Klipfolio

50 tools available

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

business intelligence dashboards

Connect Klipfolio Visit Klipfolio ↗

Connect Klipfolio to Definable to automate repetitive tasks, sync data with the rest of your stack, trigger on real-world events. Personas call Klipfolio's 50 tools directly from chat or scheduled flows. You can wire it into any persona to read, write, and react when an event fires.

Common workflows with Klipfolio

Trigger on event

Listen for a new event
Parse and validate the payload
Take an action with the linked tool

Daily summary

Pull yesterday's activity
Summarise with the model of your choice
Send the digest via email or Slack

Cross-tool sync

Read records from one app
Transform with a persona
Write the result back via this integration

Klipfolio actions 50

Every Klipfolio action below is a callable tool any Definable persona can invoke.

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.

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).

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Delete Role

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.

Disable Data Source

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.

Enable Data Source

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.

Get Dashboard Details

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.

Get Data Source Details

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.

Get Data Source Instance Details

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.

Get Data Source Instance Data

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.

Get Data Source Instance Properties

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.).

Get Data Source Properties

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.

Get Data Source Share Rights

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.

Get Group Details

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.

Get Group Default Tabs

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.

Get Group Users

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

Get Klips

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.

Get User Profile

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.

Get Role Details

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.

Get Role Permissions

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.

Get Role Users

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.

Get User Details

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.

Get User Groups

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

Get User Properties

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.

Get User Roles

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.

Get User Tab Instances

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.

List Data Source Instances

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.

List All Data Sources

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.

List All Groups

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.

List All Roles

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.

List All Users

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.

Refresh Data Source Instance

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.

Refresh Multiple Data Sources

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.

Resend User Invite

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.

Reset User Password

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.

Update Data Source

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.

Update Data Source Instance Properties

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.

Update Data Source Metadata

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.

Update Data Source Properties

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.

Update Data Source Share Rights

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.

Update User Properties

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.

Frequently asked questions

What can I automate with Klipfolio on Definable?

Anything Klipfolio exposes through its API. Common business intelligence workflows on Definable include automate repetitive tasks, sync data with the rest of your stack, trigger on real-world events. Personas can call any of the 50 Klipfolio tools directly, then chain the result into another integration without you writing code.

How does Klipfolio authentication work?

Klipfolio uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

Is the Klipfolio integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 50 Klipfolio tools. You only need a separate Klipfolio subscription if Klipfolio itself charges per seat or per API call.

Is using Klipfolio through Definable secure?

Every call from a persona to Klipfolio is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

How do I get started with Klipfolio on Definable?

Sign up for Definable, open the integrations page, find Klipfolio, and connect via OAuth or API key. You can immediately attach Klipfolio to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

What Klipfolio actions does Definable expose?

Definable exposes all 50 Klipfolio actions as callable tools — including `Assign User Role`, `Create Data Source`, `Create Data Source Instance`, plus 47 more. Each tool gets a typed parameter schema so personas know exactly how to call it.

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