Klipfolio Integration 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.
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Supported Tools

Tools
Append Data to Data SourceThis tool appends plain-text or csv data to an existing data source in klipfolio.
Create Data SourceThis tool creates a new data source in klipfolio.
Create Tab (Dashboard)This tool creates a new tab (dashboard) in klipfolio.
Delete Data SourceThis tool permanently removes a specified data source from the klipfolio account.
Get Dashboard DetailsThis tool retrieves detailed information about a specific dashboard (formerly known as tab) in klipfolio.
Get Data Source Instance DetailsThis tool retrieves detailed information about a specific data source instance in klipfolio.
Get KlipsThis tool retrieves a list of all klips accessible to the authenticated user.
Get User ProfileThis tool is used to retrieve the authenticated user's profile information and test the authentication status.
List All Data SourcesThis tool retrieves a list of all data sources associated with an authenticated klipfolio account.
Refresh Multiple Data SourcesThis tool allows users to refresh multiple data sources in klipfolio simultaneously.
Update Data SourceThis tool allows you to replace/update the data in an existing klipfolio data source.

Connect Klipfolio MCP Tool with your Agent

Python
TypeScript

Install Composio

python
pip install composio claude-agent-sdk
Install the Composio SDK and Claude Agent SDK

Create Tool Router Session

python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
Initialize the Composio client and create a Tool Router session

Connect to AI Agent

python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to Klipfolio tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('Get dashboard details for sales-dashboard')
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
Use the MCP server with your AI agent

Connect Klipfolio API Tool with your Agent

Python
TypeScript

Install Composio

python
pip install composio_openai
Install the Composio SDK

Initialize Composio and Create Tool Router Session

python
from openai import OpenAI
from composio import Composio
from composio_openai import OpenAIResponsesProvider

composio = Composio(provider=OpenAIResponsesProvider())
openai = OpenAI()
session = composio.create(user_id='your-user-id')
Import and initialize Composio client, then create a Tool Router session

Execute Klipfolio Tools via Tool Router with Your Agent

python
tools = session.tools
response = openai.responses.create(
  model='gpt-4.1',
  tools=tools,
  input=[{
    'role': 'user',
    'content': 'Create a new dashboard for monthly sales data'
  }]
)
result = composio.provider.handle_tool_calls(
  response=response,
  user_id='your-user-id'
)
print(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

Use Klipfolio with any AI Agent Framework

Choose a Framework you want to connect Klipfolio with

Frequently Asked Questions

Do I need my own developer credentials to use Klipfolio with Composio?

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.

Can I use multiple toolkits together?

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

Is Composio secure?

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

What if the API changes?

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

Used by agents from

Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

Never worry about agent reliability

We handle tool reliability, observability, and security so you never have to second-guess an agent action.

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