Klipfolio MCP for AI Agents

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Klipfolio MCP or direct API to fetch dashboard data, generate on-demand reports, update metrics, and send automated alerts through natural language.

Klipfolio logoKlipfolio
Api Key

Klipfolio is a cloud-based business intelligence platform for creating real-time dashboards and reports. It helps teams monitor metrics, visualize trends, and share analytics effortlessly.

50 Tools

Try Klipfolio now

Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
Klipfolio
Try asking
TOOLS

Supported Tools

Every Klipfolio action and event your agent gets out of the box.

Assign User Role

Tool to assign a role to a user in Klipfolio.

Create Data Source

This tool creates a new data source in Klipfolio.

Create Data Source Instance

Tool to create a new data source instance based on an existing data source in Klipfolio.

Create Group

Tool to create a new group in Klipfolio.

Create Role

Tool to create a new role in Klipfolio with optional permissions.

Create Tab (Dashboard)

This tool creates a new tab (dashboard) in Klipfolio.

Create User

Tool to create a new user in Klipfolio with optional roles and client association.

Delete Data Source

This tool permanently removes a specified data source from the Klipfolio account.

Delete Data Source Instance Property

Tool to delete a property from a data source instance in Klipfolio.

Delete Data Source Property

Tool to delete a property from a data source in Klipfolio.

Delete Data Source Share Right

Tool to delete a data source share right for a specific user or group.

Delete Group

Tool to permanently delete a specified group from the Klipfolio account.

Delete Role

Tool to delete a role from Klipfolio.

Disable Data Source

Tool to disable a data source in Klipfolio.

Enable Data Source

Tool to enable a disabled data source in Klipfolio.

Get Dashboard Details

This tool retrieves detailed information about a specific dashboard (formerly known as tab) in Klipfolio.

Get Data Source Details

Tool to retrieve detailed information about a specific data source in Klipfolio.

Get Data Source Instance Details

Tool to retrieve detailed information about a specific data source instance in Klipfolio.

Get Data Source Instance Data

Tool to retrieve the actual data from a specific data source instance in Klipfolio.

Get Data Source Instance Properties

Tool to retrieve configuration properties for a specific data source instance in Klipfolio.

Get Data Source Properties

Tool to retrieve properties for a specific data source in Klipfolio by its ID.

Get Data Source Share Rights

Tool to retrieve sharing permissions for a specific data source in Klipfolio.

Get Group Details

Tool to retrieve detailed information about a specific group in Klipfolio.

Get Group Default Tabs

Tool to retrieve the list of default tabs (dashboards) for a specific group.

Get Group Users

Tool to retrieve all users belonging to a specific group in Klipfolio.

Get Klips

This tool retrieves a list of all Klips accessible to the authenticated user.

Get User Profile

This tool is used to retrieve the authenticated user's profile information and test the authentication status.

Get Role Details

Tool to retrieve detailed information about a specific role in Klipfolio.

Get Role Permissions

Tool to retrieve the list of permissions assigned to a specific role in Klipfolio.

Get Role Users

Tool to retrieve all users associated with a specific role in Klipfolio.

Get User Details

Tool to retrieve detailed information about a specific user in Klipfolio.

Get User Groups

Tool to retrieve all groups that a specific user belongs to in Klipfolio.

Get User Properties

Tool to retrieve custom properties associated with a specific user in Klipfolio.

Get User Roles

Tool to retrieve all roles assigned to a specific user in Klipfolio.

Get User Tab Instances

Tool to retrieve all tab instances associated with a specific user.

List Data Source Instances

Tool to retrieve all data source instances accessible to the authenticated user.

List All Data Sources

This tool retrieves a list of all data sources associated with an authenticated Klipfolio account.

List All Groups

Tool to retrieve all groups from a Klipfolio account.

List All Roles

Tool to retrieve all roles in the company.

List All Users

Tool to retrieve all users in the company.

Refresh Data Source Instance

Tool to manually refresh a data source instance in Klipfolio.

Refresh Multiple Data Sources

This tool allows users to refresh multiple data sources in Klipfolio simultaneously.

Resend User Invite

Tool to resend a user invitation email in Klipfolio.

Reset User Password

Tool to reset a user's password in Klipfolio.

Update Data Source

This tool allows you to replace/update the data in an existing Klipfolio data source.

Update Data Source Instance Properties

Tool to update custom properties on a Klipfolio data source instance.

Update Data Source Metadata

Tool to update metadata (name, description, refresh_interval) of an existing data source.

Update Data Source Properties

Tool to update custom properties for a data source in Klipfolio.

Update Data Source Share Rights

Tool to update data source share rights in Klipfolio.

Update User Properties

Tool to update custom properties for a user in Klipfolio.

SETUP GUIDE

Connect Klipfolio MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
Install the Composio SDK and Claude Agent SDK
2

Create Tool Router Session

typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });

console.log("Creating Tool Router session...");
const { mcp } = await composio.create('your-user-id');
console.log(`Tool Router session created: ${mcp.url}`);
Initialize the Composio client and create a Tool Router session
3

Connect to AI Agent

typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText, stepCountIs } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: mcp.url,
    headers: { 'x-api-key': 'your-composio-api-key' }
  }
});

const tools = await client.tools();

const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{ role: 'user', content: 'Get dashboard details for sales-dashboard' }],
  stopWhen: stepCountIs( 5 )
});

console.log(`Agent: ${text}`);
Use the MCP server with your AI agent
SETUP GUIDE

Connect Klipfolio API Tool with your Agent

1

Install Composio

typescript
npm install @composio/openai
Install the Composio SDK
2

Initialize Composio and Create Tool Router Session

typescript
import OpenAI from 'openai';
import { Composio } from '@composio/core';
import { OpenAIResponsesProvider } from '@composio/openai';

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
Import and initialize Composio client, then create a Tool Router session
3

Execute Klipfolio Tools via Tool Router with Your Agent

typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'Create a new dashboard for monthly sales data'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
Get tools from Tool Router session and execute Klipfolio actions with your Agent

Why Use Composio?

AI Native Klipfolio Integration

  • Supports both Klipfolio MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Klipfolio data

Managed Auth

  • Built-in OAuth handling with automatic token refresh and rotation
  • Central place to manage, scope, and revoke Klipfolio access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Klipfolio
  • Scoped, least privilege access to Klipfolio resources
  • Full audit trail of agent actions to support review and compliance
FAQ

Frequently asked questions

Yes, Klipfolio requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. Learn more.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

Start with Klipfolio.It takes 30 seconds.

Managed auth, hosted MCP servers, and every Klipfolio tool your agent needs.Free to start.

Start building