Windsor.ai MCP

1. Install the SDK

   Node.js

   npm install @scalekit-sdk/node

   Python

   pip install scalekit

   Full SDK reference: Node.js | Python

2. Set your credentials

   Add your Scalekit credentials to your .env file. Find values in app.scalekit.com > Developers > API Credentials.

   .env

   SCALEKIT_ENVIRONMENT_URL=<your-environment-url>
   SCALEKIT_CLIENT_ID=<your-client-id>
   SCALEKIT_CLIENT_SECRET=<your-client-secret>

3. Authorize and make your first call

   Node.js

   quickstart.ts

   import { ScalekitClient } from '@scalekit-sdk/node'
   import 'dotenv/config'
   
   const scalekit = new ScalekitClient(
     process.env.SCALEKIT_ENV_URL,
     process.env.SCALEKIT_CLIENT_ID,
     process.env.SCALEKIT_CLIENT_SECRET,
   )
   const actions = scalekit.actions
   
   const connector = 'windsoraimcp'
   const identifier = 'user_123'
   
   // Generate an authorization link for the user
   const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })
   console.log('Authorize Windsor.ai MCP:', link)
   process.stdout.write('Press Enter after authorizing...')
   await new Promise(r => process.stdin.once('data', r))
   
   // Make your first call
   const result = await actions.executeTool({
     connector,
     identifier,
     toolName: 'windsoraimcp_get_connectors',
     toolInput: {},
   })
   console.log(result)

   Python

   quickstart.py

   import os
   from scalekit.client import ScalekitClient
   from dotenv import load_dotenv
   load_dotenv()
   
   scalekit_client = ScalekitClient(
       env_url=os.getenv("SCALEKIT_ENV_URL"),
       client_id=os.getenv("SCALEKIT_CLIENT_ID"),
       client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
   )
   actions = scalekit_client.actions
   
   connection_name = "windsoraimcp"
   identifier = "user_123"
   
   # Generate an authorization link for the user
   link_response = actions.get_authorization_link(
       connection_name=connection_name,
       identifier=identifier,
   )
   print("Authorize Windsor.ai MCP:", link_response.link)
   input("Press Enter after authorizing...")
   
   # Make your first call
   result = actions.execute_tool(
       tool_input={},
       tool_name="windsoraimcp_get_connectors",
       connection_name=connection_name,
       identifier=identifier,
   )
   print(result)

What you can do

Connect this agent connector to let your agent:

• List actions — Windsor.ai: List a connector’s write actions with their param JSON schemas
• Get windsor login url, subscription url, options — Windsor.ai: Get a URL into the Windsor.ai dashboard
• Execute action — Windsor.ai: Execute a write action on a connector account
• Create destination task, custom field — Windsor.ai: Create a scheduled export of connector data to a destination
• Windsor contact — Windsor.ai: Send feedback, a support request, or a feature request

Tool list

Use the exact tool names from the Tool list below when you call execute_tool. If you’re not sure which name to use, list the tools available for the current user first.

windsoraimcp_contact_windsor#Windsor.ai: Send feedback, a support request, or a feature request. Reports a problem, shares feedback, or suggests a feature. Returns a reference ID the user can share with Windsor.ai support.3 params▾

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

NameTypeRequiredDescription

categorystringrequiredType of inquiry: "feedback" for general impressions or complaints, "support" for technical issues or unexpected behavior, "feature_request" for new features or improvements.

messagestringrequiredFull message body. Include all relevant context, for example: which tools were called and in what order; connector IDs (e.g. "facebook", "google_ads"); field names and account IDs; date ranges or presets used; what you were trying to achieve; actions that did not work or were missing; what went wrong — error messages, missing or unexpected data, wrong numbers; expected vs actual behavior; steps to reproduce; or, for feature requests, the use case and the desired outcome.

subjectstringrequiredShort one-line title describing the inquiry.

windsoraimcp_create_custom_field#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.4 params▾

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.

NameTypeRequiredDescription

connectorstringrequiredConnector id the field belongs to, e.g. "facebook" for Meta Ads. The field is added to this connector's fields for the user's team.

field_namestringrequiredDisplay name of the new field, e.g. "Adjusted spend". A field_id is derived from it automatically.

field_typestringrequiredNUMERIC for values used in calculations (spend, CPA, ROAS, ...); TEXT for labels used to group or tag rows.

formulastringrequiredFormula computing the value from the connector's existing field ids, e.g. "to_float(spend) * 1.2" or "spend / nullif(clicks, 0)". Reference source fields by their id from get_fields (call it first, do not guess). Spreadsheet-like functions are supported, including to_float, to_int, coalesce, nullif, if, lookup, replace, regexp_extract and split_string.

windsoraimcp_create_destination_task#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.15 params▾

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.

NameTypeRequiredDescription

configstringrequiredDestination target fields from get_destination_setup_info, e.g. {"gcp_project": "...", "bq_dataset": "...", "bq_table": "..."}. Never include secrets.

connectorstringrequiredSource connector id whose data is exported, e.g. "facebook" for Meta Ads.

destination_typestringrequiredDestination id from get_destinations, e.g. "big_query". Must have create_in_chat=true.

fieldsstringrequiredField ids to export, e.g. ["campaign", "date", "spend"]. Must come from get_fields — call it first, do not guess.

accountsstringoptionalOptional source account ids. Default: all accounts.

aliasstringoptionalOptional display name for the task.

columns_to_matchstringoptionalOptional comma-separated key columns to upsert on, e.g. "date".

credential_idstringoptionalReusable credential_id from get_destinations / get_destination_setup_info (existing_credentials) — an OAuth connection or a stored service account. Required. If several exist, ask the user which to use.

date_fromstringoptionalStart date, e.g. "2025-09-01".

date_presetstringoptionalRolling range kept fresh on each run, e.g. "last_7d". Prefer this over fixed dates for recurring exports.

date_tostringoptionalEnd date, e.g. "2025-09-07".

filtersstringoptionalOptional source filter conditions, same shape as get_data's filters. May also be passed as a single JSON-encoded string of the same structure — required for clients that cannot send nested arrays (e.g. Microsoft Copilot Studio / PowerFx).

refresh_periodstringoptionalInterval in hours for hourly schedules, e.g. "24".

schedulestringoptionalTime of day for daily schedules, "HH:MM" 24h, e.g. "08:00".

schedule_typestringoptionalHow often to run, from get_destination_setup_info.schedule_types. Default: "daily".

windsoraimcp_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.4 params▾

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.

NameTypeRequiredDescription

accountstringrequiredAccount ID to run the action against, as returned by get_connectors.

actionstringrequiredAction ID as returned by list_actions — call it first to get the id and params schema.

connectorstringrequiredConnector ID, e.g. "facebook" for Meta Ads (Facebook & Instagram Ads), "google_ads" for Google Ads.

paramsstringoptionalObject matching the action's JSON schema from list_actions. Omit for actions whose schema has no required params.

windsoraimcp_get_connector_authorization_url#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. 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.1 param▾

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. 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.

NameTypeRequiredDescription

connectorstringrequiredConnector ID as returned by get_connectors(include_not_yet_connected=True) — do not guess it.

windsoraimcp_get_connector_connect_info#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. 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; 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. 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.1 param▾

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. 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; 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. 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.

NameTypeRequiredDescription

connectorstringrequiredID of the connector as returned by get_connectors(include_not_yet_connected=True). Always call that first to get the correct ID — never guess it.

windsoraimcp_get_connectors#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. 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 (357 total): activecampaign, adalyser, adform, adjust, adobe, adobe2, adroll, adtraction, aha, ahrefs, aimwel, 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, 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, leadinfo, lemlist, lever_hiring, line, line_ads, 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, 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, shareasale, shiphero, 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, 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.3 params▾

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. 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 (357 total): activecampaign, adalyser, adform, adjust, adobe, adobe2, adroll, adtraction, aha, ahrefs, aimwel, 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, 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, leadinfo, lemlist, lever_hiring, line, line_ads, 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, 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, shareasale, shiphero, 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, 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.

NameTypeRequiredDescription

include_actionsbooleanoptionalDefault True: include each connector's write-action ids. False skips the per-connector actions fetch when only account info is needed.

include_not_yet_connectedbooleanoptionalDefault False: only connectors with connected accounts. True: every available connector.

include_optionsbooleanoptionalDefault True: include each connector's read-option ids (controls that change what a get_data read returns). False skips the per-connector options fetch when only account info is needed.

windsoraimcp_get_current_user#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.0 params▾

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.

windsoraimcp_get_custom_fields#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.0 params▾

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.

windsoraimcp_get_data#Windsor.ai: Retrieve data from a connector. Call get_fields first — field IDs must come from it.9 params▾

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

NameTypeRequiredDescription

connectorstringrequiredConnector ID, e.g. "facebook" for Meta Ads (Facebook & Instagram Ads), "google_ads" for Google Ads. Call get_connectors if unsure or on error.

fieldsstringrequiredField IDs to retrieve, e.g. ["campaign", "date", "spend"]. Must come from get_fields — call it first, do not guess field names.

accountsstringoptionalOptional account IDs, e.g. ["1234567890"]. Default: all accounts. Pass a subset to keep the response small.

date_filtersstringoptionalPer-table date columns used instead of the defaults, e.g. {"orders": "created_at"}. Required for warehouse connectors (mysql, postgresql, redshift, mongodb, snowflake, big_query) when filtering by date.

date_fromstringoptionalStart date, e.g. "2025-09-01".

date_presetstringoptionalPredefined range: "last_Xd", "last_Xw", "last_Xm", "last_Xy" (last X days/weeks/months/years), "last_year", "last_2years", "this_month", "this_year". Append "T" to include today — valid only as "last_XdT", "last_yearT", "last_2yearsT", "this_monthT", "this_yearT". E.g. "last_7d", "this_monthT".

date_tostringoptionalEnd date, e.g. "2025-09-07".

filtersstringoptionalFilter conditions. A condition is ["<field>", "<operator>", <value>] or the equivalent dict {"field": ..., "operation": ..., "value": ...}; combine with "and"/"or" strings; nesting allowed. Operators: eq, neq, gt, gte, lt, lte, contains, ncontains, null, notnull, in (value is a JSON-array-encoded string of exact alternatives, e.g. ["campaign", "in", "[\"Summer\",\"Autumn\"]"]). E.g. [["spend", "gt", 100]], [{"field": "spend", "operation": "gt", "value": 100}] or [[["campaign", "eq", "Summer"], "or", ["spend", "eq", 10]], "and", ["clicks", "notnull", null]]. May also be passed as a single JSON-encoded string of the same structure — required for clients that cannot send nested arrays (e.g. Microsoft Copilot Studio / PowerFx): "[[\"spend\", \"gt\", 100]]".

optionsstringoptionalConnector options, e.g. {"attribution_window": "7d_view,1d_click"}.

windsoraimcp_get_destination_setup_info#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.1 param▾

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.

NameTypeRequiredDescription

destination_typestringrequiredDestination id as returned by get_destinations, e.g. "big_query" or "googlesheets". Call get_destinations first — never guess it.

windsoraimcp_get_destination_tasks#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.0 params▾

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.

windsoraimcp_get_destinations#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.0 params▾

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.

windsoraimcp_get_fields#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.2 params▾

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.

NameTypeRequiredDescription

connectorstringrequiredConnector ID, e.g. "facebook" for Meta Ads (Facebook & Instagram Ads), "google_ads" for Google Ads. Call get_connectors if unsure or on error.

fieldsstringoptionalField IDs to describe, e.g. ["campaign", "spend"]. Omit to list all valid field IDs.

windsoraimcp_get_options#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.2 params▾

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.

NameTypeRequiredDescription

accountsstringrequiredAccount IDs, e.g. ["1234567890"].

connectorstringrequiredConnector ID, e.g. "facebook" for Meta Ads (Facebook & Instagram Ads), "google_ads" for Google Ads. Call get_connectors if unsure or on error.

windsoraimcp_get_subscription_url#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.1 param▾

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.

NameTypeRequiredDescription

target_planstringoptionalOptional plan to pre-select on the upgrade page. Omit to send the user to the general pricing page.

windsoraimcp_get_windsor_login_url#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.1 param▾

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.

NameTypeRequiredDescription

next_pathstringoptionalOptional post-login path, e.g. "/app/facebook", "/destinations", "/billing". Omit for the dashboard home.

windsoraimcp_list_actions#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. 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.1 param▾

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. 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.

NameTypeRequiredDescription

connectorstringrequiredConnector ID, e.g. "facebook" for Meta Ads (Facebook & Instagram Ads), "google_ads" for Google Ads. Call get_connectors if unsure.