Klipfolio MCP server for AI agents and assistants

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/mcp @ai-sdk/openai
Install the Composio SDK and your agent framework
2

Create a session with MCP enabled

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

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["klipfolio"],
  mcp: true,
});
Create a session scoped to Klipfolio and read its MCP URL and headers
3

Connect your agent to the MCP server

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

const client = await createMCPClient({
  transport: { type: "http", url: mcp.url, headers: mcp.headers },
});

const { text } = await generateText({
  model: openai("gpt-5.6-sol"),
  tools: await client.tools(),
  prompt: "Create a new dashboard for monthly sales data",
  stopWhen: stepCountIs(10),
});

console.log(text);
await client.close();
Pass the session's MCP URL and headers to your agent and run a Klipfolio request
SETUP GUIDE

Connect Klipfolio API Tool with your Agent

1

Install Composio

typescript
npm install @composio/core @composio/openai openai
Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
2

Create a Composio session

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

const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();

const session = await composio.create("your-user-id", { toolkits: ["klipfolio"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to Klipfolio
3

Run Klipfolio tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "Create a new dashboard for monthly sales data" }],
});

while (response.output.some((o) => o.type === "function_call")) {
  const outputs = await composio.provider.handleToolCalls(session, response.output);
  response = await client.responses.create({
    model: "gpt-5.6-sol",
    tools,
    previous_response_id: response.id,
    input: outputs,
  });
}

console.log(response.output_text);
Send a request, execute the Klipfolio tool calls through the session, and print the final answer

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

Rolling this out across your team?

Give your team centralized access control across every framework with Composio’s MCP Gateway.

EXPLORE MCP GATEWAY
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.

Yes. Composio is SOC 2 Type II compliant and is built to keep your Klipfolio connection and credentials secure. OAuth tokens and API keys are encrypted, and sensitive customer data is protected at rest and in transit.

Composio also undergoes independent security testing and continuously monitors its systems for security threats. You can review the latest reports and policies in the Composio Trust Center.

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

Create the key in your Klipfolio account settings, then paste it once on Composio's connection page. Composio stores it encrypted and uses it only for the Klipfolio actions your agent runs. Nobody else in your workspace can read it, and you can revoke it inside Klipfolio at any time.

When you connect a Klipfolio account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in Klipfolio as done by you. Keep an approval step in your prompt for actions with side effects, such as sending or deleting, and have the agent draft first.

Whatever the credentials you connect allow inside Klipfolio. If Klipfolio lets you scope a key to specific permissions, create a scoped one so the agent can only do what you intend. You can revoke the key inside Klipfolio at any time.

Yes. Composio supports multiple connected accounts for the same app, and that works in Claude, ChatGPT, or any other assistant you connect through Composio. Give each Klipfolio connection a name such as work or personal, and the assistant uses the one you mention in the request. Each account keeps its own credentials and nothing is merged.

The connection stops working the moment Klipfolio rejects the old key. Create a new key in Klipfolio and reconnect the account from the Composio dashboard or by asking your agent to reconnect Klipfolio. Nothing else changes.

Composio's free Hobby plan includes 100,000 tool calls per month with no credit card, which covers most personal Klipfolio use. Paid plans add higher limits and team features. Your Klipfolio plan and its API limits still apply as usual.

Built-in connectors usually give one AI access to a limited set of apps. Many people use Composio because it lets their AI connect to more apps than it normally supports, or connect to multiple accounts for the same app (e.g. connect Claude to multiple Klipfolio accounts).

With Composio, you connect Klipfolio once and then use it across different AI assistants without setting it up separately in each one. Connect your apps to Composio once, then connect Composio to whichever AI you use, whether that's Claude, ChatGPT, Hermes, or your own custom assistant.

Start with Klipfolio.It takes 30 seconds.

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

Start building