# How to integrate Klipfolio MCP with Hermes ```json { "title": "How to integrate Klipfolio MCP with Hermes", "toolkit": "Klipfolio", "toolkit_slug": "klipfolio", "framework": "Hermes", "framework_slug": "hermes-agent", "url": "https://composio.dev/toolkits/klipfolio/framework/hermes-agent", "markdown_url": "https://composio.dev/toolkits/klipfolio/framework/hermes-agent.md", "updated_at": "2026-05-06T08:17:44.444Z" } ``` ## 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 - [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) - [CLI](https://composio.dev/toolkits/klipfolio/framework/cli) - [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) ## TL;DR ### 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. ## Connect Klipfolio to Hermes ### 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 ``` ## 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 | Tool slug | Name | Description | |---|---|---| | `KLIPFOLIO_APPEND_DATA_TO_DATA_SOURCE` | Append Data to Data Source | This tool appends plain-text or csv data to an existing data source in klipfolio. it requires two parameters: 'data' which contains the data in plain-text or csv format, and 'data source id' which specifies the target data source. | | `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_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_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_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_INSTANCE` | Get Data Source Instance Details | This tool retrieves detailed information about a specific data source instance in klipfolio. it can return data in either json or csv format depending on the data source type. | | `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_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_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. the tool automatically refreshes all available data sources associated with the authenticated account if no specific data source ids are provided. | | `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. | ## Supported Triggers None listed. ## Creating MCP Server - Stand-alone vs Composio SDK The Klipfolio MCP server provides comprehensive access to Klipfolio operations through Composio. Once connected, Hermes can perform all major Klipfolio actions on your behalf using natural language commands. ## Complete Code None listed. ## Conclusion ### 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](https://discord.com/invite/composio) or check out the [Docs](https://docs.composio.dev?utm_source=toolkits&utm_medium=framework_template&utm_campaign=hermes&utm_content=docs) for deeper configuration options. ## How to build Klipfolio MCP Agent with another framework - [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) - [CLI](https://composio.dev/toolkits/klipfolio/framework/cli) - [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) ## Related Toolkits - [Excel](https://composio.dev/toolkits/excel) - Microsoft Excel is a robust spreadsheet application for organizing, analyzing, and visualizing data. It's the go-to tool for calculations, reporting, and flexible data management. - [21risk](https://composio.dev/toolkits/_21risk) - 21RISK is a web app built for easy checklist, audit, and compliance management. It streamlines risk processes so teams can focus on what matters. - [Abstract](https://composio.dev/toolkits/abstract) - Abstract provides a suite of APIs for automating data validation and enrichment tasks. It helps developers streamline workflows and ensure data quality with minimal effort. - [Addressfinder](https://composio.dev/toolkits/addressfinder) - Addressfinder is a data quality platform for verifying addresses, emails, and phone numbers. It helps you ensure accurate customer and contact data every time. - [Agentql](https://composio.dev/toolkits/agentql) - Agentql is a toolkit that connects AI agents to the web using a specialized query language. It enables structured web interaction and data extraction for smarter automations. - [Agenty](https://composio.dev/toolkits/agenty) - Agenty is a web scraping and automation platform for extracting data and automating browser tasks—no coding needed. It streamlines data collection, monitoring, and repetitive online actions. - [Ambee](https://composio.dev/toolkits/ambee) - Ambee is an environmental data platform providing real-time, hyperlocal APIs for air quality, weather, and pollen. Get precise environmental insights to power smarter decisions in your apps and workflows. - [Ambient weather](https://composio.dev/toolkits/ambient_weather) - Ambient Weather is a platform for personal weather stations with a robust API for accessing local, real-time, and historical weather data. Get detailed environmental insights directly from your own sensors for smarter apps and automations. - [Anonyflow](https://composio.dev/toolkits/anonyflow) - Anonyflow is a service for encryption-based data anonymization and secure data sharing. It helps organizations meet GDPR, CCPA, and HIPAA data privacy compliance requirements. - [Api ninjas](https://composio.dev/toolkits/api_ninjas) - Api ninjas offers 120+ public APIs spanning categories like weather, finance, sports, and more. Developers use it to supercharge apps with real-time data and actionable endpoints. - [Api sports](https://composio.dev/toolkits/api_sports) - Api sports is a comprehensive sports data platform covering 2,000+ competitions with live scores and 15+ years of stats. Instantly access up-to-date sports information for analysis, apps, or chatbots. - [Apify](https://composio.dev/toolkits/apify) - Apify is a cloud platform for building, deploying, and managing web scraping and automation tools called Actors. It lets you automate data extraction and workflow tasks at scale—no infrastructure headaches. - [Autom](https://composio.dev/toolkits/autom) - Autom is a lightning-fast search engine results data platform for Google, Bing, and Brave. Developers use it to access fresh, low-latency SERP data on demand. - [Beaconchain](https://composio.dev/toolkits/beaconchain) - Beaconchain is a real-time analytics platform for Ethereum 2.0's Beacon Chain. It provides detailed insights into validators, blocks, and overall network performance. - [Big data cloud](https://composio.dev/toolkits/big_data_cloud) - BigDataCloud provides APIs for geolocation, reverse geocoding, and address validation. Instantly access reliable location intelligence to enhance your applications and workflows. - [Bigpicture io](https://composio.dev/toolkits/bigpicture_io) - BigPicture.io offers APIs for accessing detailed company and profile data. Instantly enrich your applications with up-to-date insights on 20M+ businesses. - [Bitquery](https://composio.dev/toolkits/bitquery) - Bitquery is a blockchain data platform offering indexed, real-time, and historical data from 40+ blockchains via GraphQL APIs. Get unified, reliable access to complex on-chain data for analytics, trading, and research. - [Brightdata](https://composio.dev/toolkits/brightdata) - Brightdata is a leading web data platform offering advanced scraping, SERP APIs, and anti-bot tools. It lets you collect public web data at scale, bypassing blocks and friction. - [Builtwith](https://composio.dev/toolkits/builtwith) - BuiltWith is a web technology profiler that uncovers the technologies powering any website. Gain actionable insights into analytics, hosting, and content management stacks for smarter research and lead generation. - [Byteforms](https://composio.dev/toolkits/byteforms) - Byteforms is an all-in-one platform for creating forms, managing submissions, and integrating data. It streamlines workflows by centralizing form data collection and automation. ## Frequently Asked Questions ### 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. --- [See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)