# Klipfolio MCP MCP

> Klipfolio MCP connects your AI client directly to a full suite of business analytics dashboards. It lets you manage, check, and monitor real-time Key Performance Indicators (KPIs) and data source health using natural conversation. You can list entire dashboard setups or drill down into specific widget configurations without ever opening the Klipfolio app.

## Overview
- **Category:** data-analytics
- **Price:** Free
- **Tags:** kpi-monitoring, data-visualization, real-time-dashboards, business-metrics, data-integration

## Description

This MCP gives your agent direct access to your company's live analytics environment. Instead of navigating multiple dashboards, you talk to it. Your AI client pulls data from hundreds of sources—like Google Analytics, Stripe, and HubSpot—and presents key metrics instantly. You can ask for the current MRR or check if a specific marketing campaign is performing well. It monitors everything from user growth rates to cost-per-acquisition. If data falls out of sync, you can even trigger an automatic refresh on the source side. Because this MCP sits on Vinkius, your agent connects once and gains access to powerful analytics tools alongside whatever else your team needs.

## Tools

### get_dashboard_details
Retrieves the complete setup information for a single, specific Klipfolio dashboard.

### list_account_clients
Lists all sub-client accounts connected to your main Klipfolio instance.

### list_dashboards
Returns a list of every available dashboard by name and ID within the account.

### list_data_sources
Gets an inventory of all connected data sources, noting their last refresh time.

### list_individual_klips
Lists and provides details for every individual widget (Klip) on a dashboard.

### refresh_data_source
Manually triggers the data refresh process for a specified, connected source.

## Prompt Examples

**Prompt:** 
```
Show all dashboards and the KPIs on the Executive Dashboard.
```

**Response:** 
```
Dashboards: 5. Executive Overview (8 Klips), Marketing Performance (12), Sales Pipeline (6), Engineering Metrics (4), Customer Success (5). Executive Klips: MRR ($125K, +8% MoM), ARR ($1.5M), Active Users (12.4K, +3%), Churn Rate (2.1%), NPS (72), CAC ($145), LTV ($2,100), Revenue Growth (+18% YoY).
```

**Prompt:** 
```
List data sources and check if any are failing.
```

**Response:** 
```
Data sources: 8. ✅ Google Analytics (refreshed 5 min ago). ✅ Stripe (refreshed 2 min ago). ✅ HubSpot (refreshed 10 min ago). ✅ Salesforce (refreshed 15 min ago). ⚠️ PostgreSQL (stale, last refresh 2h ago). ✅ Intercom (refreshed 8 min ago). ❌ Facebook Ads (auth expired, failed 1h ago). ✅ Mixpanel (refreshed 12 min ago). Action needed: Reconnect Facebook Ads, investigate PostgreSQL.
```

**Prompt:** 
```
Show the Marketing Performance dashboard Klips.
```

**Response:** 
```
Marketing Performance: 12 Klips. Email: Open Rate (29%), Click Rate (6.4%), Subscribers (45K). Ads: CPC ($1.24), CTR (3.8%), ROAS (4.2x). Social: Followers (28K, +2.1K/mo), Engagement (5.2%). Website: Sessions (125K/mo), Bounce Rate (42%), Conversion (3.1%). Budget: $45K spent / $50K allocated.
```

## Capabilities

### List all available dashboards
Get a full inventory of every dashboard in the account so you know where to look.

### Check specific dashboard layouts
Retrieve detailed information about any single dashboard, including its components and widgets (Klips).

### Review connected data sources
List all the systems feeding data into Klipfolio and verify their current refresh status.

### Trigger a data source update
Force an immediate refresh on any specified data source to ensure metrics are current.

### Examine individual widgets
Look at the underlying data and configuration for specific metric panels (Klips) within a dashboard.

## Use Cases

### The daily KPI check
A Product Manager needs to know the latest churn rate and MRR. They ask their agent, 'What are the current KPIs for the Executive Dashboard?' The agent uses `get_dashboard_details` and reports the figures immediately, saving a five-minute manual dashboard navigation.

### Troubleshooting stale data
The Marketing team notices campaign metrics look off. They ask their agent to 'Check if Stripe or Google Analytics need refreshing.' The agent uses `list_data_sources` and, finding a stale source, calls `refresh_data_source` automatically.

### Auditing dashboard scope
An analyst needs to confirm which client's metrics they are viewing. They run 'List all connected accounts.' The agent uses `list_account_clients`, ensuring the data pull is scoped correctly before listing dashboards.

### Building a new report widget
A developer needs to know exactly how a dashboard metric was calculated. They ask the agent to 'Show me the details for the Conversion Rate Klip.' The agent uses `list_individual_klips` to pull the exact configuration.

## Benefits

- Always know data freshness. If you suspect a KPI is outdated, use the `list_data_sources` tool to check refresh times or run `refresh_data_source` immediately.
- Avoid clicking through dashboards. You can ask your agent for specific details using `get_dashboard_details`, getting instant context without opening the platform.
- See everything at once. Use `list_dashboards` to get an immediate inventory of every dashboard, helping you locate metrics fast.
- Drill down deep. Need to know what feeds a metric? Check the data structure by calling `list_individual_klips` for widget specifics.
- Manage multiple accounts easily. If your company has sub-clients, use `list_account_clients` first so you can scope your queries correctly.

## How It Works

The bottom line is: your AI client handles the API calls; you just talk to it.

1. Subscribe to this MCP on Vinkius and provide your Klipfolio API key.
2. Tell your AI client what you need. For example, 'Show me all dashboards' or 'What is the refresh status of Stripe?'
3. The agent executes the necessary calls against the platform and returns structured data detailing the requested metrics or resource lists.

## Frequently Asked Questions

**How do I use the list_dashboards tool in Klipfolio?**
You prompt your agent to 'List all dashboards.' The agent calls `list_dashboards`, which returns an inventory of every available dashboard, giving you their names and IDs. This is your starting point for any deep dive.

**Can I check data source health with the list_data_sources tool?**
Yes. The agent uses `list_data_sources` to give you an inventory of all connected sources and their last refresh time, letting you see exactly what's fresh and what might be stale.

**What if the data is old? Should I use refresh_data_source?**
If `list_data_sources` shows a source that hasn't updated in hours, you should ask your agent to run `refresh_data_source`. This forces an immediate data pull and updates your metrics.

**Does get_dashboard_details give me everything about a dashboard?**
It gives you the full setup details for one specific dashboard. It’s designed to show the overall context, including what widgets (Klips) are present and how they relate to the data sources.

**What does running `list_individual_klips` allow me to do?**
It retrieves a full list of all individual Klip widgets used across your account. This lets you examine each widget's configuration and the specific data it displays, helping you find exact metrics without knowing which dashboard holds them.

**How do I use `list_account_clients` to check my setup?**
This tool lists all sub-clients associated with your main Klipfolio account. You can see how many teams or departments are connected, which is useful for managing multi-tenant dashboards and permissions.

**If I use `list_dashboards` frequently, will there be rate limits?**
Yes, the API enforces standard usage limits to ensure system stability. If you hit a throttle error, wait 60 seconds or adjust your workflow to make fewer, larger requests instead of many small ones.

**What permissions are required for `list_data_sources`?**
You must use an API Key that has read-only access to data source instances. If the tool fails, check your key's expiration date and confirm it covers all the environments you intend to monitor.