Windsor AI Business Data
ClineOfficialPublished by Cline
- Skill
- Tool integration
- Automation and integrations
- Apache-2.0
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AutoGineer summary
Written by AutoGineer from the skill’s own files, not by the author
The Windsor.ai Business Data skill provides a structured interface to interact with a vast ecosystem of business data connectors. It enables users to discover available data sources, explore schema metadata, and perform targeted queries across marketing, sales, CRM, ecommerce, and financial platforms. By following a standard discovery-to-query workflow, the skill allows for the seamless integration of real-world business metrics into dashboards, reports, and development projects.
What it does
- Lists connected platforms and account identifiers.
- Explores available fields and filtering options for specific connectors.
- Retrieves detailed metadata and data types for specific fields.
- Executes data queries with support for date ranges, presets, and complex filtering.
- Facilitates the generation of test data and schema-based type definitions.
When to use it
- When building dashboards or data visualizations requiring external business metrics.
- When you need to integrate CRM, ecommerce, or financial data into an application.
- When prototyping or seeding a project with real-world data fixtures.
- When you need to analyze ad spend, campaign performance, or conversion metrics.
- When you need to understand the available data schema for a specific platform integration.
Advantages
- Unified access to over 325 different business and marketing data sources.
- Standardized workflow for discovering and querying diverse data types.
- Supports complex filtering and date-based presets for precise data retrieval.
- Provides metadata access for generating accurate type definitions in code.
- Enables cross-platform data merging by providing a consistent query interface.
Usage examples
- “What data sources do I have connected to Windsor.ai?”
- The agent calls get_connectors to return a list of all active platforms and their associated account IDs.
- “Show me the available fields for my Google Ads account.”
- The agent calls get_options for the google_ads connector to display all queryable fields and filter options.
- “Get me the spend and clicks for my Facebook campaigns from the last 30 days.”
- The agent calls get_data with the facebook connector, the specified fields, and the last_30d date preset.
- “I need to know the data type for the revenue field in Shopify.”
- The agent calls get_fields for the shopify connector to retrieve metadata and data type information for the revenue field.
Install
Download the skill as a ZIP:
https://mp-staging.autogineer.com/agent-skills/cline/windsor-ai-business-data/downloadUnzip it into the cross-client skills folder of your project:
mkdir -p .agents/skills && unzip windsor-ai-business-data.zip -d .agents/skills
Documentation by Cline
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+ moreaccounts(required): List of account IDs fromget_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 IDfields(required): List of field IDs like["campaign", "spend", "clicks"]
get_data
Retrieves actual data. This is the main query tool.
Parameters:
connector(required): Platform IDaccounts(required): List of account IDsfields(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_connectorsto see what's connectedExplore → Call
get_optionsto see available fields for a connectorUnderstand → Call
get_fieldsfor field metadata if building typed interfacesQuery → Call
get_datato 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_dataand write it to a local JSON/CSV file the app can readFor TypeScript projects, use
get_fieldsto generate accurate type definitionsUse
date_presetfor 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
Files
- ATTRIBUTION.mdAdded by AutoGineer854 B
- LICENSELicence file added by AutoGineer10.5 KiB
- SKILL.md4.0 KiB
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Requirements and compatibility
Written for: Claude Code
Works with: Claude Code, Claude apps, OpenAI Codex, GitHub Copilot, Cursor, Gemini CLI, Kiro, OpenCode, Goose, Amp, Roo Code, JetBrains Junie, Factory Droid, Devin (ex-Windsurf), Mistral Vibe, OpenHands, Letta
“Works with” means the tool reads the open Agent Skills format; a skill written for one tool may use features others lack.
Needs: Claude Code frontmatter
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Attribution and licence
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- cline/skills · skills/windsor-ai-business-data · commit 2637846
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- Apache License 2.0 (redistribution allowed)
- LICENSE (added by AutoGineer from LICENSE)
- ATTRIBUTION.md (written by AutoGineer)
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