How to connect Windsor MCP with Claude Code

Windsor.ai: Get the authenticated user's username, email and plan. `plan_id`, `plan_name` and `is_paid` come from the live Windsor.ai profile; they are null when the profile lookup fails, which means the plan is unknown — not that the user is on a free plan.

Windsor.ai: List connectors, their accounts, write actions, and options. By default returns only connectors that have connected accounts; pass include_not_yet_connected=True for every available connector. Accounts carry an id and, when available, a name. Connectors that support write actions carry an `actions` list of action ids for execute_action, or for upload_files when the action takes files (see list_actions). Connectors that expose read options carry an `options` list of option ids that change what a get_data read returns (call get_options for their meaning and values). Covers 350+ sources: advertising (Meta Ads, Google Ads, TikTok Ads, LinkedIn Ads), analytics (Google Analytics 4), CRM and e-commerce (HubSpot, Shopify), payments (Stripe), warehouses (BigQuery, Snowflake), and more. Supported connector slugs (361 total): activecampaign, adalyser, adform, adjust, adobe, adobe2, adroll, adtraction, aha, ahrefs, aircall, airtable, all, alpha_vantage, amazon_ads, amazon_dsp, amazon_s3, amazon_sp, amazon_sqs, amazon_vendor, amplitude, apify_dataset, appfollow, apple_search_ads, applovin, appnexus, appsflyer, apsis_one, ashby, attentive, auth0, awin, aws_cloudtrail, azure_table, babelforce, bamboo_hr, basis_dsp, big_query, bigcommerce, bing, bing_webmaster, bling, boxcast, braintree, branch, brandfolder, braze, breezometer, callrail, captain_data, cart, chargebee, chargify, chartmogul, cj, clickmagick, clickup_api, clockify, close_com, cm360, coda, coin_api, coinmarketcap, commercetools, commissionfactory, configcat, confluence, contractors_cloud, convertkit, convex, copper, courier, criteo, currency_conversion, customer_io, daisycon, datadog, datamediq, datascope, delighted, digistorm, dixa, dockerhub, dragonmetrics, dremio, drift, dv360, dynamics365, emailoctopus, everflow, everhour, exchange_rates, exoclick, facebook, facebook_leads, facebook_organic, faker, fastbill, fauna, file, firebolt, firstpromoter, flashtalking, flexport, freshcaller, freshdesk, freshsales, freshservice, fullstory, gainsight_px, gemius, genesys, getlago, github, gitlab, glassfrog, gmailcsv, gnews, gocardless, gohighlevel, gong, google_ad_manager, google_ads, google_merchant, google_my_business, google_pagespeed, google_search_ads, google_webfonts, google_workspace_admin_reports, googleanalytics, googleanalytics4, googlesheets, gravity_forms, greenhouse, gridly, harness, harvest, hawk_dsp, hellobaton, hubplanner, hubspot, idealo, impact, incomeaccess, insightly, instagram, instagram_public, instatus, intercom, intruder, ip2whois, iterable, jira, k6cloud, klarna, klaus_api, klaviyo, kommo, kustomer_singer, kyriba, kyve, launchdarkly, lazada, leadinfo, lemlist, lever_hiring, line, line_ads, lineleader, linkedin, linkedin_organic, linnworks, lokalise, looker, magento, mailchimp, mailerlite, mailersend, mailgun, mailjet_mail, mailjet_sms, matomo, mediago, merge, metabase, metricool, microsoft_clarity, microsoft_dataverse, microsoft_teams, mixpanel, mntn, monday, mongodb, my_hours, mysql, n8n, nasa, netsuite, news_api, nextdoor, notion, nytimes, okta, omnisend, onesignal, openai_ads, openweather, opsgenie, orb, orbit, oura, outbrain, outreach, pagerduty, pardot, partnerize, partnerstack, paypal_transaction, paystack, pendo, persistiq, pexels_api, pinterest, pinterest_organic, pipedrive, pivotal_tracker, piwik_pro, plaid, plausible, pocket, pokeapi, polygon_stock_api, postgresql, posthog, prestashop, primetric, productive, profitwell, punk_api, pypi, qonto, qualaroo, quickbooks, quora, railz, rakuten_advertising, rd_station_marketing, readpeak, recharge, recreation, recruitee, recurly, reddit, redshift, reply_io, retently, rki_covid, rocket_chat, rss, rtbhouse, salesforce, salesforce_marketing, salesloft, sap_fieldglass, search_metrics, searchconsole, secoda, semrush, sendgrid, sendinblue, senseforce, sentry, serpstat, sftp, sftp_bulk, shiphero, shopee, shopify, shortio, similarweb, simplifi, slack, smaily, smartengage, smartsheets, snapchat, snowflake, sonar_cloud, spotify, sproutsocial, square, stackadapt, statuspage, strava, stripe, supabase, survey_sparrow, surveycto, surveymonkey, taboola, teads, tempo, the_guardian_api, threads, ticimax, tiktok, tiktok_organic, tiktok_shop, timely, tmdb, todoist, toggl, tradedesk, tradedoubler, trafficjunky, trello, triplewhale, trustpilot, tvmaze_schedule, twilio, twilio_taskrouter, twinred, twitter, typeform, unleash, us_census, vantage, vibe, visma_economic, vitally, waiteraid, walmart, weatherstack, webflow, whatconverts, wikipedia_pageviews, woocommerce, wordpress, workable, workramp, wrike, x_organic, xero, yahoo_finance_price, yahoo_japan, yandex_metrica, yotpo, yougov_brandindex, younium, youtube, zapier_supported_storage, zendesk_chat, zendesk_sell, zendesk_sunshine, zendesk_support, zendesk_talk, zenefits, zenloop, zoho, zoom, zuora.

Windsor.ai: Get fields, date-filter columns, and options for a connector. Returns available field IDs, per-table date-filter columns, and connector-specific options for the given connector and accounts.

Windsor.ai: Discover valid field IDs for a connector. Returns field IDs with descriptions, types, and tables. Omit "fields" to list all. Required before get_data: field IDs passed to get_data must come from this tool — do not guess field names.

Windsor.ai: Retrieve data from a connector. Call get_fields first — field IDs must come from it.

Windsor.ai: List the user's custom (formula) fields across connectors. A custom field is a user-defined metric or dimension computed from a connector's existing fields with a formula (for example spend times a margin, or a CPA). Each entry reports the connector it belongs to, its field_name, the generated field_id used in get_data/get_fields, its type (NUMERIC or TEXT), and the formula. Call this before create_custom_field to see which fields already exist and avoid creating duplicates.

Windsor.ai: Create a custom (formula) field on a connector. A custom field is a user-defined metric or dimension computed from a connector's existing fields; once created it behaves like a normal field in get_fields, get_data and scheduled exports. Useful for recreating calculated fields when migrating from another platform. Call get_fields first for the connector's valid source field ids, and get_custom_fields to avoid creating a duplicate. This stores configuration in the user's Windsor.ai account — confirm the field with the user before creating it.

Windsor.ai: List a connector's write actions with their param JSON schemas. Meta Ads ("facebook"): create/pause/enable campaigns, ad sets, and ads; set campaign and ad set budgets; boost an organic post. Google Ads ("google_ads"): create campaigns, ad groups, and responsive search ads; pause/enable campaigns, ad groups, and ads; set campaign budget, bidding strategy, target CPA, max CPC, and CPC bid ceiling; push negative keywords. TikTok Ads ("tiktok"): pause/enable campaigns, ad groups, and ads; set campaign and ad group budgets. LinkedIn Ads ("linkedin"): pause/enable campaign groups, campaigns, and creatives; set campaign group and campaign budgets. Microsoft Ads / Bing ("bing"): pause/enable campaigns and ad groups; set campaign budget. Instagram ("instagram"): create an image post; comment on a post — an account connected before comment access was added returns a permission error until it is reconnected. Other connectors return an empty list. The actual set is whatever this tool returns — do not assume an action exists. Inspect an action's schema before execute_action.

Windsor.ai: Execute a write action on a connector account. Runs an action id from list_actions against an account id from get_connectors, with params matching the action's JSON schema. This modifies external platform state — confirm intent with the user before invoking.

Windsor.ai: Let the user upload local files to a connector action. For actions whose list_actions entry has requires_files true, such as Meta Ads create_ad_image; execute_action cannot run those. Opens an upload widget in the chat where the user picks the files, which go from their browser to Windsor.ai without passing through the assistant. When the upload finishes its result appears in the conversation (for create_ad_image, one image_hash per file, usable as image_hash in execute_action create_ad). The upload link is valid for ten minutes and for one successful upload. Clients that cannot show the widget can run the curl command in the result instead.

Get the URL to connect or authorize a Windsor.ai connector. Always call get_connectors(include_not_yet_connected=True) first to obtain the correct connector ID. Returns a URL the user can open in their browser to set up the connector. For OAuth connectors the link jumps straight into the provider consent flow; for manual connectors it opens the connector's credentials form. When the connector has notes (a provider-specific step, e.g. which account to pick), they follow the URL after a blank line, starting with "Notes:"; repeat them to the user verbatim. Use this for any request to connect, grant access to, authorize, add, replace, or reconnect a connector account, including adding another account to an already-connected connector. The user opens the URL in their browser and is signed in by their existing Windsor.ai session; if that has expired they are asked to sign in first. For richer guidance — the auth type and, for manual connectors, the exact credential fields required — use get_connector_connect_info instead. Do not substitute prose dashboard navigation steps for this link.

Describe how the user can grant access to a connector, to guide it in chat. Always call get_connectors(include_not_yet_connected=True) first to obtain the correct connector ID. Returns: - auth_type: "oauth" if the connector needs provider consent in the browser, or "manual" if it is connected with credentials (e.g. an API key); - connect_url: a link the user opens in their browser to grant access, signed in by their existing Windsor.ai session (or asked to sign in first if it has expired). For OAuth it jumps straight into the provider consent screen; for manual connectors it opens the credentials form prefilled for that connector; - fields: for manual connectors, the credential fields the user must provide (name, type, whether required, and whether the value is sensitive). Empty for OAuth connectors; - notes: a provider-specific step the user must get right on the consent screen (e.g. YouTube: pick the Brand Account, not the personal Google account). Null for most connectors. Use this to answer "how do I connect/grant access to X": for OAuth, hand the user the connect_url and tell them to authorize, repeating notes verbatim when present; for manual connectors, tell them which fields are needed and give them the connect_url to enter them. Sensitive fields (API keys, tokens, passwords) must be entered by the user in that form — never ask them to paste secrets into the chat. Afterwards, confirm the connection by calling get_connectors and reporting the new account. If get_connectors still shows no account for that connector, the connection is not finished: after an OAuth sign-in an account still has to be selected, with a login that can access it; for manual connectors the form was not saved. Send them back to the connect_url. Use this for any request to connect, grant access to, authorize, add, replace, or reconnect a connector account, including adding another account to an already-connected connector. Do not substitute prose dashboard navigation steps for the connect_url.

Windsor.ai: List destinations that can receive scheduled data exports. A destination is where Windsor.ai repeatedly writes a connector's data on a schedule — BigQuery, Google Sheets, Snowflake, a database, or cloud storage. Each entry reports its type, whether a task can be created here (create_in_chat), and any reusable credentials the user already has (an OAuth connection or a stored service account). Call this first when the user wants to export, send, sync, or schedule connector data, then get_destination_setup_info for the chosen destination.

Windsor.ai: Describe how to set up a scheduled export to a destination. Always call get_destinations first to get the correct destination id. Returns the auth type, the target fields describing where data is written, the allowed schedules, reusable credentials (OAuth or service account), and a setup_url link to the dashboard form. Sensitive fields (service accounts, passwords, keys) are entered by the user in the setup_url form — never ask them to paste secrets into chat. When create_in_chat is true, collect the non-sensitive target fields and call create_destination_task; otherwise hand the user the setup_url.

Windsor.ai: List the scheduled export tasks the user has created. A destination task is a recurring export of a connector's data to a destination. Each entry reports its id, destination type and name, alias, source connector, schedule, and status (active, paused, or deactivated), plus a manage_url to open it in the dashboard. Use this when the user asks what exports, syncs, or destination tasks they already have, or before creating one to avoid duplicates.

Windsor.ai: Create a scheduled export of connector data to a destination. Call get_destinations and get_destination_setup_info first for the destination_type, its target fields and a credential_id, and get_fields for the source field ids. This creates recurring external state — confirm the source, destination target, and schedule with the user before calling. Only works when the destination's create_in_chat is true; otherwise use its setup_url. Never put secrets in config; the user enters those in the dashboard form.

Windsor.ai: Get a URL into the Windsor.ai dashboard. The user opens it in their browser and is signed in by their existing Windsor.ai session; if that has expired they are asked to sign in first. next_path optionally deep-links to a specific page.

Get a one-click Markdown link to the Windsor.ai pricing page. Returns a clickable link to the Windsor.ai pricing page, or to a specific plan's upgrade page when target_plan is given. The user completes any checkout themselves in their browser; the tool only returns the link and does not take payment or change the plan.

Windsor.ai: Send feedback, a support request, or a feature request. Reports a problem, shares feedback, or suggests a feature. Inquiries are recorded in English. Returns a reference ID the user can share with Windsor.ai support.