# Tableau MCP for AI Agents AI Agent Connect

> Tableau MCP connects your AI agent to Tableau Cloud or Tableau to pull metadata, monitor jobs, and query dashboards. It lets your agent find specific workbooks, check if data sources are fresh, and audit user permissions without you having to click through the web UI.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_o9CW6FXi4IZylU3KiijspC81bIXmrbv7XY73nhbX/ai-agent-connect
- **Tags:** data-visualization, workbooks, dashboard-insights, data-sources, business-intelligence, metadata-query

## Description

You spend half your day clicking through folders in Tableau just to find a specific dashboard or check if a data refresh actually finished. It's a chore that eats up time and creates friction for everyone involved. This Connector changes that by letting your AI agent do the heavy lifting for you. Instead of hunting through the portal and clicking through nested menus, you can just ask your agent to find a workbook or tell you which data sources are stale. It pulls the metadata you need to make decisions faster and keeps you out of the weeds. When you add this to your Vinkius setup, your agent becomes a functional bridge to your enterprise BI. You get answers about your site structure, user roles, and background jobs in plain text. It's about getting the status of your data and your content without the manual work of the web interface. You can quickly audit permissions, monitor your extract health, and navigate your project hierarchy with simple text commands. It removes the need to keep multiple browser tabs open just to verify that your latest reports are ready for the morning meeting.

## Tools

### list_datasources
See a list of all published data sources and their current freshness. This helps you quickly identify which data sets are up to date.

### list_projects
View all projects organized within your specific site. It makes navigating your site hierarchy much faster.

### list_users
Get a complete list of users and their roles within the site. This is great for auditing permissions.

### list_jobs
Monitor background tasks and extract refresh jobs in real time. You can check for failures without opening the management console.

### list_workbooks
Pull a full list of workbooks available in your environment. It helps you find specific content without manual searching.

### get_workbook
Retrieve specific metadata and details for a single workbook. Use this to get deep insights into a specific report.

### list_views
Query all dashboards and views across your site. This lets you see every visual output available to your team.

## Prompt Examples

**Prompt:** 
```
Show me all the workbooks in the Sales project.
```

**Response:** 
```
Found 12 workbooks in 'Sales':

* **Q1 Pipeline Dashboard** (updated 2h ago, 3 views)
* **Revenue by Region** (updated yesterday, 5 views)
* **Win Rate Analysis** (updated 3d ago, 2 views)

Would you like me to pull more details on any of these?
```

**Prompt:** 
```
Which data sources haven't been refreshed in the last 24 hours?
```

**Response:** 
```
I found 3 stale data sources:

| Data Source | Last Refresh | Status |
| :--- | :--- | :--- |
| **Salesforce_Opps** | 36h ago | FAILED |
| **GA4_Metrics** | 28h ago | Success |
| **HR_Headcount** | 48h ago | FAILED |

I recommend checking the extract schedules for the Salesforce and HR sources.
```

**Prompt:** 
```
Who are the active users in our Tableau site?
```

**Response:** 
```
Here are the users currently listed in the site:

* **Total Users:** 142 unique logins
* **Viewers:** 98 (69%)
* **Explorers:** 31 (22%)
* **Creators:** 13 (9%)

Peak activity occurred on Tuesday at 10AM with 89 concurrent users.
```

## Capabilities

### Find workbooks
Search and list your available workbooks instantly.

### Monitor data health
Check the freshness and connection status of data sources.

### Check job status
See if your extract refreshes succeeded or failed.

### Query dashboards
List all views across your site to find specific content.

### Audit user access
Pull a list of users and their roles within the site.

### Navigate site structure
See how your projects and sites are organized.

## Use Cases

### Checking for failed data refreshes
A BI admin needs to know why a dashboard is showing old data and uses list_jobs to check for failed refreshes.

### Finding a lost sales report
A data analyst can't find a specific workbook and asks the agent to list_workbooks in the marketing project.

### Auditing site permissions
A data engineer needs to audit connections and uses list_users to see who has access to specific site resources.

### Summarizing available dashboards
An executive wants a quick summary of the site and asks the agent to list_views to see what dashboards exist.

## Benefits

- Stop manual status checks by using list_jobs to see if extracts finished.
- Audit your environment faster with list_users to see who has access.
- Find content in seconds using list_workbooks instead of clicking through folders.
- Identify stale data immediately with list_datasources to prevent reporting errors.
- Map out your entire organization using list_projects to understand site hierarchy.
- Get a complete overview of your site content using list_views to see all available dashboards.

## How It Works

The bottom line is you get a text based way to manage and query your Tableau metadata.

1. Provide your Tableau Cloud or Tableau credentials to the Connector.
2. Connect the Connector to your AI client through the Vinkius catalog.
3. Ask your agent to find workbooks, check job statuses, or list users.

## Frequently Asked Questions

**Can the Tableau MCP help me find specific dashboards?**
Yes. It allows your AI agent to list all workbooks and views across your site, making it easy to find specific content without clicking through folders.

**How do I check if my Tableau extracts failed using this Connector?**
You can ask your agent to check the status of background jobs. It will report whether your extract refreshes succeeded or failed.

**Can I use this to see who has access to my Tableau site?**
Yes. The Connector can pull a list of all users and their roles, which is perfect for auditing permissions and site memberships.

**Will the Tableau MCP show me my data sources?**
It will list all your published data sources and provide details on their connection status and how recently they were refreshed.

**Can I ask my AI agent to find workbooks in a specific project?**
Absolutely. Your agent can navigate the site hierarchy to find and list workbooks within any specific project you name.

**Does the Tableau MCP work with Tableau Cloud?**
Yes, it is designed to connect to both Tableau Cloud and Tableau environments to give your agent access to your BI metadata.

**What authentication does Tableau use?**
Tableau uses Personal Access Tokens (PATs). Generate one in My Account Settings > Personal Access Tokens. You'll need the token name and token secret.

**Can I get dashboard data through the agent?**
Yes. The get_view_data tool retrieves the underlying data of any view/dashboard in CSV or JSON format.

**Does it work with both Tableau Cloud and Server?**
Yes. Set your server URL to either your Tableau Cloud pod (e.g. https://10ay.online.tableau.com) or your on-premise server URL.