Add Klipfolio to your AI agent

Tool to delete a role from Klipfolio. Use when you need to permanently remove a role from the account. This operation is destructive and cannot be undone.

Tool to disable a data source in Klipfolio. Use when you need to temporarily stop a data source from refreshing without deleting it. The data source can be re-enabled later if needed.

Tool to enable a disabled data source in Klipfolio. Use when you need to reactivate a data source that was previously disabled. Note: The data source must be in disabled state before it can be enabled, otherwise a 403 error will be returned.

This tool retrieves detailed information about a specific dashboard (formerly known as tab) in Klipfolio. It allows users to obtain comprehensive information including properties, settings, and metadata of the dashboard.

Tool to retrieve detailed information about a specific data source in Klipfolio. Use when you need to get configuration details, refresh settings, or metadata for a data source.

Tool to retrieve the actual data from a specific data source instance in Klipfolio. Use when you need to access the raw data stored in a data source instance.

Tool to retrieve detailed information about a specific data source instance in Klipfolio. Use when you need to fetch metadata and status for a data source instance.

Tool to retrieve properties for a specific data source in Klipfolio by its ID. Use when you need to get configuration details of a data source such as endpoint URLs, authentication tokens, or custom properties.

Tool to retrieve sharing permissions for a specific data source in Klipfolio. Returns both group-level and user-level access rights, including edit permissions for each.

Tool to retrieve detailed information about a specific group in Klipfolio. Use when you need to get group properties such as name, description, member count, and optionally the list of members.

This tool retrieves a list of all Klips accessible to the authenticated user. Klips are visualization components in Klipfolio that display data in various formats like charts, tables, or metrics.

This tool is used to retrieve the authenticated user's profile information and test the authentication status. It verifies API connectivity and access permissions by returning profile details such as User ID, Username, Email, Company information, Role and permissions, and Account status.

Tool to retrieve detailed information about a specific role in Klipfolio. Use when you need to check role permissions, view role assignments, or understand role configuration.

Tool to retrieve the list of permissions assigned to a specific role in Klipfolio. Use when you need to view what permissions a role has, such as account.api, admin.client, client.access, dashboard permissions, datasource permissions, klip permissions, tab permissions, or user.manage.

Tool to retrieve all users associated with a specific role in Klipfolio. Use when you need to see which users are assigned to a role. Requires user.manage permission.

Tool to retrieve detailed information about a specific user in Klipfolio. Use when you need to get user properties such as name, email, login history, group memberships, and role assignments.

Tool to retrieve custom properties associated with a specific user in Klipfolio. Use when you need to access user-defined key-value pairs stored as user properties.

Tool to retrieve all roles assigned to a specific user in Klipfolio. Use when you need to check what permissions and access levels a user has through their role assignments.

Tool to retrieve all tab instances associated with a specific user. Use when you need to view dashboard copies assigned to a user's account. Tab instances represent copies of tabs in a user's account.

Tool to retrieve all data source instances accessible to the authenticated user. Use when you need to list, query, or monitor data source instances with optional filtering by client or data source.

This tool retrieves a list of all data sources associated with an authenticated Klipfolio account. It supports optional query parameters for pagination (limit and offset) and filtering by client_id. The response includes details for each data source such as id, name, description, format, connector type, refresh interval, and timestamps.

Tool to retrieve all groups from a Klipfolio account. Use when you need to list groups for access management or filtering purposes. Supports filtering by client_id or external_id, and can include member data when used with external_id.

Tool to retrieve all roles in the company. Use when you need to view available roles, check role configurations, or identify role IDs for permission management.

Tool to retrieve all users in the company. Use when you need to view all users, search for specific users by email or external ID, or get user details for access management.

Tool to manually refresh a data source instance in Klipfolio. Use when you need to update the data from its source immediately rather than waiting for the scheduled refresh interval.

This tool allows users to refresh multiple data sources in Klipfolio simultaneously. It queues the specified data sources for refresh, updating their data from their respective sources. At least one data source ID must be provided.

Tool to resend a user invitation email in Klipfolio. Use when you need to resend an invitation to a user who has not yet accepted their account invite.

Tool to reset a user's password in Klipfolio. Use when you need to trigger a password reset for a specific user account. This will send a password reset link to the user.

This tool allows you to replace/update the data in an existing Klipfolio data source. It completely replaces the existing data with new data in the specified data source. The tool requires new data (in plain-text or CSV format) to be provided and updates the data source accordingly.

Tool to update custom properties on a Klipfolio data source instance. Use when you need to set or modify key-value property pairs on an existing data source instance.

Tool to update metadata (name, description, refresh_interval) of an existing data source. Use when you need to modify properties of a data source without changing its actual data.

Tool to update custom properties for a data source in Klipfolio. Use when you need to modify metadata or configuration properties associated with a specific data source.

Tool to update data source share rights in Klipfolio. Use when you need to grant or modify access permissions for users or groups to a specific data source. This allows you to control who can view or edit a data source by specifying user IDs and group IDs with their respective permissions.

Tool to update custom properties for a user in Klipfolio. Use when you need to modify metadata or configuration properties associated with a specific user account.

Tool to retrieve configuration properties for a specific data source instance in Klipfolio. Use when you need to inspect how the API connects to a data source instance (endpoint URL, method, headers, etc.).

Tool to retrieve the list of default tabs (dashboards) for a specific group. Use when you need to see which dashboards are set as defaults for a user group.

Tool to retrieve all users belonging to a specific group in Klipfolio. Use when you need to list members of a group.

Tool to retrieve all groups that a specific user belongs to in Klipfolio. Use when you need to check group membership for a user.