Use Klipfolio from Claude Code
Bring Klipfolio context into engineering work while Type keeps app access attached to the teammate and workspace.
AI agent integrationKlipfolio
Klipfolio integration for multiplayer collaboration with AI agents using Claude Code or Codex
One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Klipfolio never means pasting credentials into a prompt.
CategoryAnalytics & Data
Automate Klipfolio with Codex
Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.
Connect open agent workflows
Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.
Analytics & Data
What the Klipfolio integration exposes
Klipfolio is a cloud-based business intelligence platform that enables users to create and share real-time dashboards and reports.
One connection, many teammates
Connect Klipfolio once, then decide which teammates can use it for threads, automations, skills, and coding work.
Representative actions
- 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.
Connection
API and auth details
Klipfolio provides REST APIs for managing dashboard assets such as clients, dashboards, Klips, data sources, users, groups, roles, and account-administration resources, returning JSON over HTTPS.
- Source
- Type catalog metadata
- Auth schemes
- API key
- Official site
- https://www.klipfolio.com/
FAQ
Questions people ask before connecting Klipfolio
Can Claude Code use Klipfolio?
Yes. Type lets an AI teammate use connected Klipfolio actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.
Can Codex work with Klipfolio through Type?
Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Klipfolio catalog entry includes public integration details and example capabilities where available.
Is this the same as a Klipfolio MCP server?
Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.
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