shopify-admin-gift-card-balance-report

name	shopify-admin-gift-card-balance-report
role	finance
description	Read-only: lists all active gift cards with remaining balance, expiry, and last-used date for liability tracking.
toolkit	shopify-admin, shopify-admin-execution
api_version	2025-01
graphql_operations	["giftCards:query"]
status	stable
compatibility	Claude Code, Cursor, Codex, Gemini CLI

Purpose

Queries all active and partially-redeemed gift cards and reports the total outstanding gift card liability (unredeemed balances). Used for balance sheet reporting, accounting for deferred revenue, and auditing unused gift cards before they expire. Read-only — no mutations.

Prerequisites

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

Parameters

Parameter	Type	Required	Default	Description
store	string	yes	—	Store domain (e.g., mystore.myshopify.com)
status	string	no	enabled	Filter by status: enabled, disabled, or all
expiring_within_days	integer	no	30	Flag gift cards expiring within this many days
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: giftCards — query Inputs: query: "status:<status>", first: 250, pagination cursor Expected output: All matching gift cards with balance, initialValue, expiresOn, lastCharacter, usedOn; paginate until hasNextPage: false

2. Flag cards expiring within expiring_within_days

3. Aggregate: total outstanding balance (liability), count by status, total initial value issued

GraphQL Operations

# giftCards:query — validated against api_version 2025-01
query GiftCardBalances($query: String, $after: String) {
  giftCards(first: 250, after: $after, query: $query) {
    edges {
      node {
        id
        balance {
          amount
          currencyCode
        }
        initialValue {
          amount
          currencyCode
        }
        enabled
        expiresOn
        createdAt
        lastCharacters
        customer {
          id
          displayName
          defaultEmailAddress {
            emailAddress
          }
        }
      }
    }
    pageInfo {
      hasNextPage
      endCursor
    }
  }
}

Session Tracking

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

On start, emit:

╔══════════════════════════════════════════════╗
║  SKILL: Gift Card Balance 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):

══════════════════════════════════════════════
GIFT CARD BALANCE REPORT
  Active gift cards:          <n>
  Total outstanding balance:  $<amount>  (liability)
  Total initial value issued: $<amount>
  Redeemed to date:           $<amount>
  Expiring in <n> days:       <n> cards  ($<amount>)
  Output: gift_card_balances_<date>.csv
══════════════════════════════════════════════

For format: json, emit:

{
  "skill": "gift-card-balance-report",
  "store": "<domain>",
  "active_count": 0,
  "total_outstanding_balance": 0,
  "total_initial_value": 0,
  "currency": "USD",
  "expiring_soon_count": 0,
  "expiring_soon_value": 0,
  "output_file": "gift_card_balances_<date>.csv"
}

Output Format

CSV file gift_card_balances_<YYYY-MM-DD>.csv with columns: gift_card_id, last_characters, status, initial_value, balance, currency, created_at, expires_on, customer_email, expiring_soon

Error Handling

Error	Cause	Recovery
THROTTLED	API rate limit exceeded	Wait 2 seconds, retry up to 3 times
No gift cards	Store hasn't issued any	Exit with 0 total liability
Gift card with no customer	Issued without customer account	Show as "Anonymous"

Best Practices

• The total outstanding balance is a deferred revenue liability on your balance sheet — include it in monthly financial close.
• Gift cards expiring within expiring_within_days represent imminent liability reduction — no action needed, but useful for forecasting.
• For high-value outstanding balances, cross-reference with customer-spend-tier-tagger to target high-balance card holders with reminder campaigns.
• Pair with gift-card-issuance (conversion-optimization skill) to track cards issued vs. redeemed over time.