How to integrate Klipfolio MCP with Codex

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Introduction

Codex is one of the most popular coding harnesses out there. And MCP makes the experience even better. With Klipfolio MCP integration, you can draft, triage, summarise emails, and much more, all without leaving the terminal or the app, whichever you prefer.

Also integrate Klipfolio with

Why use Composio?

Apart from a managed and hosted MCP server, you will get:

  • CodeAct: A dedicated workbench that allows GPT to write its code to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Large tool responses: Handle them to minimise 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 GPTs aren't overwhelmed by tools you don't need.

How to install Klipfolio MCP in Codex

Run the setup command

Run this command in your terminal to add the Composio MCP server to Codex.

Terminal

It will initiate the authentication in a browser window, authorize Codex to access your Composio account.

Composio authentication page

(Optional) Authenticate with OAuth

To authenticate manually, run the login command to open a browser window and authorize Codex to access your Composio account.

bash
codex mcp login composio

Verify the connection

Run codex mcp list to confirm Composio appears as a registered MCP server.

bash
codex mcp list

Codex App

Codex App follows the same approach as VS Code.

  1. Click ⚙️ on the bottom left → MCP Servers → + Add servers → Streamable HTTP:
  2. Fill the header and Key fields with { "x-consumer-api-key" = "ck_*******" }.
  3. The Key is the Composio API key, that you can find on dashboard.composio.dev
  4. Click on Authenticate and authorize Codex to your Composio account and you're all set.
Codex App MCP setup
  1. Restart and verify if it's there in .codex/config.toml
bash
[mcp_servers.composio]
url = "https://connect.composio.dev/mcp"
http_headers = { "x-consumer-api-key" = "ck_*******" }

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.

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.

Conclusion

You've successfully integrated Klipfolio with Codex using Composio's MCP server. Now you can interact with Klipfolio directly from your terminal, VS Code, or the Codex App using natural language commands.

Key benefits of this setup:

  • Seamless integration across CLI, VS Code, and standalone app
  • Natural language commands for Klipfolio operations
  • Managed authentication through Composio
  • Access to 20,000+ tools across 1000+ apps for cross-app workflows
  • CodeAct workbench for complex tool chaining

Next steps:

  • Try asking Codex to perform various Klipfolio operations
  • Explore cross-app workflows by connecting more toolkits
  • Build automation scripts that leverage Codex's AI capabilities

How to build Klipfolio MCP Agent with another framework

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Use Klipfolio MCP with Claude Code

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Use Klipfolio MCP with Claude Cowork

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Use Klipfolio MCP with OpenClaw

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Use Klipfolio MCP with Hermes

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CLI

Use Klipfolio MCP with CLI

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Google ADK

Use Klipfolio MCP with Google ADK

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Use Klipfolio MCP with LangChain

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Vercel AI SDK

Use Klipfolio MCP with Vercel AI SDK

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Use Klipfolio MCP with Mastra AI

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Use Klipfolio MCP with LlamaIndex

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CrewAI

Use Klipfolio MCP with CrewAI

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 Codex?

Yes, you can. Codex 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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Context
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glean
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Agent.ai
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DataStax
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Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

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