Client File Lookup
Finds and summarizes every past report and note about one client.
by zubair-trabzada · ★ 155 on GitHub
What it does
You give Claude a client's name, and Claude searches your project files for anything matching that client across past audits and reports. You get back a timeline summary with scores, findings, and where that client stands in your pipeline.
Who it’s for
A good fit for people who run the day-to-day of a business and small business owners and startup founders.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Add it to Claude as a skill. Download the skill folder from its source page, zip it, and upload it in Claude’s settings under Skills. See the step-by-step guide.
Safety note
Reads files in your project folder.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
MIT