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Write the weekly ad report from live data

Business data & reporting · Marketing content & social · checked 2026-10-17

Connect Windsor.ai’s MCP server to Claude, ask for last week’s spend and results by channel, and edit the summary before it goes to the team.

Independent review. IonBin has no partnership with any tool on this page and was not paid for this page. Our evaluation is our own, based on public documentation and our research. Product names are trademarks of their owners and are used for identification only. How disclosure works.

Goal

Report on ads in minutes from real numbers.

Connects through: MCP

Steps

#WhoWhat happensHowStatus
1Windsor.ai Supplies cross-channel ad data through get_data on the Windsor.ai MCP server
The same server has write actions that can pause campaigns or change budgets; keep approval on.
 MCP Confirmed · source ↗
2Claude Writes the summary and flags changes AI platform Confirmed
3You Check figures against the ad platforms and approve Human step Confirmed

Confirmed means the vendor documents it (linked). It doesn't mean IonBin has tested it. AI-platform and human steps need no source.

Human approval

You approve the report.

Watch out for

Keep the human approval step: You approve the report.

Starter prompt

Goal: Report on ads in minutes from real numbers. Tools involved: Windsor.ai, Claude. Your part: supplies cross-channel ad data through get_data on the windsor.ai mcp server; writes the summary and flags changes. Work step by step, show me each draft or proposed change, and wait for my approval before anything is sent, published, signed, filed or changed in a live system.

Assembled from this page’s goal and steps. Paste it into your AI platform and adjust it to your situation.

Tools in this workflow

ToolRoleOfficial site
Windsor.aiMCP windsor.ai ↗
ClaudeAI platform claude.ai ↗

Which AI platforms can run it

PlatformStatusWhy
Claude (incl. Claude Code) Confirmed Every MCP and API step is documented for this platform.
OpenAI Codex To verify Windsor.ai: pairing not named in vendor docs
Google Antigravity To verify Windsor.ai: pairing not named in vendor docs
ChatGPT Confirmed Every MCP and API step is documented for this platform.
Gemini Confirmed Every MCP and API step is documented for this platform.
Perplexity Confirmed Every MCP and API step is documented for this platform.

Computed from the MCP and API steps only: "Confirmed" needs the tool's docs to name the platform and the platform to support the connection. Browser, upload and human steps work from any platform.

What we checked (2026-10-17)

  • Windsor.ai MCP (mcp.windsor.ai) signs in with OAuth, or with an API key if your client only supports keys. get_data runs a query by date range, account and fields, and get_connectors lists what you’ve connected.
  • Write actions. The same server can run write actions through execute_action, such as pausing or enabling campaigns and setting budgets on Meta Ads, Google Ads and others. For a report, keep tool approval on and decline any write call.
  • Pricing. After a 30-day trial, the free plan keeps one data source. Basic is $19 a month billed annually.

Set it up

  1. Connect your ad accounts in Windsor.ai, then connect the MCP server to Claude.
  2. Ask: “Pull last week’s and the prior week’s spend, clicks, conversions and cost per conversion by channel. Write a summary of no more than 150 words and flag changes over 20%. Don’t call any write actions.”
  3. Check the totals against each ad platform’s own dashboard. Attribution windows and time zones often explain gaps.
  4. Edit the summary and send it to the team yourself.

Sources

Related workflows

Report ad results by profit, not revenue

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