Klipfolio with Pydantic AI

How to integrate Klipfolio MCP with Pydantic AI

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Introduction Also integrate Klipfolio with TL;DR What is Pydantic AI 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 Pydantic AI 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 Pydantic AI 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 LangChain Vercel AI SDK Mastra AI LlamaIndex CrewAI

TL;DR

Here's what you'll learn:

How to set up your Composio API key and User ID
How to create a Composio Tool Router session for Klipfolio
How to attach an MCP Server to a Pydantic AI agent
How to stream responses and maintain chat history
How to build a simple REPL-style chat interface to test your Klipfolio workflows

What is Pydantic AI?

Pydantic AI is a Python framework for building AI agents with strong typing and validation. It leverages Pydantic's data validation capabilities to create robust, type-safe AI applications.

Key features include:

Type Safety: Built on Pydantic for automatic data validation
MCP Support: Native support for Model Context Protocol servers
Streaming: Built-in support for streaming responses
Async First: Designed for async/await patterns

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, make sure you have:

Python 3.9 or higher
A Composio account with an active 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

bash

pip install composio pydantic-ai python-dotenv

Install the required libraries.

What's happening:

composio connects your agent to external SaaS tools like Klipfolio
pydantic-ai lets you create structured AI agents with tool support
python-dotenv loads your environment variables securely from a .env file

Set up environment variables

bash

COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here
OPENAI_API_KEY=your_openai_api_key

Create a .env file in your project root.

What's happening:

COMPOSIO_API_KEY authenticates your agent to Composio's API
USER_ID associates your session with your account for secure tool access
OPENAI_API_KEY to access OpenAI LLMs

Import dependencies

python

import asyncio
import os
from dotenv import load_dotenv
from composio import Composio
from pydantic_ai import Agent
from pydantic_ai.mcp import MCPServerStreamableHTTP

load_dotenv()

What's happening:

We load environment variables and import required modules
Composio manages connections to Klipfolio
MCPServerStreamableHTTP connects to the Klipfolio MCP server endpoint
Agent from Pydantic AI lets you define and run the AI assistant

Create a Tool Router Session

python

async def main():
    api_key = os.getenv("COMPOSIO_API_KEY")
    user_id = os.getenv("USER_ID")
    if not api_key or not user_id:
        raise RuntimeError("Set COMPOSIO_API_KEY and USER_ID in your environment")

    # Create a Composio Tool Router session for Klipfolio
    composio = Composio(api_key=api_key)
    session = composio.create(
        user_id=user_id,
        toolkits=["klipfolio"],
    )
    url = session.mcp.url
    if not url:
        raise ValueError("Composio session did not return an 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

Initialize the Pydantic AI Agent

python

# Attach the MCP server to a Pydantic AI Agent
klipfolio_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY})
agent = Agent(
    "openai:gpt-5",
    toolsets=[klipfolio_mcp],
    instructions=(
        "You are a Klipfolio assistant. Use Klipfolio tools to help users "
        "with their requests. Ask clarifying questions when needed."
    ),
)

What's happening:

The MCP client connects to the Klipfolio endpoint
The agent uses GPT-5 to interpret user commands and perform Klipfolio operations
The instructions field defines the agent's role and behavior

Build the chat interface

python

# Simple REPL with message history
history = []
print("Chat started! Type 'exit' or 'quit' to end.\n")
print("Try asking the agent to help you with Klipfolio.\n")

while True:
    user_input = input("You: ").strip()
    if user_input.lower() in {"exit", "quit", "bye"}:
        print("\nGoodbye!")
        break
    if not user_input:
        continue

    print("\nAgent is thinking...\n", flush=True)

    async with agent.run_stream(user_input, message_history=history) as stream_result:
        collected_text = ""
        async for chunk in stream_result.stream_output():
            text_piece = None
            if isinstance(chunk, str):
                text_piece = chunk
            elif hasattr(chunk, "delta") and isinstance(chunk.delta, str):
                text_piece = chunk.delta
            elif hasattr(chunk, "text"):
                text_piece = chunk.text
            if text_piece:
                collected_text += text_piece
        result = stream_result

    print(f"Agent: {collected_text}\n")
    history = result.all_messages()

What's happening:

The agent reads input from the terminal and streams its response
Klipfolio API calls happen automatically under the hood
The model keeps conversation history to maintain context across turns

Run the application

python

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

What's happening:

The asyncio loop launches the agent and keeps it running until you exit

Complete Code

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

python

import asyncio
import os
from dotenv import load_dotenv
from composio import Composio
from pydantic_ai import Agent
from pydantic_ai.mcp import MCPServerStreamableHTTP

load_dotenv()

async def main():
    api_key = os.getenv("COMPOSIO_API_KEY")
    user_id = os.getenv("USER_ID")
    if not api_key or not user_id:
        raise RuntimeError("Set COMPOSIO_API_KEY and USER_ID in your environment")

    # Create a Composio Tool Router session for Klipfolio
    composio = Composio(api_key=api_key)
    session = composio.create(
        user_id=user_id,
        toolkits=["klipfolio"],
    )
    url = session.mcp.url
    if not url:
        raise ValueError("Composio session did not return an MCP URL")

    # Attach the MCP server to a Pydantic AI Agent
    klipfolio_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY})
    agent = Agent(
        "openai:gpt-5",
        toolsets=[klipfolio_mcp],
        instructions=(
            "You are a Klipfolio assistant. Use Klipfolio tools to help users "
            "with their requests. Ask clarifying questions when needed."
        ),
    )

    # Simple REPL with message history
    history = []
    print("Chat started! Type 'exit' or 'quit' to end.\n")
    print("Try asking the agent to help you with Klipfolio.\n")

    while True:
        user_input = input("You: ").strip()
        if user_input.lower() in {"exit", "quit", "bye"}:
            print("\nGoodbye!")
            break
        if not user_input:
            continue

        print("\nAgent is thinking...\n", flush=True)

        async with agent.run_stream(user_input, message_history=history) as stream_result:
            collected_text = ""
            async for chunk in stream_result.stream_output():
                text_piece = None
                if isinstance(chunk, str):
                    text_piece = chunk
                elif hasattr(chunk, "delta") and isinstance(chunk.delta, str):
                    text_piece = chunk.delta
                elif hasattr(chunk, "text"):
                    text_piece = chunk.text
                if text_piece:
                    collected_text += text_piece
            result = stream_result

        print(f"Agent: {collected_text}\n")
        history = result.all_messages()

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

Conclusion

You've built a Pydantic AI agent that can interact with Klipfolio through Composio's Tool Router. With this setup, your agent can perform real Klipfolio actions through natural language. You can extend this further by:

Adding other toolkits like Gmail, HubSpot, or Salesforce
Building a web-based chat interface around this agent
Using multiple MCP endpoints to enable cross-app workflows (for example, Gmail + Klipfolio for workflow automation)

This architecture makes your AI agent "agent-native", able to securely use APIs in a unified, composable way without custom integrations.

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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 Pydantic AI?

Yes, you can. Pydantic AI 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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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 Pydantic AI

Table of Contents

Connect Klipfolio without Auth hassles

Introduction

Also integrate Klipfolio with

TL;DR

What is Pydantic AI?

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

Create a Tool Router Session

Initialize the Pydantic AI Agent

Build the 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

LangChain

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 Pydantic AI?

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