Shopify Admin B2b Company Overview

Purpose

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).

Prerequisites

• Authenticated Shopify CLI session: shopify store auth --store --scopes read_customers
• API scopes: read_customers
• Store must be on Shopify Plus with B2B enabled

Parameters

| Parameter | Type | Required | Default | Description | |-----------|------|----------|---------|-------------| | store | string | yes | — | Store domain (e.g., mystore.myshopify.com) | | format | string | no | human | Output format: human or json |

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

1. 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:                        ║
║  Started:              ║
╚══════════════════════════════════════════════╝

After each step, emit:

[N/TOTAL]   
          → Params: 
          → Result: 

On completion, emit:

For format: human (default):

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

  Company: 
    Locations:   |  Last order: 
    Payment terms: Net 30
  Output: b2b_companies_.csv
══════════════════════════════════════════════

For format: json, emit:

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

Output Format

CSV file b2b_companies_.csv with columns: company_id, company_name, locations_count, contacts_count, last_order_date, last_order_value, currency, payment_terms, has_catalog

Error Handling

| Error | Cause | Recovery | |-------|-------|----------| | THROTTLED | API rate limit exceeded | Wait 2 seconds, retry up to 3 times | | Empty companies list | B2B not configured or no accounts | Exit with 0 companies, note B2B Plus requirement | | companies query not available | Store not on Shopify Plus | Return clear error: B2B requires Shopify Plus |

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.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: 40RTY-ai
• Source: 40RTY-ai/shopify-admin-skills
• License: MIT
• Homepage: http://skills.40rty.ai

Install and usage instructions live in the source repository linked above.