klipfolio

name

klipfolio

description

Klipfolio is a dashboard and analytics platform that connects to hundreds of services and APIs, automates data retrieval, and enables teams and clients to build, customize, share, and distribute dashboards and reports with spreadsheet-like flexibility. Read and write Klipfolio data through One: clients, users, datasources, klips, groups, roles and more, 122 actions with real parameter documentation. Use whenever the user asks to look something up in Klipfolio, create or update a record there, or build code against the Klipfolio API.

Klipfolio through One

Klipfolio is a dashboard and analytics platform that connects to hundreds of services and APIs, automates data retrieval, and enables teams and clients to build, customize, share, and distribute dashboards and reports with spreadsheet-like flexibility.

One exposes Klipfolio through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.

How to run an action

1. Find the action in the table below, or call search_one_platform_actions with platform klipfolio if it is not listed.
2. Call get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
3. Call execute_one_action with parameters copied from that knowledge.

Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.

Before you start

Call list_one_integrations once and confirm Klipfolio is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.

Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.

Before a write

Creates, updates, deletes and sends land on a real Klipfolio account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.

Actions

Clients

Action	Method	Path	Action id
Get a Client	GET	/api/1.0/clients/{{id}}	conn_mod_def::GMcEyb96srA::hyLQUfoQTHKwzEtwYzo5eg
List a Client's Company Properties	GET	/api/1.0/clients/{{id}}/properties	conn_mod_def::GMcEyBF4yfA::a-xvgLP5TK2mB71bSXztuQ
List Clients	GET	/api/1.0/clients	conn_mod_def::GMcEyYe-JLA::uZbmQsAyR92yG_EtMq-M7w
Create a Client	POST	/api/1.0/clients	conn_mod_def::GMcEyZabC2A::xRw-ZyhoSiegPoJAtg30gA
Delete a Client	DELETE	/api/1.0/clients/{{id}}	conn_mod_def::GMcEyXUtZZA::6OpDVjhESJO_0rxe8iwaxg
Delete a Client's Company Property	DELETE	/api/1.0/clients/{{id}}/properties	conn_mod_def::GMcEyG4PyrA::qg9IYz8SQnOci1vM1iU2Tg
Enable Direct Billing for a Client	POST	/api/1.0/clients/{{id}}/@/enable_direct_billing	conn_mod_def::GMcEyWl-RwA::h87Wu4D7RhKiRhgLuup_4A
Extend Trial for a Client	POST	/api/1.0/clients/{{id}}/@/extend_trial	conn_mod_def::GMcEykxawSA::VEdN_GabTHy4sVXY5kIOTQ
Manage a Client's Company Properties	PUT	/api/1.0/clients/{{id}}/properties	conn_mod_def::GMcEyEVvhfA::rsuYR48aQZ-rIKJPi-B-Ww
Manage a Client's Settings	POST	/api/1.0/clients/{{id}}/settings	conn_mod_def::GMcEyNC-r3g::7ymeTooaRsKE3hBPAX2ZzA
Revoke a Group's Access to a Client	DELETE	/api/1.0/clients/{{id}}/share-rights/{{groupId}}	conn_mod_def::GMcEyNsOszg::xHSVIi2SRLGODPnIBEquqw
Update a Client	PUT

1 more Clients actions are available through search.

Users

Action	Method	Path	Action id
Get a User	GET	/api/1.0/users/{{id}}	conn_mod_def::GMcE2fjtMwA::p-lmW5SyQDKGHqsLcyZptw
List a User's Properties	GET	/api/1.0/users/{{id}}/properties	conn_mod_def::GMcE181arrg::PwGyQDDRSuSuzoffk_Zp9g
List a User's Roles	GET	/api/1.0/users/{{id}}/roles	conn_mod_def::GMcE2OXWQZA::9TamDbt7ToCmHqiaM7xKOg
List Users	GET	/api/1.0/users	conn_mod_def::GMcE2cvrVVg::PrRB2xtnSwyRNNKHcRkQbw
Add a User to a Group	PUT	/api/1.0/users/{{id}}/groups	conn_mod_def::GMcE138ShXg::8d4oybG0SM6LNAnTG7CNbQ
Add Tab Instances for a User	PUT	/api/1.0/users/{{id}}/tab-instances	conn_mod_def::GMcE2bcOa-g::r6j4nsRMSr26Xl06yC7euw
Assign a Role to a User	PUT	/api/1.0/users/{{userId}}/roles/{{roleId}}	conn_mod_def::GMcE2OsWndA::BqTp63_kQJ-N8GWGiktYFA
Create a User	POST	/api/1.0/users	conn_mod_def::GMcE2oGvulA::RIqVGL_8R82w5dWqEniQ5w
Delete a User	DELETE	/api/1.0/users/{{id}}	conn_mod_def::GMcE2cEYgVA::-GupUHvlRCS5lA0IAz3UnA
Remove a User from a Group	DELETE	/api/1.0/users/{{id}}/groups/{{groupId}}	conn_mod_def::GMcE1ryKIwg::mFeMg7cDSyqJfhC5y3IILA
Resend Invite for a User	POST	/api/1.0/users/{{id}}/@/resend-invite	conn_mod_def::GMcE13pt7Dg::_R_l2Oh1RKqEfP6zuLcIcg
Reset Password for a User	POST	/api/1.0/users/{{id}}/@/reset-password

1 more Users actions are available through search.

DataSources

Action	Method	Path	Action id
Get a Data Source by ID	GET	/api/1.0/datasources/{{id}}	conn_mod_def::GMcEzkNcjSA::XIctfikIRRa8QqYjXRy_QA
List Data Sources	GET	/api/1.0/datasources	conn_mod_def::GMcEzbS5Xmg::lh9JtFR4SaubcgiWygDDyQ
Create a Data Source	POST	/api/1.0/datasources	conn_mod_def::GMcEzjfGD0A::fqCHIsJGSteppyilTyEGPw
Create or Update a Data Source's Properties	PUT	/api/1.0/datasources/{{id}}/properties	conn_mod_def::GMcEzKf_srg::OqVN6DXHSOypnNDCZaYrQg
Delete a Data Source	DELETE	/api/1.0/datasources/{{id}}	conn_mod_def::GMcEzbxhzYA::X6yao5tTShGHATguFKVNxw
Delete Instances for a Data Source	POST	/api/1.0/datasources/{{id}}/@/delete_instances	conn_mod_def::GMcEzBPHXLg::KdGTuMjFTeOSy34P0On9CA
Disable a Data Source	POST	/api/1.0/datasources/{{id}}/@/disable	conn_mod_def::GMcEy_RGvcA::peNW7iA8SNGjyqpmaEFlrQ
Enable a Data Source	POST	/api/1.0/datasources/{{id}}/@/enable	conn_mod_def::GMcEzH1O8QA::Sz2SN8-ITgG0RqXpV10wUw
Import a Data Source	POST	/api/1.0/datasources/{{id}}/@/import	conn_mod_def::GMcEzKpvQ4g::jBZKJGWDTcOJXwsjThb4gQ
Refresh Data Sources	POST	/api/1.0/datasources/@/refresh	conn_mod_def::GMcEyjSWcxg::35WYTAf4TJaraOQePLvkxw
Update a Data Source	PUT	/api/1.0/datasources/{{id}}	conn_mod_def::GMcEzjfwW2A::Y7GKl6brTZ2XIyPVcTh3fg
Update Share Rights for a Data Source	PUT

Klips

Action	Method	Path	Action id
Get a Klip by ID	GET	/api/1.0/klips/{{id}}	conn_mod_def::GMcE0mU0eUA::4SCb8pI2S8e6TJZ9ueRGaA
Get a Klip's Schema	GET	/api/1.0/klips/{{id}}/schema	conn_mod_def::GMcE0QupCBA::SdGZ01bIT3ypWk9-Tx4U3A
Get a Klip's Share Rights	GET	/api/1.0/klips/{{id}}/share-rights	conn_mod_def::GMcE0bkX_OA::7FLr4UXSSOqxWyh-_OK5mw
List Client Instances for a Klip	GET	/api/1.0/klips/{{id}}/client-instances	conn_mod_def::GMcE0kgsf1A::uBc7B5yLTZqo6jTOdbINfQ
List Klips	GET	/api/1.0/klips	conn_mod_def::GMcE0cI8WbA::paDdmVusSm2ELpregGVwzg
Create a Klip	POST	/api/1.0/klips	conn_mod_def::GMcE0jr-H3g::1l5AuuoxSre3XUrhwLgnqg
Delete a Klip	DELETE	/api/1.0/klips/{{id}}	conn_mod_def::GMcE0dXD7FA::xhDmmDMZQM2dz1zs4LO2QQ
Delete Share Rights for a Klip	DELETE	/api/1.0/klips/{{id}}/share-rights	conn_mod_def::GMcE0P1A5-g::k6JnOPjQRdGaT7tEQLo_lQ
Import a Klip	POST	/api/1.0/klips/{{id}}/@/import	conn_mod_def::GMcE0anlBvA::E3YnMGynRvKh4NSTUvqu9A
Update a Klip	PUT	/api/1.0/klips/{{id}}	conn_mod_def::GMcE0kAcC1A::UeQ_3GYVQze8tcaviJrgRw
Update a Klip From Its Parent	POST	/api/1.0/klips/{{id}}/@/update_from_parent	conn_mod_def::GMcE0QWyitA::bfkZ5aOiRzSZVCcpC2ukmQ
Update a Klip's Share Rights	PUT	/api/1.0/klips/{{id}}/share-rights

Groups

Action	Method	Path	Action id
Get a Group	GET	/api/1.0/groups/{{id}}	conn_mod_def::GMcEzvmzedA::QahmNdWPRuih93XwXXgvZg
Get a Group's Default Tab	GET	/api/1.0/groups/{{id}}/default-tabs/{{id}}	conn_mod_def::GMcEz5-T4Ig::KpSFeAoyTqy6GoxuADrtig
List a Group's Default Dashboards	GET	/api/1.0/groups/{{id}}/default-tabs	conn_mod_def::GMcEz4QTt0g::ajmJNZydQ8y7nmuVxWgH8A
List a Group's Users	GET	/api/1.0/groups/{{id}}/users	conn_mod_def::GMcEzlY91XA::Op_Hd5nsSdW76GDrww3YSg
List Groups	GET	/api/1.0/groups	conn_mod_def::GMcEztEwJzg::QF8sqncCQKGHxZNV5Y16mA
Add a Default Tab to a Group	POST	/api/1.0/groups/{{id}}/default-tabs	conn_mod_def::GMcEz3Dlj0g::eZCxikdnTuKXcRFQRPTn5Q
Add a User to a Group	PUT	/api/1.0/groups/{{id}}/users/{{userid}}	conn_mod_def::GMcEzszA_ag::YlDGzbSsScSuIiZdjZDkeQ
Create a Group	POST	/api/1.0/groups	conn_mod_def::GMcEzsBeD9g::UDW9tUbsStCuYx0xq--Ftw
Delete a Group	DELETE	/api/1.0/groups/{{id}}	conn_mod_def::GMcEzvguc_g::UowxwINWRsSiRh7ev9kiKw
Delete a User from a Group	DELETE	/api/1.0/groups/{{groupId}}/users/{{userId}}	conn_mod_def::GMcEzjYvSnA::fUZssbaFRcK8efhMgyeXig
Update a Group	PUT	/api/1.0/groups/{{id}}	conn_mod_def::GMcEz6MM9gA::H7GWZQKITzuq6ejUHLX18A

Roles

Action	Method	Path	Action id
Get a Role	GET	/api/1.0/roles/{{id}}	conn_mod_def::GMcE1FDK3Qg::zfEiYQUvQ1auFRkujuMzXQ
List a Role's Permissions	GET	/api/1.0/roles/{{id}}/permissions	conn_mod_def::GMcE01yOS_g::Sjz8i_BlRlmWADhBuRgC5A
List Roles	GET	/api/1.0/roles	conn_mod_def::GMcE1P9bYsA::46DSWNz7RWaHMSj-G56OpA
Add a User to a Role	PUT	/api/1.0/roles/{{id}}/users/{{userId}}	conn_mod_def::GMcE00ioi_g::-Modv6kkTHCIKq558qYBtg
Delete a Role	DELETE	/api/1.0/roles/{{id}}	conn_mod_def::GMcE1B-U3xg::7Ih4x6C7SLiMuPZMV47KPw
Delete Permissions for a Role	DELETE	/api/1.0/roles/{{id}}/permissions	conn_mod_def::GMcE0tsm7oA::wCroZRYuTouYebemsb4UWg
Remove a User from a Role	DELETE	/api/1.0/roles/{{id}}/users/{{userId}}	conn_mod_def::GMcE01OJXgg::y2hXcQ5BQvqIcc_lBW3MVQ
Update a Role	PUT	/api/1.0/roles/{{id}}	conn_mod_def::GMcE1AprtiA::tttN9m8cRkyJdl8tIaWleA
Update Permissions for a Role	PUT	/api/1.0/roles/{{id}}/permissions	conn_mod_def::GMcE06IPqYg::PLYZEAAPSIGY_aM5shWNlw

Tabs

Action	Method	Path	Action id
Get a Tab	GET	/api/1.0/tabs/{{id}}	conn_mod_def::GMcE1sS-crg::kHCOZ5FKSSe2h0eglRhDyg
Get a Tab's Layout	GET	/api/1.0/tabs/{{id}}/layout	conn_mod_def::GMcE1ZlGCOA::d3J61s8OT2m2y1MB-VuBYg
List Tabs	GET	/api/1.0/tabs	conn_mod_def::GMcE1hc1sHA::V4mhqA6dTtOqD45eH6Z_rA
Create a Tab	POST	/api/1.0/tabs	conn_mod_def::GMcE1qw03Mg::hDYjihz7QziuXdsgasMDsg
Delete a Tab	DELETE	/api/1.0/tabs/{{id}}	conn_mod_def::GMcE1hWxDEA::YE22EYPMQpKZkW-_3d7PnQ
Import a Tab into a Client Account	POST	/api/1.0/tabs/{{id}}/@/import	conn_mod_def::GMcE1XpvJwg::6FD6ye23SeaVwwaOPVwZdw
Update a Tab	PUT	/api/1.0/tabs/{{id}}	conn_mod_def::GMcE1w1IUXA::kQVNYB1LQdOtI0PMfIpCcw
Update a Tab's Share Rights	PUT	/api/1.0/tabs/{{id}}/share-rights	conn_mod_def::GMcE1g0wRlg::3qmQdNnpSlq4spv_ApOvgQ

DataSourceInstances

Action	Method	Path	Action id
Get a Data Source Instance	GET	/api/1.0/datasource-instances/{{id}}	conn_mod_def::GMcEy4KTiHA::OPLJeoqsQ72v1LxJ47BOUA
Get Data for a Data Source Instance	GET	/api/1.0/datasource-instances/{{id}}/data	conn_mod_def::GMcEzACI0Wg::KqBWi8TkRgy1f6Sou8K_VQ
Create a Data Source Instance	POST	/api/1.0/datasource-instances	conn_mod_def::GMcEy_6ObLA::iLb91B--RUyHUhTz5OIreg
Delete a Data Source Instance	DELETE	/api/1.0/datasource-instances/{{id}}	conn_mod_def::GMcEy4mGhlA::10RnkFd6QGKnZFgZ-SfwWQ
Delete Properties for a Data Source Instance	DELETE	/api/1.0/datasource-instances/{{id}}/properties	conn_mod_def::GMcEylAlRkA::m3jfuehLTuWQPYThcxeZHQ
Refresh a Data Source Instance	POST	/api/1.0/datasource-instances/{{id}}/@/refresh	conn_mod_def::GMcEyjPlFNg::Q4R7I_GuQlaUVVDz-k0_ag
Update a Data Source Instance's Data	PUT	/api/1.0/datasource-instances/{{id}}/data	conn_mod_def::GMcEy_d4NzA::bbH2edFfQH6V31KtIQ84NA

Annotations

Action	Method	Path	Action id
List Annotations for a Klip	GET	/api/1.0/klips/{{id}}/annotations	conn_mod_def::GMcE0Dl2xkg::Ngl1lMHKQimeCg7pFa5CEg
Create an Annotation for a Klip	POST	/api/1.0/klips/{{id}}/annotations	conn_mod_def::GMcE0C_6DGA::IZT9HtTXQQ2DU9dXw9crFA
Delete an Annotation for a Klip	DELETE	/api/1.0/klips/{{klipId}}/annotations/{{annotationId}}	conn_mod_def::GMcE0DmEuJg::G1nOHLAlTbCCyD6at717hA
Update an Annotation for a Klip	PUT	/api/1.0/klips/{{id}}/annotations/{{id}}	conn_mod_def::GMcE0ULFcfg::Y2zGwX9lQHWeVrmEOIC5ew

DashboardPublishedLinks

Action	Method	Path	Action id
Get Dashboard Published Links	GET	/api/1.0/dashboard-published-links/{{publishedLinkId}}	conn_mod_def::GMcE0t2ZJwA::n-Irz0t0Qyu1icy1Ayu8Nw
Create a Published Link for a Dashboard	POST	/api/1.0/dashboard-published-links/{{dashboardId}}	conn_mod_def::GMcE0t2iPyA::wYfMeU6iRXqN3Fo115hxJw
Delete a Dashboard Published Link	DELETE	/api/1.0/dashboard-published-links/{{publishedLinkId}}	conn_mod_def::GMcE0ttcE_g::kJ1k8c9OTZGbvD2kRPpPGA

1 more DashboardPublishedLinks actions are available through search.

This lists 90 of 122 actions. For anything not here, call search_one_platform_actions with platform klipfolio. The full catalog is at https://www.withone.ai/knowledge/klipfolio.

When a call fails

The error comes from Klipfolio, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed.

Full catalog: https://www.withone.ai/knowledge/klipfolio

Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.