Klipfolio
for LuumenAI
Read Klipfolio dashboards and data sources, then change them with approval
Connect Klipfolio and your agent can look up dashboards, Klips, data sources, and the instances behind them without waiting on a person. It can also read group membership and share rights when you need to know who sees what. Changes — new dashboards, data sources, users, groups, roles — are previewed and, by default, held for your approval. Luumen authenticates with an API key.
The Klipfolio toolbox
50 tools: 25 read, 25 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadGet Dashboard DetailsThis tool retrieves detailed information about a specific dashboard (formerly known as tab) in Klipfolio.
- ReadGet Data Source DetailsRetrieve detailed information about a specific data source in Klipfolio.
- ReadGet Data Source Instance DetailsRetrieve detailed information about a specific data source instance in Klipfolio.
- ReadGet Data Source Instance DataRetrieve the actual data from a specific data source instance in Klipfolio.
- ReadGet Data Source Instance PropertiesRetrieve configuration properties for a specific data source instance in Klipfolio.
- ReadGet Data Source PropertiesRetrieve properties for a specific data source in Klipfolio by its ID.
- ReadGet Data Source Share RightsRetrieve sharing permissions for a specific data source in Klipfolio.
- ReadGet Group DetailsRetrieve detailed information about a specific group in Klipfolio.
- ReadGet Group Default TabsRetrieve the list of default tabs (dashboards) for a specific group.
- ReadGet Group UsersRetrieve all users belonging to a specific group in Klipfolio.
- ReadGet KlipsThis tool retrieves a list of all Klips accessible to the authenticated user.
- ReadGet User ProfileThis tool is used to retrieve the authenticated user's profile information and test the authentication status.
- ReadGet Role DetailsRetrieve detailed information about a specific role in Klipfolio.
- ReadGet Role PermissionsRetrieve the list of permissions assigned to a specific role in Klipfolio.
- ReadGet Role UsersRetrieve all users associated with a specific role in Klipfolio.
- ReadGet User DetailsRetrieve detailed information about a specific user in Klipfolio.
- ReadGet User GroupsRetrieve all groups that a specific user belongs to in Klipfolio.
- ReadGet User PropertiesRetrieve custom properties associated with a specific user in Klipfolio.
- ReadGet User RolesRetrieve all roles assigned to a specific user in Klipfolio.
- ReadGet User Tab InstancesRetrieve all tab instances associated with a specific user.
- ReadList Data Source InstancesRetrieve all data source instances accessible to the authenticated user.
- ReadList All Data SourcesThis tool retrieves a list of all data sources associated with an authenticated Klipfolio account.
- ReadList All GroupsRetrieve all groups from a Klipfolio account.
- ReadList All RolesRetrieve all roles in the company.
- ReadList All UsersRetrieve all users in the company.
- WriteAssign User RoleAssign a role to a user in Klipfolio. Approval by default
- WriteCreate Data SourceThis tool creates a new data source in Klipfolio. Approval by default
- WriteCreate Data Source InstanceCreate a new data source instance based on an existing data source in Klipfolio. Approval by default
- WriteCreate GroupCreate a new group in Klipfolio. Approval by default
- WriteCreate RoleCreate a new role in Klipfolio with optional permissions. Approval by default
- WriteCreate Tab (Dashboard)This tool creates a new tab (dashboard) in Klipfolio. Approval by default
- WriteCreate UserCreate a new user in Klipfolio with optional roles and client association. Approval by default
- WriteDelete Data SourceThis tool permanently removes a specified data source from the Klipfolio account. Approval by default
- WriteDelete Data Source Instance PropertyDelete a property from a data source instance in Klipfolio. Approval by default
- WriteDelete Data Source PropertyDelete a property from a data source in Klipfolio. Approval by default
- WriteDelete Data Source Share RightDelete a data source share right for a specific user or group. Approval by default
- WriteDelete GroupPermanently delete a specified group from the Klipfolio account. Approval by default
- WriteDelete RoleDelete a role from Klipfolio. Approval by default
- WriteDisable Data SourceDisable a data source in Klipfolio. Approval by default
- WriteEnable Data SourceEnable a disabled data source in Klipfolio. Approval by default
- WriteRefresh Data Source InstanceManually refresh a data source instance in Klipfolio. Approval by default
- WriteRefresh Multiple Data SourcesThis tool allows users to refresh multiple data sources in Klipfolio simultaneously. Approval by default
- WriteResend User InviteResend a user invitation email in Klipfolio. Approval by default
- WriteReset User PasswordReset a user's password in Klipfolio. Approval by default
- WriteUpdate Data SourceThis tool allows you to replace/update the data in an existing Klipfolio data source. Approval by default
- WriteUpdate Data Source Instance PropertiesUpdate custom properties on a Klipfolio data source instance. Approval by default
- WriteUpdate Data Source MetadataUpdate metadata (name, description, refresh_interval) of an existing data source. Approval by default
- WriteUpdate Data Source PropertiesUpdate custom properties for a data source in Klipfolio. Approval by default
- WriteUpdate Data Source Share RightsUpdate data source share rights in Klipfolio. Approval by default
- WriteUpdate User PropertiesUpdate custom properties for a user in Klipfolio. Approval by default
One prompt, start to finish
What a governed Klipfolio run looks like inside Luumen.
Questions
Authorize once with API token. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Read actions answer immediately. Anything that writes — assign user role, create data source, create data source instance, create group, and more — is shown as a plan and requires approval by default, including the 6 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Every call to Klipfolio — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
Often connected alongside
All integrations
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Connect in minutes. Every action scoped, approved, and audited from day one.