Klipfolio connector for AI agents

Tools your reporting agent reaches for on Klipfolio, scoped per user.

CALL ANY TOOL

59 tools for dashboards in Klipfolio: create and lay out dashboards, build Klips, manage and refresh data sources, share with groups and users, and publish links.

klipfolio_client_get

Get client

Get one client account by ID. Returns its id, name, description, status, seats, billing and trial details; with full=true also its user and group IDs and share rights. Use klipfolio_client_get when you know the client ID. Use klipfolio_clients_list to find it.

Parameters

Name

Type

Required

Description

client_id

string

Required

ID of the client account. Get it from the id field of klipfolio_clients_list. Example: "0123456789abcdef0123456789abcdef".

full

boolean

Optional

Set to true to include associations in the response (users, groups, share_right). Default false.

klipfolio_clients_list

List clients

klipfolio_dashboard_create

Create dashboard

klipfolio_dashboard_delete

Delete dashboard

klipfolio_dashboard_klip_instance_remove

Remove dashboard klip instance

klipfolio_dashboard_klips_add

Add dashboard klips

klipfolio_dashboard_layout_get

Get dashboard layout

klipfolio_dashboard_layout_update

Update dashboard layout

klipfolio_dashboard_share_right_delete

Delete dashboard share right

klipfolio_dashboard_share_rights_update

Update dashboard share rights

klipfolio_dashboards_list

List dashboards

klipfolio_datasource_create

Create datasource

klipfolio_datasource_disable

Disable datasource

klipfolio_datasource_get

Get datasource

klipfolio_datasource_instance_refresh

Refresh datasource instance

klipfolio_datasource_properties_get

Get datasource properties

klipfolio_datasource_properties_update

Update datasource properties

klipfolio_datasource_share_right_delete

Delete datasource share right

klipfolio_datasource_update

Update datasource

klipfolio_datasources_list

List datasources

klipfolio_group_get

Get group

klipfolio_groups_list

List groups

klipfolio_klip_create

Create klip

klipfolio_klip_delete

Delete klip

klipfolio_klip_schema_get

Get klip schema

klipfolio_klip_schema_update

Update klip schema

klipfolio_klip_update

Update klip

klipfolio_klips_list

List klips

klipfolio_profile_get

Get profile

klipfolio_user_dashboards_list

List user dashboards

For more tools, view docs.

Build your Agent

Same auth pattern across LangChain, OpenAI, Anthropic, and Google ADK.

import { ScalekitClient } from "@scalekit-sdk/node";
import { createReactAgent } from "@langchain/langgraph/prebuilt";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);

// Klipfolio tools scoped to this user
const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["klipfolio"], toolNames: [
    "klipfolio_dashboards_list",
    "klipfolio_dashboard_klips_add",
    "klipfolio_dashboard_share_rights_update"] },
  pageSize: 100,
});

const agent = createReactAgent({ llm, tools });
await agent.invoke({ messages: [{ role: "user", content: "Add the Monthly Bookings Klip to the Q4 Pipeline Review dashboard and share it with the Sales group" }] });

import OpenAI from "openai";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);
const openai = new OpenAI();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["klipfolio"] }, pageSize: 100,
});

const res = await openai.chat.completions.create({
  model: "gpt-5",
  messages: [{ role: "user", content: "Add the Monthly Bookings Klip to the Q4 Pipeline Review dashboard and share it with the Sales group" }],
  tools,
});

// Execute the tool call with the user's vaulted Klipfolio API key
await sk.tools.executeTool(res.choices[0].message.tool_calls[0], "user_123");

import Anthropic from "@anthropic-ai/sdk";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);
const anthropic = new Anthropic();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["klipfolio"] }, pageSize: 100,
});

const msg = await anthropic.messages.create({
  model: "claude-sonnet-5",
  max_tokens: 1024,
  messages: [{ role: "user", content: "Add the Monthly Bookings Klip to the Q4 Pipeline Review dashboard and share it with the Sales group" }],
  tools,
});

// Tool call runs with the user's vaulted Klipfolio API key
await sk.tools.executeTool(msg.content, "user_123");

import { Agent } from "@google/adk/agents";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["klipfolio"] }, pageSize: 100,
});

const agent = new Agent({
  name: "reporting_agent",
  model: "gemini-2.5-pro",
  instruction: "Klipfolio tools scoped to this user",
  tools,
});

await agent.run("Add the Monthly Bookings Klip to the Q4 Pipeline Review dashboard and share it with the Sales group");

Try these prompts

Copy any prompt into your agent. Each maps directly to a Klipfolio tool. Click to copy, paste into your agent, done.

Dashboards

Copy the prompt

Copied

Create a dashboard called Q4 Pipeline Review.

Copy the prompt

Copied

Add the Monthly Bookings Klip to the Q4 Pipeline Review dashboard.

Copy the prompt

Copied

Publish the Q4 Pipeline Review dashboard as a password-protected link.

Data sources

Copy the prompt

Copied

List the data sources I can access.

Copy the prompt

Copied

Refresh the Deals data source now.

Copy the prompt

Copied

Disable the Legacy Leads data source.

Sharing and comments

Copy the prompt

Copied

Share the Q4 Pipeline Review dashboard with the Sales group.

Copy the prompt

Copied

List the users in the Finance group.

Copy the prompt

Copied

Add a comment to the Monthly Bookings Klip about the October dip.

SEE HOW AUTH WORKS

Each user connects their own Klipfolio API key once, and Scalekit sends it with every call. Keys stay vaulted, every call is scope checked, and every action is logged.

Authorize

Your user connects

Klipfolio

once. We tie it to their identity and the meetings they approved — no shared bot account, no org-wide access

Who:

user ‘A’

when:

Once per user

access:

Limited to user

Store

Their

Klipfolio

token lives in a vault scoped to them. User A's meetings are never reachable by an agent acting for user B, even on the same connection

vault:

encrypted

scope:

per-user

tokens:

auto-refreshed

Resolve

When your agent calls a

Klipfolio

tool, we fetch the right token server-side. It never touches your agent, never appears in the LLM context, never shows up in your logs

speed:

~40ms

check:

before every call

seen by:

nobody

Audit

Every

Klipfolio

tool call is logged — who triggered it, which meeting was fetched, what came back. 90 days of history, tied to the user who authorized it

history:

90 days

export:

SIEM-ready

logged:

every call

Test other agents

See the same per-user auth pattern across other analytics and BI connectors.

GTM and RevOps Teams

Revenue forecast commentary

Pulls open pipeline from Salesforce and HubSpot, calculates coverage against quota, flags at-risk stages, posts commentary to Slack, and logs every snapshot to Google Sheets.

GTM and RevOps Teams

Competitive intelligence briefing agent

Scans Gong calls for competitor mentions, matches each one to its Notion battlecard, and DMs every affected rep a single Slack digest per cycle. Every call runs as the PMM who owns the briefing, never a shared bot.

Why Scalekit

Secure your agent's access. Connectors ship in minutes

01.

Shared tokens break per-user analytics

A shared Klipfolio API key looks fine in a demo. In production every dashboard change and share looks like one service account, and you cannot tell which user triggered it. Scalekit resolves the credential of the actual user who triggered the agent, never a shared bot.

// shared key
audit → bot_service_account

// scalekit
audit → user_abc ✓

02.

Authentication is not authorization

03.

Multi-tenancy is architectural

04.

Klipfolio today. Ten connectors tomorrow.

“Our agents act across Salesforce, Gong, Google Drive, and more, on behalf of every customer. Scalekit behind the scenes meant we can keep adding tools without ever rebuilding how credentials or tool calling work.”

Venu Madhav Kattagoni

Head of Engineering / Von

FAQs

Frequently Asked Questions

Does the agent access Klipfolio as the user or through a shared key?

As the user. Each user connects their own Klipfolio API key once, and Scalekit sends it with every call. Audit logs attribute every dashboard change and share to that user, not a shared service account.

Where is the Klipfolio API key stored?

In Scalekit's managed AES-256 token vault, namespaced per tenant. To rotate it, the user reconnects with a new API key. Revocation is a single dashboard action. Credentials never appear in prompts, logs, or LLM context.

Can I limit what the agent does in Klipfolio?

Yes. Filter by tool name in listScopedTools to expose only what you want, for example dashboard and Klip read tools without klipfolio_dashboard_delete or klipfolio_datasource_delete, which delete permanently. Scalekit also enforces scope checks before every API call.

What happens when a user revokes Klipfolio access?

The connection is invalidated on the next tool call. Subsequent requests for that user fail closed with a clear error. Other users in the tenant remain unaffected. The event is logged for audit.

Does the Klipfolio connector work with client accounts?

Yes. klipfolio_clients_list and klipfolio_client_get read the client accounts a partner Klipfolio account manages, and the user and group tools can list users and groups in the company or in a client account.