How to integrate Klipfolio MCP with Hermes

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Introduction

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.

This guide explains the easiest and most robust way to connect your Klipfolio account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

Also integrate Klipfolio with

What is Composio Connect?

Composio Connect is a consumer offering that lets anyone plug 1,000+ applications directly into their agent harness — including Hermes. It can:

  • Search and load tools from relevant toolkits on-demand, reducing context usage.
  • Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
  • Manage app authentication end-to-end with zero manual overhead.

Integrating Klipfolio with Hermes

Using Composio Connect CLI

1. Install the Composio CLI

Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

bash
curl -fsSL https://composio.dev/install | bash
Hermes authenticating with Composio

2. Authenticate

Once the CLI is installed, ask Hermes to authenticate with Composio.

3. Connect to Klipfolio

Ask your agent to connect to Klipfolio, or simply request any Klipfolio-related task. Hermes will prompt you to authenticate and authorize access.

4. Done. You're all set with a new Klipfolio connection.

Using Composio Connect MCP

1. Get your MCP URL and API Key

Go to dashboard.composio.dev and copy your Connect MCP URL and API key.

Copy MCP URL and API key from Composio dashboard

2. Open the Hermes config file

bash
nano ~/.hermes/config.yaml

3. Add the Composio Connect MCP server

bash
mcp_servers:
  composio:
    url: "https://connect.composio.dev/mcp"
    headers:
      x-consumer-api-key: "YOUR_COMPOSIO_API_KEY"
    connect_timeout: 60
    timeout: 180

Save with Ctrl + O, Enter, then exit with Ctrl + X.

4. Restart your Hermes agent

Once restarted, ask your agent to connect to Klipfolio or request any Klipfolio-related task. It will prompt you to authenticate and authorize access.

5. Done!

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
Append Data to Data SourceThis tool appends plain-text or csv data to an existing data source in klipfolio.
Create Data SourceThis tool creates a new data source in klipfolio.
Create Tab (Dashboard)This tool creates a new tab (dashboard) in klipfolio.
Delete Data SourceThis tool permanently removes a specified data source from the klipfolio account.
Get Dashboard DetailsThis tool retrieves detailed information about a specific dashboard (formerly known as tab) in klipfolio.
Get Data Source Instance DetailsThis tool retrieves detailed information about a specific data source instance 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.
List All Data SourcesThis tool retrieves a list of all data sources associated with an authenticated klipfolio account.
Refresh Multiple Data SourcesThis tool allows users to refresh multiple data sources in klipfolio simultaneously.
Update Data SourceThis tool allows you to replace/update the data in an existing klipfolio data source.

Way Forward

With Klipfolio connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.

From here, you can extend Hermes further:

  • Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
  • Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
  • Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.

If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.

How to build Klipfolio MCP Agent with another framework

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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

CLI logo

CLI

Use Klipfolio MCP with CLI

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

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 Hermes?

Yes, you can. Hermes 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.

Used by agents from

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

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