windsor-ai-business-data

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Query Windsor.ai business data across marketing, sales, CRM, ecommerce, finance, and analytics connectors. Use when users need dashboards, reports, data visualization, schema exploration, or connector-backed test data from Windsor.ai.

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Added on2026-08-16

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SKILL.md Content

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Windsor.ai Business Data Skill

Use this skill whenever the user needs business data — marketing analytics, sales metrics, CRM data, ecommerce transactions, financial data, or any other data available through Windsor.ai's 325+ connectors.

When to Use

User is building a dashboard, report, or data visualization that needs business data from any source
User asks about ad spend, campaign performance, ROAS, CTR, CPC, or conversion metrics
User needs CRM, sales, ecommerce, or financial data in their codebase
User needs to explore what data sources or fields are available
User wants to seed a project with real data (e.g. for testing, prototyping, or generating fixtures)
User is building an integration with any platform supported by Windsor.ai

Available Tools

Windsor.ai provides 4 MCP tools:

get_connectors

Lists all connected platforms and their account IDs. Always call this first if you don't know what accounts are available.

get_options

Returns available fields, date filters, and options for a specific connector. Use this to discover what data can be queried before calling

get_data

.

Parameters:

connector

(required): Platform ID like

"google_ads"

,

"facebook"

,

"tiktok"

,

"linkedin"

,

"googleanalytics4"

,

"hubspot"

,

"salesforce"

,

"searchconsole"

,

"instagram"

,

"youtube"

,

"google_my_business"

,

"shopify"

,

"stripe"

,

"quickbooks"

, and 300+ more

```
accounts
```
(required): List of account IDs from
```
get_connectors
```

get_fields

Returns detailed metadata about specific fields — data types, descriptions, available values. Use this when you need to understand the schema before writing code that processes the data.

Parameters:

```
connector
```
(required): Platform ID
```
fields
```
(required): List of field IDs like
```
["campaign", "spend", "clicks"]
```

get_data

Retrieves actual data. This is the main query tool.

Parameters:

```
connector
```
(required): Platform ID
```
accounts
```
(required): List of account IDs

fields

(required): Fields to retrieve, e.g.

["campaign", "date", "spend", "clicks", "impressions"]

```
date_from
```
/
```
date_to
```
: Date range as
```
"YYYY-MM-DD"
```

date_preset

: Shorthand like

"last_7d"

,

"last_30d"

,

"this_month"

,

"last_3m"

filters

: Conditions like

[["spend", "gt", 100], "and", ["campaign", "contains", "Sale"]]

options

: Connector-specific options like

{"attribution_window": "7d_view,1d_click"}

Workflow Pattern

Discover → Call
```
get_connectors
```
to see what's connected
Explore → Call
```
get_options
```
to see available fields for a connector
Understand → Call
```
get_fields
```
for field metadata if building typed interfaces
Query → Call
```
get_data
```
to pull the actual data

Common Field Patterns

Fields vary by connector type. Here are some common examples:

Marketing/Ads connectors:

campaign

,

adgroup

,

ad

,

date

,

device

,

country

,

spend

,

clicks

,

impressions

,

conversions

,

revenue

,

ctr

,

cpc

,

cpm

,

roas

CRM connectors:

deal

,

contact

,

company

,

stage

,

owner

,

amount

,

close_date

Ecommerce connectors:

order_id

,

product

,

quantity

,

price

,

customer

,

status

Always check

get_options

first since available fields vary by connector.

Tips

When building dashboards or charts, pull data with
```
get_data
```
and write it to a local JSON/CSV file the app can read
For TypeScript projects, use
```
get_fields
```
to generate accurate type definitions

Use

date_preset

for quick queries:

"last_7d"

,

"last_30d"

,

"this_month"

Combine filters for focused queries:

[["spend", "gt", 0], "and", ["campaign", "ncontains", "test"]]

You can join data from different connectors (e.g. ad spend + CRM revenue) by pulling from each and merging in code

windsor-ai-business-data

NPX Install

Tags

SKILL.md Content

Windsor.ai Business Data Skill

When to Use

Available Tools

`get_connectors`

`get_options`

`get_fields`

`get_data`

Workflow Pattern

Common Field Patterns

Tips