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.
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Enter a prompt below to test the integration in our Tool Router playground. You'll be redirected to sign in and try it live.

Supported Tools

Tools
Assign User RoleTool to assign a role to a user in Klipfolio.
Create Data SourceThis tool creates a new data source in Klipfolio.
Create Data Source InstanceTool to create a new data source instance based on an existing data source in Klipfolio.
Create GroupTool to create a new group in Klipfolio.
Create RoleTool to create a new role in Klipfolio with optional permissions.
Create Tab (Dashboard)This tool creates a new tab (dashboard) in Klipfolio.
Create UserTool to create a new user in Klipfolio with optional roles and client association.
Delete Data SourceThis tool permanently removes a specified data source from the Klipfolio account.
Delete Data Source Instance PropertyTool to delete a property from a data source instance in Klipfolio.
Delete Data Source PropertyTool to delete a property from a data source in Klipfolio.
Delete Data Source Share RightTool to delete a data source share right for a specific user or group.
Delete GroupTool to permanently delete a specified group from the Klipfolio account.
Delete RoleTool to delete a role from Klipfolio.
Disable Data SourceTool to disable a data source in Klipfolio.
Enable Data SourceTool to enable a disabled data source in Klipfolio.
Get Dashboard DetailsThis tool retrieves detailed information about a specific dashboard (formerly known as tab) in Klipfolio.
Get Data Source DetailsTool to retrieve detailed information about a specific data source in Klipfolio.
Get Data Source Instance DetailsTool to retrieve detailed information about a specific data source instance in Klipfolio.
Get Data Source Instance DataTool to retrieve the actual data from a specific data source instance in Klipfolio.
Get Data Source Instance PropertiesTool to retrieve configuration properties for a specific data source instance in Klipfolio.
Get Data Source PropertiesTool to retrieve properties for a specific data source in Klipfolio by its ID.
Get Data Source Share RightsTool to retrieve sharing permissions for a specific data source in Klipfolio.
Get Group DetailsTool to retrieve detailed information about a specific group in Klipfolio.
Get Group Default TabsTool to retrieve the list of default tabs (dashboards) for a specific group.
Get Group UsersTool to retrieve all users belonging to a specific group 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.
Get Role DetailsTool to retrieve detailed information about a specific role in Klipfolio.
Get Role PermissionsTool to retrieve the list of permissions assigned to a specific role in Klipfolio.
Get Role UsersTool to retrieve all users associated with a specific role in Klipfolio.
Get User DetailsTool to retrieve detailed information about a specific user in Klipfolio.
Get User GroupsTool to retrieve all groups that a specific user belongs to in Klipfolio.
Get User PropertiesTool to retrieve custom properties associated with a specific user in Klipfolio.
Get User RolesTool to retrieve all roles assigned to a specific user in Klipfolio.
Get User Tab InstancesTool to retrieve all tab instances associated with a specific user.
List Data Source InstancesTool to retrieve all data source instances accessible to the authenticated user.
List All Data SourcesThis tool retrieves a list of all data sources associated with an authenticated Klipfolio account.
List All GroupsTool to retrieve all groups from a Klipfolio account.
List All RolesTool to retrieve all roles in the company.
List All UsersTool to retrieve all users in the company.
Refresh Data Source InstanceTool to manually refresh a data source instance in Klipfolio.
Refresh Multiple Data SourcesThis tool allows users to refresh multiple data sources in Klipfolio simultaneously.
Resend User InviteTool to resend a user invitation email in Klipfolio.
Reset User PasswordTool to reset a user's password in Klipfolio.
Update Data SourceThis tool allows you to replace/update the data in an existing Klipfolio data source.
Update Data Source Instance PropertiesTool to update custom properties on a Klipfolio data source instance.
Update Data Source MetadataTool to update metadata (name, description, refresh_interval) of an existing data source.
Update Data Source PropertiesTool to update custom properties for a data source in Klipfolio.
Update Data Source Share RightsTool to update data source share rights in Klipfolio.
Update User PropertiesTool to update custom properties for a user in Klipfolio.
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

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