client-management
Manage client relationships using the local CRM — add contacts, track deals through the pipeline, schedule follow-ups, log interactions, and generate reports. All data stored locally in SQLite.
Best use case
client-management is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Manage client relationships using the local CRM — add contacts, track deals through the pipeline, schedule follow-ups, log interactions, and generate reports. All data stored locally in SQLite.
Teams using client-management should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/client-management/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How client-management Compares
| Feature / Agent | client-management | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Manage client relationships using the local CRM — add contacts, track deals through the pipeline, schedule follow-ups, log interactions, and generate reports. All data stored locally in SQLite.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# Client Management You have access to the local-crm MCP tools for managing contacts, deals, follow-ups, and interactions. Use these to help the user maintain their business relationships effectively. ## Available Tools ### Contacts - **crm_create_contact** — Add a new contact (name, email, phone, company, role, tags, notes) - **crm_search_contacts** — Find contacts by keyword (searches name, email, company, tags, notes) - **crm_get_contact** — Get a contact's full details by ID - **crm_list_contacts** — Browse contacts, optionally filtered by company or tag - **crm_update_contact** — Update a contact's details - **crm_delete_contact** — Permanently delete a contact and all related data ### Deals (Pipeline) - **crm_create_deal** — Create a deal linked to a contact (title, amount, stage) - **crm_move_deal** — Move a deal to a different pipeline stage - **crm_list_deals** — List deals, optionally filtered by stage or contact Pipeline stages in order: **lead** → **qualified** → **proposal** → **negotiation** → **won** / **lost** ### Interactions - **crm_log_interaction** — Record a call, email, meeting, note, or message with a contact - **crm_list_interactions** — View interaction history for a contact or deal ### Follow-Ups - **crm_schedule_follow_up** — Schedule a follow-up with a due date - **crm_complete_follow_up** — Mark a follow-up as done - **crm_list_follow_ups** — View pending, overdue, or completed follow-ups ### Reports - **crm_pipeline_report** — Pipeline overview with deals by stage and values - **crm_dashboard** — High-level CRM dashboard with key metrics ## Workflow Patterns ### New Client Onboarding 1. `crm_create_contact` — Add the client with company, role, and tags 2. `crm_create_deal` — Create a deal if there's a business opportunity 3. `crm_log_interaction` — Log the initial meeting or call 4. `crm_schedule_follow_up` — Set a reminder for next steps ### Daily CRM Check 1. `crm_dashboard` — Quick overview of key metrics 2. `crm_list_follow_ups` with overdue=true — Check for missed follow-ups 3. `crm_list_follow_ups` with status=pending — Review upcoming tasks 4. Act on follow-ups → log interactions → schedule new follow-ups ### Pipeline Review 1. `crm_pipeline_report` — See deals by stage with total values 2. `crm_list_deals` with specific stages — Drill into stuck deals 3. `crm_move_deal` — Update stages as deals progress ### Finding a Contact 1. `crm_search_contacts` — Search by name, email, company, or tags 2. `crm_get_contact` — Get full details by ID 3. `crm_list_interactions` — Review interaction history 4. `crm_list_deals` with contact_id — See their deals ## Guidelines - **Always confirm before destructive operations** — deletion is permanent - **Use tags for categorization** — e.g. "client,vip,tech" or "lead,startup,ai" - **Log interactions consistently** — the more data you track, the more useful the CRM becomes - **Check follow-ups regularly** — overdue follow-ups mean missed opportunities - **All data is local** — stored in SQLite at the plugin's data directory. No cloud sync.
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