# Shopify Admin Customer Note Bulk Annotator

> Adds internal notes to customer records in bulk — useful for post-campaign flags, import annotations, or support context.

- **Type:** Skill
- **Install:** `agentstack add skill-40rty-ai-shopify-admin-skills-shopify-admin-customer-note-bulk-annotator`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [40RTY-ai](https://agentstack.voostack.com/s/40rty-ai)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [40RTY-ai](https://github.com/40RTY-ai)
- **Source:** https://github.com/40RTY-ai/shopify-admin-skills/tree/main/skills/customer-ops/shopify-admin-customer-note-bulk-annotator
- **Website:** http://skills.40rty.ai

## Install

```sh
agentstack add skill-40rty-ai-shopify-admin-skills-shopify-admin-customer-note-bulk-annotator
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

## Purpose
Queries customers matching a filter (tag, email list, or spend threshold) and appends a note to each customer record. Internal notes are visible to staff in Shopify Admin but not to customers. Used for post-campaign annotation, import source tracking, VIP flags, or support context.

## Prerequisites
- Authenticated Shopify CLI session: `shopify store auth --store  --scopes read_customers,write_customers`
- API scopes: `read_customers`, `write_customers`

## Parameters

| Parameter | Type | Required | Default | Description |
|-----------|------|----------|---------|-------------|
| store | string | yes | — | Store domain (e.g., mystore.myshopify.com) |
| filter | string | yes | — | Customer filter query (e.g., `tag:vip`, `total_spent:>=500`) |
| note | string | yes | — | Note text to append to matching customers |
| append | bool | no | true | Append to existing note (true) or replace entirely (false) |
| dry_run | bool | no | true | Preview matching customers without executing mutations |
| format | string | no | human | Output format: `human` or `json` |

## Safety

> ⚠️ If `append: false`, this overwrites the existing customer note entirely. Existing notes will be lost. Default is `append: true` which safely appends with a timestamp prefix. Run with `dry_run: true` to confirm the customer list before committing.

## Workflow Steps

1. **OPERATION:** `customers` — query
   **Inputs:** `query: `, `first: 250`, select `id`, `displayName`, `note`, pagination cursor
   **Expected output:** Matching customers with existing notes; paginate until `hasNextPage: false`

2. Construct new note: if `append: true`, prepend `[YYYY-MM-DD] ` to existing note (newline-separated); if `append: false`, replace with ``

3. **OPERATION:** `customerUpdate` — mutation
   **Inputs:** `id: `, `note: `
   **Expected output:** `customer { id, note }`, `userErrors`

## GraphQL Operations

```graphql
# customers:query — validated against api_version 2025-01
query CustomersByFilter($query: String!, $after: String) {
  customers(first: 250, after: $after, query: $query) {
    edges {
      node {
        id
        displayName
        defaultEmailAddress {
          emailAddress
        }
        note
        tags
      }
    }
    pageInfo {
      hasNextPage
      endCursor
    }
  }
}
```

```graphql
# customerUpdate:mutation — validated against api_version 2025-01
mutation CustomerUpdateNote($input: CustomerInput!) {
  customerUpdate(input: $input) {
    customer {
      id
      displayName
      note
    }
    userErrors {
      field
      message
    }
  }
}
```

## Session Tracking

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

**On start**, emit:
```
╔══════════════════════════════════════════════╗
║  SKILL: Customer Note Bulk Annotator         ║
║  Store:                        ║
║  Started:              ║
╚══════════════════════════════════════════════╝
```

**After each step**, emit:
```
[N/TOTAL]   
          → Params: 
          → Result: 
```

If `dry_run: true`, prefix every mutation step with `[DRY RUN]` and do not execute it.

**On completion**, emit:

For `format: human` (default):
```
══════════════════════════════════════════════
OUTCOME SUMMARY
  Customers matched:   
  Notes updated:       
  Errors:              
  Output:              annotation_log_.csv
══════════════════════════════════════════════
```

For `format: json`, emit:
```json
{
  "skill": "customer-note-bulk-annotator",
  "store": "",
  "started_at": "",
  "dry_run": true,
  "filter": "",
  "note": "",
  "append": true,
  "outcome": {
    "matched": 0,
    "updated": 0,
    "errors": 0,
    "output_file": "annotation_log_.csv"
  }
}
```

## Output Format
CSV file `annotation_log_.csv` with columns:
`customer_id`, `name`, `email`, `previous_note`, `new_note`

## Error Handling
| Error | Cause | Recovery |
|-------|-------|----------|
| `THROTTLED` | API rate limit exceeded | Wait 2 seconds, retry up to 3 times |
| `userErrors` on customerUpdate | Invalid input or read-only customer | Log error, skip customer, continue |
| No customers match filter | Filter too narrow | Exit with 0 matches |

## Best Practices
- Always use `append: true` unless you explicitly intend to overwrite existing notes — staff notes may contain important history.
- Include a datestamp in the `note` text itself (e.g., `"2026-04-11: Campaign X participant"`) so notes remain interpretable months later.
- Use `dry_run: true` to confirm the customer count before annotating — a broad filter can match thousands of customers unexpectedly.
- For import-source tracking, annotate immediately after the import run to maintain a clear audit trail.

## 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](https://github.com/40RTY-ai)
- **Source:** [40RTY-ai/shopify-admin-skills](https://github.com/40RTY-ai/shopify-admin-skills)
- **License:** MIT
- **Homepage:** http://skills.40rty.ai

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

## Pricing

- **Free** — Free

## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-40rty-ai-shopify-admin-skills-shopify-admin-customer-note-bulk-annotator
- Seller: https://agentstack.voostack.com/s/40rty-ai
- Browse the marketplace: https://agentstack.voostack.com/browse

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