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50 available actions

What your AI agent can do in Klipfolio

Klipfolio is a cloud-based business intelligence platform that enables users to create and share real-time dashboards and reports. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get Dashboard DetailsThis tool retrieves detailed information about a specific dashboard (formerly known as tab) in Klipfolio.
  • Get Group DetailsTool to retrieve detailed information about a specific group in Klipfolio.
  • Create GroupTool to create a new group in Klipfolio.
  • Create RoleTool to create a new role in Klipfolio with optional permissions.
  • Update User PropertiesTool to update custom properties for a user in Klipfolio.
  • Assign User RoleTool to assign a role to a user in Klipfolio.

Browse all 50 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 25 actionsHide actions
  • Get Dashboard DetailsThis tool retrieves detailed information about a specific dashboard (formerly known as tab) in Klipfolio.
  • Get Data Source DetailsTool to retrieve detailed information about a specific data source in Klipfolio.
  • Get Data Source Instance DetailsTool to retrieve detailed information about a specific data source instance in Klipfolio.
  • Get Data Source Instance DataTool to retrieve the actual data from a specific data source instance in Klipfolio.
  • Get Data Source Instance PropertiesTool to retrieve configuration properties for a specific data source instance in Klipfolio.
  • Get Data Source PropertiesTool to retrieve properties for a specific data source in Klipfolio by its ID.
  • Get Data Source Share RightsTool to retrieve sharing permissions for a specific data source in Klipfolio.
  • Get Group DetailsTool to retrieve detailed information about a specific group in Klipfolio.
  • Get Group Default TabsTool to retrieve the list of default tabs (dashboards) for a specific group.
  • Get Group UsersTool to retrieve all users belonging to a specific group in Klipfolio.
  • Get KlipsThis tool retrieves a list of all Klips accessible to the authenticated user.
  • Get User ProfileThis tool is used to retrieve the authenticated user's profile information and test the authentication status.
  • Get Role DetailsTool to retrieve detailed information about a specific role in Klipfolio.
  • Get Role PermissionsTool to retrieve the list of permissions assigned to a specific role in Klipfolio.
  • Get Role UsersTool to retrieve all users associated with a specific role in Klipfolio.
  • Get User DetailsTool to retrieve detailed information about a specific user in Klipfolio.
  • Get User GroupsTool to retrieve all groups that a specific user belongs to in Klipfolio.
  • Get User PropertiesTool to retrieve custom properties associated with a specific user in Klipfolio.
  • Get User RolesTool to retrieve all roles assigned to a specific user in Klipfolio.
  • Get User Tab InstancesTool to retrieve all tab instances associated with a specific user.
  • List Data Source InstancesTool to retrieve all data source instances accessible to the authenticated user.
  • List All Data SourcesThis tool retrieves a list of all data sources associated with an authenticated Klipfolio account.
  • List All GroupsTool to retrieve all groups from a Klipfolio account.
  • List All RolesTool to retrieve all roles in the company.
  • List All UsersTool to retrieve all users in the company.
Create & communicateCreate records or send supported messagesView 6 actionsHide actions
  • Create Data SourceThis tool creates a new data source in Klipfolio.
  • Create Data Source InstanceTool to create a new data source instance based on an existing data source in Klipfolio.
  • Create GroupTool to create a new group in Klipfolio.
  • Create RoleTool to create a new role in Klipfolio with optional permissions.
  • Create Tab (Dashboard)This tool creates a new tab (dashboard) in Klipfolio.
  • Create UserTool to create a new user in Klipfolio with optional roles and client association.
Update & manageChange and manage existing recordsView 9 actionsHide actions
  • Assign User RoleTool to assign a role to a user in Klipfolio.
  • Disable Data SourceTool to disable a data source in Klipfolio.
  • Enable Data SourceTool to enable a disabled data source in Klipfolio.
  • Update Data SourceThis tool allows you to replace/update the data in an existing Klipfolio data source.
  • Update Data Source Instance PropertiesTool to update custom properties on a Klipfolio data source instance.
  • Update Data Source MetadataTool to update metadata (name, description, refresh_interval) of an existing data source.
  • Update Data Source PropertiesTool to update custom properties for a data source in Klipfolio.
  • Update Data Source Share RightsTool to update data source share rights in Klipfolio.
  • Update User PropertiesTool to update custom properties for a user in Klipfolio.
Remove & cancelRemove records or cancel supported workView 6 actionsHide actions
  • Delete Data SourceThis tool permanently removes a specified data source from the Klipfolio account.
  • Delete Data Source Instance PropertyTool to delete a property from a data source instance in Klipfolio.
  • Delete Data Source PropertyTool to delete a property from a data source in Klipfolio.
  • Delete Data Source Share RightTool to delete a data source share right for a specific user or group.
  • Delete GroupTool to permanently delete a specified group from the Klipfolio account.
  • Delete RoleTool to delete a role from Klipfolio.
Other actionsSpecialist and administrative actions.View 4 actionsHide actions
  • Refresh Data Source InstanceTool to manually refresh a data source instance in Klipfolio.
  • Refresh Multiple Data SourcesThis tool allows users to refresh multiple data sources in Klipfolio simultaneously.
  • Resend User InviteTool to resend a user invitation email in Klipfolio.
  • Reset User PasswordTool to reset a user's password in Klipfolio.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Klipfolio

How does the agent connect to Klipfolio?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Klipfolio?
The page above lists the 50 actions currently available through the Klipfolio connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Klipfolio included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Klipfolio is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Klipfolio to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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