shopify-admin-order-notes-and-attributes-report

name	shopify-admin-order-notes-and-attributes-report
role	order-intelligence
description	Read-only: extracts and tabulates order notes and custom attributes for ops review of gift messages and special instructions.
toolkit	shopify-admin, shopify-admin-execution
api_version	2025-01
graphql_operations	["orders:query"]
status	stable
compatibility	Claude Code, Cursor, Codex, Gemini CLI

Purpose

Queries recent orders and extracts order-level notes and custom line item attributes (e.g., gift messages, personalization text, special instructions, engraving text). Produces a report for ops and fulfillment teams to act on special requests during pick/pack. Read-only — no mutations.

Prerequisites

• Authenticated Shopify CLI session: shopify store auth --store <domain> --scopes read_orders
• API scopes: read_orders

Parameters

Parameter	Type	Required	Default	Description
store	string	yes	—	Store domain (e.g., mystore.myshopify.com)
days_back	integer	no	1	Lookback window (default: last 24 hours for daily ops use)
attribute_keys	array	no	[]	Specific line item attribute keys to extract (e.g., ["gift_message", "engraving"]); empty = all
only_with_notes	bool	no	false	Only include orders that have a note or attributes
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: orders — query Inputs: query: "created_at:>='<NOW - days_back days>'", first: 250, select note, customAttributes, lineItems { customAttributes }, pagination cursor Expected output: Orders with notes and custom attributes; paginate until hasNextPage: false

2. If only_with_notes: true: filter to orders with non-empty note or non-empty customAttributes

3. If attribute_keys specified: filter line item attributes to matching keys only

GraphQL Operations

# orders:query — validated against api_version 2025-01
query OrderNotesAndAttributes($query: String!, $after: String) {
  orders(first: 250, after: $after, query: $query) {
    edges {
      node {
        id
        name
        createdAt
        displayFulfillmentStatus
        note
        customAttributes {
          key
          value
        }
        lineItems(first: 20) {
          edges {
            node {
              id
              title
              quantity
              variant {
                sku
              }
              customAttributes {
                key
                value
              }
            }
          }
        }
        shippingAddress {
          firstName
          lastName
        }
      }
    }
    pageInfo {
      hasNextPage
      endCursor
    }
  }
}

Session Tracking

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

On start, emit:

╔══════════════════════════════════════════════╗
║  SKILL: Order Notes and Attributes Report    ║
║  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):

══════════════════════════════════════════════
ORDER NOTES & ATTRIBUTES REPORT  (<days_back> day(s))
  Orders queried:         <n>
  Orders with notes:      <n>
  Orders with attributes: <n>

  #<name>  <customer>  [<status>]
    Note: "<note text>"
    Line: "<product>"  gift_message: "Happy Birthday!"
  Output: order_notes_<date>.csv
══════════════════════════════════════════════

For format: json, emit:

{
  "skill": "order-notes-and-attributes-report",
  "store": "<domain>",
  "period_days": 1,
  "orders_queried": 0,
  "orders_with_notes": 0,
  "orders_with_attributes": 0,
  "output_file": "order_notes_<date>.csv"
}

Output Format

CSV file order_notes_<YYYY-MM-DD>.csv with columns: order_name, order_id, created_at, fulfillment_status, customer_name, order_note, line_item_title, line_sku, attribute_key, attribute_value

Error Handling

Error	Cause	Recovery
THROTTLED	API rate limit exceeded	Wait 2 seconds, retry up to 3 times
No orders with notes	Quiet period or no note collection	Exit with 0 results if only_with_notes: true

Best Practices

• Run at the start of each fulfillment shift (e.g., days_back: 1) so pickers/packers have a printed list of special instructions before starting.
• Use attribute_keys: ["gift_message"] to focus on just gift orders during holiday season.
• Orders with both a note and line item attributes indicate high-touch fulfillment needs — flag these for senior staff review.
• Print or export the CSV and attach to the pick list for efficient special handling during fulfillment.