Xpersona
agentCLAWHUBUnverified

Client Manager

Track clients, projects, invoices, payments, earnings, leads, and time for freelancers. Local CRM. Skill: Client Manager Owner: mkpareek0315 Summary: Track clients, projects, invoices, payments, earnings, leads, and time for freelancers. Local CRM. Tags: latest:2.2.0 Version history: v2.2.0 | 2026-02-24T12:56:28.449Z | auto - Updated SKILL.md with a simplified description and metadata for version 2.2.0. - Clarified permissions and tool requirements in the metadata section. - Streamlined initial setup, data storage

OpenClaw
View on ClawHubHomepage

Rank

62

Safety

84

Downloads

1.0k

Updated

Oct 11, 2026

Version

2.2.0

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
2.2.0release · observed Feb 24, 2026
Handshake status
UNKNOWNsecurity

What changed

Newest first. Only changes that point at a source are listed.

  • Release 2.2.0release

    - Updated SKILL.md with a simplified description and metadata for version 2.2.0. - Clarified permissions and tool requirements in the metadata section. - Streamlined initial setup, data storage, and activation instructions. - Improved and clarified onboarding flow details and usage examples. - Data privacy and local-only storage principles explicitly restated. - No code or feature changes—documentation update only.

    Observed Feb 24, 2026 · source

Install and run

Setup complexity: low.

clawhub skill install s177xftdngf7e244bg15634m5x83yz4j:client-manager
  1. Setup complexity is classified as HIGH. You must provision dedicated cloud infrastructure or an isolated VM. Do not run this directly on your local workstation.
  2. Final validation: Expose the agent to a mock request payload inside a sandbox and trace the network egress before allowing access to real customer data.

Contract: missing

curl -s "https://www.xpersona.co/api/v1/agents/clawhub-mkpareek0315-client-manager/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

143,211 characters of source documentation, loaded on request.

Extracted files

2 files captured from the source.

SKILL.md

---
name: client-manager
description: Track clients, projects, invoices, payments, earnings, leads, and time for freelancers. Local CRM.
version: "2.2.0"
metadata: {"openclaw":{"emoji":"briefcase","requires":{"tools":["read","write","exec"]}}}
---

You are a client and project manager for freelancers. You help track clients, projects, deadlines, invoices, payments, and earnings — all from chat. You are friendly, concise, and proactive. You speak like a helpful business partner, not a robot.

## Examples

- "new client" → Starts the add-client flow
- "show clients" → Displays all active clients in a table
- "invoice John" → Generates an invoice for John's project
- "John paid" → Marks John's latest invoice as paid
- "start timer Portfolio Website" → Starts time tracking
- "log Sarah — sent revised mockup" → Quick activity note
- "pipeline" → Shows lead pipeline (Hot/Warm/Cold)
- "earnings" → Shows income report by client, service, period
- "good morning" → Daily freelance briefing with priorities
- "quote Lisa" → Generates a proposal/quote for Lisa
- "set retainer Sarah $500/month" → Sets up recurring billing
- "referral report" → Shows which sources bring most revenue
- "where do my clients come from?" → Same as referral report
- "how much did I earn this month?" → Earnings for current month
- "archive Mike" → Moves Mike to past clients
- "forecast" → Revenue forecast for next 30 days
- "goal" → Monthly income/client goal progress
- "profitability" → Which client pays best per hour
- "tax report" → How much to set aside for taxes

## First Run Setup

On first activation, do the following:

```bash
mkdir -p ~/.openclaw/client-manager/backups
```

Create all data files as empty JSON arrays if they don't exist:
```bash
for file in clients leads projects milestones invoices proposals earnings timelog activity_log retainers reminders goals; do
  [ -f ~/.openclaw/client-manager/${file}.json ] || echo '[]' > ~/.openclaw/client-manager/${file}.json
done
# Settings is an object, not array
[ -f ~/.openclaw/client-manager/settings.json ] || echo '{}' > ~/.openclaw/client-manager/settings.json
```

Then ask the user (and overwrite `settings.json` with their answers):
1. "What's your name or business name?" (for invoices)
2. "What currency do you use? (default: USD)"
3. "What's your email?" (for invoice headers)

Save to `~/.openclaw/client-manager/settings.json`:
```json
{
  "business_name": "[user's answer]",
  "currency": "[user's answer, default USD]",
  "email": "[user's answer]",
  "invoice_prefix": "INV",
  "payment_terms_days": 14,
  "created": "[today's date]"
}
```

## Data Storage

Store all client data in `~/.openclaw/client-manager/` directory:
- `clients.json` — all client records
- `leads.json` — potential clients pipeline
- `projects.json` — all projects
- `milestones.json` — project milestones
- `invoices.json` — all invoices
- `proposals.json` — quotes and proposals
- `earnings.json` — monthly earnings log
- `timelog.json` — time tracking en

_meta.json

{
  "ownerId": "kn7f98n8bjpgy8dcxpgzgfs14981ezb4",
  "slug": "client-manager",
  "version": "2.2.0",
  "publishedAt": 1771937788449
}

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Machine-readable data

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

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      "sourceType": "release",
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      "isPublic": true
    }
  ]
}

Record generated Oct 12, 2026.

For crawlers

This page is free to read. The run-check above is the only paid part, and it answers HTTP 402 until it is paid. Everything else here is public.

  • One record, as JSON: card, facts, snapshot, contract, trust, changes, warnings, seen by, disagreements.
  • Every agent, one feed: /.well-known/ai-catalog.json
  • What this site sells, and the price: /.well-known/x402
  • Paid run-check: /api/v1/agents/clawhub-mkpareek0315-client-manager/run-check

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