# Windsor Ai Business Data

> Query Windsor.ai business data across marketing, sales, CRM, ecommerce, finance, and analytics co…

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.

- Page: https://ss33.ai/skills/cline/windsor-ai-business-data-91088652729
- Publisher: cline
- Category: [Data & Analytics](https://ss33.ai/skills/category/data-and-analytics-m1r3i9) › [Analysis & BI](https://ss33.ai/skills/category/data-and-analytics-m1r3i9/analysis-and-bi-b2nit8)
- License: Apache-2.0
- Source: https://github.com/cline/skills/blob/26378461e978f2b4e2e6d67b57121b86b2a79ba5/skills/windsor-ai-business-data/SKILL.md

## Skill

SKILL.md: https://ss33.ai/api/v1/ss33/download/cline/windsor-ai-business-data-91088652729

# 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

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 `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