Connect Contractors Cloud to Claude

Connect your Contractors Cloud data to Claude with the Windsor.ai connector, and ask about projects, leads and appointments in plain language.

Ask which jobs still have an open balance, what each rep sold in the last 30 days, or which tasks are overdue, built on your own Contractors Cloud data.

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

Try It Free

Free forever plan

No credit card needed

Windsor.ai is your proven Contractors Cloud to Claude connector

Get your Contractors Cloud data into Claude

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 to connect data from Contractors Cloud to Claude

Supported fields: 30 metrics325 dimensions

Without Windsor.ai, Claude answers about Contractors Cloud data come from a file you exported and pasted in. Through the Windsor.ai connector, Claude reads the live records with their real field names, so the answers match what is in Contractors Cloud today.

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

Contractors Cloud sold vs paid by sales rep dashboard in Claude

With Windsor.ai, you can ask Claude 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 Claude integration

How to connect Contractors Cloud to Claude with Windsor.ai

Explore a step-by-step guide to integrate your Contractors Cloud data into Claude with the Windsor.ai connector.

Connect Contractors Cloud in the Windsor.ai dashboard

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.

Install the Windsor.ai connector

In Claude, open Customize, then Connectors, search for Windsor and click Add. Sign in to your Windsor.ai account when prompted, and the connector appears in your Connectors list. You can also open the Windsor.ai listing in the Claude directory and click Connect.

Query your Contractors Cloud data in Claude

Start a new chat and ask Claude about your Contractors Cloud data.

FAQs

What is Windsor.ai's Contractors Cloud to Claude connector?

Contractors Cloud is a CRM for roofing contractors that manages sales, projects, ordering, scheduling and financials. Through the Windsor.ai connector, Claude 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 Claude use?

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 Claude 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 Claude change my Contractors Cloud data?

No. The Contractors Cloud connector is read-only. Claude can read your Contractors Cloud records through Windsor.ai 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 in Claude?

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 Claude?

No. Connect Contractors Cloud in Windsor.ai, add Windsor to Claude, and sign in. After that you ask in plain language.

How much does it cost to integrate Contractors Cloud with Claude 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. Claude is billed separately by Anthropic. See the pricing page.

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

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

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

Access your data from various sources in one place. Get started for free.

Start for Free Book a Demo