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Agent skill

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.

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From getcargohq/cargo-skills · 20 skills · 17 · pushed 2026-09-14

What it does when it runs

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 segment\", \"everyone who has not been emailed\", \"target only accounts that\", \"what is in this segment\", \"narrow this down to\". Filter JSON uses `conjonction` (not `conjunction`) — misspelling it fails silently. Skip when: running something over the segment — use cargo-orchestration; exporting its rows — use cargo-analytics; ad-hoc SQL over the model — use cargo-storage.

Read from the skill and the 3 files bundled beside it. A skill’s own description is written to be selected by an agent, so it describes the job and not the dependencies.

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Tool permissions it declares
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Actions present in the files
shell

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Reproduced in full from getcargohq/cargo-skills/blob/addc862efb7369deaa61e6da28b3e7168f8fdfe2/cargo-segmentation/SKILL.md, which is licensed MIT (repository). 1,440 words, 19 headings.

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 — the single source of truth for filter JSON.

Bootstrap

Already signed in (cargo-ai whoami returns a workspace)? Skip to the next section.

npm install -g @cargo-ai/cli            # no global install? prefix every command with `npx @cargo-ai/cli`
cargo-ai login --email [email protected]  # emailed code, no browser; creates the account on first use
                                        # alternatives: --oauth (browser) · --token <api-token> (CI)
cargo-ai whoami                         # confirm the active workspace before any write

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 adds the CLI version pin, token scopes, and the admin-only surface.

Key concepts

TermWhat it is
FilterA JSON object ({conjonction, groups[].conditions[]}) evaluated against one model's columns. Ephemeral on its own.
SegmentA 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.
ChangeOne 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 columnsThe 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.

cargo-ai segmentation segment list                    # all segments (uuid, name, slug, modelUuid, recordsCount)
cargo-ai storage model list                           # find the modelUuid a segment must target
cargo-ai storage column list --model-uuid <uuid>      # the column slugs your filter conditions reference

Segments created automatically by a play are named GENERATED_PLAY_SEGMENT and carry fromPlay: truenever 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

cargo-ai segmentation segment list
cargo-ai segmentation segment get <segment-uuid>
cargo-ai segmentation segment create --name "<name>" --model-uuid <uuid> --filter '<json>'
cargo-ai segmentation segment update --uuid <segment-uuid> --filter '<json>'
cargo-ai segmentation segment remove <segment-uuid>
cargo-ai segmentation segment fetch    --model-uuid <uuid> --filter '<json>' --limit 50
cargo-ai segmentation segment download --model-uuid <uuid> --filter '<json>'
cargo-ai segmentation change list  --segment-uuid <segment-uuid>
cargo-ai segmentation change fetch --uuid <change-uuid> --kinds added --limit 50
cargo-ai segmentation record fetch --model-uuid <uuid> --ids <id[,id…]>

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. The shape:

{
  "conjonction": "and",
  "groups": [
    {
      "conjonction": "and",
      "conditions": [
        { "kind": "number", "columnSlug": "employee_count", "operator": "greaterThan", "value": 100 },
        { "kind": "string", "columnSlug": "email", "operator": "isNotEmpty" }
      ]
    }
  ]
}

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.

# 1. How many records match? — inline filter, no saved object, 1 row back
cargo-ai segmentation segment fetch \
  --model-uuid <uuid> \
  --filter '{"conjonction":"and","groups":[{"conjonction":"and","conditions":[
      {"kind":"number","columnSlug":"employee_count","operator":"greaterThan","value":100}]}]}' \
  --limit 1

# 2. Happy with the shape? Save it as the real audience.
cargo-ai segmentation segment create \
  --name "Mid-market accounts" \
  --model-uuid <uuid> \
  --filter '<same json>' \
  --column-slugs "name,domain,employee_count" \
  --tracking-column-slugs "employee_count,funding_stage"

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

CommandReturnsUse for
segment fetch --model-uuid --filterRecords inline as JSON, paginated (--fetching-limit, --fetching-offset)Inspecting a handful of rows, counting, previewing a filter before saving it
segment download --model-uuid --filterA signed URL to the full datasetHanding the whole audience to the user or another tool — see ../cargo-analytics/SKILL.md
record fetch --model-uuid --ids <ids>Specific records by idRe-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.

# What deltas exist for this segment?
cargo-ai segmentation change list --segment-uuid <segment-uuid>
# → { "changes": [ { "uuid", "totalRecordsCount", "addedRecordsCount",
#                    "updatedRecordsCount", "removedRecordsCount",
#                    "unchangedRecordsCount", "createdAt" } ] }

# Which records actually entered the audience in that delta?
cargo-ai segmentation change fetch --uuid <change-uuid> --kinds added --limit 50

--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:

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:

cargo-ai workspaceManagement report create \
  --title "<one-line summary>" \
  --description "<commands run, errorMessage verbatim, expected vs actual, UUIDs>"

Files bundled with it

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Other skills for the same job

Different authors, same problem. Matched on the words in the skill name, across every library in the catalogue except this one.

Need help setting it up?

This page tells you what cargo-segmentation does and what it needs. Cheetah builds the agent setup it runs inside: data, CRM, sequencing and the guardrails.

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