How to Use the Klipfolio MCP in Claude Code

Q: How do I add the Klipfolio MCP Server to Claude Code?

Run the claude mcp add command with the HTTP transport flag. The configuration saves directly to your local settings file.

Q: Can Claude Code force a Klipfolio data refresh?

Yes. You can script the agent to run refreshdatasource as part of your deployment pipeline.

Q: How does Claude Code list my Klipfolio agency clients?

It executes the listaccountclients tool. The agent reads the response and formats the client list in your terminal window.

Q: Can I script dashboard backups with the MCP Server?

You can use getdashboarddetails to pull the configuration of any dashboard. Piping that output to a file creates an instant backup.

Manage Klipfolio data refreshes straight from the terminal with this MCP Server for Claude Code.

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Setup Klipfolio with Claude Code

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Claude

Perplexity

Audit infrastructure headlessly

Accessing your entire reporting environment is fast since `list_dashboards` dumps the inventory straight to the command line. You need a list of every active board across the company. Run a single prompt, and your agent prints the results. Inspecting a specific board takes milliseconds. Claude Code fires `get_dashboard_details` to pull the layout and widget configuration. You can pipe that JSON output directly into a local file for version control.

Automate updates with Claude Code

Triggering data updates from a CI/CD pipeline relies on the `refresh_data_source` tool. You can tie this to a deployment script so your metrics update the second new code ships. Finding the right source ID happens automatically. The agent runs `list_data_sources` to map the environment. It grabs the target ID and executes the refresh without any manual intervention.

Query multi-tenant accounts

Managing sub-accounts via the CLI is simple when the MCP Server uses `list_account_clients`. You want to know which clients are active. The tool returns the exact account hierarchy straight to your shell. Drilling down into those accounts requires `list_individual_klips`. You can ask the agent to find a specific chart in a client's workspace. It navigates the tree, finds the widget, and prints the configuration.

Setup guide

Set up Klipfolio MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see klipfolio-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Klipfolio transactions." It will automatically discover and invoke the available Klipfolio tools.

Terminal

claude mcp add --transport http klipfolio-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Klipfolio MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "klipfolio-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Klipfolio. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Klipfolio MCP in Claude Code

Run the `claude mcp add` command with the HTTP transport flag. The configuration saves directly to your local settings file.

Yes. You can script the agent to run `refresh_data_source` as part of your deployment pipeline.

It executes the `list_account_clients` tool. The agent reads the response and formats the client list in your terminal window.

You can use `get_dashboard_details` to pull the configuration of any dashboard. Piping that output to a file creates an instant backup.

Sub-client metadata is protected by strict boundary controls. The managed connection requires only a single endpoint token, keeping your raw data safely walled off.

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