skills for everythingAgent Skill
2/7/2026client-management
Skills para gerenciar clientes, contatos e relacionamento. Inclui CRUD, filtros, analytics e operações em lote.
I
italo520
0GitHub Stars
1Views
npx skills add Italo520/erp_archflow_arquiteture
SKILL.md
| Name | client-management |
| Description | Skills para gerenciar clientes, contatos e relacionamento. Inclui CRUD, filtros, analytics e operações em lote. |
name: client-management description: | Skills para gerenciar clientes, contatos e relacionamento. Inclui CRUD, filtros, analytics e operações em lote. version: 1.0.0 category: core
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. |
Skills Info
Original Name:client-managementAuthor:italo520
Download