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Windsor.ai Business Data Skill

Windsor.ai 业务数据技能

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.
当用户需要业务数据时即可使用此技能——包括营销分析、销售指标、CRM数据、电商交易、财务数据，或Windsor.ai 325+连接器可获取的任何其他数据。

When to Use

使用场景

  • 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
  • 用户正在构建需要来自任意数据源的业务数据的仪表盘、报表或数据可视化
  • 用户询问广告支出、广告系列表现、ROAS、CTR、CPC或转化指标
  • 用户需要在代码库中接入CRM、销售、电商或财务数据
  • 用户需要探索可用的数据源或字段
  • 用户想要为项目植入真实数据（例如用于测试、原型开发或生成测试数据）
  • 用户正在构建与Windsor.ai支持的任意平台的集成

Available Tools

可用工具

Windsor.ai provides 4 MCP tools:
Windsor.ai 提供4种MCP工具：

get_connectors

get_connectors

Lists all connected platforms and their account IDs. Always call this first if you don't know what accounts are available.
列出所有已连接的平台及其账户ID。如果不清楚可用账户，务必先调用此工具。

get_options

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
返回特定连接器的可用字段、日期筛选器及选项。在调用
get_data
前，使用此工具了解可查询的数据。
参数：
  • connector
    （必填）：平台ID，例如
    "google_ads"
    、
    "facebook"
    、
    "tiktok"
    、
    "linkedin"
    、
    "googleanalytics4"
    、
    "hubspot"
    、
    "salesforce"
    、
    "searchconsole"
    、
    "instagram"
    、
    "youtube"
    、
    "google_my_business"
    、
    "shopify"
    、
    "stripe"
    、
    "quickbooks"
    ，以及其他300+平台
  • accounts
    （必填）：来自
    get_connectors
    的账户ID列表

get_fields

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"]
返回特定字段的详细元数据——数据类型、描述、可用值。当需要在编写处理数据的代码前了解架构时使用此工具。
参数：
  • connector
    （必填）：平台ID
  • fields
    （必填）：字段ID列表，例如
    ["campaign", "spend", "clicks"]

get_data

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"}
检索实际数据。这是核心查询工具。
参数：
  • connector
    （必填）：平台ID
  • accounts
    （必填）：账户ID列表
  • fields
    （必填）：要检索的字段，例如
    ["campaign", "date", "spend", "clicks", "impressions"]
  • date_from
    / 
    date_to
    ：日期范围，格式为
    "YYYY-MM-DD"
  • date_preset
    ：快捷选项，例如
    "last_7d"
    、
    "last_30d"
    、
    "this_month"
    、
    "last_3m"
  • filters
    ：筛选条件，例如
    [["spend", "gt", 100], "and", ["campaign", "contains", "Sale"]]
  • options
    ：连接器特定选项，例如
    {"attribution_window": "7d_view,1d_click"}

Workflow Pattern

工作流模式

  1. Discover → Call 
    get_connectors
    to see what's connected
  2. Explore → Call 
    get_options
    to see available fields for a connector
  3. Understand → Call 
    get_fields
    for field metadata if building typed interfaces
  4. Query → Call 
    get_data
    to pull the actual data
  1. 发现 → 调用
    get_connectors
    查看已连接的平台
  2. 探索 → 调用
    get_options
    查看连接器的可用字段
  3. 理解 → 若要构建类型化接口，调用
    get_fields
    获取字段元数据
  4. 查询 → 调用
    get_data
    提取实际数据

Common Field Patterns

常见字段模式

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.
字段因连接器类型而异。以下是一些常见示例：
营销/广告连接器： 
campaign
, 
adgroup
, 
ad
, 
date
, 
device
, 
country
, 
spend
, 
clicks
, 
impressions
, 
conversions
, 
revenue
, 
ctr
, 
cpc
, 
cpm
, 
roas
CRM连接器： 
deal
, 
contact
, 
company
, 
stage
, 
owner
, 
amount
, 
close_date
电商连接器： 
order_id
, 
product
, 
quantity
, 
price
, 
customer
, 
status
务必先查看
get_options
，因为可用字段因连接器而异。

Tips

提示

  • 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
  • 构建仪表盘或图表时，使用
    get_data
    提取数据并写入本地JSON/CSV文件，供应用读取
  • 对于TypeScript项目，使用
    get_fields
    生成准确的类型定义
  • 使用
    date_preset
    快速查询：
    "last_7d"
    、
    "last_30d"
    、
    "this_month"
  • 组合筛选条件实现精准查询：
    [["spend", "gt", 0], "and", ["campaign", "ncontains", "test"]]
  • 可以通过分别提取不同连接器的数据并在代码中合并，来关联来自不同连接器的数据（例如广告支出 + CRM收入）