Klipfolio MCP integration
Reads the live data behind a dashboard, forces a stale data source to refresh, and manages the users, roles, and share rights around it.
50actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Create user
Ayro provisions a new Klipfolio user account with custom roles and access levels. Your team onboards new members without manual setup steps.
Get user details
Ayro retrieves information about a specific Klipfolio user including roles and groups. You troubleshoot access issues or verify account status.
Update data source
Ayro refreshes or modifies data in a Klipfolio data source to reflect latest information. Dashboards stay current without manual data pipeline reruns.
How businesses use Klipfolio + Ayro
Each card is one request a support team gets, and the Klipfolio actions Ayro runs to close it.
Answer a dashboard question without opening it
Ayro pulls the actual rows from a data source instance, opens the dashboard those rows feed, and lists the Klips the connected account can see, so a metric question comes back as a number.
Get Data Source Instance DataGet Dashboard DetailsGet KlipsRefresh a data source that has gone stale
Ayro refreshes a single data source instance on demand, queues a refresh across several at once, and disables one that keeps failing so a broken feed stops quietly poisoning a dashboard.
Refresh Data Source InstanceRefresh Multiple Data SourcesDisable Data SourceWire up a new data source and somewhere to show it
Ayro creates the data source, builds an instance from it, and creates the tab that will hold the dashboards on top, so the plumbing is in place before anyone designs a Klip.
Create Data SourceCreate Data Source InstanceCreate Tab (Dashboard)Control who can see which data
Ayro reads the share rights on a data source, grants or modifies access for a user or a group, and revokes a right that should have lapsed, so an access request is handled the same day.
Get Data Source Share RightsUpdate Data Source Share RightsDelete Data Source Share Right
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Ayro reads the Klipfolio actions it has and picks the ones a request needs.
Connect Klipfolio
Authorize the Klipfolio account your team already uses — one consent screen, no API keys, no mapping tables. Ayro can only do what you granted that account, and you can disconnect it at any time.
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Ayro maps it to the Klipfolio actions that close it and chains as many as the request needs.
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Klipfolio · Ayro
What can you do in Klipfolio without me setting anything up?
These, right away:
- Create data source
- Get dashboard details
- Assign user role
Great, let's start with the first one.
FAQ
Everything else about Klipfolio
Setup, permissions, and the limits of what Ayro can do inside Klipfolio.
A data source is the definition and an instance is a configured use of it, and the toolkit keeps them separate. Create Data Source Instance builds one from an existing source, Get Data Source Instance Data returns the rows it currently holds, and Get Data Source Instance Properties covers its configuration. Refreshing happens at the instance level.
Every action available in Klipfolio
All 50 actions your agent can call on Klipfolio, straight from the live MCP connection.
Assign user role
Assign a role to a user in Klipfolio.
Create data source
This tool creates a new data source in Klipfolio.
Create data source instance
Create a new data source instance based on an existing data source in Klipfolio.
Create group
Create a new group in Klipfolio.
Create role
Create a new role in Klipfolio with optional permissions.
Create tab (dashboard)
This tool creates a new tab (dashboard) in Klipfolio.
Create user
Create a new user in Klipfolio with optional roles and client association.
Delete data source
This tool permanently removes a specified data source from the Klipfolio account.
Delete data source instance property
Delete a property from a data source instance in Klipfolio.
Delete data source property
Delete a property from a data source in Klipfolio.
Delete data source share right
Delete a data source share right for a specific user or group.
Delete group
Permanently delete a specified group from the Klipfolio account.
Delete role
Delete a role from Klipfolio.
Disable data source
Disable a data source in Klipfolio.
Enable data source
Enable a disabled data source in Klipfolio.
Get dashboard details
This tool retrieves detailed information about a specific dashboard (formerly known as tab) in Klipfolio.
Get data source details
Retrieve detailed information about a specific data source in Klipfolio.
Get data source instance details
Retrieve detailed information about a specific data source instance in Klipfolio.
Get data source instance data
Retrieve the actual data from a specific data source instance in Klipfolio.
Get data source instance properties
Retrieve configuration properties for a specific data source instance in Klipfolio.
Get data source properties
Retrieve properties for a specific data source in Klipfolio by its ID.
Get data source share rights
Retrieve sharing permissions for a specific data source in Klipfolio.
Get group details
Retrieve detailed information about a specific group in Klipfolio.
Get group default tabs
Retrieve the list of default tabs (dashboards) for a specific group.
Get group users
Retrieve all users belonging to a specific group in Klipfolio.
Get klips
This tool retrieves a list of all Klips accessible to the authenticated user.
Get user profile
This tool is used to retrieve the authenticated user's profile information and test the authentication status.
Get role details
Retrieve detailed information about a specific role in Klipfolio.
Get role permissions
Retrieve the list of permissions assigned to a specific role in Klipfolio.
Get role users
Retrieve all users associated with a specific role in Klipfolio.
The tools Klipfolio sits next to
Same connection, same setup. Pick the next one your team already uses.
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Databox
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Hex
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More trees
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Realphonevalidation
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Tally
Reads form responses and the questions behind them, builds and edits forms from block definitions, and wires submissions out through webhooks.
Ready to connect Klipfolio?
Authorize the account and your agent has all 50 actions from the first conversation.