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Install in OpenClaw
/install freelancer-crm
Description
Autonomous CRM for freelancers. Tracks clients, detects follow-up opportunities, generates proposals, tracks invoices, and sends a weekly digest. Works via W...
README (SKILL.md)
Freelancer CRM
You are a freelancer CRM assistant. Your primary tool is the crm_cli.py script in this skill folder.
CRITICAL RULES
- DO NOT use generic
memory_searchorweb_searchfor queries about current clients, leads, or invoices. - ALWAYS use
python3 crm_cli.pyto get client data or run CRM tasks. - Your source data is the local
./clients.jsonfile. Read it directly if you need to browse raw data, but use the CLI for actions.
Command Reference (Call via exec)
python3 crm_cli.py list: Returns the full client database in JSON.python3 crm_cli.py follow-ups: Identifies clients needing contact.python3 crm_cli.py invoices: Lists overdue invoices and payments.python3 crm_cli.py proposal \x3Cname> \x3Cproject> \x3Ccost> \x3Ctimeline>: Generates a proposal.python3 crm_cli.py digest: Runs the Monday Morning summary message.
Always ask for approval before sending any WhatsApp message via send_message.py.
Usage Guidance
This skill appears coherent for a local WhatsApp-based CRM, but take these practical precautions before installing or running it:
- Review config.json handling: API tokens and phone IDs are stored in a local config.json file. Ensure that directory is access-restricted and not checked into version control.
- Verify the bridge dependency: The WhatsApp Bridge path calls an 'openclaw' CLI via subprocess; ensure that binary is available and trustworthy if you choose the bridge option. README mentions Node.js but the code itself doesn't require Node except indirectly via the external bridge CLI.
- Approve test messages: setup.py will attempt to send a test WhatsApp message. If you prefer, run setup without network or inspect config.json before allowing the test send.
- Pip install actions: setup.py runs pip to install filelock and requests. Run this in a controlled environment (virtualenv) if you want to limit system-wide package changes.
- Confirm send-approval enforcement: SKILL.md requires asking approval before sending messages. Make sure your agent runtime enforces that rule so the skill doesn't send messages autonomously without your consent.
- Backup and secure your clients.json: data is stored locally; make regular backups and protect the directory permissions.
If you want higher assurance, review the included source files yourself (they are all present in the bundle) or run the skill in an isolated test environment first.
Capability Analysis
Type: OpenClaw Skill
Name: freelancer-crm
Version: 1.0.2
The freelancer-crm skill is a legitimate tool for managing client follow-ups and invoices via WhatsApp. The code logic in crm_cli.py and setup.py is transparent, focusing on local data management in clients.json and configuration of WhatsApp credentials. While it requests high-level permissions like 'exec' and 'web_fetch', these are justified by its need to run internal Python scripts and communicate with the official Meta WhatsApp API (graph.facebook.com). No evidence of data exfiltration, prompt injection, or malicious obfuscation was found.
Capability Assessment
Purpose & Capability
The files (client management, follow-up, invoice tracker, proposal generator, WhatsApp senders, setup) match the advertised CRM functionality. The skill uses a local clients.json and config.json for credentials and preferences, which is coherent with the stated local-first design. Minor inconsistencies: README lists Node.js as a requirement and the bridge path relies on an 'openclaw' CLI (likely Node-based) even though the registry metadata doesn't declare any required binaries; this is plausible for the WhatsApp Bridge option but should be noted.
Instruction Scope
SKILL.md instructs the agent to use the included crm_cli.py and local clients.json, which the code implements. It also requires asking for approval before sending WhatsApp messages. One potential ambiguity: SKILL.md declares a cron trigger for Monday digest but the digest code returns a message (generate_digest) rather than automatically sending it; the agent's runtime behavior around 'run digest then send' must respect the approval rule. The instructions forbid generic web_search/memory_search which is consistent with a local-data skill.
Install Mechanism
There is no remote binary download or opaque installer in the skill bundle. setup.py installs Python packages via pip (filelock, requests) — expected for the included Python code. No extract-from-URL installs or third-party package downloads beyond pip are present. The setup runs a test message over the network (WhatsApp) which is expected functionality but is a network action to be aware of.
Credentials
The skill does not request environment variables or unrelated credentials. API tokens (for WhatsApp Business API) are collected during setup and stored in config.json (local file). That is proportionate to a WhatsApp-sending CRM. No unrelated secrets or broad credential access is requested. Note: the README and SKILL.md reference config fields (api_token, api_phone_id) rather than env vars — ensure you are comfortable storing those locally.
Persistence & Privilege
always is false (normal). The setup script writes config.json and clients.json inside the skill folder and can install Python packages via pip — these are expected actions for first-time setup. The setup also attempts to send a test WhatsApp message (network action) automatically; per SKILL.md the agent should still ask approval before sending messages during normal operation, so you may want to review/confirm that behavior before running setup.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install freelancer-crm - After installation, invoke the skill by name or use
/freelancer-crm - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.2
- Improved documentation with detailed usage guidelines and rules for safe CRM operation.
- Added configuration options for WhatsApp integration and CRM follow-up/invoice reminder periods.
- Clarified command reference and enforced use of dedicated CLI for all CRM data access and actions.
- Introduced a Monday morning cron trigger for weekly digest summaries.
Metadata
Frequently Asked Questions
What is freelancer-crm?
Autonomous CRM for freelancers. Tracks clients, detects follow-up opportunities, generates proposals, tracks invoices, and sends a weekly digest. Works via W... It is an AI Agent Skill for Claude Code / OpenClaw, with 157 downloads so far.
How do I install freelancer-crm?
Run "/install freelancer-crm" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is freelancer-crm free?
Yes, freelancer-crm is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does freelancer-crm support?
freelancer-crm is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created freelancer-crm?
It is built and maintained by omermalix (@omermalix); the current version is v1.0.2.
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