# Klipfolio AI integration on Definable

> Klipfolio is a cloud-based business intelligence platform that enables users to create and share real-time dashboards and reports.

## What this connects

Klipfolio is a cloud-based business intelligence platform that enables users to create and share real-time dashboards and reports.

Vendor: https://www.klipfolio.com/

## Tools available

**50** tools available. First 12:

- `KLIPFOLIO_ASSIGN_USER_ROLE` — Assign User Role — Tool 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_SOURCE` — Create Data Source — This 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_INSTANCE` — Create Data Source Instance — Tool 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_GROUP` — Create Group — Tool to create a new group in Klipfolio. Use when you need to organize users into groups for managing permissions and access control.
- `KLIPFOLIO_CREATE_ROLE` — Create Role — Tool 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_TAB` — Create Tab (Dashboard) — This 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_USER` — Create User — Tool 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_SOURCE` — Delete Data Source — This 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_PROPERTY` — Delete Data Source Instance Property — Tool 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_PROPERTY` — Delete Data Source Property — Tool 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_RIGHT` — Delete Data Source Share Right — Tool 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_GROUP` — Delete Group — Tool 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.

## Auth

Auth schemes: `API_KEY`.

## How agents use Klipfolio

Inside a Definable workflow, Klipfolio is one of the tools the **Distributor specialist** can call. Example coordination patterns:

- **Researcher → Klipfolio** — the Researcher (GPT-5.5) pulls context from Klipfolio (records, threads, documents), synthesises findings, and briefs the rest of the team.
- **Writer → Distributor → Klipfolio** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into Klipfolio (create record, post message, draft email).
- **Designer / Engineer → Distributor → Klipfolio** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via Klipfolio (attach file, open PR comment, post status).

The Verifier checks every Klipfolio call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention.

## Categories

- business intelligence — https://definable.ai/apps/category/business-intelligence/
- dashboards — https://definable.ai/apps/category/dashboards/

## Related

- HTML page: https://definable.ai/apps/klipfolio/
- Same category (business intelligence): https://definable.ai/apps/category/business-intelligence/
- All integrations: https://definable.ai/apps/
- Workflow (multi-agent loop): https://definable.ai/workflow/
- Apps llms.txt index: https://definable.ai/llms-apps.txt