Windsor.ai

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.

contact_windsor

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.

create_custom_field

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.

execute_action

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.

get_connector_authorization_url

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.

get_connector_connect_info

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 (360 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, 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.

get_connectors

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.

get_current_user

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.

get_custom_fields

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

get_data

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.

get_destination_setup_info