Client Management Skills

This skill module handles the complete lifecycle of client management within ArchFlow, from prospecting to active portfolio management.

Capabilities

1. Create Client: Register new individual (PF) or corporate (PJ) clients.
2. Get Client: Retrieve full client profile including financial stats.
3. List Clients: Search and filter the client database.
4. Update Client: Modify contact info, status, or categorization.
5. Client Analytics: Get insights on client spending and projects.
6. Bulk Operations: Import/Export client data.

Usage Instructions

1. Create Client (create_client)

Register a new client.