Klaviyo runs email and SMS marketing for many e-commerce and consumer brands. Connecting Klaviyo to clariBI surfaces campaign performance, flow health, segment growth, and profile-level event data inside your AI analyses.
Why connect Klaviyo
Email and SMS metrics often live in Klaviyo while revenue lives in Stripe or Shopify. Without a connection, attribution questions span tools.
With clariBI through Klaviyo, you can ask "What was revenue per email send last quarter?", "Which flows have the highest unsubscribe rate?", or "How is the welcome series performing for new signups?" and get the answer against fresh data.
How the connection works
clariBI talks to Klaviyo through its hosted MCP server at https://mcp.klaviyo.com/mcp. Authentication uses an OAuth flow that clariBI registers itself for (no developer console setup on your side). Tokens stay encrypted server-side and never leave clariBI in clear form.
sequenceDiagram
actor U as You
participant C as clariBI
participant V as Klaviyo
U->>C: Click Authorize with Klaviyo
C->>V: Open OAuth authorization
V-->>U: Grant read access?
U->>V: Approve
V-->>C: Authorization code
C->>V: Exchange code for tokens
V-->>C: Access + refresh tokens
C->>C: Encrypt and store credentials
C-->>U: Connection ready
Available tools
The AI engine selects from these read-only Klaviyo tools during analyses. None of them modify data in Klaviyo.
| Tool | Returns | Example question |
|---|---|---|
get_account_details | Klaviyo account profile. | Tell me about our Klaviyo account. |
get_campaigns | Email and SMS campaigns with send metrics. | Top performing campaigns this month? |
get_campaign | A single campaign with full breakdown. | Open rate for the Black Friday campaign? |
get_campaign_report | Campaign-level performance report. | Click-through rate breakdown for the November send. |
get_flows | Automation flows. | Which flows are active? |
get_flow | A single flow. | How does our welcome flow perform? |
get_flow_report | Flow-level performance report. | Step-level conversion in the welcome series? |
get_profiles | Profile records matching filters. | How many profiles signed up last week? |
get_profile | A single profile with subscription state. | Show me profile profile_001. |
get_events | Tracked events by profile and metric. | How many "Placed Order" events did we get yesterday? |
get_metrics | Metrics tracked in your Klaviyo account. | What metrics do we track? |
get_metric | A single metric definition. | Tell me about the Placed Order metric. |
query_metric_aggregates | Aggregated metric values over time. | Daily revenue from email last month? |
get_lists | Subscriber lists. | How many subscribers are on our main list? |
get_list | A single list. | Size of the VIP list? |
get_segments | Dynamic segments. | List all segments. |
get_segment | A single segment. | Size of our high-LTV segment? |
get_catalog_items | Product catalog items synced into Klaviyo. | What products are in the Klaviyo catalog? |
get_email_template | A single email template. | Show me the welcome email template. |
get_translations | Translation strings for templates. | What languages do we have templates in? |
get_translation | A specific translation. | German translation of the welcome subject line? |
Data flow during analysis
When you ask a question that maps to Klaviyo, the AI engine routes to the right tool, reads the result, and pairs the answer with a chart you can pin to a dashboard.
sequenceDiagram
actor U as You
participant C as clariBI
participant AI as AI engine
participant V as Klaviyo
U->>C: Ask a question about email and SMS marketing data
C->>AI: Plan the analysis
AI->>V: Call the right tool
V-->>AI: Tool result
AI->>AI: Summarize and chart
C-->>U: Answer plus visual
Setting up the connection
- Open Data Sources in the clariBI sidebar.
- Click Add data source.
- Open the MCP Servers tab.
- Click the Klaviyo card.
- Click Authorize with Klaviyo.
- Sign in to Klaviyo in the popup window and grant the requested read scopes.
- Back in clariBI, give your data source a name.
- Click Finish.
Permissions and data access
clariBI requests read access to campaigns, flows, profiles, events, metrics, lists, and segments. No sends, updates, or list modifications are possible. Disconnect from your Klaviyo account or from clariBI Settings.
Troubleshooting
| Error | Cause | Fix |
|---|---|---|
| "Rate limit exceeded" | Klaviyo enforces tight API quotas; complex analyses can hit them. | Wait a few minutes and retry, or narrow your question to a smaller time window. |