Client sheet

Gather a client's or internal tool's contacts, technologies, website and notes in its sheet.

Each space has a sheet: the Fiche client (Client sheet) tab for a client, Fiche outil (Tool sheet) for an internal tool. It answers the questions you ask yourself before stepping in: who to contact, what the site runs on, where the access details are.

What the sheet contains

Contacts

The people to contact at the client, each with:

Nom (Name) and Rôle (Role — their job at the client);
Email and Téléphone (Phone), with the Écrire (Write) and Appeler (Call) shortcuts;
Notes (hours, preferences, scope…).

Retirer (Remove) deletes a contact from the sheet.

Technologies used

The client's technologies (WordPress, Shopify…), as free-form tags. Suggestions appear as you type.

Information

Site web (Website): the site's address, with an Ouvrir (Open) button;
Notes: a free-form field for context, history, where access details are kept…

No passwords in the notes

Write down where the access details are kept (password manager, agency vault) rather than the credentials themselves.

Edit the sheet

Edit the fields directly. As soon as a change is in progress, a Modifications non enregistrées (Unsaved changes) bar appears: click Enregistrer (Save) to confirm, or Annuler (Cancel) to go back.

Editing the sheet requires at least the Membre (Member) role. See Team and roles.

With Claude

With the MCP server, Claude can read a client's sheet before you step in, and fill it in when you ask: "Add Claire Dupont, marketing manager, claire@exemple.fr, to Martin's sheet".