How to connect Klipfolio to Hermes Agent
Connect Klipfolio to Hermes with ClawLink: paste your Klipfolio key once and 50 tools work from chat. No MCP server to run, nothing stored on your machine.
KlipfolioAPI KEYMCPKlipfolio is a cloud-based business intelligence platform that enables users to create and share real-time dashboards and reports.. Once connected, Hermes Agent can read and act on Klipfolio from chat — pairing, token refresh, and tool wiring handled for you.
Most guides for giving Hermes Agent Klipfolio access start with registering your own OAuth app or pasting API keys into env files, then leave the token refresh and tool wiring to you. ClawLink gives Hermes a more practical Klipfolio setup: pair once in the browser and your always-on Hermes agent can act on Klipfolio for you, reading and doing real work on your behalf with no auth, token refresh, or tool wiring to build yourself.
Setup
It takes three steps to connect Hermes to Klipfolio.
1Install and pair
Install the ClawLink plugin, then pair Hermes with a one-time browser approval:
hermes plugins install ClawLink-HQ/hermes-plugin --enable- 2
Connect Klipfolio
Paste your API key in the dashboard.
- 3
Use it from chat
Ask Hermes Agent: "What can you do with Klipfolio?"
Install by command
The prompt above walks Hermes through this. By hand, it is four commands and a browser approval:
hermes plugins install ClawLink-HQ/hermes-plugin --enable
hermes clawlink begin # prints an approval link — open it and approve
hermes clawlink finish # after approving in the browser
hermes clawlink testThen connect Klipfolio in the ClawLink dashboard — paste your Klipfolio API key once.
Verify the connection by asking Hermes:
Pull the relevant data from Klipfolio, summarize it in plain English, and point out anything that needs attention.
Using a different agent?
The Hermes plugin is one client of ClawLink's MCP server. Claude Code, Cursor, Codex, or any agent that can run a shell command pairs with the same ClawLink account through the CLI:
npx -y @useclawlink/cli loginlogin opens the same browser approval and stores a credential locally. Once Klipfolio is connected in the dashboard, that agent calls the same 50 Klipfolio tools over MCP. Full setup for MCP clients and shell agents: connect apps to any AI agent.
Klipfolio MCP for Hermes
Looking for a Klipfolio MCP server for Hermes Agent? ClawLink connects Klipfolio to Hermes Agent and exposes 50 Klipfolio tools your agent can call over MCP, with hosted auth and nothing to run or maintain yourself. Using OpenClaw instead? The OpenClaw Klipfolio integration works the same way.
What the Hermes Agent Klipfolio integration can do
50 Klipfolio tools are ready for Hermes Agent once the account is connected. The 30 below are the ones people reach for most; your agent can call all 50.
30 of 50 Klipfolio tools for Hermes
| Tool | What it does |
|---|---|
Get dashboard klipfolio_get_dashboard | Retrieves detailed information about a specific dashboard (formerly known as tab) in Klipfolio |
Get data source klipfolio_get_data_source | Retrieve detailed information about a specific data source in Klipfolio |
Get data source instance data klipfolio_get_data_source_instance_data | Retrieve the actual data from a specific data source instance in Klipfolio |
Get data source instance properties klipfolio_get_data_source_instance_properties | Retrieve configuration properties for a specific data source instance in Klipfolio |
Get data source instance2 klipfolio_get_data_source_instance2 | Retrieve detailed information about a specific data source instance in Klipfolio |
Get data source properties klipfolio_get_data_source_properties | Retrieve properties for a specific data source in Klipfolio by its ID |
Get data source share rights klipfolio_get_data_source_share_rights | Retrieve sharing permissions for a specific data source in Klipfolio |
Get group klipfolio_get_group | Retrieve detailed information about a specific group in Klipfolio |
Get group default tabs klipfolio_get_group_default_tabs | Retrieve the list of default tabs (dashboards) for a specific group |
Get group users klipfolio_get_group_users | Retrieve all users belonging to a specific group in Klipfolio |
Get klips klipfolio_get_klips | Retrieves a list of all Klips accessible to the authenticated user |
Get profile klipfolio_get_profile | Retrieve the authenticated user's profile information and test the authentication status |
Get role klipfolio_get_role | Retrieve detailed information about a specific role in Klipfolio |
Get role permissions klipfolio_get_role_permissions | Retrieve the list of permissions assigned to a specific role in Klipfolio |
Get role users klipfolio_get_role_users | Retrieve all users associated with a specific role in Klipfolio |
Get user klipfolio_get_user | Retrieve detailed information about a specific user in Klipfolio |
Get user groups klipfolio_get_user_groups | Retrieve all groups that a specific user belongs to in Klipfolio |
Get user properties klipfolio_get_user_properties | Retrieve custom properties associated with a specific user in Klipfolio |
Get user roles klipfolio_get_user_roles | Retrieve all roles assigned to a specific user in Klipfolio |
Get user tab instances klipfolio_get_user_tab_instances | Retrieve all tab instances associated with a specific user |
List data source instances klipfolio_list_data_source_instances | Retrieve all data source instances accessible to the authenticated user |
List data sources klipfolio_list_data_sources | Retrieves a list of all data sources associated with an authenticated Klipfolio account |
List groups klipfolio_list_groups | Retrieve all groups from a Klipfolio account |
List roles klipfolio_list_roles | Retrieve all roles in the company |
List users klipfolio_list_users | Retrieve all users in the company |
Assign user role klipfolio_assign_user_role | Assign a role to a user in Klipfolio |
Create data source klipfolio_create_data_source | Creates a new data source in Klipfolio |
Create data source instance klipfolio_create_data_source_instance | Create a new data source instance based on an existing data source in Klipfolio |
Create group klipfolio_create_group | Create a new group in Klipfolio |
Create role klipfolio_create_role | Create a new role in Klipfolio with optional permissions |
Try it: find the Klipfolio tool you need
Browse the 30 Klipfolio tools
Click any tool to see exactly what Hermes can do and copy a ready-to-use prompt.
Example prompts
Pull the relevant data from Klipfolio, summarize it in plain English, and point out anything that needs attention.
Pull the relevant data from Klipfolio, summarize it in plain English, and point out anything that needs attention.
Pull the relevant data from Klipfolio, summarize it in plain English, and point out anything that needs attention.
Pull the relevant data from Klipfolio, summarize it in plain English, and point out anything that needs attention.
ClawLink vs. building it yourself
The alternative to ClawLink is usually manual API key setup plus your own token handling, permission troubleshooting, and tool plumbing for Hermes Agent. That is fine if you want to build and maintain the integration yourself. Most teams just want Klipfolio working from chat.
| Manual | ClawLink | |
|---|---|---|
| Credential handling | Collect, validate, store, and rotate the Klipfolio API key yourself, then make sure every tool call uses the right account. | Users complete the hosted ClawLink setup once and the connected Klipfolio account becomes available to the agent without you building credential management. |
| Ongoing maintenance | You own refresh logic, permission debugging, environment config, and every provider-specific edge case for Klipfolio. | ClawLink handles the repetitive integration plumbing so your team can focus on the workflow instead of the infrastructure. |
| Agent usability | You still need to expose the right Klipfolio actions to the runtime in a format your agent can reliably use. | 50 tools for Klipfolio are already exposed through ClawLink, so the agent can read and act from chat immediately. |
ClawLink vs. Composio
Composio also exposes Klipfolio to AI agents. It is developer infrastructure: Python and TypeScript SDKs, an MCP server, and a catalog past 1,000 apps, aimed at teams shipping agent products. ClawLink is built for Hermes Agent users instead. You install the plugin once, connect Klipfolio in the browser, and the 50 tools above work from chat. There is no SDK and no config file, and the Klipfolio key you paste at setup is stored server-side rather than kept in your environment. Choosing between them? Read the full Composio alternatives comparison.
Troubleshooting
Hermes paired but still can't use Klipfolio
Pairing is a two-step handshake: run hermes clawlink begin, approve the link in your browser, then run hermes clawlink finish. If you ran finish before approving, or the approval link expired, run hermes clawlink begin again to get a fresh link. Confirm the plugin was installed with --enable, then verify with hermes clawlink test.
Connection succeeds but no tools appear
Reconnect Klipfolio from the dashboard, then start a fresh chat if the runtime still has the old tool catalog loaded.
"Tool schema not loaded yet" error when calling Klipfolio tools
Klipfolio tool schemas load on demand the first time a tool runs and are cached after that, so this error usually clears on its own: wait a few seconds and retry the same request. If every Klipfolio call keeps failing with it in a fresh chat, reconnect from the dashboard, and contact support if it still persists — that pattern points to a configuration problem on our side, not something you can fix by reconnecting again.
Klipfolio returns 403 or "permission denied" on one action while others work
Two usual causes. The connected account may not have access to the specific workspace, inbox, store, or project in the request — check that first. If access looks right, the agent may have sent a placeholder value (like "YOUR_ID" or an example id from documentation) instead of a real one: ask it to run a list or search tool first, then retry the action with a real id from those results. Most failures at this stage are one of these two, not ClawLink bugs.
API key setup works but results look incomplete
Double-check that the API key for Klipfolio has the right scopes or account access. A valid key can still be too limited for some reads or writes.
FAQ
Is there a Hermes Agent Klipfolio integration?
Yes. ClawLink is the fastest way to connect Hermes to Klipfolio: link your Klipfolio account once in the browser and Hermes Agent can call the Klipfolio API through 50 ready-made tools — no custom code or token handling.
How do I connect Klipfolio to Hermes with ClawLink?
Install the plugin with hermes plugins install ClawLink-HQ/hermes-plugin --enable, then pair once: run hermes clawlink begin, approve the link in your browser, and run hermes clawlink finish. Connect Klipfolio in the dashboard and Hermes can use it from the next message — no config files, and the Klipfolio key you paste is stored server-side instead of in your environment.
How long does it take to connect Klipfolio to Hermes Agent?
About two minutes. Sign in, click Connect next to Klipfolio in the dashboard, authenticate, and Hermes Agent can use it from the next chat message.
Why use ClawLink instead of wiring Klipfolio up myself?
The alternative to ClawLink is usually manual API key setup plus your own token handling, permission troubleshooting, and tool plumbing for Hermes Agent. That is fine if you want to build and maintain the integration yourself. Most teams just want Klipfolio working from chat.
Hermes paired but still can't use Klipfolio
Pairing is a two-step handshake: run hermes clawlink begin, approve the link in your browser, then run hermes clawlink finish. If you ran finish before approving, or the approval link expired, run hermes clawlink begin again to get a fresh link. Confirm the plugin was installed with --enable, then verify with hermes clawlink test.
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