How to integrate Klipfolio MCP with Claude Code

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Introduction

Manage your Klipfolio directly from Claude Code with zero worries about OAuth hassles, API-breaking issues, or reliability and security concerns.

You can do this in two different ways:

  1. Via Composio Connect - Direct and easiest approach
  2. Via Composio SDK - Programmatic approach with more control

Also integrate Klipfolio with

Why use Composio?

  • Only one MCP URL to connect multiple apps with Claude Code with zero auth hassles.
  • Programmatic tool calling allows LLMs to write its code in a remote workbench to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Handling Large tool responses out of LLM context to minimize context rot.
  • Dynamic just-in-time access to 20,000 tools across 1000+ other Apps for cross-app workflows. It loads the tools you need, so LLMs aren't overwhelmed by tools you don't need.

Connecting Klipfolio to Claude Code using Composio

1. Add the Composio MCP to Claude

Terminal

2. Start Claude Code

bash
claude

3. Open your MCP list

bash
/mcp

4. Select Composio and click on Authenticate

Select Composio and click Authenticate

5. This will redirect you to the Composio OAuth page. Complete the flow by authorizing Composio and you're all set.

Composio OAuth authorization page
Composio authorization complete
Ask Claude to connect to your account and authenticate via the link

Supported Tools & Triggers

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.

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.

Connecting Klipfolio via Composio SDK

Composio SDK is the underlying tech that powers Rube. It's a universal gateway that does everything Rube does but with much more programmatic control. You can programmatically generate an MCP URL with the app you need (here Klipfolio) for even more tool search precision. It's secure and reliable.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

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

Step-by-step Guide

Prerequisites

Before starting, make sure you have:
  • Claude Pro, Max, or API billing enabled Anthropic account
  • Composio API Key
  • A Klipfolio account
  • Basic knowledge of Python or TypeScript

Install Claude Code

bash
# macOS, Linux, WSL
curl -fsSL https://claude.ai/install.sh | bash

# Windows PowerShell
irm https://claude.ai/install.ps1 | iex

# Windows CMD
curl -fsSL https://claude.ai/install.cmd -o install.cmd && install.cmd && del install.cmd

To install Claude Code, use one of the following methods based on your operating system:

Set up Claude Code

bash
cd your-project-folder
claude

Open a terminal, go to your project folder, and start Claude Code:

  • Claude Code will open in your terminal
  • Follow the prompts to sign in with your Anthropic account
  • Complete the authentication flow
  • Once authenticated, you can start using Claude Code
Claude Code initial setup showing sign-in prompt
Claude Code terminal after successful login

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here

Create a .env file in your project root with the following variables:

  • COMPOSIO_API_KEY authenticates with Composio (get it from Composio dashboard)
  • USER_ID identifies the user for session management (use any unique identifier)

Install Composio library

pip install composio-core python-dotenv

Install the Composio Python library to create MCP sessions.

  • composio-core provides the core Composio functionality
  • python-dotenv loads environment variables from your .env file

Generate Composio MCP URL

import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["klipfolio"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http klipfolio-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')

Create a script to generate a Composio MCP URL for Klipfolio. This URL will be used to connect Claude Code to Klipfolio.

What's happening:
  • We import the Composio client and load environment variables
  • Create a Composio instance with your API key
  • Call create() to create a Tool Router session for Klipfolio
  • The returned mcp.url is the MCP server URL that Claude Code will use
  • The script prints this URL so you can copy it

Run the script and copy the MCP URL

python generate_mcp_url.py

Run your Python script to generate the MCP URL.

  • The script connects to Composio and creates a Tool Router session
  • It prints the MCP URL and the exact command you need to run
  • Copy the entire claude mcp add command from the output

Add Klipfolio MCP to Claude Code

bash
claude mcp add --transport http klipfolio-composio "YOUR_MCP_URL_HERE" --headers "X-API-Key:YOUR_COMPOSIO_API_KEY"

# Then restart Claude Code
exit
claude

In your terminal, add the MCP server using the command from the previous step. The command format is:

  • claude mcp add registers a new MCP server with Claude Code
  • --transport http specifies that this is an HTTP-based MCP server
  • The server name (klipfolio-composio) is how you'll reference it
  • The URL points to your Composio Tool Router session
  • --headers includes your Composio API key for authentication

After running the command, close the current Claude Code session and start a new one for the changes to take effect.

Verify the installation

bash
claude mcp list

Check that your Klipfolio MCP server is properly configured.

  • This command lists all MCP servers registered with Claude Code
  • You should see your klipfolio-composio entry in the list
  • This confirms that Claude Code can now access Klipfolio tools

If everything is wired up, you should see your klipfolio-composio entry listed:

Claude Code MCP list showing the toolkit MCP server

Authenticate Klipfolio

The first time you try to use Klipfolio tools, you'll be prompted to authenticate.

  • Claude Code will detect that you need to authenticate with Klipfolio
  • It will show you an authentication link
  • Open the link in your browser (or copy/paste it)
  • Complete the Klipfolio authorization flow
  • Return to the terminal and start using Klipfolio through Claude Code

Once authenticated, you can ask Claude Code to perform Klipfolio operations in natural language. For example:

  • "Create a new dashboard for marketing KPIs"
  • "List all available data sources in my account"
  • "Append this week's sales CSV to data source"

Complete Code

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

import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["klipfolio"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http klipfolio-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')

Conclusion

You've successfully integrated Klipfolio with Claude Code using Composio's MCP server. Now you can interact with Klipfolio directly from your terminal using natural language commands.

Key features of this setup:

  • Terminal-native experience without switching contexts
  • Natural language commands for Klipfolio operations
  • Secure authentication through Composio's managed MCP
  • Tool Router for dynamic tool discovery and execution

Next steps:

  • Try asking Claude Code to perform various Klipfolio operations
  • Add more toolkits to your Tool Router session for multi-app workflows
  • Integrate this setup into your development workflow for increased productivity

You can extend this by adding more toolkits, implementing custom workflows, or building automation scripts that leverage Claude Code's capabilities.

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FAQ

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

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.

Can I use Tool Router MCP with Claude Code?

Yes, you can. Claude Code 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.

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

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.

How safe is my data with Composio Tool Router?

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.

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