Setup Client — Development skill for Claude Code
Creates or updates a client's close profile from connected sources (CRM, call notes, prior workpapers) plus a short interview.
How to install Setup Client
Installs to ~/.claude/skills/hazlijohar95-skills-setup-client/SKILL.md
mkdir -p ~/.claude/skills/hazlijohar95-skills-setup-client && curl -fsSL https://raw.githubusercontent.com/hazlijohar95/skills/HEAD/commands/setup-client.md -o ~/.claude/skills/hazlijohar95-skills-setup-client/SKILL.md Restart Claude Code, or start a new session, for it to be picked up.
What Setup Client does
name: setup-client description: Creates or updates a client's close profile from connected sources (CRM, call notes, prior workpapers) plus a short interview. Use when the user wants to set up or update a client profile, when a close starts for a client with no profile, or when work begins for a brand-new client. argument-hint: ""
/setup-client
Load `${CLAUDE_PLUGIN_ROOT}/skills/financial-close/setup-client/SKILL.md` and follow it end-to-end.
Plugin root: ${CLAUDE_PLUGIN_ROO
Alternatives in Development
- Clawgod — This is NOT a third-party Claude Code client 837 ★
- Post Everywhere — Publish one piece of content — text, image, or video — to every connected platform (or a chosen subset) in a s 212 ★
- Adb Scheme — Open Android scheme links via adb 206 ★
Full documentation available on GitHub
View Source RepositoryRelated Skills
Connected Papers Skill
Map the literature around a paper: prior works, derivative works, similar papers, recurring authors. An agent
Meeting Ingest
Ingest meeting transcripts and summaries from your connected meeting sources, then chain into digest (extracti
Kb Research
Research a topic across the Beakr knowledge base and connected sources, with citations
Brief Me On
Prepares you for a specific upcoming meeting, call, or event by pulling together everything relevant — the cal
Se Agent Control Wanted Short
agent control / wanted: sets ask.wanted to short. What the owner wants said at the end of this turn.
Se Config Ask Wanted Short
config / ask / wanted: sets ask.wanted to short. What the owner wants said at the end of this turn.
Related Agents
Client Profiler
Create or update client and contact notes from what is already in the vault plus what the owner says. Given cl
Close Commit Composer
Compose a session-close git commit message from a staged-changes summary passed by the /close orchestrator. Re
CRM Steward
Triages inbound messages, matches them to CRM contacts, flags overdue next steps, proposes CRM updates, and lo