A secure, file-based database skill for Greek accounting firms to manage client profiles, tax identifiers, and GDPR compliance.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install client-data-management
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install client-data-management using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Client Data Management for Greek Accounting?
The Client Data Management skill serves as the foundational source of truth for Greek accounting operations within the Openclaw Skills ecosystem. It provides a specialized framework for handling sensitive client information, including Greek VAT numbers (AFM), Social Security IDs (EFKA), and Business Registry numbers (GEMI). By leveraging Openclaw Skills, accounting firms can maintain a high-integrity, local-first database that ensures data residency and regulatory compliance without the need for complex external database infrastructure.
This skill is designed with the Greek regulatory landscape in mind, offering built-in support for various legal forms such as AE, EPE, IKE, and Sole Traders. It bridges the gap between raw data storage and actionable accounting workflows, enabling assistants and accountants to manage relationships, track compliance history, and ensure data privacy through a streamlined command-line interface.
Client Data Management for Greek Accounting Use Cases
- Onboarding new Greek business entities (AE, EPE, IKE, OE, EE, ATOMIKI) with automated obligation templates.
- Tracking monthly VAT and EFKA filing history and identifying compliance gaps across a client portfolio.
- Managing GDPR data subject requests, consent tracking, and automated retention policies for sensitive financial records.
- Organizing document metadata for invoices and tax returns, providing a searchable registry linked to specific client profiles.
- Generating workload estimates and compliance risk reports based on assigned accountant portfolios.
How Client Data Management for Greek Accounting Works
- Initialize the environment by setting the data directory and verifying system dependencies like jq.
- Create a new client record via the CLI, which automatically generates a structured directory and encrypted JSON profile files.
- Apply compliance templates based on the client's legal form and sector to establish a recurring obligation schedule.
- Log interactions, filings, and document registrations through Openclaw Skills commands to maintain a continuous audit trail.
- Perform automated integrity checks and health reports to ensure the database remains consistent and synchronized with integrated skills.
Client Data Management for Greek Accounting Setup
To begin using this skill within the Openclaw Skills framework, ensure your environment is configured for local data storage:
# Set the data directory
export OPENCLAW_DATA_DIR="/data"
# Install dependencies
which jq || sudo apt install jq
# Initialize the client directory structure
mkdir -p $OPENCLAW_DATA_DIR/clients
No external API credentials are required for core management, as all records are handled as local JSON files with optional AES-256-GCM encryption.
Client Data Management for Greek Accounting Data Schema & Taxonomy
The skill organizes data using a hierarchical file system architecture to ensure modularity and security within Openclaw Skills. Each client is identified by their AFM (VAT number).
| Directory/File | Description |
|---|---|
/data/clients/{afm}/profile.json |
Master client record including legal form and activity codes. |
/data/clients/{afm}/identifiers.json |
Secure storage for AFM, GEMI, EFKA IDs, and IBANs. |
/data/clients/{afm}/compliance/ |
Historical logs of VAT, EFKA, and annual tax filings. |
/data/clients/{afm}/documents/ |
Metadata registry for invoices, statements, and tax forms. |
/data/clients/{afm}/gdpr/ |
Consent records and data retention schedules. |
/data/clients/_index.json |
Global unencrypted metadata index for fast searching. |
/data/clients/_audit-log.json |
Comprehensive event log for all data access and modifications. |
Client Data Management for Greek Accounting Advanced Features
- AES-256-GCM encryption for sensitive fields including IBANs and personal contact information.
- Role-Based Access Control (RBAC) allowing different permission levels for senior accountants, assistants, and viewers.
- Automated compliance obligation templates that trigger based on revenue thresholds and business entity types.
- Bulk import and export capabilities supporting XLSX, CSV, and JSON formats for seamless data migration.
- Integrated GDPR toolkit for data subject exports, retention checking, and permanent deletion workflows.
- Cross-skill synchronization with AADE (tax authority) and EFKA (social security) integration agents.
SKILL.md
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