get_dashboard
Get Dashboard
Retrieve detailed information about a specific dashboard including its layout, klip instances, and share rights.
Ask your agent in plain language. Each of these maps to a real tool on the server.
get_dashboard
Retrieve detailed information about a specific dashboard including its layout, klip instances, and share rights.
manage_client
Create, update, or delete a client account for agency/multi-tenant setups. Manage client properties and status.
list_users
List users in your Klipfolio account. Filter by client or email. Optionally include roles and group memberships for each user.
get_klip
Retrieve detailed information about a specific Klip including its schema, share rights, and client instances.
delete_dashboard
Permanently delete a dashboard (tab) from Klipfolio. This action cannot be undone.
manage_klip
Create, update, or delete a Klip (visualization component). When creating, provide a name and optional schema. When updating, provide the klip ID and fields to change. Set **action** to control the operation.
update_dashboard
Update a dashboard's name, description, layout, or klip instances. Can also manage share rights and add/remove klips from the dashboard.
get_datasource
Retrieve detailed information about a specific data source, including its connector configuration, properties, refresh status, and share rights.
list_roles
List roles defined in your Klipfolio account. Optionally include user counts, users, and permissions for each role.
list_dashboards
List dashboards (tabs) in your Klipfolio account. Supports filtering by client and pagination. Returns dashboard names, IDs, and metadata. Optionally includes full details like klip instances and share rights.
list_klips
List Klips (data visualization components) in your account. Filter by client or data source. Returns klip IDs, names, and metadata.
get_datasource_instance_data
DEPRECATED — use `download_datasource_instance_data` instead. This legacy tool preserves its columns and rows response contract; current data source content may not contain those fields.
create_dashboard
Create a new dashboard (tab) in Klipfolio. Optionally assign it to a client account.
manage_user
Create, update, or delete a user. Also supports managing group memberships and dashboard assignments for a user.
list_datasources
List data sources in your Klipfolio account. Filter by client and optionally include full details. Returns data source names, connectors, refresh intervals, and status.
get_profile
Retrieve the authenticated user's profile information, including account details, company info, and optionally dashboard assignments and permissions.
list_clients
List client accounts in your Klipfolio organization. Filter by status or external ID. Useful for agencies and multi-tenant setups.
refresh_datasource
Trigger an on-demand refresh for one or more data sources, or refresh a specific data source instance. Also supports enabling/disabling data sources.
manage_group
Manage group membership and default dashboards. Add or remove users from a group, and configure which dashboards are automatically assigned to new group members.
manage_role
Create, update, or delete a role with specific permission sets. Roles control access to features and resources within Klipfolio.
manage_published_link
Create, update, or delete a published link for a dashboard. Published links are shareable URLs that allow external stakeholders to view a dashboard without a Klipfolio account. Optionally password-protect links.
manage_datasource
Create, update, or delete a data source. When creating, specify a connector type and optional properties. Supports connectors like `simple_rest`, `facebook`, `google_analytics`, `salesforce`, and many more.
list_published_links
List published links for sharing dashboards externally. Filter by client or dashboard. Returns link URLs, visibility settings, and access details.
download_datasource_instance_data
Download stored data source content as a file. The file contains the data returned by the instance data endpoint, with its JSON response wrapper removed.
list_datasource_instances
Discover stored data source instances and their refresh status. Dynamic data sources can have multiple instances; use instance IDs to download or refresh their content.
list_groups
Discover account or client groups and their IDs for membership and dashboard sharing operations.
Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.
{"mcpServers": {"metorial": {"url": "<your-magic-mcp-url>"}}}
claude mcp add --transport http metorial <your-magic-mcp-url>
codex mcp add metorial --url <your-magic-mcp-url>codex mcp login metorial
One governed layer for every app your agents reach, not a separate connector per tool.
Manage Klipfolio Klips dashboards, visualizations, data sources and stored data downloads. Discover users, roles, groups and agency clients; manage dashboard access and password-protected published links. This integration uses the Klips REST API, not the separate PowerMetrics APIs.
Common questions about connecting Klipfolio to AI agents with Metorial.