shopify-admin-b2b-company-overview

Name: shopify-admin-b2b-company-overview
Author: 40RTY-ai

168stars17forks

How to install shopify-admin-b2b-company-overview?

40rty-ai/shopify-admin-skills/shopify-admin-b2b-company-overview

$npx -y skills add 40RTY-ai/shopify-admin-skills --skill shopify-admin-b2b-company-overview

Installs into the current project.

Summary

Read-only: lists B2B company accounts with locations, catalogs, and payment terms for wholesale management.

Files · 1

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SKILL.md

1	## Purpose
2	Queries all B2B company accounts and their associated locations, price lists, and payment terms. Provides a consolidated view of the wholesale account portfolio for ops and sales teams. Read-only — no mutations. Requires Shopify B2B (available on Shopify Plus).
3
4	## Prerequisites
5	- Authenticated Shopify CLI session: `shopify store auth --store <domain> --scopes read_customers`
6	- API scopes: `read_customers`
7	- Store must be on Shopify Plus with B2B enabled
8
9	## Parameters
10
11	\| Parameter \| Type \| Required \| Default \| Description \|
12	\|-----------\|------\|----------\|---------\|-------------\|
13	\| store \| string \| yes \| — \| Store domain (e.g., mystore.myshopify.com) \|
14	\| format \| string \| no \| human \| Output format: `human` or `json` \|
15
16	## Safety
17
18	> ℹ️ Read-only skill — no mutations are executed. Safe to run at any time.
19
20	## Workflow Steps
21
22	1. OPERATION: `companies` — query
23	Inputs: `first: 250`, select `name`, `locations`, `contacts`, `createdAt`, pagination cursor
24	Expected output: All B2B company accounts; paginate until `hasNextPage: false`
25
26	2. OPERATION: `companyLocations` — query
27	Inputs: `first: 250` per company, select `name`, `buyerExperienceConfiguration { paymentTermsTemplate, checkoutToDraft }`, `catalogsCount`
28	Expected output: Company locations with payment and catalog configuration
29
30	## GraphQL Operations
31
32	```graphql
33	# companies:query — validated against api_version 2025-01
34	query B2BCompanies($after: String) {
35	companies(first: 250, after: $after) {
36	edges {
37	node {
38	id
39	name
40	note
41	createdAt
42	updatedAt
43	locationsCount {
44	count
45	}
46	contactsCount {
47	count
48	}
49	orders(first: 1, sortKey: CREATED_AT, reverse: true) {
50	edges {
51	node {
52	createdAt
53	totalPriceSet {
54	shopMoney {
55	amount
56	currencyCode
57	}
58	}
59	}
60	}
61	}
62	}
63	}
64	pageInfo {
65	hasNextPage
66	endCursor
67	}
68	}
69	}
70	```
71
72	```graphql
73	# companyLocations:query — validated against api_version 2025-01
74	query CompanyLocationsDetail($companyId: ID!) {
75	company(id: $companyId) {
76	id
77	name
78	locations(first: 50) {
79	edges {
80	node {
81	id
82	name
83	shippingAddress {
84	countryCode
85	city
86	}
87	buyerExperienceConfiguration {
88	paymentTermsTemplate {
89	name
90	dueInDays
91	}
92	checkoutToDraft
93	}
94	catalogsCount {
95	count
96	}
97	}
98	}
99	}
100	}
101	}
102	```
103
104	## Session Tracking
105
106	Claude MUST emit the following output at each stage. This is mandatory.
107
108	On start, emit:
109	```
110	╔══════════════════════════════════════════════╗
111	║ SKILL: B2B Company Overview ║
112	║ Store: <store domain> ║
113	║ Started: <YYYY-MM-DD HH:MM UTC> ║
114	╚══════════════════════════════════════════════╝
115	```
116
117	After each step, emit:
118	```
119	[N/TOTAL] <QUERY\|MUTATION> <OperationName>
120	→ Params: <brief summary of key inputs>
121	→ Result: <count or outcome>
122	```
123
124	On completion, emit:
125
126	For `format: human` (default):
127	```
128	══════════════════════════════════════════════
129	B2B COMPANY OVERVIEW
130	Total companies: <n>
131	Total locations: <n>
132	With net terms: <n>
133	With catalogs: <n>
134
135	Company: <name>
136	Locations: <n> \| Last order: <date>
137	Payment terms: Net 30
138	Output: b2b_companies_<date>.csv
139	══════════════════════════════════════════════
140	```
141
142	For `format: json`, emit:
143	```json
144	{
145	"skill": "b2b-company-overview",
146	"store": "<domain>",
147	"total_companies": 0,
148	"total_locations": 0,
149	"companies": [],
150	"output_file": "b2b_companies_<date>.csv"
151	}
152	```
153
154	## Output Format
155	CSV file `b2b_companies_<YYYY-MM-DD>.csv` with columns:
156	`company_id`, `company_name`, `locations_count`, `contacts_count`, `last_order_date`, `last_order_value`, `currency`, `payment_terms`, `has_catalog`
157
158	## Error Handling
159	\| Error \| Cause \| Recovery \|
160	\|-------\|-------\|----------\|
161	\| `THROTTLED` \| API rate limit exceeded \| Wait 2 seconds, retry up to 3 times \|
162	\| Empty companies list \| B2B not configured or no accounts \| Exit with 0 companies, note B2B Plus requirement \|
163	\| `companies` query not available \| Store not on Shopify Plus \| Return clear error: B2B requires Shopify Plus \|
164
165	## Best Practices
166	- Run monthly as a wholesale account health check — companies with no orders in 90+ days may need outreach.
167	- `checkoutToDra

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Type

shopify-admin-b2b-company-overview

168stars17forks

View on GitHub

How to install shopify-admin-b2b-company-overview?

40rty-ai/shopify-admin-skills/shopify-admin-b2b-company-overview

$npx -y skills add 40RTY-ai/shopify-admin-skills --skill shopify-admin-b2b-company-overview

Installs into the current project.

Summary

Read-only: lists B2B company accounts with locations, catalogs, and payment terms for wholesale management.

Files · 1

View on GitHub

SKILL.md

1	## Purpose
2	Queries all B2B company accounts and their associated locations, price lists, and payment terms. Provides a consolidated view of the wholesale account portfolio for ops and sales teams. Read-only — no mutations. Requires Shopify B2B (available on Shopify Plus).
3
4	## Prerequisites
5	- Authenticated Shopify CLI session: `shopify store auth --store <domain> --scopes read_customers`
6	- API scopes: `read_customers`
7	- Store must be on Shopify Plus with B2B enabled
8
9	## Parameters
10
11	\| Parameter \| Type \| Required \| Default \| Description \|
12	\|-----------\|------\|----------\|---------\|-------------\|
13	\| store \| string \| yes \| — \| Store domain (e.g., mystore.myshopify.com) \|
14	\| format \| string \| no \| human \| Output format: `human` or `json` \|
15
16	## Safety
17
18	> ℹ️ Read-only skill — no mutations are executed. Safe to run at any time.
19
20	## Workflow Steps
21
22	1. OPERATION: `companies` — query
23	Inputs: `first: 250`, select `name`, `locations`, `contacts`, `createdAt`, pagination cursor
24	Expected output: All B2B company accounts; paginate until `hasNextPage: false`
25
26	2. OPERATION: `companyLocations` — query
27	Inputs: `first: 250` per company, select `name`, `buyerExperienceConfiguration { paymentTermsTemplate, checkoutToDraft }`, `catalogsCount`
28	Expected output: Company locations with payment and catalog configuration
29
30	## GraphQL Operations
31
32	```graphql
33	# companies:query — validated against api_version 2025-01
34	query B2BCompanies($after: String) {
35	companies(first: 250, after: $after) {
36	edges {
37	node {
38	id
39	name
40	note
41	createdAt
42	updatedAt
43	locationsCount {
44	count
45	}
46	contactsCount {
47	count
48	}
49	orders(first: 1, sortKey: CREATED_AT, reverse: true) {
50	edges {
51	node {
52	createdAt
53	totalPriceSet {
54	shopMoney {
55	amount
56	currencyCode
57	}
58	}
59	}
60	}
61	}
62	}
63	}
64	pageInfo {
65	hasNextPage
66	endCursor
67	}
68	}
69	}
70	```
71
72	```graphql
73	# companyLocations:query — validated against api_version 2025-01
74	query CompanyLocationsDetail($companyId: ID!) {
75	company(id: $companyId) {
76	id
77	name
78	locations(first: 50) {
79	edges {
80	node {
81	id
82	name
83	shippingAddress {
84	countryCode
85	city
86	}
87	buyerExperienceConfiguration {
88	paymentTermsTemplate {
89	name
90	dueInDays
91	}
92	checkoutToDraft
93	}
94	catalogsCount {
95	count
96	}
97	}
98	}
99	}
100	}
101	}
102	```
103
104	## Session Tracking
105
106	Claude MUST emit the following output at each stage. This is mandatory.
107
108	On start, emit:
109	```
110	╔══════════════════════════════════════════════╗
111	║ SKILL: B2B Company Overview ║
112	║ Store: <store domain> ║
113	║ Started: <YYYY-MM-DD HH:MM UTC> ║
114	╚══════════════════════════════════════════════╝
115	```
116
117	After each step, emit:
118	```
119	[N/TOTAL] <QUERY\|MUTATION> <OperationName>
120	→ Params: <brief summary of key inputs>
121	→ Result: <count or outcome>
122	```
123
124	On completion, emit:
125
126	For `format: human` (default):
127	```
128	══════════════════════════════════════════════
129	B2B COMPANY OVERVIEW
130	Total companies: <n>
131	Total locations: <n>
132	With net terms: <n>
133	With catalogs: <n>
134
135	Company: <name>
136	Locations: <n> \| Last order: <date>
137	Payment terms: Net 30
138	Output: b2b_companies_<date>.csv
139	══════════════════════════════════════════════
140	```
141
142	For `format: json`, emit:
143	```json
144	{
145	"skill": "b2b-company-overview",
146	"store": "<domain>",
147	"total_companies": 0,
148	"total_locations": 0,
149	"companies": [],
150	"output_file": "b2b_companies_<date>.csv"
151	}
152	```
153
154	## Output Format
155	CSV file `b2b_companies_<YYYY-MM-DD>.csv` with columns:
156	`company_id`, `company_name`, `locations_count`, `contacts_count`, `last_order_date`, `last_order_value`, `currency`, `payment_terms`, `has_catalog`
157
158	## Error Handling
159	\| Error \| Cause \| Recovery \|
160	\|-------\|-------\|----------\|
161	\| `THROTTLED` \| API rate limit exceeded \| Wait 2 seconds, retry up to 3 times \|
162	\| Empty companies list \| B2B not configured or no accounts \| Exit with 0 companies, note B2B Plus requirement \|
163	\| `companies` query not available \| Store not on Shopify Plus \| Return clear error: B2B requires Shopify Plus \|
164
165	## Best Practices
166	- Run monthly as a wholesale account health check — companies with no orders in 90+ days may need outreach.
167	- `checkoutToDra

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6 picks

Type