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All Skills — finance

27 skills in "finance" matching "customer"

Use this skill when an agent needs to install, update, authenticate, or operate the FactuCat CLI to create Mexican CFDI 4.0 invoice drafts, assign customers...

Openclaw Perfexcrm Skill

Manage PerfexCRM from any messaging app. Full CRUD for customers, invoices, leads, tickets, projects, contracts, and 13 more resources (170 API endpoints). C...

Query Odoo data including salesperson performance, customer analytics, orders, invoices, CRM, accounting, VAT, inventory, and AR/AP. Generates WhatsApp cards...

Kimai Time Tracking

Complete Kimai time-tracking API integration. Manage timesheets, customers, projects, activities, teams, invoices and exports via REST API. Supports time tracking workflows, reporting, and administrative operations. Keywords - kimai, zeiterfassung, timesheet, tracking, project, customer, activity, invoice, export, timer, stunden

Woocommerce integration. Manage Products, Orders, Customers, Reports, TaxRates, ShippingMethods. Use when the user wants to interact with Woocommerce data.

Wave accounting — invoices, customers, transactions, accounts, products, taxes. Small business accounting CLI.

Chargebee API integration with managed OAuth. Manage subscriptions, customers, invoices, and hosted checkout pages. Use this skill when users want to interact with Chargebee billing data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway).

Command-line interface for managing Clover POS data including inventory, orders, payments, customers, employees, discounts, taxes, tenders, and reports with...

Cin7 Core inventory management -- products, stock, orders, purchases, customers, and suppliers via bash scripts.

Square API integration with managed OAuth. Process payments, manage customers, orders, catalog, inventory, invoices, loyalty programs, team members, and more...

QuickBooks API integration with managed OAuth. Manage customers, invoices, payments, bills, and run financial reports. Use this skill when users want to interact with QuickBooks accounting data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway).

TaxJar integration. Manage Orders, Nexuses, Customers. Use when the user wants to interact with TaxJar data.

Quickbooks-Agent

QuickBooks Online CLI tool. Manage customers, invoices, payments, bills, vendors, accounts, items, expenses, journal entries, deposits, transfers, estimates,...

YC Cold Outreach

Expert in Y Combinator (YC) cold email outreach techniques based on Startup School principles. Use to draft, critique, or iterate on cold emails to potential customers, partners, or investors. Based on Aaron Epstein's methodology for high-conversion outreach.

This skill should be used when the user wants to find leads, prospects, or contacts matching their ICP (Ideal Customer Profile). It searches for companies via Exa and enriches contacts via Apollo, outputting to CSV and optionally syncing to Attio CRM. MANDATORY TRIGGERS: "find leads", "prospecting", "ICP search", "find contacts", "lead generation", "/prospector"

MILKEE Swiss Accounting

Complete MILKEE accounting integration for Swiss businesses. Manage projects, customers, time tracking, tasks, and products. Use when: (1) tracking billable time with start/stop timers, (2) creating/managing projects and customers, (3) recording work entries with descriptions, (4) viewing daily time summaries. Features smart fuzzy project matching.

Flutterwave integration. Manage Customers, Payments, Transfers, Invoices. Use when the user wants to interact with Flutterwave data.

Stripe API integration with managed OAuth. Manage customers, subscriptions, invoices, products, prices, and payments. Use this skill when users want to process payments, manage billing, or handle subscriptions with Stripe. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway). Requires network access and valid Maton API key.

WooCommerce REST API integration with managed OAuth. Access products, orders, customers, coupons, shipping, taxes, reports, and webhooks. Use this skill when users want to manage e-commerce operations, process orders, or integrate with WooCommerce stores. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway).

Internal Narrative

Build and maintain one coherent company story across all audiences — employees, investors, customers, candidates, and partners. Detects narrative contradicti...

Execute Stripe payments, refunds, subscriptions, customer and invoice management, webhook testing, and API calls, with optional ShapeScale clinic and subscri...

Query and manage Stripe data via the Stripe API. Use when you need to list charges, customers, invoices, subscriptions, payment intents, refunds, products, o...

Query Stripe customer and billing data from a synced PostgreSQL database. Use when the user asks about Stripe customers, subscriptions, invoices, charges, or any Stripe-related data.

Manage quotes, invoices, payments and customers for your small business. ([Source Code](https://github.com/InvoicePlane/InvoicePlane)) `MIT` `PHP`

Sales Oratory Master

Handles B2B presales and renewal negotiations with value-shift tactics and compliance checks. Use when the user mentions customer pushback on price, budget c...

Query Odoo data including salesperson performance, customer analytics, orders, invoices, CRM, accounting, VAT, inventory, and AR/AP. Generates WhatsApp cards...

Product Recommender

Intelligent product recommendation engine for retail digital employees. Recommends products based on customer needs, budget, recipient, occasion, preferences...