shopify-admin-order-lookup-and-summary

Retrieve and summarize full order details for a customer by email, order number, or phone number.

Purpose

Retrieves complete order details for a customer without requiring navigation through the Shopify admin UI. Useful for support agents answering customer queries about order status, shipping tracking, and refunds. This skill operates directly on the Shopify-native data layer, returning full order context in a single operation.

Prerequisites

Authenticated Shopify CLI session: shopify auth login --store

API scopes: read_orders, read_customers

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`
dry_run	bool	no	false	Preview operations without executing mutations
lookup_by	string	yes	—	`order_number`, `email`, or `phone`
lookup_value	string	yes	—	The value to search for (e.g., `#1001`, `jane@example.com`, `+15551234567`)
limit	integer	no	5	Maximum number of orders to return

Workflow Steps

OPERATION: orders — query

Inputs: first: , query: "name:" or "email:" or "phone:" depending on lookup_by

Expected output: Full order objects with financial status, fulfillment status, line items, shipping address, tracking, refunds

GraphQL Operations

# orders:query — validated against api_version 2025-01
query OrderLookup($first: Int!, $query: String) {
  orders(first: $first, query: $query) {
    edges {
      node {
        id
        name
        createdAt
        processedAt
        displayFinancialStatus
        displayFulfillmentStatus
        totalPriceSet {
          shopMoney { amount currencyCode }
        }
        subtotalPriceSet {
          shopMoney { amount currencyCode }
        }
        totalShippingPriceSet {
          shopMoney { amount currencyCode }
        }
        totalRefundedSet {
          shopMoney { amount currencyCode }
        }
        customer {
          id
          defaultEmailAddress {
            emailAddress
          }
          firstName
          lastName
          phone
        }
        shippingAddress {
          address1
          address2
          city
          province
          country
          zip
          phone
        }
        lineItems(first: 50) {
          edges {
            node {
              title
              quantity
              variant {
                sku
                price
              }
              fulfillmentStatus
            }
          }
        }
        fulfillments {
          trackingInfo {
            number
            url
            company
          }
          status
          createdAt
        }
        refunds {
          createdAt
          totalRefundedSet {
            shopMoney { amount currencyCode }
          }
        }
        note
        tags
      }
    }
  }
}

Session Tracking

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

On start, emit:

╔══════════════════════════════════════════════╗
║  SKILL: order-lookup-and-summary             ║
║  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):

══════════════════════════════════════════════
OUTCOME SUMMARY
  Orders found:   <n>
  Errors:         0
  Output:         none
══════════════════════════════════════════════

For format: json, emit:

{
  "skill": "order-lookup-and-summary",
  "store": "<domain>",
  "started_at": "<ISO8601>",
  "completed_at": "<ISO8601>",
  "dry_run": false,
  "steps": [
    { "step": 1, "operation": "OrderLookup", "type": "query", "params_summary": "lookup_by: <type>, lookup_value: <value>, limit: <n>", "result_summary": "<n> orders", "skipped": false }
  ],
  "outcome": {
    "orders_found": 0,
    "errors": 0,
    "output_file": null
  }
}

Output Format

Human-readable formatted summary for each order found (not a CSV). For each order, Claude presents: order number, date, financial and fulfillment status, customer details, line items, shipping address, tracking numbers, and any refunds. For format: json, the raw order objects array.

Error Handling

Error	Cause	Recovery
No orders returned	No match for lookup value	Verify lookup value format (order number must include `#`, e.g., `#1001`)
`lookup_by` invalid	Value is not `order_number`, `email`, or `phone`	Use one of the three accepted values
Rate limit (429)	Too many requests	Reduce `limit` or wait and retry

Best Practices

Order number lookups require the # prefix (e.g., #1001), which maps to the name field in the GraphQL query.

Phone lookups must use E.164 format (e.g., +15551234567); partial numbers will not match.

Email lookup returns all orders for that customer — set limit to retrieve more than the default 5 if the customer has many orders.

For format: json, pipe the output to jq to extract specific fields for downstream scripts.

This skill is read-only — use the refund-and-reorder skill if you need to process a refund after looking up the order.

Order Lookup And Summary