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windsor-aiwindsor-ai/claude-windsor-ai-plugin/skills/windsor-get-started/SKILL.md

windsor-get-started

Skill1 starsChanged 50 days agoMITView on GitHub

Set up Windsor.ai in Claude Code and get to a first answer - sign in to the Windsor.ai MCP server, check which sources are connected, connect the first ad, social, analytics, CRM or finance account, and run a first report. Use when the user has just installed the plugin, says "set up Windsor", "get started", "connect my accounts", or tool calls fail because they are not signed in.

The file

We split this skill into the rules it gives an agent

6 rules. About 0 are common, 1 is distinctive, and 5 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈1

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 5

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Very specific:

    Call get_current_user. If it fails with an authentication error, tell the user to run /mcp, select windsor-ai, and sign in with their …

    line 11
  2. Very specific:

    If /mcp does not list windsor-ai, the plugin is not loaded: ask them to run /plugin and check that the Windsor.ai plugin is enabled, then …

    line 12
  3. Very specific:

    Call get_connectors. Summarise it by area: paid ads, organic social, web analytics and SEO, CRM, e-commerce, finance and payments, …

    line 15
  4. Distinctive:

    If nothing is connected, ask which platform matters most and continue with step 3.

    line 16
  5. Very specific:

    Call get_connector_authorization_url for the chosen connector and give the user the link.

    line 19
  6. Very specific:

    After they confirm, call get_connectors again and name the account that appeared.

    line 20

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Get started with Windsor.ai

Get the user from a fresh install to a first real answer in as few steps as possible.

1. Check the connection

  • Call get_current_user. If it fails with an authentication error, tell the user to run /mcp, select windsor-ai, and sign in with their Windsor.ai account (a free account works; sign-up happens in the same browser flow). Retry after they confirm.
  • If /mcp does not list windsor-ai, the plugin is not loaded: ask them to run /plugin and check that the Windsor.ai plugin is enabled, then restart Claude Code.

2. See what is connected

  • Call get_connectors. Summarise it by area: paid ads, organic social, web analytics and SEO, CRM, e-commerce, finance and payments, warehouses and files.
  • If nothing is connected, ask which platform matters most and continue with step 3.

3. Connect the first source

  • Call get_connector_authorization_url for the chosen connector and give the user the link. For API-key sources, call get_connector_connect_info and show the exact steps it returns.
  • After they confirm, call get_connectors again and name the account that appeared.

4. First answer

Offer one concrete first report for what is connected, and run it on a yes:

  • Ads: spend, clicks, conversions and cost per conversion by campaign for the last 30 days (/campaign-report).
  • Organic social: best posts by engagement for the last 30 days (/social-report).
  • CRM: pipeline by stage and value (/pipeline-report).
  • E-commerce or finance: revenue by week for the last 90 days (/revenue-report).

Hand-offs

  • More sources or a permission error -> /windsor-connect
  • Any report -> /windsor-insights
  • Changes on a platform -> /windsor-manage

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