Automated Order Tagger

Mutation: applies tags to orders based on configurable rules (geography, value, product type, risk level, customer tier).

shopify-admin-automated-order-tagger


Purpose

Applies tags to orders based on configurable rule sets — geography-based (domestic/international), value-based (high-value, low-value), product-type-based, customer-tier-based, or custom conditions. Supports dry-run mode for safe preview.


Prerequisites

  • Authenticated Shopify CLI session: shopify store auth --store --scopes read_orders,write_orders
  • API scopes: read_orders, write_orders

  • Parameters


    ParameterTypeRequiredDefaultDescription
    storestringyesStore domain
    rulesobject[]yesArray of tagging rules (see Rules Format below)
    days_backintegerno7Lookback window for orders to tag
    skip_taggedbooleannotrueSkip orders that already have the target tag
    dry_runbooleannotruePreview only — don't apply tags
    formatstringnohumanOutput format: human or json

    Rules Format


    Each rule has a condition and a tag:


    [
      { "condition": "total_price > 500", "tag": "high-value" },
      { "condition": "total_price < 20", "tag": "low-value" },
      { "condition": "shipping_country != US", "tag": "international" },
      { "condition": "shipping_country = US", "tag": "domestic" },
      { "condition": "line_items_count > 5", "tag": "bulk-order" },
      { "condition": "customer_orders > 3", "tag": "repeat-buyer" },
      { "condition": "customer_orders = 1", "tag": "first-time" },
      { "condition": "risk_level = HIGH", "tag": "needs-review" },
      { "condition": "financial_status = PARTIALLY_REFUNDED", "tag": "partial-refund" },
      { "condition": "fulfillment_status = null", "tag": "unfulfilled" },
      { "condition": "discount_codes contains WELCOME", "tag": "welcome-discount" },
      { "condition": "product_type contains Subscription", "tag": "subscription-order" }
    ]
    

    Safety


    > ⚠️ Mutation skill — always run with dry_run: true first to preview tag assignments before applying.


    Workflow Steps


  • OPERATION: orders — query
  • Inputs: query: "created_at:>=''", first: 250, select id, name, tags, totalPriceSet, shippingAddress { countryCode }, customer { numberOfOrders }, displayFinancialStatus, displayFulfillmentStatus, riskLevel, lineItems { product { productType } }, discountCodes, pagination cursor

    Expected output: All recent orders with data needed for rule evaluation


  • For each order, evaluate all rules:
  • Parse each condition against order data
  • Collect all matching tags
  • If skip_tagged: true, exclude tags already present on the order

  • If dry_run: true: report matches without applying
  • If dry_run: false:


  • OPERATION: orderUpdate — mutation (for each order needing new tags)
  • Inputs: { id: , tags: }

    Expected output: Updated order with new tags

    Batch: Process in batches of 10 to respect rate limits


    GraphQL Operations


    # orders:query — validated against api_version 2025-01
    query OrdersForTagging($query: String!, $after: String) {
      orders(first: 250, after: $after, query: $query) {
        edges {
          node {
            id
            name
            tags
            totalPriceSet { shopMoney { amount currencyCode } }
            shippingAddress { countryCode provinceCode }
            customer { id numberOfOrders }
            displayFinancialStatus
            displayFulfillmentStatus
            riskLevel
            discountCodes
            lineItems(first: 20) {
              edges {
                node {
                  product { productType }
                  quantity
                }
              }
            }
          }
        }
        pageInfo { hasNextPage endCursor }
      }
    }
    

    # orderUpdate:mutation — validated against api_version 2025-01
    mutation TagOrder($input: OrderInput!) {
      orderUpdate(input: $input) {
        order { id name tags }
        userErrors { field message }
      }
    }
    

    Session Tracking


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


    On start, emit:

    ╔══════════════════════════════════════════════╗
    ║  SKILL: Automated Order Tagger               ║
    ║  Store: <store domain>                       ║
    ║  Mode: <DRY RUN | LIVE>                      ║
    ║  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 TAGGING REPORT  (<days_back> days, <mode>)
      Orders scanned:    <n>
      Orders matched:    <n>
      Tags applied:      <n>  (or "would apply" in dry run)
      ─────────────────────────────
      RULE MATCHES:
        "high-value"       → <n> orders
        "international"    → <n> orders
        "first-time"       → <n> orders
        "repeat-buyer"     → <n> orders
    
      Output: order_tags_<date>.csv
    ══════════════════════════════════════════════
    

    Output Format

    CSV file order_tags_.csv with columns:

    order_id, order_name, existing_tags, new_tags, matched_rules


    Error Handling

    ErrorCauseRecovery
    THROTTLEDAPI rate limit exceededWait 2 seconds, retry up to 3 times
    Invalid ruleUnparseable conditionSkip rule, warn in output
    ACCESS_DENIEDMissing write_orders scopeSwitch to read-only mode, report matches only

    Best Practices

  • Always run dry_run: true first to preview changes.
  • Tags are additive — this skill never removes existing tags.
  • Use with order-risk-report to auto-tag risk levels.
  • Combine with downstream automation tooling for post-tagging actions (e.g., tag "high-value" → assign to VIP fulfillment queue).
  • Useful for filtering orders in Shopify admin — tags make complex order segments searchable.