Client Management Skill

When to use this skill

• When creating, updating, or deleting client records.
• When retrieving client details, including associated projects and statistics.
• When importing or exporting client data.

How to use it

Create Client

Create a new client (PF or PJ). Required: name, email, legal_type [PF, PJ], document (CPF/CNPJ), category.

Get Client

Get full details including projects and activities (optional).

List Clients

Search and filter clients by status, category, legal_type, rating, or spending.