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ConnectorKlipfolio

Klipfolio integration for Claude and Codex

Create a Klipfolio connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.

Use Klipfolio from Claude

Add the Klipfolio connection to a Space that runs Claude, then use it from every channel in that Space.

Use Klipfolio from Codex

Add the Klipfolio connection to a Space that runs Codex, then use it from every channel in that Space.

Use Klipfolio from Sidekick

Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.

Analytics & Data

What the Klipfolio connector can do

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

One connection, many Spaces

Connect Klipfolio once, then decide which Spaces can use it in threads, skills, automations, 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.

FAQ

Questions people ask before connecting Klipfolio

Can Claude use Klipfolio?

Yes. Add a Klipfolio connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.

Can Codex work with Klipfolio through Type?

Yes. Add a Klipfolio connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.

Is this the same as a Klipfolio MCP server?

Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.

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