cargo-segmentation

Define and use segments — named, saved filters over a Cargo model that become the audience for a batch run, a play trigger, or an export. Triggers: "build a segment of", "filter my contacts where", "who matches this criteria", "save this as a list", "how many companies match", "the Closed-Won segmen

By getcargohq · 2,865 installs

npx skills add getcargohq/cargo-skills --skill cargo-segmentation

Source repository · Upstream listing

Cargo CLI — Segmentation Segments are the audience layer of a Cargo workspace: a named, saved filter over one model that answers "which records do I mean?" Everything downstream — a batch run, a play trigger, a CSV export, a change feed — takes a segment (or a segment shaped filter) as its input. See references/response shapes.md for full JSON response structures. See references/troubleshooting.md for common errors and how to fix them. Filter condition kinds and operators live in [ ../cargo orchestration/references/filter syntax.md ](../cargo orchestration/references/filter syntax.md) — the single source of truth for filter JSON. Bootstrap Already signed in ( cargo ai whoami returns a workspace)? Skip to the next section. Every command prints JSON to stdout; failures exit non zero with {"errorMessage": "..."} . Anything that creates a run or a batch is async — pass wait until finished or poll the matching get . When the full skill bundle is installed, [ ../cargo/references/prerequisites.md ](../cargo/references/prerequisites.md) adds the CLI version pin, token scopes, and the admin only surface. Key concepts Term What it is Filter A JSON object ( {conjonction, groups[].conditions[]} ) evaluated against one model's columns. Ephemeral on its own. Segment A filter saved with a name, a modelUuid , and a slug . Has a uuid , a live recordsCount , and a history. This is what plays, batches, and exports reference. Change One computed delta of a segment between two syncs — how many records were added , updated , removed , unchanged . The basis of every "notify me when someone enters this audience" motion. Tracking columns The subset of columns ( tracking column slugs ) whose value changes count as an updated record. Without them a record only ever registers as added or removed. Filter vs segment — pick deliberately. A one off question ("how many companies have 100 employees?") wants segment fetch with an inline filter and no saved object. An audience you will run something against, schedule against, or track over time wants a real segment create — because only a saved segment produces changes. Discover resources first Always list before creating. A workspace usually already holds the segment you are about to duplicate. Segments created automatically by a play are named GENERATED PLAY SEGMENT and carry fromPlay: true — never edit or remove those by hand ; they belong to the play that owns them. Retrieve in the UI: segments live under the model at app.getcargo.io/workspaces/<WORKSPACE UUID /models/<MODEL UUID . Get <WORKSPACE UUID from cargo ai whoami . Quick reference Building a filter The full condition catalogue — every kind ( string , number , date , boolean , array , relation ) and every operator — is in [ ../cargo orchestration/references/filter syntax.md ](../cargo orchestration/references/filter syntax.md). The shape: conjonction , not conjunction . The French spelling is intentional and it is the single most expensive typo in the CLI: a misspelled key does not error — the filter silently matches nothing, and you conclude the data is empty. Grep your JSON for conjunction before every call. Match everything filter: {"conjonction":"and","groups":[]} . Size the audience before you build it Counting is free; running anything over an audience is not. Establish the size first, then decide. segment get <uuid then reports recordsCount — the authoritative size. Cite that number, not your own estimate, before proposing a paid run over the segment. Fetch vs download vs record fetch Command Returns Use for segment fetch model uuid filter Records inline as JSON, paginated ( fetching limit , fetching offset ) Inspecting a handful of rows, counting, previewing a filter before saving it segment download model uuid filter A signed URL to the full dataset Handing the whole audience to the user or another tool — see [ ../cargo analytics/SKILL.md ](../cargo analytics/SKILL.md) record fetch model uuid ids <ids Specific records by id Re reading rows a change feed just told you about segment fetch sync refreshes the underlying data sources before evaluating; enrich returns joined/derived values. Both cost time, so leave them off for a size check. Never page a large segment into the conversation. Use limit 3 to see the shape, then download for the rest. Changes — the delta feed Every time a segment syncs, Cargo computes a change: how the membership moved. This is what turns a static list into a signal. kinds is required on change fetch and takes added , updated , removed , or unchanged (comma separated). Returned rows carry the kind , id , title , and time meta columns alongside the model's own columns. updatedRecordsCount is always 0 unless the segment was created with tracking column slugs — the tracked columns define what "updated" means. Set them at creation time when the segment is meant to feed a monitoring motion. A segment's most recent delta is also inlined on segment list / segment get as lastChange , so a "what moved?" question rarely needs a second call. What consumes a segment Segments are an input, not an outcome. Once one exists: Run something over it — batch a connector action or workflow across every member: [ ../cargo orchestration/SKILL.md ](../cargo orchestration/SKILL.md). Batches enroll from a segment; sample 10–20 records and get explicit approval before enrolling the full audience. Trigger a play on entry — a play whose trigger is a segment fires as records enter it. Play triggers use kind: "filter" and generate their own GENERATED PLAY SEGMENT ; see [ ../cargo orchestration/references/examples/plays.md ](../cargo orchestration/references/examples/plays.md). Export it — [ ../cargo analytics/SKILL.md ](../cargo analytics/SKILL.md) ( segment download needs model uuid , not segment uuid — a frequent 400). Watch it — alert when the audience empties, stalls, or spikes: [ ../cargo observability/SKILL.md ](../cargo observability/SKILL.md). Act on it as GTM — signal segments (job change, funding, tech intent) drive the recipes in [ ../cargo gtm/SKILL.md ](../cargo gtm/SKILL.md). Declare it as code — defineSegment in [ ../cargo cdk/SKILL.md ](../cargo cdk/SKILL.md) when the audience should live in git. Gotchas conjonction , never conjunction — silent empty result, no error. segment download takes model uuid , not segment uuid . The filter travels with the request; the segment UUID is not a valid input there. change fetch needs uuid (the change UUID) plus kinds . Passing the segment UUID returns a 400. change list needs segment uuid . Calling it bare returns a 400 complaining that segmentUuid is undefined. help on change and record subcommands prints the parent help rather than the subcommand's flags (CLI ≥ 1.0.48). Use the Quick reference above; file a report if it still bites. A segment belongs to exactly one model. Cross model audiences are a relationship + filter on the joined column, not two segments. fromPlay: true segments are owned by a play. Editing one changes what that play targets; removing one breaks it. limit on a segment caps membership , it is not a display page size — fetching limit is the page size. When the CLI fails Two failed attempts on the same command, or behavior that contradicts this skill, goes to the team: