Name: customer-folder-manager
Author: xuantinfx

Imported from xuantinfx/openclaw-install-toolkit (skills/customer-folder-manager/SKILL.md). Install upstream with npx skills add xuantinfx/openclaw-install-toolkit --skill customer-folder-manager. Copyright stays with the author.

Customer Folder Manager

CRM-style local data management. Customer rows live in an Excel workbook (customers.xlsx); each customer also has a filesystem folder for attached files organized by category (contracts, invoices, documents, etc.). All file metadata is indexed in the workbook for fast queries.

When to use

The user wants a personal/small-business CRM stored locally.
The user mentions adding customer information, attaching files (contracts, invoices) to customers, or asking "get me the contract of customer X".
The user wants a setup wizard to start fresh.

When NOT to use

The user already has data in Postgres/MySQL — use a SQL skill.
The user wants a generic Excel data manager (no per-customer folders) — use excel-data-manager.
The user needs multi-user concurrent editing — this skill is single-writer.

Workflow

First time: Read SETUP.md. Run the setup wizard (scripts/wizard.py greenfield) using a JSON spec built from the user's answers.
Routine ops: Read WORKFLOW.md. Use crud.py, file_manager.py, and query.py based on user requests.
Schema change: Run scripts/wizard.py update --op <op>.

Files

SETUP.md — first-time setup
WORKFLOW.md — daily operations
QUICKSTART.md — cheat sheet of common commands
MANUAL-QA.md — checklist for human verification
prompts/ — per-flow prompts the agent uses to chat with the user
scripts/ — Python implementations (call via Bash)
references/ — config format and default field template

Install customer-folder-manager and it becomes one more candidate the router can pick - when it fits.

A listing is a routing target with a manifest: what it does, which domains it covers, what it costs and who publishes it. Once installed it sits beside your own models and tools, is scored like any other candidate for each request, and shows up in the trace when it wins. Ratings come from workspaces that installed it, one per account.

{ "ocm": "1", "id": "xuantinfx-openclaw-install-toolkit-customer-folder-manager", "kind": "skill", "name": "customer-folder-manager", "description": "Use when the user wants a lightweight CRM on their local machine — manage customer records in Excel and one folder per customer for attached files (contracts, invoices, documents, etc.). Discovers structure via a setup wizard, then offers add/update/archive customer, attach/index files, and natural-language queries. Trigger phrases include \"manage customers\", \"set up CRM\", \"track customer files\", \"thêm khách hàng\", \"lưu hợp đồng cho khách\", \"lấy hợp đồng của khách\".", "publisher": "xuantinfx", "version": "1.0.0", "capabilities": { "domains": [ "customer_support" ], "tags": [ "skill-md", "github" ], "languages": [ "en" ] }, "quality_prior": 0.6, "examples": [ "Use when the user wants a lightweight CRM on their local machine — manage customer records in Excel and one folder per customer for attached files (contracts, invoices, documents, etc.). Discovers structure via a setup wizard, then offers add/update/archive customer, attach/index files, and natural-language queries. Trigger phrases include \"manage customers\", \"set up CRM\", \"track customer files\", \"thêm khách hàng\", \"lưu hợp đồng cho khách\", \"lấy hợp đồng của khách\"." ], "primary": false, "metadata": { "source": { "provider": "github", "repository": "https://github.com/xuantinfx/openclaw-install-toolkit", "path": "skills/customer-folder-manager/SKILL.md", "ref": "51f83d7a360525c5a1042bdecd63d156f2668522", "url": "https://github.com/xuantinfx/openclaw-install-toolkit/blob/51f83d7a360525c5a1042bdecd63d156f2668522/skills/customer-folder-manager/SKILL.md", "key": "xuantinfx/openclaw-install-toolkit/skills/customer-folder-manager/SKILL.md" } }, "instructions": "# Customer Folder Manager\n\nCRM-style local data management. Customer rows live in an Excel workbook (`customers.xlsx`); each customer also has a filesystem folder for attached files organized by category (contracts, invoices, documents, etc.). All file metadata is indexed in the workbook for fast queries.\n\n## When to use\n\n- The user wants a personal/small-business CRM stored locally.\n- The user mentions adding customer information, attaching files (contracts, invoices) to customers, or asking \"get me the contract of customer X\".\n- The user wants a setup wizard to start fresh.\n\n## When NOT to u", "cost": { "context_tokens": 384 } }

customer-folder-manager

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