How to integrate data into Claude with Windsor MCP

Windsor MCP for Claude allows you to unlock AI-powered insights and visual summaries from your business data across 325+ platforms in seconds.

Follow this guide to connect the Windsor MCP server with your Claude account using the official connector.

Prerequisites

To use Windsor MCP with Claude, make sure you have the following:

  • An active Windsor.ai account (free or paid plan) with at least one connected data source
  • Claude account

🚀 Get started with Windsor MCP today with a 30-day free trial: https://onboard.windsor.ai/ and experience the power of AI-driven analytics.

Steps to configure Windsor MCP for Claude

Method 1. Using Claude Desktop

1. In Claude, go to the Connectors page, browse ‘Windsor.ai’ and add it using the ‘+‘ button.

windsor.ai connector claude

2. You’ll be prompted to authorize the connection by signing in with your Windsor.ai account.

3. When done, go back to Claude. Windsor MCP will appear in the list of connectors.

windsor mcp for claude

For quicker connector access and use, you can choose ‘Always allow‘ permissions.

connect windsor.ai to claude

4. Now, create a new Claude chat and feel free to ask any questions related to your data.

windsor mcp for claude.ai

Method 2. Developer Mode Setup

If you want more control over your data, you can configure Windsor MCP using the dev tools provided.

1. Install the Windsor MCP Proxy:

uv tool install mcp-proxy

2. Locate the installed path:

Run this command in the terminal to find the exact path:

which mcp-proxy

3. Edit Claude Desktop Config:

  • Open Claude Desktop → Settings → Developer → Edit Config

This opens a JSON config file. Add the following:

{
  "mcpServers": {
   "windsor": {
    "command": "mcp-proxy", // path to your mcp-proxy
   "args": [
  "https://mcp.windsor.ai/",
 "--transport=streamablehttp"
],
 "env": {
   "API_ACCESS_TOKEN": "<your-windsor-api-key>"
    }
   }
  } 
} 

4. Restart Claude Desktop and start querying:

Quit and reopen Claude. You should see “windsor” listed in your MCP options. Feel free to ask the first question related to your data.

Windsor MCP connector functions

The Windsor MCP connector provides four core functions that allow you to discover connectors, explore available fields, and retrieve structured marketing data for AI analysis and reporting:

  1. get_connectors
  2. get_options
  3. get_fields
  4. get_data

Function overview

FunctionPurposeWhat it returnsWhen to use it
get_connectorsRetrieve available connectors and connected accountsList of supported data sources (e.g., Facebook, Google Ads, TikTok) and linked accountsWhen initializing setup or verifying connected accounts
get_optionsRetrieve available fields, date filters, and connector-specific optionsAvailable metrics, dimensions, attribution settings, and date configurationsBefore building a query to understand what data is available
get_fieldsGet detailed metadata about specific fieldsField descriptions, types, and technical detailsWhen validating metrics/dimensions or building advanced queries
get_dataRetrieve structured marketing dataPerformance data filtered by fields, date ranges, filters, and attribution settingsWhen pulling data for dashboards, reports, or AI analysis

Helpful links

  • About Windsor MCP – Explore general info about Windsor MCP: supported data sources and LLMs, benefits, use cases, etc.
  • Windsor MCP use cases & examples (30+ prompts inside) – If you don’t know what to ask or are looking for advanced Windsor MCP use cases, read this guide for a batch of practical examples and useful prompts to make your Claude data analysis even more effective and deeper.
  • Connect Facebook Ads to Claude – Visit this sample integration page to see how you can connect a specific data source (Meta Ads) to Claude and what benefits it provides.

Tired of manual data reporting and analysis? Get started with Windsor MCP today to unlock instant AI insights

Let us help you automate data integration and AI-powered analytics, so you can make smarter business decisions.
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