Norman: Manage Clients

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.

Audits

Pass

Install

openclaw skills install norman-manage-clients

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