Klipfolio

These are the Klipfolio actions available to the apps you build with Snow. Connecting an account does not make Snow run these on its own.

• 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.

• Create Data Source

  This tool creates a new data source in Klipfolio. It uses the POST /datasources endpoint to add a data source with required parameters (name, format, connector, endpointUrl) and optional parameters (description, refreshInterval, method, additionalProperties).

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• Get Dashboard Details

  This tool retrieves detailed information about a specific dashboard (formerly known as tab) in Klipfolio. It allows users to obtain comprehensive information including properties, settings, and metadata of the dashboard.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• Get Klips

  This tool retrieves a list of all Klips accessible to the authenticated user. Klips are visualization components in Klipfolio that display data in various formats like charts, tables, or metrics.

• 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.

• 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.

• 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.

• 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.

• Get User Profile

  This tool is used to retrieve the authenticated user's profile information and test the authentication status. It verifies API connectivity and access permissions by returning profile details such as User ID, Username, Email, Company information, Role and permissions, and Account status.

• 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.

• Get User Roles

  Tool to retrieve all roles assigned to a specific user in Klipfolio. Use when you need to check what permissions and access levels a user has through their role assignments.

• 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.

• List All Data Sources

  This tool retrieves a list of all data sources associated with an authenticated Klipfolio account. It supports optional query parameters for pagination (limit and offset) and filtering by client_id. The response includes details for each data source such as id, name, description, format, connector type, refresh interval, and timestamps.

• List All Groups

  Tool to retrieve all groups from a Klipfolio account. Use when you need to list groups for access management or filtering purposes. Supports filtering by client_id or external_id, and can include member data when used with external_id.

• List All Roles

  Tool to retrieve all roles in the company. Use when you need to view available roles, check role configurations, or identify role IDs for permission management.

• List All Users

  Tool to retrieve all users in the company. Use when you need to view all users, search for specific users by email or external ID, or get user details for access management.

• List Data Source Instances

  Tool to retrieve all data source instances accessible to the authenticated user. Use when you need to list, query, or monitor data source instances with optional filtering by client or data source.

• 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.

• 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.

• 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.

• 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.

• Update Data Source

  This tool allows you to replace/update the data in an existing Klipfolio data source. It completely replaces the existing data with new data in the specified data source. The tool requires new data (in plain-text or CSV format) to be provided and updates the data source accordingly.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.).

• 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.

• Get Group Users

  Tool to retrieve all users belonging to a specific group in Klipfolio. Use when you need to list members of a group.

• 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.