• LISTING
  • DETAILS
  • METRICS
  • HUMAN

How to retrieve KPI metrics with your AI

Connect Klipfolio once. After that, your agent can pull live dashboard data and specific metric values through chat.

Ask AI about this page

Short answer

How can I get my Klipfolio metrics using AI?

Your AI client uses the Klipfolio MCP to find your dashboards and pull specific data from individual Klips. You get the exact numbers you need without opening a browser. Here is how the data flows.

Data outcomes

What you get from your agent.

The AI handles the heavy lifting of finding and reading your data.

LISTING

Dashboard inventory

The AI identifies all available dashboards in your account. You'll know exactly which views are ready to query.

DETAILS

Dashboard structure

The agent pulls the full layout and configuration of a specific dashboard. This gives the AI the context to understand your metrics.

METRICS

Live KPI values

The AI extracts specific values from individual Klips. You get the real-time numbers you asked for directly in chat.

HUMAN

Decision making

The AI provides the raw data and dashboard details. You decide what the numbers mean for your business.

The workflow

What your AI does when the request arrives.

The AI follows a specific sequence to locate and read your Klipfolio data.

  1. Find dashboards

    The AI scans your account to see which dashboards are available for you to query.

    list_dashboards

  2. Read dashboard info

    The agent looks at the specific setup and components of the dashboard you mentioned.

    get_dashboard_details

  3. Locate Klips

    The AI identifies the individual metric elements within the dashboard structure.

    list_individual_klips

  4. Extract values

    The agent pulls the specific data points or dashboard details to answer your question.

    get_dashboard_details

Try it

Copy these to start.

Use these prompts to start pulling data from Klipfolio.

Starting points

These are opening lines. Swap out the dashboard or Klip names for your own.

Klipfolio Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_9u4EcBYTwtbMvbCzes3044U71yjah0hefMDFp3lX/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Klipfolio capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "klipfolio-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_9u4EcBYTwtbMvbCzes3044U71yjah0hefMDFp3lX/mcp"
    }
  }
}
Copy into chat04

  • List all my Klipfolio dashboards.

  • What are the details for the Executive Overview dashboard?

  • Get the value for the 'Daily Active Users' Klip in my Sales dashboard.

  • Show me the Klips inside the Marketing Performance dashboard.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Klipfolio once, then ask.

One click connects your account. Your credentials stay encrypted on our side, and you can start querying immediately.

Connect Klipfolio to your AI

FAQ

How this task behaves.

  • 01

    Can the AI edit my Klipfolio dashboards?

    No. The AI can only list and retrieve data. It cannot change, move, or delete anything in your account.

  • 02

    Can I ask for specific Klip values?

    Yes. The AI can find and pull data from individual Klips within your dashboards.

  • 03

    Does the AI have access to my login password?

    No. Your credentials are encrypted and managed securely so the AI can act on your behalf without seeing your password.

  • 04

    Can the AI create a new dashboard?

    No. The current tools only allow the AI to read and list existing dashboards and Klips.

  • 05

    How does the AI know which dashboard to look at?

    The AI uses the dashboard names you provide in your prompt to find the right data.

  • More questions about Klipfolio? See everything the Klipfolio Connector can do

Connect Klipfolio to Claude, Cursor, ChatGPT & more