Klipfolio is a cloud-based business intelligence platform that enables users to create and share real-time dashboards and reports.
Klipfolio is a cloud-based business intelligence platform that enables users to create and share real-time dashboards and reports. On Nagent, Klipfolio is exposed as a fully-configurable business intelligence integration that any agent can call — 50 actions, and API key authentication. No code is required to wire Klipfolio into your workflow — connect it once via the External Integrations panel and reuse it across every agent you build.
Agent builders use Klipfolio to automate the kinds of tasks business intelligence teams previously handled manually. Concrete examples — each one is a single agent step in Nagent — include:
Every action and trigger is paired with a structured input/output schema (visible in the sections below), so when you wire Klipfolio into Helix — our agentic agent builder — the editor knows exactly what each step expects and produces. Configure once, deploy anywhere across your Nagent agents.
Every operation an agent can call against Klipfolio, with input parameters and output schema. Drop these into any step of an agent built in Helix.
KLIPFOLIO_ASSIGN_USER_ROLETool 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.
Input parameters
The unique identifier of the user to assign the role to.
The unique identifier of the role to assign to the user.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_CREATE_DATA_SOURCEThis 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).
Input parameters
The name of the data source
The format of the data source (e.g., csv, json, xml)
The HTTP method to use for the data source
The connector type (e.g., simple_rest, google_analytics, etc.)
A description of the data source
The URL endpoint for the data source
The refresh interval in seconds
Additional properties specific to the connector type
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_CREATE_DATA_SOURCE_INSTANCETool 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.
Input parameters
If true, creates a data source instance that doesn't refresh automatically. Useful when pushing data directly to the instance
Data source instance properties as key-value pairs. These properties are specific to the data source type and can include configuration settings
The unique identifier of the data source to create an instance from
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_CREATE_GROUPTool to create a new group in Klipfolio. Use when you need to organize users into groups for managing permissions and access control.
Input parameters
The name of the new group.
Optional client ID to associate the group with a specific client.
A brief description of the group.
Optional external identifier for the group.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_CREATE_ROLETool 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.
Input parameters
The name of the role to create.
A description of the role and its purpose.
List of permission strings to assign to the role (e.g., 'klip.build', 'klip.edit', 'user.view').
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_CREATE_TABThis 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.
Input parameters
The name of the new dashboard/tab.
Optional client ID to associate the dashboard with a specific client.
A brief description of the dashboard/tab.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_CREATE_USERTool 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.
Input parameters
The email address of the user. Must be unique.
List of role IDs to assign to the user.
Optional password for the user. If not provided, a temporary password will be generated.
The client ID to associate the user with a specific client.
The last name of the user to create.
The first name of the user to create.
Whether to send a welcome email to the user. Defaults to false if not specified.
An external identifier for the user (for integration purposes).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_DELETE_DATA_SOURCEThis 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.
Input parameters
The unique identifier of the data source to be deleted.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_DELETE_DATA_SOURCE_INSTANCE_PROPERTYTool 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.
Input parameters
The unique identifier of the data source instance
The name of the property to delete from the data source instance
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_DELETE_DATA_SOURCE_PROPERTYTool 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.
Input parameters
The unique identifier of the data source
The name of the property to delete from the data source
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_DELETE_DATA_SOURCE_SHARE_RIGHTTool 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.
Input parameters
The unique identifier of the data source.
Type of entity for the share right.
The unique identifier of the user or group to remove share rights from.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_DELETE_GROUPTool 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.
Input parameters
The unique identifier of the group to be deleted.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_DELETE_ROLETool 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.
Input parameters
The unique identifier of the role to be deleted.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_DISABLE_DATA_SOURCETool 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.
Input parameters
The unique identifier of the data source to disable.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_ENABLE_DATA_SOURCETool 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.
Input parameters
The unique identifier of the data source to enable. Note: the data source must be in disabled state before it can be enabled.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_GET_DASHBOARDThis 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.
Input parameters
The unique identifier of the dashboard to retrieve.
Include associations in the listing (klip_instances, share_rights).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_GET_DATA_SOURCETool 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.
Input parameters
The unique identifier of the data source to retrieve details for.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_GET_DATA_SOURCE_INSTANCE2Tool 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.
Input parameters
The unique identifier of the data source instance to retrieve details for
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_GET_DATA_SOURCE_INSTANCE_DATATool 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.
Input parameters
The unique identifier of the data source instance to retrieve data from.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_GET_DATA_SOURCE_INSTANCE_PROPERTIESTool 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.).
Input parameters
The unique identifier of the data source instance to retrieve properties for
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_GET_DATA_SOURCE_PROPERTIESTool 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.
Input parameters
The unique identifier of the data source to retrieve properties for
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_GET_DATA_SOURCE_SHARE_RIGHTSTool 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.
Input parameters
The unique identifier of the data source to retrieve share rights for
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_GET_GROUPTool 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.
Input parameters
Unique identifier of the group to retrieve.
Include associations in the listing (members). When true, the members array will be populated.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_GET_GROUP_DEFAULT_TABSTool 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.
Input parameters
The unique identifier of the group to retrieve default tabs for.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_GET_GROUP_USERSTool to retrieve all users belonging to a specific group in Klipfolio. Use when you need to list members of a group.
Input parameters
Unique identifier of the group to retrieve users from.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_GET_KLIPSThis 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.
Input parameters
Maximum number of results to return
Number of records to skip before starting to return data
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_GET_PROFILEThis 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.
Input parameters
Include the user's roles in the response
Include the user's groups in the response
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_GET_ROLETool 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.
Input parameters
The unique identifier of the role to retrieve
Include additional details such as users, num_users, and permissions in the response
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_GET_ROLE_PERMISSIONSTool 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.
Input parameters
The unique identifier of the role to retrieve permissions for
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_GET_ROLE_USERSTool 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.
Input parameters
The unique identifier of the role to retrieve users for (32-character hexadecimal).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_GET_USERTool to retrieve detailed information about a specific user in Klipfolio. Use when you need to get user properties such as name, email, login history, group memberships, and role assignments.
Input parameters
Unique identifier of the user to retrieve.
Include additional associations in the response (tab_instances, groups, roles, properties). When true, the response will include expanded user details.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_GET_USER_GROUPSTool to retrieve all groups that a specific user belongs to in Klipfolio. Use when you need to check group membership for a user.
Input parameters
Unique identifier of the user to retrieve groups for.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_GET_USER_PROPERTIESTool to retrieve custom properties associated with a specific user in Klipfolio. Use when you need to access user-defined key-value pairs stored as user properties.
Input parameters
The unique identifier of the user whose properties to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_GET_USER_ROLESTool to retrieve all roles assigned to a specific user in Klipfolio. Use when you need to check what permissions and access levels a user has through their role assignments.
Input parameters
The unique identifier of the user whose roles to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_GET_USER_TAB_INSTANCESTool to retrieve all tab instances associated with a specific user. Use when you need to view dashboard copies assigned to a user's account. Tab instances represent copies of tabs in a user's account.
Input parameters
The unique identifier of the user whose tab instances to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_LIST_DATA_SOURCE_INSTANCESTool to retrieve all data source instances accessible to the authenticated user. Use when you need to list, query, or monitor data source instances with optional filtering by client or data source.
Input parameters
Maximum number of data source instances to return per page (default 25, max 100).
Number of data source instances to skip for pagination.
Filter results to show only instances belonging to a specified client.
Filter results to show only instances of a particular data source (use the data source ID, not the instance ID).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_LIST_DATA_SOURCESThis tool retrieves a list of all data sources associated with an authenticated Klipfolio account. It supports optional query parameters for pagination (limit and offset) and filtering by client_id. The response includes details for each data source such as id, name, description, format, connector type, refresh interval, and timestamps.
Input parameters
Maximum number of data sources to return
Number of data sources to skip
ID of the client to retrieve data sources for
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_LIST_GROUPSTool to retrieve all groups from a Klipfolio account. Use when you need to list groups for access management or filtering purposes. Supports filtering by client_id or external_id, and can include member data when used with external_id.
Input parameters
When set to true, includes associated member data in the listing. Note: This parameter only functions when specifying an external_id
Maximum number of groups to return per page (default 25, max 100).
Number of groups to skip for pagination.
Filters results to show only groups belonging to a specific client
Filters results to display only groups with the specified external identifier
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_LIST_ROLESTool to retrieve all roles in the company. Use when you need to view available roles, check role configurations, or identify role IDs for permission management.
Input parameters
Filter roles by a specific client ID. If not provided, returns all roles in the company.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_LIST_USERSTool to retrieve all users in the company. Use when you need to view all users, search for specific users by email or external ID, or get user details for access management.
Input parameters
When true, includes additional user details in the response such as company, date_created, is_locked_out, and properties.
Filter users by email address. Returns users matching the specified email.
Maximum number of users to return per page (default 25, max 100).
Number of users to skip for pagination.
Filter users by a specific client ID. If not provided, returns all users in the company.
Filter users by external ID. Returns users with the specified external identifier.
When true, includes the list of role IDs assigned to each user in the response.
When true, includes the list of groups each user belongs to in the response.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_REFRESH_DATA_SOURCE_INSTANCETool to manually refresh a data source instance in Klipfolio. Use when you need to update the data from its source immediately rather than waiting for the scheduled refresh interval.
Input parameters
The unique identifier of the data source instance to refresh
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_REFRESH_MULTIPLE_DATA_SOURCESThis tool allows users to refresh multiple data sources in Klipfolio simultaneously. It queues the specified data sources for refresh, updating their data from their respective sources. At least one data source ID must be provided.
Input parameters
List of data source IDs to refresh. At least one ID must be provided.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_RESEND_USER_INVITETool to resend a user invitation email in Klipfolio. Use when you need to resend an invitation to a user who has not yet accepted their account invite.
Input parameters
The unique identifier of the user to resend the invitation email to.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_RESET_USER_PASSWORDTool to reset a user's password in Klipfolio. Use when you need to trigger a password reset for a specific user account. This will send a password reset link to the user.
Input parameters
The unique identifier of the user whose password should be reset.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_UPDATE_DATA_SOURCEThis tool allows you to replace/update the data in an existing Klipfolio data source. It completely replaces the existing data with new data in the specified data source. The tool requires new data (in plain-text or CSV format) to be provided and updates the data source accordingly.
Input parameters
The plain-text or CSV data to replace the existing data in the data source
The content type of the data being sent. Use 'text/csv' for CSV data or 'text/plain' for plain text.
The ID of the data source to update
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_UPDATE_DATA_SOURCE_INSTANCE_PROPERTIESTool to update custom properties on a Klipfolio data source instance. Use when you need to set or modify key-value property pairs on an existing data source instance.
Input parameters
The unique identifier of the data source instance to update properties for
A dictionary of key-value pairs representing the properties to update on the data source instance. All values must be strings
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_UPDATE_DATA_SOURCE_METADATATool to update metadata (name, description, refresh_interval) of an existing data source. Use when you need to modify properties of a data source without changing its actual data.
Input parameters
The unique identifier of the data source to update
The new name for the data source
The new description for the data source
The new refresh interval in seconds. Must be one of: 0, 60, 300, 900, 1800, 3600, 7200, 10800, 14400, 43200, 86400
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_UPDATE_DATA_SOURCE_PROPERTIESTool to update custom properties for a data source in Klipfolio. Use when you need to modify metadata or configuration properties associated with a specific data source.
Input parameters
The unique identifier of the data source to update properties for
A dictionary of key-value pairs representing the properties to update for the data source. These are custom properties that can be used to store metadata or configuration for the data source. All values should be strings.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_UPDATE_DATA_SOURCE_SHARE_RIGHTSTool to update data source share rights in Klipfolio. Use when you need to grant or modify access permissions for users or groups to a specific data source. This allows you to control who can view or edit a data source by specifying user IDs and group IDs with their respective permissions.
Input parameters
The unique identifier of the data source to update share rights for
List of users to grant access to the data source. Each user can have edit or read-only permissions
List of groups to grant access to the data source. Each group can have edit or read-only permissions
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
KLIPFOLIO_UPDATE_USER_PROPERTIESTool to update custom properties for a user in Klipfolio. Use when you need to modify metadata or configuration properties associated with a specific user account.
Input parameters
The unique identifier of the user to update properties for
A dictionary of key-value pairs representing the custom properties to update for the user. These are custom properties that can be used to store metadata or user-specific configuration. All values should be strings.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
No publicly available marketplace agent is found using this tool yet. There are 67 agents privately built on Nagent that already use Klipfolio.
Build on Nagent
Connect Klipfolio to any Nagent agent in minutes — no API key management, no boilerplate. Just configure and deploy.
The five questions agent builders ask before adopting a new integration.
Open the External Integrations panel inside Nagent (app.nagent.ai/externalIntegration), find Klipfolio, and click "Connect Now." You'll authenticate with an API key — Nagent handles credential storage and refresh automatically. Once connected, Klipfolio is available to any agent in your workspace.
No. Nagent provides no-code integration for every tool. Once Klipfolio is connected, you configure its 50 actions directly in the agent builder UI — no API calls, no boilerplate, no schema management.
Helix — Nagent's agentic agent builder — lets you drop Klipfolio steps into any workflow visually. Pick an action (e.g., one of those listed above), fill in the inputs (Helix knows the required vs. optional schema for each parameter), and connect it to upstream/downstream steps. Triggers run as the entry point of an agent, so when a Klipfolio event fires, the agent kicks off automatically.
Every Klipfolio action and trigger ships with a fully-typed schema — input parameters with name, type, required flag, and description, plus the output payload shape. The schemas are documented in the sections above. Helix uses these schemas to validate your configuration at build time and to type-check the data flowing between steps.
Yes. While Klipfolio ships with 50 pre-built business intelligence actions, you can layer custom logic around them inside Helix — pre/post-processing steps, conditional branches, retries, or stitching Klipfolio together with other connected tools. For deeper customization, talk to our team about Nagent's Agentic AI Lab — forward-deployed engineers who build Klipfolio-based workflows tailored to your business.