client-management
Skills para gerenciar clientes, contatos e relacionamento. Inclui CRUD, filtros, analytics e operações em lote.
Installation
Follow the repository instructions for this skill and your agent. Review the files and dependencies before adding it to your workflow.
View source ↗GuidesSkill instructions
Client Management Skills
This skill module handles the complete lifecycle of client management within ArchFlow, from prospecting to active portfolio management.
Capabilities
- Create Client: Register new individual (PF) or corporate (PJ) clients.
- Get Client: Retrieve full client profile including financial stats.
- List Clients: Search and filter the client database.
- Update Client: Modify contact info, status, or categorization.
- Client Analytics: Get insights on client spending and projects.
- Bulk Operations: Import/Export client data.
Usage Instructions
1. Create Client (create_client)
Register a new client.
Trigger Phrases:
- "create new client"
- "novo cliente"
- "adicionar cliente"
Parameters:
| Parameter | Type | Required | Description |
|---|---|---|---|
name |
string | Yes | Client full name. |
email |
Yes | Primary email address. | |
legal_type |
enum | Yes | PF (Individual) or PJ (Corporate). |
document |
string | Yes | CPF or CNPJ. |
category |
enum | Yes | RESIDENTIAL, COMMERCIAL, INSTITUTIONAL, etc. |
phone |
string | No | Contact number. |
2. List Clients (list_clients)
Search for clients.
Trigger Phrases:
- "list clients"
- "buscar clientes"
- "show all clients"
Parameters:
| Parameter | Type | Required | Description |
|---|---|---|---|
search |
string | No | Search by name, email, or document. |
category |
string | No | Filter by category. |
status |
enum | No | ACTIVE, PROSPECT, INACTIVE, BLOCKED. |
limit |
number | No | Results per page. |
3. Get Client (get_client)
Get detailed profile.
Trigger Phrases:
- "ver cliente"
- "detalhes do cliente"
Parameters:
| Parameter | Type | Required | Description |
|---|---|---|---|
client_id |
string | Yes | UUID of the client. |
4. Bulk Import (bulk_import_clients)
Import clients from a CSV source.
Trigger Phrases:
- "importar clientes"
- "upload de clientes"
Parameters:
| Parameter | Type | Required | Description |
|---|---|---|---|
csv_file_url |
string | Yes | URL to the CSV file. |
Examples
Read the usage examples in the source repository.
View source ↗Source history
- Indexed on
- 2026-01-20
- Index updated
- 2026-03-03
- Branch
- main
Index and sync dates describe this directory. View the source repository for code history.
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