Assign User Role
Tool 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.
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Integrate Klipfolio
with your AI CRM
Klipfolio is a cloud-based business intelligence platform that enables users to create and share real-time dashboards and reports.
Explore Triggers and Actions
Create Data Source
Creates a Klipfolio data source using a name, format, connector, endpoint URL and description, with optional refresh interval, method and additional properties.
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Create Data Source Instance
Tool 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.
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Create Group
Tool to create a new group in Klipfolio. Use when you need to organize users into groups for managing permissions and access control.
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Create Role
Tool 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.
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Create Tab (Dashboard)
This 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.
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Create User
Tool 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.
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Delete Data Source
This 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.
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Delete Data Source Instance Property
Tool 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.
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Delete Data Source Property
Tool 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.
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Delete Data Source Share Right
Tool 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.
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Delete Group
Tool 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.
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Delete Role
Tool 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.
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Disable Data Source
Tool 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.
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Enable Data Source
Tool 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.
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Get Dashboard Details
Retrieves details for a specific Klipfolio dashboard, formerly called a tab, including its name, description, company and creation metadata.
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Get Data Source Details
Tool 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.
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Get Data Source Instance Data
Tool 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.
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Get Data Source Instance Details
Tool 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.
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Get Data Source Instance Properties
Tool 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.).
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Get Data Source Properties
Tool 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.
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Get Data Source Share Rights
Tool 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.
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Get Group Default Tabs
Tool 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.
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Get Group Details
Tool 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.
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Get Group Users
Retrieve users belonging to a specific Klipfolio group. The request returns a page of results.
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Get Klips
List Klips accessible to the authenticated user, with optional pagination. Klips are visualization components that display data in formats such as charts, tables or metrics.
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Get Role Details
Tool 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.
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Get Role Permissions
Tool 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.
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Get Role Users
Tool 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.
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Get User Details
Tool 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.
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Get User Groups
Tool to retrieve all groups that a specific user belongs to in Klipfolio. Use when you need to check group membership for a user.
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Get User Profile
Retrieve the authenticated user's Klipfolio profile and test API connectivity. Returned profile details include user ID, name and email, with company, roles, groups and account details when available.
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Get User Properties
Tool 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.
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Get User Roles
Retrieve the roles assigned to a specific user in Klipfolio, including role IDs, names, and descriptions.
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Get User Tab Instances
Tool 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.
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List All Data Sources
List accessible Klipfolio data sources, with optional pagination and client filtering. Results include IDs, names, descriptions, refresh intervals, last refresh timestamps and dynamic status when available.
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List All Groups
List Klipfolio groups with optional pagination and filtering by client or external ID. Results include group IDs, names and descriptions.
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List All Roles
List roles in the company or a specified client account. The result is the first page of roles, with up to 25 returned by default.
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List All Users
List a page of users in the company or a specified client account. Search by email or external ID, or retrieve user details for access management.
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List Data Source Instances
Lists a page of data source instances accessible to the authenticated user, with optional filtering by client or data source and pagination controls.
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Refresh Data Source Instance
Tool 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.
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Refresh Multiple Data Sources
This 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.
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Resend User Invite
Tool 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.
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Reset User Password
Tool 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.
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Update Data Source
Replaces data in a Klipfolio data source instance with supplied text or CSV data. The identifier addresses the instance; for a non-dynamic data source, its single instance has the same ID as the data source.
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Update Data Source Instance Properties
Tool 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.
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Update Data Source Metadata
Tool 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.
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Update Data Source Properties
Tool 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.
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Update Data Source Share Rights
Tool 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.
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Update User Properties
Tool 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.
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How the Klipfolio integration works
The Klipfolio integration connects your Dench AI CRM directly to Klipfolio, so agents can read and act on your Klipfolio data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
50 actions are available for agents to invoke on your behalf. Every call runs through Klipfolio's own authorization, scoped to the account you connect.
Set up Klipfolio in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Klipfolio and click Connect — you'll authorize access through Klipfolio's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Klipfolio in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Klipfolio integration work with Dench?
The Dench Klipfolio integration connects your AI CRM to Klipfolio, so AI agents can work with your Klipfolio data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Klipfolio via Dench?
The Klipfolio integration currently exposes 50 actions, including Assign User Role, Create Data Source, Create Data Source Instance, Create Group, Create Role, and Create Tab (Dashboard). Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Klipfolio to Dench?
No. You connect Klipfolio from your Dench workspace using Klipfolio's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Klipfolio integration secure?
Connections are authorized through Klipfolio's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Klipfolio connection from your workspace settings at any time.