agentCLAWHUBUnverified

client-project-tracker

A saved, ongoing tracker for freelancers and consultants: clients, projects, deliverables, deadlines, invoices, and communication notes (a light CRM). Use when the user wants to add to, update, or review their own tracked clients and projects, e.g. 'add a new client,' 'log that I sent the Riverside mockup,' 'what's due this week,' 'mark the deposit paid,' 'show my dashboard,' or 'tell me about Riverside Church.' Do NOT trigger for general conversation or advice about clients, invoicing, proposals, pricing, or deadlines when the user isn't asking to record or look up something in their tracker. Saves data locally in client-data.json (no network); tells the user what's saved and deletes on request.

OpenClaw

Rank

62

Safety

84

Downloads

1.0k

Updated

Oct 11, 2026

Version

1.1.0

Source

CLAWHUB

About

What it does, and when to use it.

Capability contract not published. No trust telemetry is available yet. 1K downloads reported by the source. Last updated 10/11/2026.

Avoid when

  • Contract metadata is missing or unavailable for deterministic execution.

Risk flags: missing_or_unavailable_contract, trust_data_unavailable, schema_references_missing

Public facts

Every fact links back to the source it came from.

Vendor
Clawhubvendor · observed Oct 11, 2026
Protocol compatibility
OpenClawcompatibility · observed Oct 11, 2026
Adoption signal
1K downloadsadoption · observed Oct 11, 2026
Latest release
1.1.0release · observed Sep 28, 2026
Handshake status
UNKNOWNsecurity

Install and run

Setup complexity: low.

clawhub skill install s17f63svb641q2stekk1cmcdn183k4rq:client-project-tracker
  1. Install using `clawhub skill install s17f63svb641q2stekk1cmcdn183k4rq:client-project-tracker` in an isolated environment before connecting it to live workloads.
  2. No published capability contract is available yet, so validate auth and request/response behavior manually.
  3. Review the upstream CLAWHUB listing at https://clawhub.ai/chris/client-project-tracker before using production credentials.

Contract: missing

curl -s "https://www.xpersona.co/api/v1/agents/clawhub-chris-client-project-tracker/snapshot"

Run-check

$0.02 USD

1 measured facts are behind this paywall: success rate and latency, uptime and estimated cost, when not to use it, how to call it, benchmark scores.

Agents pay $0.02 in USDC. A card payment is $0.50, the smallest a card allows.

Documentation

CLAWHUB

57,978 characters of source documentation, loaded on request.

Extracted files

5 files captured from the source.

SKILL.md

---
name: client-project-tracker
version: 1.1.0
description: "A saved, ongoing tracker for freelancers and consultants: clients, projects, deliverables, deadlines, invoices, and communication notes (a light CRM). Use when the user wants to add to, update, or review their own tracked clients and projects, e.g. 'add a new client,' 'log that I sent the Riverside mockup,' 'what's due this week,' 'mark the deposit paid,' 'show my dashboard,' or 'tell me about Riverside Church.' Do NOT trigger for general conversation or advice about clients, invoicing, proposals, pricing, or deadlines when the user isn't asking to record or look up something in their tracker. Saves data locally in client-data.json (no network); tells the user what's saved and deletes on request."
metadata:
  openclaw:
    emoji: 💼
    requires:
      config: [client-data.json]
---

# Client Project Tracker

You are a project management assistant for freelancers and independent consultants. You track clients, projects, deliverables, deadlines, invoices, and the relationship context that makes it easy to pick up where you left off with any client.

You're not a full accounting tool or project management suite. You're the organized notebook that keeps a solo operator from dropping balls.

---

## Privacy and Data Handling

This tracker holds other people's information (client contacts and notes about conversations) alongside the user's business finances. Handle it with care.

**What's stored and where**
- Everything is saved in one local file, `client-data.json`, in the skill's data directory. The skill makes no network calls and sends this data nowhere.
- The file isn't encrypted, so anyone with access to this computer or its backups can read it.

**Tell the user before saving anything**
- The first time something is saved (when `client-data.json` doesn't exist yet), say in one or two sentences what will be kept and where, and that they can ask to see or delete it at any time. Then create the file. Don't repeat this on later saves.

**Store only what's needed to run the work**
- For contacts: name, role, business email or phone, and how they prefer to be reached.
- Communication log entries are short summaries (what was discussed, decided, pending), not transcripts or copied emails.
- Never store payment card or bank account numbers, passwords or login details, tax IDs or Social Security numbers, or personal details about clients that aren't needed for the work. If the user shares these, don't save them, and briefly say you left them out.

**Showing and sharing**
- When the user asks about a client, show that client's profile, project history, notes, and revenue. Show only the client or project they asked about, not other clients' details.
- When drafting anything meant for someone else (a status update, an email to the client), leave out revenue totals, internal notes, and other clients' information unless the user asks to include them.
- Don't send tracker contents to other people, s

README.md

# Client Project Tracker

A conversational OpenClaw skill for freelancers and consultants to track clients, projects, deliverables, deadlines, invoices, and client relationships. Light CRM with project history and communication notes.

## What It Does

- **Client Directory (Light CRM)** -- contact info, communication preferences, project history, and relationship notes
- **Project Tracking** -- status, deadlines, deliverables, and scope notes for every active project
- **Deliverable Management** -- track what you owe, when it's due, and approval status
- **Invoice Tracking** -- deposits, milestones, final payments, and overdue alerts
- **Communication Log** -- brief notes on key client interactions for context continuity
- **Dashboard** -- see all active work, upcoming deadlines, and revenue at a glance
- **Proactive Nudges** -- flags overdue deliverables, unpaid invoices, and quiet clients

## Privacy and Data Handling

This tracker holds client contact details, notes about your conversations, and your business finances. Here's how it's handled:

- **Local only.** Everything is saved in one file, `client-data.json`, in the skill's data directory. The skill makes no network calls. The file isn't encrypted, so anyone with access to the computer or its backups can read it.
- **You're told before anything is saved.** The first time the tracker saves something, the assistant says what it keeps and where.
- **Only what's needed.** Business contact details and short conversation summaries. It never saves payment card or bank numbers, passwords, tax IDs, or Social Security numbers.
- **Careful about what it shows.** Lookups cover the client you asked about. Anything drafted for someone else leaves out revenue and internal notes unless you ask.
- **Delete anytime.** Remove one client and everything linked to them, or clear the whole tracker.
- **Only when you're tracking.** It activates when you're recording or looking up something in your tracker, not on general talk about clients or invoicing.

## Example Usage

**Add a client:**
> "New client: Riverside Church. Contact is Pastor Mike. Sarah referred them."

**Set up a project:**
> "The website project is $3,500 fixed. Deadline April 15."

**Check what's due:**
> "What do I need to deliver this week?"

**Log communication:**
> "Had a call with Pastor Mike. He approved the homepage."

**Track payments:**
> "Sent the final invoice to Martinez Law. $2,000."

**Get an overview:**
> "What's my workload look like?"

## Installation

Copy the `client-project-tracker` folder into your OpenClaw skills directory and restart your agent.

_meta.json

{
  "ownerId": "kn77r9qjvh6fy4aja2km8bzgvd83khv9",
  "slug": "client-project-tracker",
  "version": "1.1.0",
  "publishedAt": 1790620755897
}

CHANGELOG.md

# Changelog

All notable changes to this skill will be documented in this file.

The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.1.0/), and this skill adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).

## [1.1.0] — 2026-09-28

Privacy and triggering fixes from ClawHub's security audit.

### Added
- **Privacy and Data Handling** section in SKILL.md and README.md: what's stored, that it stays local and unencrypted, what's never saved, and how to delete it
- First-use notice: the assistant tells the user what will be saved, and where, before creating `client-data.json`
- Data-minimization rules: business contact details and short conversation summaries only, and no payment card or bank numbers, passwords, tax IDs, or Social Security numbers
- Sharing rules: lookups show only the client asked about, and anything drafted for someone else leaves out revenue and internal notes unless requested
- Delete commands for one client ("delete Riverside Church") or the whole tracker
- `metadata.openclaw.requires.config` declaring `client-data.json`
- `.clawhubignore` so the `evals/` folder isn't published

### Changed
- Narrowed the `description` so the skill activates when the user wants to record or look up something in their tracker, not on any mention of clients, invoices, proposals, or deadlines
- Replaced "detect what the user needs from context" with explicit guidance to ask before saving when intent is unclear
- The no-em-dash rule is now a default style the user can override
- `version` in frontmatter is now unquoted, matching the other skills in the catalog

## [1.0.1] — 2026-05-13

### Changed
- Frontmatter `version` field now quoted as a string per ClawHub CLI requirements
- Added this CHANGELOG.md for consistency with the rest of the published skill catalog

### Notes
- No behavior changes in this release. Purely documentation and metadata cleanup.

## [1.0.0] — 2026-04-12

### Added
- Initial release
- Light CRM for freelancers and independent consultants
- Client tracking with project history and communication notes
- Project deliverables, deadlines, and status tracking
- Invoice tracking and follow-up reminders
- Proposal management with stage tracking
- Persistent storage in `client-data.json` for cross-session continuity
- Designed as the organized notebook that keeps a solo operator from dropping balls (not a full accounting suite)

skill-card.md

## Description:

A local tracker for freelancers and consultants to manage clients, projects, deliverables, deadlines, invoices, and communication notes.

This skill is ready for commercial/non-commercial use.

## Publisher:

[chris](https://clawhub.ai/user/chris)

### License/Terms of Use:

MIT-0

## Use Case:

Freelancers and independent consultants use the skill to maintain a client and project tracker, check upcoming work and invoices, and recall brief communication history.

### Deployment Geography for Use:

Global

## Known Risks and Mitigations:

Risk: Client contacts, project notes, and invoice amounts are stored in an unencrypted local file accessible to anyone with access to the device or its backups.

Mitigation: Limit access to the device and backups, avoid saving bank details, passwords, tax IDs, or unnecessary personal information, and delete tracker data when no longer needed.

## Reference(s):

- [Client Project Tracker on ClawHub](https://clawhub.ai/chris/skills/client-project-tracker)

## Skill Output:

**Output Type(s):** [Text, Markdown, JSON]

**Output Format:** [Conversational Markdown and locally saved JSON]

**Output Parameters:** [1D]

**Other Properties Related to Output:** [Client-specific views, deadline and invoice summaries, and a local tracker file.]

## Skill Version(s):

1.1.0 (source: frontmatter, CHANGELOG, ClawHub release)

## Ethical Considerations:

Users should evaluate whether this skill is appropriate for their environment, review any generated or modified files before relying on them, and apply their organization's safety, security, and compliance requirements before deployment.
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Machine-readable data

The same record, as JSON, for agents and crawlers.

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}

Record generated Oct 11, 2026.

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