How to integrate Klipfolio MCP with Claude Agent SDK

This guide walks you through connecting Klipfolio to the Claude Agent SDK using the Composio tool router. By the end, you'll have a working Klipfolio agent that can create a new dashboard for marketing kpis, list all available data sources in your account, append this week's sales csv to data source through natural language commands. This guide will help you understand how to give your Claude Agent SDK agent real control over a Klipfolio account through Composio's Klipfolio MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

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Klipfolio

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

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Introduction

This guide will help you understand how to give your Claude Agent SDK agent real control over a Klipfolio account through Composio's Klipfolio MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Klipfolio with

OpenAI Agents SDK Claude Code Claude Cowork Codex OpenClaw Hermes CLI Google ADK LangChain Vercel AI SDK Mastra AI LlamaIndex CrewAI

TL;DR

Here's what you'll learn:

Get and set up your Claude/Anthropic and Composio API keys
Install the necessary dependencies
Initialize Composio and create a Tool Router session for Klipfolio
Configure an AI agent that can use Klipfolio as a tool
Run a live chat session where you can ask the agent to perform Klipfolio operations

What is Claude Agent SDK?

The Claude Agent SDK is Anthropic's official framework for building AI agents powered by Claude. It provides a streamlined interface for creating agents with MCP tool support and conversation management.

Key features include:

Native MCP Support: Built-in support for Model Context Protocol servers
Permission Modes: Control tool execution permissions
Streaming Responses: Real-time response streaming for interactive applications
Context Manager: Clean async context management for sessions

What is the Klipfolio MCP server, and what's possible with it?

The Klipfolio MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Klipfolio account. It provides structured and secure access to your dashboards and data sources, so your agent can perform actions like creating dashboards, updating data sources, retrieving analytics, and managing visualizations on your behalf.

Effortless dashboard creation and management: Ask your agent to create new dashboards (tabs), organize visualizations, or fetch detailed information about existing dashboards for instant business insights.
Comprehensive data source handling: Let your agent list, create, refresh, or delete data sources, ensuring your reports are always up to date and data flows smoothly.
Automated data updating: Instruct your agent to append fresh data to data sources or trigger refreshes across multiple sources simultaneously, keeping analytics current without manual effort.
Visualization and klip management: Retrieve a list of all your klips (visual components), enabling your agent to analyze, summarize, or reference the data visualizations you rely on most.
User profile and account verification: Have the agent check authentication or pull user profile details, helping you audit access and monitor account activity with ease.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step09 STEPS

Prerequisites

Before starting, make sure you have:

Composio API Key and Claude/Anthropic API Key
Primary know-how of Claude Agents SDK
A Klipfolio account
Some knowledge of Python

Getting API Keys for Claude/Anthropic and Composio

Claude/Anthropic API Key

Go to the Anthropic Console and create an API key. You'll need credits to use the models.
Keep the API key safe.

Composio API Key

Log in to the Composio dashboard.
Navigate to your API settings and generate a new API key.
Store this key securely as you'll need it for authentication.

Install dependencies

npm install @anthropic-ai/claude-agent-sdk @composio/core dotenv

Install the Composio SDK and the Claude Agents SDK.

What's happening:

@composio/core provides Composio integration for Anthropic
@anthropic-ai/claude-agent-sdk is the core agent framework
dotenv/config loads environment variables

Set up environment variables

bash

COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here
ANTHROPIC_API_KEY=your_anthropic_api_key_here

Create a .env file in your project root.

What's happening:

COMPOSIO_API_KEY authenticates with Composio
USER_ID identifies the user for session management
ANTHROPIC_API_KEY authenticates with Anthropic/Claude

Import dependencies

import 'dotenv/config';
import readline from 'node:readline';
import { Composio } from '@composio/core';
import { query, type Options } from "@anthropic-ai/claude-agent-sdk";

dotenv.config();

What's happening:

We're importing all necessary libraries including the Claude Agent SDK and Composio
The dotenv.config() function loads environment variables from your .env file
This setup prepares the foundation for connecting Claude with Klipfolio functionality

Create a Composio instance and Tool Router session

async function chat() {
  const { COMPOSIO_API_KEY, USER_ID } = process.env;
  if (!COMPOSIO_API_KEY || !USER_ID) {
    throw new Error('COMPOSIO_API_KEY and USER_ID required in .env');
  }

  const composio = new Composio({ apiKey: COMPOSIO_API_KEY });

  // Create Tool Router session for Klipfolio
  const session = await composio.create(USER_ID, {
    toolkits: ['klipfolio'],
  });
  const mcpUrl = session?.mcp.url;

What's happening:

The function checks for the required COMPOSIO_API_KEY environment variable
We're creating a Composio instance using our API key
The create method creates a Tool Router session for Klipfolio
The returned url is the MCP server URL that your agent will use

Configure Claude Agent with MCP

const options: Options = {
  permissionMode: 'bypassPermissions',
  mcpServers: {
    composio: {
      type: 'http',
      url: mcpUrl,
      headers: { 'x-api-key': COMPOSIO_API_KEY }
    }
  },
  systemPrompt: 'You are a helpful assistant with access to Klipfolio tools via Composio.',
  maxTurns: 10,
};

What's happening:

We're configuring the Claude Agent options with the MCP server URL
permissionMode: 'bypassPermissions' allows the agent to execute operations without asking for permission each time
The system prompt instructs the agent that it has access to Klipfolio
maxTurns: 10 limits the conversation length to prevent excessive API usage

Create client and start chat loop

const rl = readline.createInterface({
    input: process.stdin,
    output: process.stdout,
    prompt: 'You: '
  });

  console.log('\nChat started. Type "exit" to quit.\n');

  let isProcessing = false;

  async function ask(prompt: string) {
    isProcessing = true;
    rl.pause();

    process.stdout.write('Claude is thinking...');
    const stream = query({ prompt, options });

    let firstChunk = true;
    for await (const msg of stream) {
      const content = (msg as any).message?.content || (msg as any).content;
      if (Array.isArray(content)) {
        for (const block of content) {
          if (block.type === 'text' && block.text) {
            if (firstChunk) {
              process.stdout.write('\r\x1b[K');
              process.stdout.write('Claude: ');
              firstChunk = false;
            }
            process.stdout.write(block.text);
          }
        }
      }
    }
    process.stdout.write('\n\n');

    isProcessing = false;
    rl.resume();
    rl.prompt();
  }

  rl.on('line', async (line) => {
    if (isProcessing) return;

    const input = line.trim();
    if (input === 'exit') {
      rl.close();
      process.exit(0);
    }
    if (input) await ask(input);
    else rl.prompt();
  });

  await ask('What can you help me with?');
}

What's happening:

The readline interface is created to handle user input and output
The query function is used to send the user's input to the agent
The chat loop continues until the user types 'exit' or 'quit'

Run the application

try {
  await chat();
} catch (error) {
  console.error(error);
  process.exit(1);
}

What's happening:

The chat function is the entry point for the application
The try-catch block is used to handle any errors that occur

Complete Code

Here's the complete code to get you started with Klipfolio and Claude Agent SDK:

import 'dotenv/config';
import readline from 'node:readline';
import { Composio } from '@composio/core';
import { query, type Options } from "@anthropic-ai/claude-agent-sdk";

async function chat() {
  const { COMPOSIO_API_KEY, USER_ID } = process.env;
  if (!COMPOSIO_API_KEY || !USER_ID) {
    throw new Error('COMPOSIO_API_KEY and USER_ID required in .env');
  }

  const composio = new Composio({ apiKey: COMPOSIO_API_KEY });
  const session = await composio.create(USER_ID, {
    toolkits: ['klipfolio']
  });
  const mcp_url = session?.mcp.url;

  const options: Options = {
    permissionMode: 'bypassPermissions',
    mcpServers: {
      composio: {
        type: 'http',
        url: mcp_url,
        headers: { 'x-api-key': COMPOSIO_API_KEY }
      }
    },
    systemPrompt: 'You are a helpful assistant with access to Klipfolio tools via Composio.',
    maxTurns: 10,
  };

  const rl = readline.createInterface({
    input: process.stdin,
    output: process.stdout,
    prompt: 'You: '
  });

  console.log('\nChat started. Type "exit" to quit.\n');

  let isProcessing = false;

  async function ask(prompt: string) {
    isProcessing = true;
    rl.pause();

    process.stdout.write('Claude is thinking...');
    const stream = query({ prompt, options });

    let firstChunk = true;
    for await (const msg of stream) {
      const content = (msg as any).message?.content || (msg as any).content;
      if (Array.isArray(content)) {
        for (const block of content) {
          if (block.type === 'text' && block.text) {
            if (firstChunk) {
              process.stdout.write('\r\x1b[K');
              process.stdout.write('Claude: ');
              firstChunk = false;
            }
            process.stdout.write(block.text);
          }
        }
      }
    }
    process.stdout.write('\n\n');

    isProcessing = false;
    rl.resume();
    rl.prompt();
  }

  rl.on('line', async (line) => {
    if (isProcessing) return;

    const input = line.trim();
    if (input === 'exit') {
      rl.close();
      process.exit(0);
    }
    if (input) await ask(input);
    else rl.prompt();
  });

  await ask('What can you help me with?');
}

try {
  await chat();
} catch (error) {
  console.error(error);
  process.exit(1);
}

Conclusion

You've successfully built a Claude Agent SDK agent that can interact with Klipfolio through Composio's Tool Router.

Key features:

Native MCP support through Claude's agent framework
Streaming responses for real-time interaction
Permission bypass for smooth automated workflows

You can extend this by adding more toolkits, implementing custom business logic, or building a web interface around the agent.

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.

FRAMEWORKS

How to build Klipfolio MCP Agent with another framework

OpenAI Agents SDK

Use Klipfolio MCP with OpenAI Agents SDK

Claude Code

Use Klipfolio MCP with Claude Code

Claude Cowork

Use Klipfolio MCP with Claude Cowork

Codex

Use Klipfolio MCP with Codex

OpenClaw

Use Klipfolio MCP with OpenClaw

Hermes

Use Klipfolio MCP with Hermes

CLI

Use Klipfolio MCP with CLI

Google ADK

Use Klipfolio MCP with Google ADK

LangChain

Use Klipfolio MCP with LangChain

Vercel AI SDK

Use Klipfolio MCP with Vercel AI SDK

Mastra AI

Use Klipfolio MCP with Mastra AI

LlamaIndex

Use Klipfolio MCP with LlamaIndex

CrewAI

Use Klipfolio MCP with CrewAI

MORE TOOLKITS

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FAQ

Frequently asked questions

With a standalone Klipfolio MCP server, the agents and LLMs can only access a fixed set of Klipfolio tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Klipfolio and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Agent SDK fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Klipfolio tools.

Yes, absolutely. You can configure which Klipfolio scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Klipfolio data and credentials are handled as safely as possible.

Start with Klipfolio.It takes 30 seconds.

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

Start building

Customer stories

Teams ship real agents on Composio

GET STARTED FOR FREE BOOK A DEMO

Karan skipped his own birthday party to fix our critical issue. It was 10pm and he diverted his Waymo to help us instead. This really sets the bar — it shows the commitment you need when users rely on your software.

Harsha Gaddipati

Co-founder, Slashy

A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it's immensely helped keep new users on the platform.

Abhi Arya

Co-founder, Opennote

We chose Composio over Pipedream because it delivered depth where it mattered — niche tools and tricky edge cases other platforms simply ignored. That gave us confidence to scale without compromising.

Nirman Dave

CEO, Zams

As a solo builder, shipping fast is life or death. The only way I can outcompete incumbents is by outmanoeuvring them. Getting bogged down managing agent auth would have been a death sentence.

Ryan Yu

Founder, Extra Thursday

Before Composio, adding tool integrations was slow and resource-intensive. Each one could take weeks of engineering time, and maintaining them meant constantly keeping up with API changes.

Tomisin Jenrola

Founder & CEO, SwarmZero

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

Jerome Leclanche

Co-Founder, Ingram Technologies

How to integrate Klipfolio MCP with Claude Agent SDK

Connect Klipfolio without auth hassles

Introduction

Also integrate Klipfolio with

TL;DR

What is Claude Agent SDK?

What is the Klipfolio MCP server, and what's possible with it?

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

How the Composio SDK works

Step-by-step Guide

Prerequisites

Getting API Keys for Claude/Anthropic and Composio

Install dependencies

Set up environment variables

Import dependencies

Create a Composio instance and Tool Router session

Configure Claude Agent with MCP

Create client and start chat loop

Run the application

Complete Code

Conclusion

Supported Tools

How to build Klipfolio MCP Agent with another framework

OpenAI Agents SDK

Claude Code

Claude Cowork

Codex

OpenClaw

Hermes

CLI

Google ADK

LangChain

Vercel AI SDK

Mastra AI

LlamaIndex

CrewAI

Explore Other Toolkits

Excel

21risk

Abstract

Addressfinder

Frequently asked questions

What are the differences in Tool Router MCP and Klipfolio MCP?+

Can I use Tool Router MCP with Claude Agent SDK?+

Can I manage the permissions and scopes for Klipfolio while using Tool Router?+

How safe is my data with Composio Tool Router?+

Start with Klipfolio.It takes 30 seconds.

Teams ship real agents on Composio