Shopify CEO Agent

A Claude Code project that acts as a CEO advisor for a Shopify store, using data you export from Shopify's admin — or, optionally, pulled live from the Shopify Admin API.

How it's organized

• .claude/agents/shopify-ceo.md — the CEO persona: a subagent that synthesizes data into strategic insight rather than just reporting numbers.
• .claude/skills/ — the analytical building blocks the agent draws on:
  • sales-analysis — revenue, growth, AOV, seasonality, top/bottom products
  • customer-retention — repeat purchase rate, cohorts, LTV, churn signals
  • inventory-ops — stock levels, sell-through, restock priorities, negative-stock data-integrity check
  • marketing-channel — discount code performance, channel/source mix
  • profitability-margin — gross margin by product/period/channel, not just revenue (needs product cost data, see below)
  • forecasting — seasonality-aware trend projection; flags whether a recent swing is a real break or normal seasonal variation
  • winback-campaign — turns customer-retention's dormant-customer signal into a ranked, tiered outreach target list
  • ceo-memo — synthesizes the above into a full executive memo, optionally with charts
  • shopify-api — pulls fresh data directly from Shopify's Admin API into data/exports/, as an alternative to manual exports (requires one-time credential setup, see below); also pulls per-variant cost, needed for profitability-margin
• data/exports/ — where Shopify data lives, whether dropped in manually or pulled via API (orders, products, customers, finance/analytics — no subfolders, the agent identifies each file by its header row). See data/exports/README.md.
• reports/ — dated CEO memos get saved here when generated.
• .env.example — template for Shopify API credentials (copy to .env and fill in; only needed for the shopify-api skill).

Usage

Manual exports: export what you want analyzed from Shopify admin (Orders / Products / Customers / Analytics) and drop the CSV(s) into data/exports/ — everything goes in the same folder.

Live pulls (optional): copy .env.example to .env, fill in a Shopify Admin API access token (see .claude/skills/shopify-api/SKILL.md for the one-time setup steps), then either ask for current data — e.g. "pull the latest orders" — or use one of the commands below.

Either way, open this project in Claude Code and just ask, e.g.:

• "How's revenue trending this month?"
• "Which products should I restock first?"
• "Are customers coming back?"
• "Give me a state-of-the-business memo."

For a narrow question, Claude will use the one relevant skill directly.

Commands

Command	What it does
/pull-all-data	Pulls orders, products, and customers from Shopify's Admin API into data/exports/. Requires .env to be configured.
/ceo-report	Analyzes everything currently in data/exports/ and produces a full CEO memo in reports/.
/pull-and-report	Runs both of the above back to back — the one-shot option for "pull everything and give me a report."

See reports/sample-ceo-memo.md for an example of what /ceo-report (or /pull-and-report) produces.

Notes

• Video for showing how to get your Shopify Admin API access token: https://www.youtube.com/watch?v=zOZPq0s8yZU
• The agent only reasons over data you've actually provided — it will call out missing exports rather than guessing.
• Shopify's orders export has one row per line item (order totals repeat across rows); the skills account for this when computing order-level vs. product-level metrics.
• data/exports/*.csv and .env are gitignored by default since they're business-sensitive.