Connect Klipfolio to AI agents

Connect Klipfolio to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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Supported Tools

Tools23Triggers4

get_dashboard

Get Dashboard

Retrieve detailed information about a specific dashboard including its layout, klip instances, and share rights.

manage_client

Manage Client

Create, update, or delete a client account for agency/multi-tenant setups. Manage client properties and status.

list_users

List Users

List users in your Klipfolio account. Filter by client or email. Optionally include roles and group memberships for each user.

get_klip

Get Klip

Retrieve detailed information about a specific Klip including its schema, share rights, and client instances.

delete_dashboard

Delete Dashboard

Permanently delete a dashboard (tab) from Klipfolio. This action cannot be undone.

manage_klip

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 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

Get Data Source

Retrieve detailed information about a specific data source, including its connector configuration, properties, refresh status, and share rights.

list_roles

List Roles

List roles defined in your Klipfolio account. Optionally include user counts, users, and permissions for each role.

list_dashboards

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

List Klips (data visualization components) in your account. Filter by client or data source. Returns klip IDs, names, and metadata.

get_datasource_instance_data

Get Data Source Instance Data

Retrieve the actual data contained in a data source instance. Returns the columns and rows of the data. Use list data sources or data source instances to find instance IDs first.

create_dashboard

Create Dashboard

Create a new dashboard (tab) in Klipfolio. Optionally assign it to a client account.

manage_user

Manage User

Create, update, or delete a user. Also supports managing group memberships and dashboard assignments for a user.

list_datasources

List Data Sources

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

Get Profile

Retrieve the authenticated user's profile information, including account details, company info, and optionally dashboard assignments and permissions.

list_clients

List Clients

List client accounts in your Klipfolio organization. Filter by status or external ID. Useful for agencies and multi-tenant setups.

refresh_datasource

Refresh Data Sources

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

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

Manage Role

Create, update, or delete a role with specific permission sets. Roles control access to features and resources within Klipfolio.

manage_published_link

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

Manage Data Source

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

List published links for sharing dashboards externally. Filter by client or dashboard. Returns link URLs, visibility settings, and access details.

More integrations teams use with Klipfolio

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Airtable

Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.

Bitbucket

Manage Git repositories, pull requests, and CI/CD pipelines on Bitbucket Cloud. Create, fork, and configure repositories within workspaces and projects. Create, review, approve, merge, and decline pull requests with inline code comments. Browse source code, list commits, and manage branches and tags. Track issues with the built-in issue tracker. Trigger, monitor, and manage Bitbucket Pipelines. List workspace members, configure repository default reviewers and branch restrictions, create and manage repository webhooks, and search code across repositories.

Heroku

Deploy, manage, and scale applications on Heroku's cloud platform. Create and configure apps, scale dynos, provision add-ons (databases, caching, etc.), manage configuration variables, build and release code, add custom domains and SSL certificates, manage collaborators and team permissions, configure pipelines for continuous delivery, set up log drains, and sync data with Salesforce via Heroku Connect. Subscribe to webhooks for real-time notifications on app changes, builds, releases, dyno lifecycle events, and more.

Technical notes for Klipfolio

Manage business dashboards, data visualizations, and analytics. Create and configure dashboards (tabs), build and update Klip visualizations with custom schemas, and connect to various data sources including REST/URL and service connectors. Manage users, roles, groups, and permissions for access control. Handle client accounts for multi-tenant setups, publish shareable dashboard links, refresh and upload data source instances, and embed PowerMetrics visualizations externally.

Connect Klipfolio to production AI agents

See how Metorial gives Klipfolio access the governance, tracing, and security controls teams need.

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Frequently asked questions

Common questions about connecting Klipfolio to AI agents with Metorial.

  1. Can Metorial connect Klipfolio to AI agents?
    Yes. Metorial connects AI agents to Klipfolio through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.