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Klipfolio for AI agents

Klipfolio is a cloud business intelligence platform teams use to build and share live dashboards pulled from multiple data sources. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect KlipfolioSee the 50 actions ↓
AnalyticsAPI keyMCP + RESTklipfolio.com
AUDIT LOG · KLIPFOLIOPOLICY: acme-support
09:41:07 · claude · u_8f2read
klipfolio.list_roles
List All Roles✓ allowed · 212ms
09:41:08 · claude · u_8f2read
klipfolio.get_role
Get Role Details✓ allowed · 164ms
09:41:09 · claude · u_8f2write
klipfolio.create_tab
Create Tab (Dashboard)✓ approved · approved by user
09:41:12 · claude · u_8f2destructive
klipfolio.delete_role
Delete Role✕ blocked · policy: deny
EVERY KLIPFOLIO CALL, ON THE RECORD
01 · USE CASES

What agents do in Klipfolio.

01

Pull data source instance data

Read the latest values from a connected data source to answer a question about a metric.

02

Check a dashboard's details

Look up which klips and data sources feed a given dashboard before editing it.

03

Approve before deleting a data source

Require approval before deleting a data source, since dashboards built on it would break.

02 · ACTIONS

50 Klipfolio actions, graded by risk.

Every Klipfolio action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

25

Look things up. Allowed by default.

  • klipfolio.get_role
    Get Role Details
  • klipfolio.get_user
    Get User Details
  • klipfolio.get_group
    Get Group Details
  • klipfolio.get_klips
    Get Klips
  • klipfolio.list_roles
    List All Roles
  • klipfolio.list_users
    List All Users
  • klipfolio.get_profile
    Get User Profile
  • klipfolio.list_groups
    List All Groups
  • klipfolio.get_dashboard
    Get Dashboard Details
  • klipfolio.get_role_users
    Get Role Users
  • klipfolio.get_user_roles
    Get User Roles
  • klipfolio.get_data_source
    Get Data Source Details
  • klipfolio.get_group_users
    Get Group Users
  • klipfolio.get_user_groups
    Get User Groups
  • klipfolio.list_data_sources
    List All Data Sources
  • klipfolio.get_user_properties
    Get User Properties
+ 9 MORE

write

17

Create and change things. Allow, or ask the user first.

  • klipfolio.create_tab
    Create Tab (Dashboard)
  • klipfolio.create_role
    Create Role
  • klipfolio.create_user
    Create User
  • klipfolio.create_group
    Create Group
  • klipfolio.create_data_source
    Create Data Source
  • klipfolio.update_data_source
    Update Data Source
  • klipfolio.update_user_properties
    Update User Properties
  • klipfolio.create_data_source_instance
    Create Data Source Instance
  • klipfolio.update_data_source_metadata
    Update Data Source Metadata
  • klipfolio.update_data_source_properties
    Update Data Source Properties
  • klipfolio.update_data_source_share_rights
    Update Data Source Share Rights
  • klipfolio.update_data_source_instance_properties
    Update Data Source Instance Properties
  • klipfolio.assign_user_role
    Assign User Role
  • klipfolio.enable_data_source
    Enable Data Source
  • klipfolio.resend_user_invite
    Resend User Invite
  • klipfolio.refresh_data_source_instance
    Refresh Data Source Instance
+ 1 MORE

destructive

8

Delete, cancel or archive. Ask first, or deny outright.

  • klipfolio.delete_role
    Delete Role
  • klipfolio.delete_group
    Delete Group
  • klipfolio.delete_data_source
    Delete Data Source
  • klipfolio.delete_data_source_property
    Delete Data Source Property
  • klipfolio.delete_data_source_share_right
    Delete Data Source Share Right
  • klipfolio.delete_data_source_instance_property
    Delete Data Source Instance Property
  • klipfolio.disable_data_source
    Disable Data Source
  • klipfolio.reset_user_password
    Reset User Password
03 · HOW IT WORKS

Klipfolio in three steps.

  1. 01Your users connect KlipfolioThey add their Klipfolio api key on Arc0 Connect, under your brand. It goes straight into the vault.
  2. 02You set the rulesReads run, writes like “create Tab (Dashboard)” can wait for the user, and “delete Role” can be denied outright.
  3. 03Any agent can actYour agent calls Klipfolio through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
POLICY.TS
await arc0.policies.set('klipfolio', {
  read: 'allow',
  write: 'ask',        // create_tab
  destructive: 'deny',  // delete_role
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2
04 · AUTH AND DATA

How Klipfolio connects.

Users add their Klipfolio api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same Klipfolio connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH
API key
CREDENTIALS
Per-tenant encrypted vault
MODEL SEES
Results only, never credentials
AUDIT LOG
Every call, on every plan
05 · WORKS WITH

Use Klipfolio from any agent.

Claude
ChatGPT
Cursor
Codex
VS Code
OpenAI Agents SDK
Claude Agent SDK
Vercel AI SDK
Mastra
LangGraph
06 · RELATED

More analytics apps.

Gong58 actionsSerpApi59 actionsPeople Data Labs27 actionsPostHog507 actions21risk8 actionsAkta19 actionsAlpha Vantage56 actionsAmplitude54 actions
ALL ANALYTICS APPS →
07 · FAQ

Klipfolio and Arc0, answered.

Q01

Can I use Klipfolio with Claude, ChatGPT or Cursor?

Yes. Connect Klipfolio to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Klipfolio actions you allow.

Q02

How do users connect Klipfolio?

Users add their Klipfolio api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which Klipfolio actions can my agent take?

50 in total: 25 read, 17 write and 8 destructive, such as “create Tab (Dashboard)”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Klipfolio?

Yes. Actions like “delete Role” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Klipfolio too?

Yes. The same Klipfolio connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Klipfolio into your agent.

Your users connect Klipfolio once, under your brand. Your agent gets 50 actions behind your policies, with every call on the record.

Connect KlipfolioBrowse all apps →

Free to build · MCP + REST · Audit log on every plan