Connect Windsor.ai to your AI agent

Data & Analytics 6 actions available

Windsor.ai connects marketing and business data sources for analytics, reporting, account management, and supported write actions.

We set up the connection using your own Windsor.ai account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

What your agent can do in Windsor.ai

Each one is a real action the agent can take on its own, the same things a person clicking around Windsor.ai could do. Read-only by default; write actions are confirmed against your policy.

  • List Connector Actions Discover Windsor.ai write-action IDs and parameter schemas without executing them. Use 'all' to inspect the currently bounded cross-connector catalog.
  • List Connector Fields List queryable field IDs for one specific Windsor.ai connector. This tool rejects connector='all' because that response is unbounded and very large.
  • List Connector Options List connector-specific query options for one connected Windsor.ai source. Returns a clear error when the source is not connected.
  • List Connectors List Windsor.ai connector IDs that can be used with discovery, data-query, and account-connection tools.
  • List co user linked accounts List source accounts connected through Windsor.ai co-user authorization links, optionally filtered to one connector, without exposing link access tokens.
  • Query Connector Data Query a selected Windsor.ai connector, or 'all' for blended data, using explicit fields and bounded JSON output. Use connector discovery tools first when field or option IDs are unknown.

How we connect it

  1. 1

    Connect your account

    You create a key in Windsor.ai, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

Windsor.ai questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Windsor.ai's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Windsor.ai to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

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