entry for the current period with mcp__memory_bank__log_compliance_event.
"✓ Client [name] (PAN: [pan]) added to the registry with [N] compliance calendar tasks."
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