Klipfolio with LangChain

How to integrate Klipfolio MCP with LangChain

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Introduction Also integrate Klipfolio with TL;DR What is LangChain What is the Klipfolio MCP server Supported Tools & Triggers Creating MCP Server - Stand-alone vs Composio SDK Step-by-step Guide Complete Code Conclusion How to build Klipfolio MCP Agent with another framework Explore Other Toolkits FAQ

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Introduction

This guide walks you through connecting Klipfolio to LangChain using the Composio tool router. By the end, you'll have a working Klipfolio agent that can create a new dashboard for marketing kpis, list all available data sources in your account, append this week's sales csv to data source through natural language commands.

This guide will help you understand how to give your LangChain agent real control over a Klipfolio account through Composio's Klipfolio MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Klipfolio with

OpenAI Agents SDK Claude Agent SDK Claude Code Claude Cowork Codex OpenClaw Hermes CLI Google ADK Vercel AI SDK Mastra AI LlamaIndex CrewAI

TL;DR

Here's what you'll learn:

Get and set up your OpenAI and Composio API keys
Connect your Klipfolio project to Composio
Create a Tool Router MCP session for Klipfolio
Initialize an MCP client and retrieve Klipfolio tools
Build a LangChain agent that can interact with Klipfolio
Set up an interactive chat interface for testing

What is LangChain?

LangChain is a framework for developing applications powered by language models. It provides tools and abstractions for building agents that can reason, use tools, and maintain conversation context.

Key features include:

Agent Framework: Build agents that can use tools and make decisions
MCP Integration: Connect to external services through Model Context Protocol adapters
Memory Management: Maintain conversation history across interactions
Multi-Provider Support: Works with OpenAI, Anthropic, and other LLM providers

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.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

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

Step-by-step Guide

Prerequisites

Before starting this tutorial, make sure you have:

Python 3.10 or higher installed on your system
A Composio account with an API key
An OpenAI API key
Basic familiarity with Python and async programming

Getting API Keys for OpenAI and Composio

OpenAI API Key

Go to the OpenAI dashboard and create an API key. You'll need credits to use the models, or you can connect to another model provider.
Keep the API key safe.

Composio API Key

Log in to the Composio dashboard.
Navigate to your API settings and generate a new API key.
Store this key securely as you'll need it for authentication.

Install dependencies

pip install composio-langchain langchain-mcp-adapters langchain python-dotenv

Install the required packages for LangChain with MCP support.

What's happening:

composio-langchain provides Composio integration for LangChain
langchain-mcp-adapters enables MCP client connections
langchain is the core agent framework
python-dotenv loads environment variables

Set up environment variables

bash

COMPOSIO_API_KEY=your_composio_api_key_here
COMPOSIO_USER_ID=your_composio_user_id_here
OPENAI_API_KEY=your_openai_api_key_here

Create a .env file in your project root.

What's happening:

COMPOSIO_API_KEY authenticates your requests to Composio's API
COMPOSIO_USER_ID identifies the user for session management
OPENAI_API_KEY enables access to OpenAI's language models

Import dependencies

from langchain_mcp_adapters.client import MultiServerMCPClient
from langchain.agents import create_agent
from dotenv import load_dotenv
from composio import Composio
import asyncio
import os

load_dotenv()

What's happening:

We're importing LangChain's MCP adapter and Composio SDK
The dotenv import loads environment variables from your .env file
This setup prepares the foundation for connecting LangChain with Klipfolio functionality through MCP

Initialize Composio client

async def main():
    composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY"))

    if not os.getenv("COMPOSIO_API_KEY"):
        raise ValueError("COMPOSIO_API_KEY is not set")
    if not os.getenv("COMPOSIO_USER_ID"):
        raise ValueError("COMPOSIO_USER_ID is not set")

What's happening:

We're loading the COMPOSIO_API_KEY from environment variables and validating it exists
Creating a Composio instance that will manage our connection to Klipfolio tools
Validating that COMPOSIO_USER_ID is also set before proceeding

Create a Tool Router session

# Create Tool Router session for Klipfolio
session = composio.create(
    user_id=os.getenv("COMPOSIO_USER_ID"),
    toolkits=['klipfolio']
)

url = session.mcp.url

What's happening:

We're creating a Tool Router session that gives your agent access to Klipfolio tools
The create method takes the user ID and specifies which toolkits should be available
The returned session.mcp.url is the MCP server URL that your agent will use
This approach allows the agent to dynamically load and use Klipfolio tools as needed

Configure the agent with the MCP URL

client = MultiServerMCPClient({
    "klipfolio-agent": {
        "transport": "streamable_http",
        "url": session.mcp.url,
        "headers": {
            "x-api-key": os.getenv("COMPOSIO_API_KEY")
        }
    }
})

tools = await client.get_tools()

agent = create_agent("gpt-5", tools)

What's happening:

We're creating a MultiServerMCPClient that connects to our Klipfolio MCP server via HTTP
The client is configured with a name and the URL from our Tool Router session
get_tools() retrieves all available Klipfolio tools that the agent can use
We're creating a LangChain agent using the GPT-5 model

Set up interactive chat interface

conversation_history = []

print("Chat started! Type 'exit' or 'quit' to end the conversation.\n")
print("Ask any Klipfolio related question or task to the agent.\n")

while True:
    user_input = input("You: ").strip()

    if user_input.lower() in ['exit', 'quit', 'bye']:
        print("\nGoodbye!")
        break

    if not user_input:
        continue

    conversation_history.append({"role": "user", "content": user_input})
    print("\nAgent is thinking...\n")

    response = await agent.ainvoke({"messages": conversation_history})
    conversation_history = response['messages']
    final_response = response['messages'][-1].content
    print(f"Agent: {final_response}\n")

What's happening:

We initialize an empty conversation_history list to maintain context across interactions
A while loop continuously accepts user input from the command line
When a user types a message, it's added to the conversation history and sent to the agent
The agent processes the request using the ainvoke() method with the full conversation history
Users can type 'exit', 'quit', or 'bye' to end the chat session gracefully

Run the application

if __name__ == "__main__":
    asyncio.run(main())

What's happening:

We call the main() function using asyncio.run() to start the application

Complete Code

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

from langchain_mcp_adapters.client import MultiServerMCPClient
from langchain.agents import create_agent
from dotenv import load_dotenv
from composio import Composio
import asyncio
import os

load_dotenv()

async def main():
    composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY"))
    
    if not os.getenv("COMPOSIO_API_KEY"):
        raise ValueError("COMPOSIO_API_KEY is not set")
    if not os.getenv("COMPOSIO_USER_ID"):
        raise ValueError("COMPOSIO_USER_ID is not set")
    
    session = composio.create(
        user_id=os.getenv("COMPOSIO_USER_ID"),
        toolkits=['klipfolio']
    )

    url = session.mcp.url
    
    client = MultiServerMCPClient({
        "klipfolio-agent": {
            "transport": "streamable_http",
            "url": url,
            "headers": {
                "x-api-key": os.getenv("COMPOSIO_API_KEY")
            }
        }
    })
    
    tools = await client.get_tools()
  
    agent = create_agent("gpt-5", tools)
    
    conversation_history = []
    
    print("Chat started! Type 'exit' or 'quit' to end the conversation.\n")
    print("Ask any Klipfolio related question or task to the agent.\n")
    
    while True:
        user_input = input("You: ").strip()
        
        if user_input.lower() in ['exit', 'quit', 'bye']:
            print("\nGoodbye!")
            break
        
        if not user_input:
            continue
        
        conversation_history.append({"role": "user", "content": user_input})
        print("\nAgent is thinking...\n")
        
        response = await agent.ainvoke({"messages": conversation_history})
        conversation_history = response['messages']
        final_response = response['messages'][-1].content
        print(f"Agent: {final_response}\n")

if __name__ == "__main__":
    asyncio.run(main())

Conclusion

You've successfully built a LangChain agent that can interact with Klipfolio through Composio's Tool Router.

Key features of this implementation:

Dynamic tool loading through Composio's Tool Router
Conversation history maintenance for context-aware responses
Async Python provides clean, efficient execution of agent workflows

You can extend this further by adding error handling, implementing specific business logic, or integrating additional Composio toolkits to create multi-app workflows.

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TOOLKIT MARKETPLACE

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 LangChain?

Yes, you can. LangChain 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

Never worry about agent reliability

We handle tool reliability, observability, and security so you never have to second-guess an agent action.

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Harsha GaddipatiCo-founder, Slashy

Karan skipped his own birthday party to fix our critical issue. It was 10 pm and he diverted his Waymo to help us instead. This really sets the bar, shows you the commitment you need to have when users rely on your software.

Abhi AryaCo-founder, Opennote

A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it has immensely helped in keeping new users on the platform.

Nirman DaveCEO, Zams

We chose Composio over Pipedream because it delivered depth where it mattered. It supported niche tools and tricky edge cases that other platforms simply ignored. Giving us confidence to scale without compromising.

Ryan YuFounder, Extra Thursday

As a solo builder, shipping fast is life or death. The only way I can outcompete incumbents is by outmanoeuvring them. Getting bogged down in the complexities of managing agent auth would have been a death sentence for Extra Thursday.

Tomisin JenrolaFounder & CEO, SwarmZero

Before partnering with Composio, adding tool integrations was a slow, resource-intensive process. Each integration could take weeks or months of engineering time, and maintaining them meant constantly keeping up with API changes.

Jerome LeclancheCo-Founder, Ingram Technologies

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

Harsha GaddipatiCo-founder, Slashy

Abhi AryaCo-founder, Opennote

Nirman DaveCEO, Zams

Ryan YuFounder, Extra Thursday

Tomisin JenrolaFounder & CEO, SwarmZero

Jerome LeclancheCo-Founder, Ingram Technologies

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

Harsha GaddipatiCo-founder, Slashy

Abhi AryaCo-founder, Opennote

Nirman DaveCEO, Zams

Ryan YuFounder, Extra Thursday

Tomisin JenrolaFounder & CEO, SwarmZero

Jerome LeclancheCo-Founder, Ingram Technologies

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

How to integrate Klipfolio MCP with LangChain

Table of Contents

Connect Klipfolio without Auth hassles

Introduction

Also integrate Klipfolio with

TL;DR

What is LangChain?

What is the Klipfolio MCP server, and what's possible with it?

Supported Tools & Triggers

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

How the Composio SDK works

Step-by-step Guide

Prerequisites

Getting API Keys for OpenAI and Composio

Install dependencies

Set up environment variables

Import dependencies

Initialize Composio client

Create a Tool Router session

Configure the agent with the MCP URL

Set up interactive chat interface

Run the application

Complete Code

Conclusion

How to build Klipfolio MCP Agent with another framework

OpenAI Agents SDK

Claude Agent SDK

Claude Code

Claude Cowork

Codex

OpenClaw

Hermes

CLI

Google ADK

Vercel AI SDK

Mastra AI

LlamaIndex

CrewAI

Explore Other Toolkits

Excel

21risk

Abstract

FAQ

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

Can I use Tool Router MCP with LangChain?

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

How safe is my data with Composio Tool Router?

Used by agents from

Never worry about agent reliability