Tableau is a leading business intelligence platform for data visualization. The Tableau MCP server lets you list workbooks, export views, and access Pulse metrics using natural language.Documentation Index
Fetch the complete documentation index at: https://docs.gumloop.com/llms.txt
Use this file to discover all available pages before exploring further.
What Can It Do?
- List workbooks and views across your site
- Export view data as CSV or images
- Access Tableau Pulse metrics and AI insights
- Search content across your organization
- Query datasources directly using VizQL Data Service with date aggregations, binning, field aliases, and advanced filtering
Where to Use It
In Agents (Recommended)
Add Tableau as a tool to any agent. The agent can then access your dashboards conversationally, choosing the right actions based on context. To add an MCP tool to your agent:- Open your agent’s configuration
- Click Add tools → Connect an app with MCP
- Search for the integration and select it
- Authenticate with your account
In Workflows (Via Agent Node)
For automated pipelines, use an Agent Node with Tableau tools. This gives you the flexibility of an agent within a deterministic workflow.As a Custom MCP Node
You can also create a standalone MCP node for a specific action. This generates a reusable node that performs one task, useful when you need the same operation repeatedly in workflows.- Go to your node library and search for the integration
- Click Create a node with AI
- Describe the specific action you want (e.g., “List all workbooks in the Finance project”)
- Test the node and save it for reuse
Custom MCP nodes are single-purpose by design. For tasks that require multiple steps or dynamic decision-making, use an agent instead.
Setting Up Credentials
Tableau uses Personal Access Tokens (PAT) for authentication. Generate a token in your Tableau account settings, then add it to your Gumloop credentials.Available Tools
| Tool | Description |
|---|---|
| List Views | List all views on a site |
| Get View Data | Export view data as CSV |
| Get View Image | Export view as PNG |
| List Workbooks | List all workbooks |
| Get Workbook | Get workbook details |
| List Datasources | List published data sources |
| Search Content | Search across all content |
| List All Pulse Metric Definitions | List Pulse metrics |
| Generate Pulse Insight Bundle | Get AI insights |
| Get Datasource Metadata | Get field metadata from a published datasource using VizQL Data Service |
| Query Datasource | Query data directly from a published datasource with custom fields, filters, aggregations, date grouping (YEAR/QUARTER/MONTH/WEEK/DAY), binning, field aliases, and context filters |
Example Prompts
Use these with your agent or in the Agent Node: List workbooks:Troubleshooting
| Issue | Solution |
|---|---|
| Agent not finding the right data | Use exact workbook or view names |
| Action not completing | Check that your Personal Access Token is valid |
| Unexpected results | The agent may chain multiple tools (e.g., listing workbooks first, then getting views). Review the agent’s reasoning to understand its approach. |
| Tool not available | Verify the tool is enabled in your agent’s MCP configuration |
Need Help?
- Agents documentation for setup and best practices
- Agent Node guide for workflow integration
- Gumloop Community for questions and examples
- Contact support@gumloop.com for assistance
Use this integration directly in Claude or Cursor. Connect remotely via the Tableau MCP server using your Gumloop credentials.