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Agencysafety: draft-first

ClientPilot

Client Relationship Management Agent

An OpenClaw agent that scores client health from communication patterns, detects upsell and cross-sell opportunities, monitors scope creep on active projects, and delivers monthly client portfolio health reports.

Install

tinkerclaw install clientpilot

Requires the TinkerClaw CLI. Install guide →

What it does

Client health scoring from communication patterns

Upsell/cross-sell opportunity detection

Scope creep monitoring on active projects

Monthly client portfolio health report

Skills (4)

Installed into your agent's workspace

clientpilot-health

Calculate health scores for all active clients, flag at-risk relationships and stale accounts.

clientpilot-report

Generate comprehensive monthly portfolio health report with retention metrics, revenue-at-risk, and renewal calendar.

clientpilot-scope

Monitor scope boundaries across client engagements and flag scope creep before it erodes margins.

clientpilot-upsell

Identify upsell and expansion opportunities across the client portfolio based on engagement patterns.

Automations (2)

ClientPilot — Weekly Client Health Check

enabled

09:00 AM · every Mon (UTC)

cron: 0 9 * * 1 · tz: Etc/UTC

What the agent does on this trigger

Run clientpilot-health for all active clients. Recalculate health scores, flag at-risk relationships, identify stale accounts. Write results to reports/weekly-health-summary.md. Never contact clients directly.

ClientPilot — Monthly Portfolio Health Report

enabled

09:00 AM · day 1 each month (UTC)

cron: 0 9 1 * * · tz: Etc/UTC

What the agent does on this trigger

Run clientpilot-report to generate full monthly portfolio health report. Include retention metrics, revenue-at-risk, scope creep patterns, upsell pipeline, and renewal calendar. Write to reports/monthly-portfolio-report.md. All client data is confidential.

Integrations & requirements

Primary integration mode
Local client data and notes today
MCP status
No dedicated MCP integration
Supported today
  • Local client profiles, interaction logs, and report files
Planned / not yet implemented
  • ○CRM and calendar APIs are not implemented in skills yet

Files this agent creates

Written under ~/.openclaw/workspace-clientpilot/

USER.mdclients/{client-id}/health-score.jsonreports/weekly-health-summary.mdreports/scope-alerts.mdreports/upsell-opportunities.mdreports/monthly-portfolio-report.md

Install & configure

  1. 1. Install the agent pack

    tinkerclaw install clientpilot

  2. 2. Configure your preferences

    Edit the per-agent USER.md to set tone, timezone, and any agent-specific preferences:

    ~/.openclaw/workspace-clientpilot/USER.md

  3. 3. Keep it up to date

    tinkerclaw update clientpilot

Highlights

  • ✦Lightweight CRM alternative — no bloated dashboards
  • ✦Scope creep detection with evidence from project files
  • ✦Upsell opportunity detection based on usage patterns