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 1–30 of 50 actions

Assign User Role

KLIPFOLIO_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.

Untrusted display-only summary

Create Data Source

KLIPFOLIO_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).

Untrusted display-only summary

Create Data Source Instance

KLIPFOLIO_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.

Untrusted display-only summary

Create Group

KLIPFOLIO_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.

Untrusted display-only summary

Create Role

KLIPFOLIO_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.

Untrusted display-only summary

Create Tab (Dashboard)

KLIPFOLIO_CREATE_TAB

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.

Untrusted display-only summary

Create User

KLIPFOLIO_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.

Untrusted display-only summary

Delete Data Source

KLIPFOLIO_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.

Untrusted display-only summary

Delete Data Source Instance Property

KLIPFOLIO_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.

Untrusted display-only summary

Delete Data Source Property

KLIPFOLIO_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.

Untrusted display-only summary

Delete Data Source Share Right

KLIPFOLIO_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.

Untrusted display-only summary

Delete Group

KLIPFOLIO_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.

Untrusted display-only summary

Delete Role

KLIPFOLIO_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.

Untrusted display-only summary

Disable Data Source

KLIPFOLIO_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.

Untrusted display-only summary

Enable Data Source

KLIPFOLIO_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.

Untrusted display-only summary

Get Dashboard Details

KLIPFOLIO_GET_DASHBOARD

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.

Untrusted display-only summary

Get Data Source Details

KLIPFOLIO_GET_DATA_SOURCE

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.

Untrusted display-only summary

Get Data Source Instance Details

KLIPFOLIO_GET_DATA_SOURCE_INSTANCE2

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.

Untrusted display-only summary

Get Data Source Instance Data

KLIPFOLIO_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.

Untrusted display-only summary

Get Data Source Instance Properties

KLIPFOLIO_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.).

Untrusted display-only summary

Get Data Source Properties

KLIPFOLIO_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.

Untrusted display-only summary

Get Data Source Share Rights

KLIPFOLIO_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.

Untrusted display-only summary

Get Group Details

KLIPFOLIO_GET_GROUP

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.

Untrusted display-only summary

Get Group Default Tabs

KLIPFOLIO_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.

Untrusted display-only summary

Get Group Users

KLIPFOLIO_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.

Untrusted display-only summary

Get Klips

KLIPFOLIO_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.

Untrusted display-only summary

Get User Profile

KLIPFOLIO_GET_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.

Untrusted display-only summary

Get Role Details

KLIPFOLIO_GET_ROLE

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.

Untrusted display-only summary

Get Role Permissions

KLIPFOLIO_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.

Untrusted display-only summary

Get Role Users

KLIPFOLIO_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.

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.