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在 OpenClaw 中安装
/install freelancer-crm
功能描述
Autonomous CRM for freelancers. Tracks clients, detects follow-up opportunities, generates proposals, tracks invoices, and sends a weekly digest. Works via W...
使用说明 (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.
安全使用建议
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.
功能分析
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.
能力评估
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.
如何使用
- 确保已安装 OpenClaw（本地或 Docker 部署）
- 在对话框中输入安装命令：
/install freelancer-crm - 安装完成后，直接呼叫该 Skill 的名称或使用
/freelancer-crm触发 - 根据 Skill 的参数说明提供必要输入，即可获得结构化输出
版本历史
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.
元数据
常见问题
freelancer-crm 是什么？
Autonomous CRM for freelancers. Tracks clients, detects follow-up opportunities, generates proposals, tracks invoices, and sends a weekly digest. Works via W... 它是一个面向 Claude Code / OpenClaw 的 AI Agent Skill 插件，目前累计下载 157 次。
如何安装 freelancer-crm？
在 OpenClaw 或 Claude Code 对话框中运行命令「/install freelancer-crm」即可一键安装，无需额外配置。
freelancer-crm 是免费的吗？
是的，freelancer-crm 完全免费，采用 MIT-0 许可证，可自由下载、安装和使用。
freelancer-crm 支持哪些平台？
freelancer-crm 跨平台运行，可在任意部署了 OpenClaw / Claude Code 的环境中使用（cross-platform）。
谁开发了 freelancer-crm？
由 omermalix（@omermalix）开发并维护，当前版本 v1.0.2。
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