Klipfolio MCP server

Connect Klipfolio to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Klipfolio MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the get dashboard tool in Klipfolio
  • Use the manage client tool in Klipfolio
  • Use the list users tool in Klipfolio
  • Use the get klip tool in Klipfolio
  • Use the delete dashboard tool in Klipfolio
  • Use the manage klip tool in Klipfolio

Supported Tools

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

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 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_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.

download_datasource_instance_data

Download Data Source 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

List Data Source 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

List Groups

Discover account or client groups and their IDs for membership and dashboard sharing operations.

Connect Klipfolio to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Klipfolio in Metorial. In your Metorial portal, enable the Klipfolio MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Klipfolio tools.

Run Klipfolio through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Klipfolio and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Klipfolio tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Klipfolio

Google Sheets

Create, read, and update spreadsheets and their cell data. Read and write values to individual cells, ranges, or multiple ranges using A1 notation or named ranges. Apply cell formatting including text styles, backgrounds, borders, number formats, and conditional formatting. Manage sheets (tabs) within a spreadsheet—add, delete, copy, rename, and reorder them. Create and manage embedded charts, pivot tables, filter views, data validation rules, protected ranges, named ranges, and merged cells. Perform batch operations to apply multiple updates atomically.

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.

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. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. 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. Retrieve site properties and search for sites across Microsoft 365.

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.

Google Drive

Upload, download, create, copy, move, rename, trash, and permanently delete files and folders in Google Drive. Search for files using complex queries filtering by name, MIME type, owner, modification date, labels, and other metadata. Share files and folders with specific users, groups, or domains with role-based permissions (owner, writer, commenter, reader). Manage shared drives and their members. Export Google Workspace files (Docs, Sheets, Slides) to standard formats like PDF, DOCX, and XLSX. Track file revision history and restore earlier versions. Create, read, update, and delete threaded comments and replies on files. Read label definitions and search files by label. Browse the Drive apps installed for your account. Store app-specific data in a hidden per-user folder.

Technical notes for Klipfolio

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.

Frequently asked questions

Common questions about connecting Klipfolio to AI agents with Metorial.

  1. How many tools does the Klipfolio MCP server have?
    The Klipfolio MCP server exposes 26 tools, including Get Dashboard, Manage Client, List Users. Each one is governed and traced through Metorial.
  2. Klipfolio exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Klipfolio MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Klipfolio and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Klipfolio MCP server yourself or use the hosted gateway.

Connect Klipfolio to production AI agents

See how Metorial gives your team governed access to Klipfolio, with tracing and security controls built in.