Contractors Cloud MCP for AI Insights

Send your Contractors Cloud data to the AI chat you already use with Windsor MCP.

Windsor.ai connects Contractors Cloud once, and your project, lead and appointment data become available to ask about in ChatGPT, Claude, Gemini and other MCP-compatible clients.

Forget CSVs. Stop copy/paste. Connect in minutes. No code required.

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Windsor.ai is your proven Contractors Cloud to Windsor MCP connector

Get your Contractors Cloud data into the AI chat you already use

Contractors Cloud is connected once in Windsor.ai, and these are the use cases the fields support:

Follow up on open balances

Project Financials Balance Amount next to Project Financials Total Paid Amount per project shows which jobs still have money outstanding.

Compare sales reps

Project Financials Sold Amount and Project Sale Closed At by Project Primary Rep Name show what each rep closed in a period.

Track incoming leads

Lead Status and Lead Received At show how many leads came in and where they are in the pipeline.

Keep crews on schedule

Appointment Starts At, Task Due At and Task Is Complete show upcoming appointments and overdue tasks.

Using Windsor.ai MCP to connect data from Contractors Cloud to LLMs

Supported fields: 30 metrics325 dimensions

Without Windsor.ai, getting Contractors Cloud records into an AI chat means an export and an upload every time you want to ask something. Windsor MCP connects Contractors Cloud once and the AI chat reads the live records instead.

Connect in minutes, then ask about your project, financial, lead, appointment and task data.

With Windsor MCP, you can ask your AI chat to:

List projects with a Project Financials Balance Amount above 0, with Project Display Name, Project Primary Rep Name and Project Financials Total Paid Amount, largest balance first.
Sum Project Financials Sold Amount for projects with a Project Sale Closed At in the last 30 days, by Project Primary Rep Name.
How many leads did we receive in the last 30 days? Count Lead ID by Lead Status and by week of Lead Received At.
Show open tasks with a Task Due At that has passed, with Task Subject, Task Assignee Name and Task Is High Priority.
Compare Project Financials Revenue Amount with Project Expenses Total Amount for projects completed in the last 30 days, and rank them by margin.

Join 40,000+ businesses that trust Windsor.ai to streamline Contractors Cloud to Windsor MCP integration

How to connect Contractors Cloud MCP by Windsor.ai

Explore a step-by-step guide to connect your Contractors Cloud data to the AI chat you use with Windsor MCP.

Register and log in to Windsor.ai

Create a new Windsor.ai account or log in if you already have one.

Connect your Contractors Cloud account

Choose Contractors Cloud as your data source, give the account a name and paste your Contractors Cloud API key. You generate the key on the API Keys page in Contractors Cloud. Then click Add Account.

Connect Windsor MCP to your favorite LLM

Connect Windsor MCP to the AI chat you use. Open the Windsor MCP documentation and follow the instructions for your platform.

Start analyzing your Contractors Cloud data in the LLM

You can now ask questions about your Contractors Cloud data in the AI chat you connected.

FAQs

What is Windsor.ai's Contractors Cloud MCP?

Contractors Cloud is a CRM for roofing contractors that manages sales, projects, ordering, scheduling and financials. Through Windsor MCP, ChatGPT, Claude, Gemini or another MCP-compatible AI chat reads your project, financial, lead, appointment and task data, so you can ask about them in plain language instead of exporting a file first. Projects, leads, appointments and tasks come as separate tables, each with its own timestamps such as Project Created At or Lead Received At. Project financial fields such as Project Financials Balance Amount show the current value.

What Contractors Cloud data can my AI chat use through Windsor MCP?

Windsor.ai gives access to 355 Contractors Cloud fields. These are the groups; the Contractors Cloud field reference lists all of them:

Projects: Project Display Name, Project Number, Project Status ID, Project Primary Rep Name, Project Percent Completed, Project Created At, Project Sale Closed At, Project Completed At.
Project financials: Project Financials Sold Amount, Project Financials Revenue Amount, Project Financials Total Paid Amount, Project Financials Balance Amount, Project Expenses Total Amount, Project Is In Collections.
Leads and lead sources: Lead ID, Lead Status, Lead Received At, Lead Connection Name, Lead Connection Lead Source Name, Lead Connection Lead Source Cost.
Appointments: Appointment Title, Appointment Starts At, Appointment Ends At, Appointment Result ID, Appointment Address City.
Tasks: Task Subject, Task Assignee Name, Task Due At, Task Is Complete, Task Is High Priority.
Customers, contacts and teams: Customer Account Name, Customer Account Type, Contact First Name, Contact Last Name, Contact Active Status, Team Name, Storm Name.
Date and account: Date, Week, Month, Account Name, Account ID.

What can I ask my AI chat about my Contractors Cloud data?

These prompts name the fields to use, so the answer comes back on your own records:

List projects with a Project Financials Balance Amount above 0, with Project Display Name, Project Primary Rep Name and Project Financials Total Paid Amount, largest balance first.

Sum Project Financials Sold Amount for projects with a Project Sale Closed At in the last 30 days, by Project Primary Rep Name.

How many leads did we receive in the last 30 days? Count Lead ID by Lead Status and by week of Lead Received At.

Show open tasks with a Task Due At that has passed, with Task Subject, Task Assignee Name and Task Is High Priority.

Can my AI chat change my Contractors Cloud data?

No. The Contractors Cloud connector is read-only. Your AI chat can read your Contractors Cloud records through Windsor MCP and cannot create, edit or delete anything in Contractors Cloud. The write actions list shows the sources Windsor.ai can make changes in.

Does the Contractors Cloud connector include customer contact details?

Yes. Contact and customer account records can include Contact Email, Contact Phone Cell, Contact Address Street, Customer Account Primary Email and Customer Account Primary Phone Cell. Pick only the fields you need when you set up a report or ask a question.

Can I combine Contractors Cloud data with other sources through Windsor MCP?

Yes. Windsor.ai supports 350+ data sources, so you can connect Contractors Cloud alongside tools such as Google Ads, Meta Ads or GA4 and ask about them together. For example, put Google Ads Spend and Clicks by Date next to the number of Contractors Cloud leads by Lead Received At, to see what each lead cost you.

Do I need to code to connect Contractors Cloud to Windsor MCP?

No. Connect Contractors Cloud in Windsor.ai, add Windsor MCP to your AI chat, and sign in. After that you ask in plain language.

How much does it cost to integrate Contractors Cloud with Windsor MCP using Windsor.ai?

The free forever plan covers 1 data source, so connecting Contractors Cloud on its own costs nothing and needs no credit card. Combining Contractors Cloud with other sources needs a paid plan: $19/month for 3 sources or $99/month for 7. The AI chat you connect is billed separately by its own provider. See the pricing page.

Do you have helpful links to get started with Contractors Cloud and Windsor MCP?

Yes. These are the resources to start with for the Contractors Cloud to Windsor MCP integration:

Tired of manual Contractors Cloud data exports? Try Windsor.ai today to work on live data

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