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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.

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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 for granular data access

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Where to Use It

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:
  1. Open your agent’s configuration
  2. Click Add tools → Connect an app with MCP
  3. Search for the integration and select it
  4. Authenticate with your account
You can control which tools your agent has access to. After adding an integration, click on it to enable or disable specific tools based on what your agent needs.

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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.

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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.
To create a custom MCP node:
  1. Go to your node library and search for the integration
  2. Click Create a node with AI
  3. Describe the specific action you want (e.g., “List all workbooks in the Finance project”)
  4. 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.

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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.

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Available Tools

ToolDescription
List ViewsList all views on a site
Get View DataExport view data as CSV
Get View ImageExport view as PNG
List WorkbooksList all workbooks
Get WorkbookGet workbook details
List DatasourcesList published data sources
Search ContentSearch across all content
List All Pulse Metric DefinitionsList Pulse metrics
Generate Pulse Insight BundleGet AI insights
Get Datasource MetadataGet field metadata from a published datasource using VizQL Data Service
Query DatasourceQuery data directly from a published datasource with custom fields, filters, and aggregations

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Example Prompts

Use these with your agent or in the Agent Node: List workbooks: 
Show me all workbooks in the Finance project
Export data: 
Get the data from the Sales Dashboard view as CSV
Get dashboard image: 
Export an image of the Executive Summary dashboard
Search content: 
Search for workbooks and views containing "revenue"
Get Pulse insights: 
Generate AI insights for the monthly sales metric
Get datasource metadata: 
Show me all available fields in the Sales datasource
Query datasource directly: 
Query the Sales datasource for total revenue by region, sorted by revenue descending

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Troubleshooting

IssueSolution
Agent not finding the right dataUse exact workbook or view names
Action not completingCheck that your Personal Access Token is valid
Unexpected resultsThe agent may chain multiple tools (e.g., listing workbooks first, then getting views). Review the agent’s reasoning to understand its approach.
Tool not availableVerify the tool is enabled in your agent’s MCP configuration
Agents are smart enough to chain multiple API calls together. For example, asking “Export the Finance dashboard” will find the view first, then export it. If results seem off, check the agent’s step-by-step reasoning.

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Need Help?

Use this integration directly in Claude or Cursor. Connect remotely via the Tableau MCP server using your Gumloop credentials.