All integrations
KL
Catalogue metadata onlybusiness intelligencev20260615_00

KLIPFOLIO

Klipfolio

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

Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.

Pakkawork boundary

Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.

No Pakkawork execution adapter is enabled. Hosted account-authorisation availability is workspace-specific and checked separately in the dashboard.Check workspace connection options
Attributed source

50

Action summaries

Display-only definitions

0

Trigger types

Not installed instances

1

Auth modes

Field names, never values

No

Execution

No runtime adapter

Authentication map

What setup is declared?

Only field names, types, and required markers are shown. Secret values, default auth URLs, credential material, and inferred OAuth scopes are excluded.
API_KEY

API_KEY

klipfolio_api_key

Provider setup

Developer setup

No fields declared in this snapshot.

User connection

  • Klipfolio API Keygeneric_api_key · stringRequired

Capability index

Actions and trigger definitions

Static summaries are available. Live schemas remain disabled until PROVIDER_HUB_API_KEY is configured server-side.

Showing 31–50 of 50 actions

Get User Details

KLIPFOLIO_GET_USER

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.

Untrusted display-only summary

Get User Groups

KLIPFOLIO_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.

Untrusted display-only summary

Get User Properties

KLIPFOLIO_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.

Untrusted display-only summary

Get User Roles

KLIPFOLIO_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.

Untrusted display-only summary

Get User Tab Instances

KLIPFOLIO_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.

Untrusted display-only summary

List Data Source Instances

KLIPFOLIO_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.

Untrusted display-only summary

List All Data Sources

KLIPFOLIO_LIST_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 interv…

Untrusted display-only summary

List All Groups

KLIPFOLIO_LIST_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.

Untrusted display-only summary

List All Roles

KLIPFOLIO_LIST_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.

Untrusted display-only summary

List All Users

KLIPFOLIO_LIST_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.

Untrusted display-only summary

Refresh Data Source Instance

KLIPFOLIO_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.

Untrusted display-only summary

Refresh Multiple Data Sources

KLIPFOLIO_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.

Untrusted display-only summary

Resend User Invite

KLIPFOLIO_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.

Untrusted display-only summary

Reset User Password

KLIPFOLIO_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.

Untrusted display-only summary

Update Data Source

KLIPFOLIO_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.

Untrusted display-only summary

Update Data Source Instance Properties

KLIPFOLIO_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.

Untrusted display-only summary

Update Data Source Metadata

KLIPFOLIO_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.

Untrusted display-only summary

Update Data Source Properties

KLIPFOLIO_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.

Untrusted display-only summary

Update Data Source Share Rights

KLIPFOLIO_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.

Untrusted display-only summary

Update User Properties

KLIPFOLIO_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.

Untrusted display-only summary

Provenance

Versioned facts, explicit trust.

The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.

Repository
https://github.com/provider-directoryHQ/provider-directory
Commit
85e33f6a81dfe987f6fc3637d48d45052cea8ca5
Generated
2026-09-12
Trust policy
untrusted_display_only

Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.