Klipfolio Tools
Klipfolio is a cloud-based business intelligence platform that enables users to create and share real-time dashboards and reports.
Use Klipfolio Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call Klipfolio Tools. Choose from 50 supported Actions. Review each execution in Audit.
Connect Klipfolio Tools once through Aident Vault. Your agent can use the supported Actions without receiving the underlying credential.
Category
IntegrationPricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Klipfolio Assign User RoleTool to assign a role to a user in Klipfolio. Use when you need to grant role-based permissions to a specific user. Requires both user ID and role ID.
- Klipfolio Create Data SourceThis tool creates a new data source in Klipfolio. It uses the POST /datasources endpoint to add a data source with required parameters (name, format, connector, endpointUrl) and optional parameters (description, refreshInterval, method, additionalProperties).
- Klipfolio Create Data Source InstanceTool to create a new data source instance based on an existing data source in Klipfolio. Use when you need to instantiate a data source with specific properties or configuration. Requires datasource.create permission.
- Klipfolio Create GroupTool to create a new group in Klipfolio. Use when you need to organize users into groups for managing permissions and access control.
- Klipfolio Create RoleTool to create a new role in Klipfolio with optional permissions. Use when you need to define a new role with specific access rights. Requires 'user.manage' permission.
- Klipfolio Create TabThis tool creates a new tab (dashboard) in Klipfolio. A tab serves as a container for organizing and displaying Klips (data visualizations) in a meaningful way. The tool allows users to set up a new dashboard with specific properties and configurations.
- Klipfolio Create UserTool to create a new user in Klipfolio with optional roles and client association. Use when you need to add a new user account. Requires 'user.manage' permission.
- Klipfolio Delete Data SourceThis tool permanently removes a specified data source from the Klipfolio account. This operation is destructive and cannot be undone. The data source must not be currently in use, and proper permissions are required.
- Klipfolio Delete Data Source Instance PropertyTool to delete a property from a data source instance in Klipfolio. Use when you need to remove custom properties or metadata from a specific data source instance.
- Klipfolio Delete Data Source PropertyTool to delete a property from a data source in Klipfolio. Use when you need to remove custom properties or metadata from a specific data source.
- Klipfolio Delete Data Source Share RightTool to delete a data source share right for a specific user or group. Use when you need to revoke access permissions from a data source.
- Klipfolio Delete GroupTool to permanently delete a specified group from the Klipfolio account. Use when you need to remove a user group. This operation is destructive and cannot be undone. Proper permissions are required.
- Klipfolio Delete RoleTool 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.
- Klipfolio Disable Data SourceTool 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.
- Klipfolio Enable Data SourceTool 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.
- Klipfolio Get DashboardThis 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.
- Klipfolio Get Data SourceTool 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.
- Klipfolio Get Data Source Instance2Tool 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.
- Klipfolio Get Data Source Instance DataTool 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.
- Klipfolio Get Data Source Instance PropertiesTool 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.).
- Klipfolio Get Data Source PropertiesTool 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.
- Klipfolio Get Data Source Share RightsTool 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.
- Klipfolio Get GroupTool 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.
- Klipfolio Get Group Default TabsTool 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.
- Klipfolio Get Group UsersTool to retrieve all users belonging to a specific group in Klipfolio. Use when you need to list members of a group.
- Klipfolio Get KlipsThis 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.
- Klipfolio Get ProfileThis 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 Accoun…
- Klipfolio Get RoleTool 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.
- Klipfolio Get Role PermissionsTool 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.m…
- +21 Actions
Provider sources
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