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Customer Folder Manager

Agent skill
1 skill

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".

Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI

Supported by the Atlas install prompt. Skill-specific requirements vary.

Skill stats

Skills1CategoryGeneralStars0

About this skill

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".

Quick start

  1. Copy the install prompt. Use the green button above this README.
  2. Send it to your agent. Paste it into your coding agent’s chat and send.
  3. Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
Review, license & listing details
Review the source before using this skill

This is an imported listing. We haven’t certified its safety, license, or compatibility. Skills may include executable scripts.

Automated security scan: Partial

Only SKILL.md was scanned. Supporting files and scripts were not checked. No safety grade has been assigned.

0 potential findings · Scanned 11/4/2026 · Scanner 0.2.1

Content SHA-256: b096d5debfb0a3582579c98f757268c038cc7cde06f6c8f1946ae47f8b806a12

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About this listing

Category
General
Reported license
Not specified
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.
Customer Folder Manager | Agent Skills Atlas