Shopify Admin B2b Company Overview

Safety

ℹ️ Read-only skill — no mutations are executed. Safe to run at any time.

Workflow Steps

1. OPERATION: companies — query Inputs: first: 250, select name, locations, contacts, createdAt, pagination cursor Expected output: All B2B company accounts; paginate until hasNextPage: false

2. OPERATION: companyLocations — query Inputs: first: 250 per company, select name, buyerExperienceConfiguration { paymentTermsTemplate, checkoutToDraft }, catalogsCount Expected output: Company locations with payment and catalog configuration

GraphQL Operations

# companies:query — validated against api_version 2025-01
query B2BCompanies($after: String) {
  companies(first: 250, after: $after) {
    edges {
      node {
        id
        name
        note
        createdAt
        updatedAt
        locationsCount {
          count
        }
        contactsCount {
          count
        }
        orders(first: 1, sortKey: CREATED_AT, reverse: true) {
          edges {
            node {
              createdAt
              totalPriceSet {
                shopMoney {
                  amount
                  currencyCode
                }
              }
            }
          }
        }
      }
    }
    pageInfo {
      hasNextPage
      endCursor
    }
  }
}

# companyLocations:query — validated against api_version 2025-01
query CompanyLocationsDetail($companyId: ID!) {
  company(id: $companyId) {
    id
    name
    locations(first: 50) {
      edges {
        node {
          id
          name
          shippingAddress {
            countryCode
            city
          }
          buyerExperienceConfiguration {
            paymentTermsTemplate {
              name
              dueInDays
            }
            checkoutToDraft
          }
          catalogsCount {
            count
          }
        }
      }
    }
  }
}

Session Tracking

Claude MUST emit the following output at each stage. This is mandatory.

On start, emit:

╔══════════════════════════════════════════════╗
║  SKILL: B2B Company Overview                 ║
║  Store: <store domain>                       ║
║  Started: <YYYY-MM-DD HH:MM UTC>             ║
╚══════════════════════════════════════════════╝

After each step, emit:

[N/TOTAL] <QUERY|MUTATION>  <OperationName>
          → Params: <brief summary of key inputs>
          → Result: <count or outcome>

On completion, emit:

For format: human (default):

══════════════════════════════════════════════
B2B COMPANY OVERVIEW
  Total companies:   <n>
  Total locations:   <n>
  With net terms:    <n>
  With catalogs:     <n>

  Company: <name>
    Locations: <n>  |  Last order: <date>
    Payment terms: Net 30
  Output: b2b_companies_<date>.csv
══════════════════════════════════════════════

For format: json, emit:

{
  "skill": "b2b-company-overview",
  "store": "<domain>",
  "total_companies": 0,
  "total_locations": 0,
  "companies": [],
  "output_file": "b2b_companies_<date>.csv"
}

Output Format

CSV file b2b_companies_<YYYY-MM-DD>.csv with columns: company_id, company_name, locations_count, contacts_count, last_order_date, last_order_value, currency, payment_terms, has_catalog

Error Handling

Best Practices

• Run monthly as a wholesale account health check — companies with no orders in 90+ days may need outreach.
• checkoutToDraft: true means the buyer must have orders approved before payment — useful for understanding which accounts require manual order review.
• For companies with multiple locations but only one catalog, check if the catalog is correctly scoped to each location.
• This skill requires Shopify B2B (Shopify Plus feature) — it will return an empty result or an error on non-Plus stores.