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How to connect Klipfolio to Claude

Connect Claude Web, Desktop and Cowork to Klipfolio MCP. Create a new dashboard for marketing kpis, list all available data sources in your account, and more using natural language, with authentication handled for you.

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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

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Klipfolio account to Claude via Composio Connect, enabling it to create a new dashboard for marketing KPIs, list all available data sources in your account, append this week's sales CSV to data source, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Klipfolio with

OpenAI Agents SDKClaude Agent SDKClaude CodeCodexOpenClawHermesAtomic AgentGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIPydantic AIAutoGen

Connecting Klipfolio to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

2. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Web, Desktop, and Cowork

3. Connect your Klipfolio account

Back in Claude, ask it to connect to Klipfolio or give it any Klipfolio-related task.

For example, ask Claude to:

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

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Klipfolio account is ready to use.

What is the Klipfolio Claude Connector, 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.

Troubleshooting

1. Why does Claude not use the Composio connector for Klipfolio?

The connector can show as connected, but Claude must use it in each Klipfolio conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Klipfolio again.

2. Why does Claude show an MCP server error before Klipfolio connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Klipfolio.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Klipfolio.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Klipfolio authorization link not work?

The Composio connector is one server. Your Klipfolio account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Klipfolio connection.
  • Composio creates a fresh Klipfolio authorization link.
  • Open that link in your browser and finish the Klipfolio sign-in.

4. Why do Klipfolio actions fail after they worked before?

The Klipfolio connection can expire or lose permission.

  • Ask Claude to inspect the Klipfolio connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Klipfolio account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Klipfolio.
  • If the action still fails with a permission error, check that the connected account has that permission in Klipfolio itself.

5. How do I switch to a different Klipfolio account?

Claude can manage the Klipfolio connection for you.

  • Ask Claude to disconnect or delete the current Klipfolio account.
  • Ask Claude to connect Klipfolio again.
  • Open the new Composio authorization link for Klipfolio.
  • Sign in with the other Klipfolio account in the browser.
  • After the account connects, ask Claude to retry the Klipfolio task.

6. Why is my Klipfolio connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Klipfolio connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Klipfolio tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Klipfolio.
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.

FRAMEWORKS

How to build Klipfolio MCP Agent with another framework

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Klipfolio MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Klipfolio MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Klipfolio MCP with Claude Code

Codex logo

Codex

Use Klipfolio MCP with Codex

OpenClaw logo

OpenClaw

Use Klipfolio MCP with OpenClaw

Hermes logo

Hermes

Use Klipfolio MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Klipfolio MCP with Atomic Agent

Google ADK logo

Google ADK

Use Klipfolio MCP with Google ADK

LangChain logo

LangChain

Use Klipfolio MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Klipfolio MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Klipfolio MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Klipfolio MCP with LlamaIndex

CrewAI logo

CrewAI

Use Klipfolio MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Klipfolio MCP with Pydantic AI

AutoGen logo

AutoGen

Use Klipfolio MCP with AutoGen

FAQ

Frequently asked questions

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.

Yes, you can. Claude Cowork 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.

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.

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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