# Klipfolio

```json
{
  "name": "Klipfolio",
  "slug": "klipfolio",
  "url": "https://composio.dev/toolkits/klipfolio",
  "markdown_url": "https://composio.dev/toolkits/klipfolio.md",
  "logo_url": "https://logos.composio.dev/api/klipfolio",
  "categories": [
    "data & analytics"
  ],
  "is_composio_managed": false,
  "updated_at": "2026-05-12T10:16:55.357Z"
}
```

![Klipfolio logo](https://logos.composio.dev/api/klipfolio)

## Description

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.

## Summary

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.

## Categories

- data & analytics

## Toolkit Details

- Tools: 50

## Images

- Logo: https://logos.composio.dev/api/klipfolio

## Authentication

- **Api Key**
  - Type: `api_key`
  - Description: Api Key authentication for Klipfolio.
  - Setup:
    - Configure Api Key credentials for Klipfolio.
    - Use the credentials when creating an auth config in Composio.

## Suggested Prompts

- Create a new dashboard for marketing KPIs
- List all available data sources in my account
- Append this week's sales CSV to data source
- Refresh all data sources updated in last 24 hours

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `KLIPFOLIO_ASSIGN_USER_ROLE` | Assign User Role | Tool to assign a role to a user in Klipfolio. Use when you need to grant role-based permissions to a specific user. Requires both user ID and role ID. |
| `KLIPFOLIO_CREATE_DATA_SOURCE` | Create Data Source | This tool creates a new data source in Klipfolio. It uses the POST /datasources endpoint to add a data source with required parameters (name, format, connector, endpointUrl) and optional parameters (description, refreshInterval, method, additionalProperties). |
| `KLIPFOLIO_CREATE_DATA_SOURCE_INSTANCE` | Create Data Source Instance | Tool to create a new data source instance based on an existing data source in Klipfolio. Use when you need to instantiate a data source with specific properties or configuration. Requires datasource.create permission. |
| `KLIPFOLIO_CREATE_GROUP` | Create Group | Tool to create a new group in Klipfolio. Use when you need to organize users into groups for managing permissions and access control. |
| `KLIPFOLIO_CREATE_ROLE` | Create Role | Tool to create a new role in Klipfolio with optional permissions. Use when you need to define a new role with specific access rights. Requires 'user.manage' permission. |
| `KLIPFOLIO_CREATE_TAB` | Create Tab (Dashboard) | This tool creates a new tab (dashboard) in Klipfolio. A tab serves as a container for organizing and displaying Klips (data visualizations) in a meaningful way. The tool allows users to set up a new dashboard with specific properties and configurations. |
| `KLIPFOLIO_CREATE_USER` | Create User | Tool to create a new user in Klipfolio with optional roles and client association. Use when you need to add a new user account. Requires 'user.manage' permission. |
| `KLIPFOLIO_DELETE_DATA_SOURCE` | Delete Data Source | This tool permanently removes a specified data source from the Klipfolio account. This operation is destructive and cannot be undone. The data source must not be currently in use, and proper permissions are required. |
| `KLIPFOLIO_DELETE_DATA_SOURCE_INSTANCE_PROPERTY` | Delete Data Source Instance Property | Tool to delete a property from a data source instance in Klipfolio. Use when you need to remove custom properties or metadata from a specific data source instance. |
| `KLIPFOLIO_DELETE_DATA_SOURCE_PROPERTY` | Delete Data Source Property | Tool to delete a property from a data source in Klipfolio. Use when you need to remove custom properties or metadata from a specific data source. |
| `KLIPFOLIO_DELETE_DATA_SOURCE_SHARE_RIGHT` | Delete Data Source Share Right | Tool to delete a data source share right for a specific user or group. Use when you need to revoke access permissions from a data source. |
| `KLIPFOLIO_DELETE_GROUP` | Delete Group | Tool to permanently delete a specified group from the Klipfolio account. Use when you need to remove a user group. This operation is destructive and cannot be undone. Proper permissions are required. |
| `KLIPFOLIO_DELETE_ROLE` | Delete Role | Tool to delete a role from Klipfolio. Use when you need to permanently remove a role from the account. This operation is destructive and cannot be undone. |
| `KLIPFOLIO_DISABLE_DATA_SOURCE` | Disable Data Source | Tool to disable a data source in Klipfolio. Use when you need to temporarily stop a data source from refreshing without deleting it. The data source can be re-enabled later if needed. |
| `KLIPFOLIO_ENABLE_DATA_SOURCE` | Enable Data Source | Tool to enable a disabled data source in Klipfolio. Use when you need to reactivate a data source that was previously disabled. Note: The data source must be in disabled state before it can be enabled, otherwise a 403 error will be returned. |
| `KLIPFOLIO_GET_DASHBOARD` | Get Dashboard Details | This tool retrieves detailed information about a specific dashboard (formerly known as tab) in Klipfolio. It allows users to obtain comprehensive information including properties, settings, and metadata of the dashboard. |
| `KLIPFOLIO_GET_DATA_SOURCE` | Get Data Source Details | Tool to retrieve detailed information about a specific data source in Klipfolio. Use when you need to get configuration details, refresh settings, or metadata for a data source. |
| `KLIPFOLIO_GET_DATA_SOURCE_INSTANCE2` | Get Data Source Instance Details | Tool to retrieve detailed information about a specific data source instance in Klipfolio. Use when you need to fetch metadata and status for a data source instance. |
| `KLIPFOLIO_GET_DATA_SOURCE_INSTANCE_DATA` | Get Data Source Instance Data | Tool to retrieve the actual data from a specific data source instance in Klipfolio. Use when you need to access the raw data stored in a data source instance. |
| `KLIPFOLIO_GET_DATA_SOURCE_INSTANCE_PROPERTIES` | Get Data Source Instance Properties | Tool to retrieve configuration properties for a specific data source instance in Klipfolio. Use when you need to inspect how the API connects to a data source instance (endpoint URL, method, headers, etc.). |
| `KLIPFOLIO_GET_DATA_SOURCE_PROPERTIES` | Get Data Source Properties | Tool to retrieve properties for a specific data source in Klipfolio by its ID. Use when you need to get configuration details of a data source such as endpoint URLs, authentication tokens, or custom properties. |
| `KLIPFOLIO_GET_DATA_SOURCE_SHARE_RIGHTS` | Get Data Source Share Rights | Tool to retrieve sharing permissions for a specific data source in Klipfolio. Returns both group-level and user-level access rights, including edit permissions for each. |
| `KLIPFOLIO_GET_GROUP` | Get Group Details | Tool to retrieve detailed information about a specific group in Klipfolio. Use when you need to get group properties such as name, description, member count, and optionally the list of members. |
| `KLIPFOLIO_GET_GROUP_DEFAULT_TABS` | Get Group Default Tabs | Tool to retrieve the list of default tabs (dashboards) for a specific group. Use when you need to see which dashboards are set as defaults for a user group. |
| `KLIPFOLIO_GET_GROUP_USERS` | Get Group Users | Tool to retrieve all users belonging to a specific group in Klipfolio. Use when you need to list members of a group. |
| `KLIPFOLIO_GET_KLIPS` | Get Klips | This tool retrieves a list of all Klips accessible to the authenticated user. Klips are visualization components in Klipfolio that display data in various formats like charts, tables, or metrics. |
| `KLIPFOLIO_GET_PROFILE` | Get User Profile | This tool is used to retrieve the authenticated user's profile information and test the authentication status. It verifies API connectivity and access permissions by returning profile details such as User ID, Username, Email, Company information, Role and permissions, and Account status. |
| `KLIPFOLIO_GET_ROLE` | Get Role Details | Tool to retrieve detailed information about a specific role in Klipfolio. Use when you need to check role permissions, view role assignments, or understand role configuration. |
| `KLIPFOLIO_GET_ROLE_PERMISSIONS` | Get Role Permissions | Tool to retrieve the list of permissions assigned to a specific role in Klipfolio. Use when you need to view what permissions a role has, such as account.api, admin.client, client.access, dashboard permissions, datasource permissions, klip permissions, tab permissions, or user.manage. |
| `KLIPFOLIO_GET_ROLE_USERS` | Get Role Users | Tool to retrieve all users associated with a specific role in Klipfolio. Use when you need to see which users are assigned to a role. Requires user.manage permission. |
| `KLIPFOLIO_GET_USER` | Get User Details | Tool to retrieve detailed information about a specific user in Klipfolio. Use when you need to get user properties such as name, email, login history, group memberships, and role assignments. |
| `KLIPFOLIO_GET_USER_GROUPS` | Get User Groups | Tool to retrieve all groups that a specific user belongs to in Klipfolio. Use when you need to check group membership for a user. |
| `KLIPFOLIO_GET_USER_PROPERTIES` | Get User Properties | Tool to retrieve custom properties associated with a specific user in Klipfolio. Use when you need to access user-defined key-value pairs stored as user properties. |
| `KLIPFOLIO_GET_USER_ROLES` | Get User Roles | Tool to retrieve all roles assigned to a specific user in Klipfolio. Use when you need to check what permissions and access levels a user has through their role assignments. |
| `KLIPFOLIO_GET_USER_TAB_INSTANCES` | Get User Tab Instances | Tool to retrieve all tab instances associated with a specific user. Use when you need to view dashboard copies assigned to a user's account. Tab instances represent copies of tabs in a user's account. |
| `KLIPFOLIO_LIST_DATA_SOURCE_INSTANCES` | List Data Source Instances | Tool to retrieve all data source instances accessible to the authenticated user. Use when you need to list, query, or monitor data source instances with optional filtering by client or data source. |
| `KLIPFOLIO_LIST_DATA_SOURCES` | List All Data Sources | This tool retrieves a list of all data sources associated with an authenticated Klipfolio account. It supports optional query parameters for pagination (limit and offset) and filtering by client_id. The response includes details for each data source such as id, name, description, format, connector type, refresh interval, and timestamps. |
| `KLIPFOLIO_LIST_GROUPS` | List All Groups | Tool to retrieve all groups from a Klipfolio account. Use when you need to list groups for access management or filtering purposes. Supports filtering by client_id or external_id, and can include member data when used with external_id. |
| `KLIPFOLIO_LIST_ROLES` | List All Roles | Tool to retrieve all roles in the company. Use when you need to view available roles, check role configurations, or identify role IDs for permission management. |
| `KLIPFOLIO_LIST_USERS` | List All Users | Tool to retrieve all users in the company. Use when you need to view all users, search for specific users by email or external ID, or get user details for access management. |
| `KLIPFOLIO_REFRESH_DATA_SOURCE_INSTANCE` | Refresh Data Source Instance | Tool to manually refresh a data source instance in Klipfolio. Use when you need to update the data from its source immediately rather than waiting for the scheduled refresh interval. |
| `KLIPFOLIO_REFRESH_MULTIPLE_DATA_SOURCES` | Refresh Multiple Data Sources | This tool allows users to refresh multiple data sources in Klipfolio simultaneously. It queues the specified data sources for refresh, updating their data from their respective sources. At least one data source ID must be provided. |
| `KLIPFOLIO_RESEND_USER_INVITE` | Resend User Invite | Tool to resend a user invitation email in Klipfolio. Use when you need to resend an invitation to a user who has not yet accepted their account invite. |
| `KLIPFOLIO_RESET_USER_PASSWORD` | Reset User Password | Tool to reset a user's password in Klipfolio. Use when you need to trigger a password reset for a specific user account. This will send a password reset link to the user. |
| `KLIPFOLIO_UPDATE_DATA_SOURCE` | Update Data Source | This tool allows you to replace/update the data in an existing Klipfolio data source. It completely replaces the existing data with new data in the specified data source. The tool requires new data (in plain-text or CSV format) to be provided and updates the data source accordingly. |
| `KLIPFOLIO_UPDATE_DATA_SOURCE_INSTANCE_PROPERTIES` | Update Data Source Instance Properties | Tool to update custom properties on a Klipfolio data source instance. Use when you need to set or modify key-value property pairs on an existing data source instance. |
| `KLIPFOLIO_UPDATE_DATA_SOURCE_METADATA` | Update Data Source Metadata | Tool to update metadata (name, description, refresh_interval) of an existing data source. Use when you need to modify properties of a data source without changing its actual data. |
| `KLIPFOLIO_UPDATE_DATA_SOURCE_PROPERTIES` | Update Data Source Properties | Tool to update custom properties for a data source in Klipfolio. Use when you need to modify metadata or configuration properties associated with a specific data source. |
| `KLIPFOLIO_UPDATE_DATA_SOURCE_SHARE_RIGHTS` | Update Data Source Share Rights | Tool to update data source share rights in Klipfolio. Use when you need to grant or modify access permissions for users or groups to a specific data source. This allows you to control who can view or edit a data source by specifying user IDs and group IDs with their respective permissions. |
| `KLIPFOLIO_UPDATE_USER_PROPERTIES` | Update User Properties | Tool to update custom properties for a user in Klipfolio. Use when you need to modify metadata or configuration properties associated with a specific user account. |

## Supported Triggers

None listed.

## Installation and MCP Setup

### Path 1: SDK Installation

#### Path 1, Step 1: Install Composio

Install the Composio SDK
```python
pip install composio_openai
```

```typescript
npm install @composio/openai
```

#### Path 1, Step 2: Initialize Composio and Create Tool Router Session

Import and initialize Composio client, then create a 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')
```

```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');
```

#### Path 1, Step 3: Execute Klipfolio Tools via Tool Router with Your Agent

Get tools from Tool Router session and execute Klipfolio actions 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)
```

```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);
```

### Path 2: MCP Server Setup

#### Path 2, Step 1: Install Composio

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

```typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
```

#### Path 2, Step 2: Create Tool Router Session

Initialize the Composio client and create a 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
```

```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}`);
```

#### Path 2, Step 3: Connect to AI Agent

Use the MCP server with your 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())
```

```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}`);
```

## Why Use Composio?

### 1. 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

### 2. 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

### 3. 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

### 4. 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:

- [OpenAI Agents SDK](https://composio.dev/toolkits/klipfolio/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/klipfolio/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/klipfolio/framework/claude-code)
- [Claude Cowork](https://composio.dev/toolkits/klipfolio/framework/claude-cowork)
- [Codex](https://composio.dev/toolkits/klipfolio/framework/codex)
- [OpenClaw](https://composio.dev/toolkits/klipfolio/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/klipfolio/framework/hermes-agent)
- [Google ADK](https://composio.dev/toolkits/klipfolio/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/klipfolio/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/klipfolio/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/klipfolio/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/klipfolio/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/klipfolio/framework/crew-ai)
- [Pydantic AI](https://composio.dev/toolkits/klipfolio/framework/pydantic-ai)
- [AutoGen](https://composio.dev/toolkits/klipfolio/framework/autogen)

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## 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](https://docs.composio.dev/tool-router/overview).

### Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. [Learn more](https://trust.composio.dev).

### What if the API changes?

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

---
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