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 "googleads", "facebook", "tiktok", "linkedin", "googleanalytics4", "hubspot", "salesforce", "searchconsole", "instagram", "youtube", "googlemy_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"]
• datefrom / dateto: Date range as "YYYY-MM-DD"
• datepreset: Shorthand like "last7d", "last30d", "thismonth", "last_3m"
• filters: Conditions like [["spend", "gt", 100], "and", ["campaign", "contains", "Sale"]]
• options: Connector-specific options like {"attributionwindow": "7dview,1d_click"}

Workflow Pattern

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

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 datepreset for quick queries: "last7d", "last30d", "thismonth"
• 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