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Tableau MCP. Ask natural questions about your BI data.

Claude Claude
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Cursor Cursor
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Just plug in your AI agents and start using Vinkius.

Tableau MCP Server lets your AI client talk directly to your BI platform's metadata. Instead of clicking through dashboards, you query workbooks, check data source freshness, and audit user permissions using natural conversation.

It gives you instant access to Tableau Cloud and Server insights.

What your AI agents can do

Get workbook

Fetches detailed metadata for a single, specified Tableau workbook.

List datasources

Lists all published data sources and reports their last refresh time to check for staleness.

List jobs

Checks the status of background tasks, like scheduled extract refreshes, across the site.

+ 4 more capabilities included
Find Workbook Metadata

Retrieves the basic details for specific Tableau workbooks using get_workbook.

Check Data Source Health

Lists all published data sources, allowing you to check their last refresh date and connection status via list_datasources.

Monitor Background Tasks

Checks the status of scheduled background jobs (like extract refreshes) using list_jobs.

Browse Site Assets

Lists projects and views to map out which dashboards exist in a given site structure via list_projects and list_views.

Audit User Access

Queries the system for active user accounts, their roles, and group memberships using list_users.

Supported MCP Clients

Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
+ other MCP clients
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AI Agent

Tableau MCP Server: 7 Tools for BI Metadata Management

Use these seven specialized tools to query Tableau metadata. Manage data sources, monitor background jobs, audit user accounts, and list all site assets through your AI agent.

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get workbook

Fetches detailed metadata for a single, specified Tableau workbook.

list019d760f

list datasources

Lists all published data sources and reports their last refresh time to check for staleness.

list019d760f

list jobs

Checks the status of background tasks, like scheduled extract refreshes, across the site.

list019d760f

list projects

Retrieves a list of all project containers within the Tableau site hierarchy.

list019d760f

list users

Lists all active user accounts associated with the Tableau site and their roles.

list019d760f

list views

Retrieves a comprehensive list of available dashboards (views) across the site.

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list workbooks

Lists all available workbooks within a specified project container.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

  • Import from OpenAPI, Swagger, or YAML specs
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Start building

Make Your AI Do More

Start with Tableau, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 4,700+ others, all in one place
  • Add new capabilities to your AI anytime you want
  • Every connection is secured and compliant automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog every week

What you can do with this MCP connector

You don't gotta click through dashboards to get answers anymore. This server hooks your AI client directly into Tableau Cloud or Server's metadata layer. Instead of just looking at what the rendered dashboard image shows you, your agent queries the underlying data structure—the actual workbooks and connections. It gives you instant access to deep BI insights without touching a GUI.

Browsing Site Assets and Workbooks
You need an overview? You can start by listing all project containers across the site using list_projects. That maps out the entire organizational hierarchy of your Tableau assets. From those projects, you'll find every available dashboard (or 'view') with list_views, giving you a master inventory of what exists.

To drill down into specific content, use list_workbooks to pull every workbook contained within a defined project container. Once you pinpoint the exact file, you run get_workbook; this fetches detailed metadata for that single workbook, letting your agent know its structure and contents.

Monitoring Data Health and Jobs
Data freshness is everything. You can check the health of all published data sources using list_datasources. This function doesn't just list them; it reports their last refresh date and connection status right away. If a source looks stale, you know where to poke around. For background tasks—like scheduled extract refreshes or complex ETL jobs—you monitor the entire site status with list_jobs.

This checks if those crucial processes finished successfully or if something failed, keeping your data pipeline running clean.

Auditing Governance and Users
Governance is a pain in the ass. You can audit who has access to what by querying user accounts using list_users. This function pulls a list of every active user account associated with the site, detailing their roles and group memberships. If you're trying to figure out permissions for an old employee or new hire, this is your go-to tool.

Putting It All Together
This server lets your agent perform complex audits in natural conversation. You can ask it to list all projects, then check the data source status of every published connection within those projects, and finally verify that the user accounts responsible for maintaining them still have active roles—all without you ever having to click a single button or run multiple reports yourself.

Your agent uses list_projects to get the container list. It employs list_views to inventory all dashboards available across every project. To see which workbooks are sitting inside, it hits list_workbooks. For deep dives on one file, get_workbook delivers the full metadata payload. If you need to verify data integrity, list_datasources tells you exactly when each dataset last updated.

You can monitor system reliability by running list_jobs, checking the status of background refresh tasks. Finally, for security and access control, list_users provides the definitive list of active accounts, their roles, and group affiliations on the entire site.

How Tableau MCP Works

  1. 1 Your AI client sends a request (e.g., 'Which data sources are stale?') to the MCP Server.
  2. 2 The server routes this query, invoking the appropriate tool—like list_datasources—and passes the required parameters.
  3. 3 Tableau executes the API call and returns structured metadata (JSON) back through the MCP Server to your agent for a natural language summary.

The bottom line is: It converts complex Tableau REST API calls into simple, conversational actions for your AI client.

Who Is Tableau MCP For?

This is for the Data Analyst who spends too much time clicking through menus just to find a metric. It's for the BI Admin who needs to check data freshness and job status across dozens of sources without logging into Tableau Server. If you spend your day auditing permissions or chasing down stale reports, this saves hours.

Data Analyst

Uses list_workbooks to find the right dashboard for a project and then asks the agent to summarize key findings without viewing the live portal.

BI Administrator

Runs list_datasources and list_jobs to audit data freshness and monitor failed extract refresh schedules across the entire enterprise.

Security Engineer

Uses list_users combined with project tools to verify who has read or edit permissions on sensitive dashboards.

What Changes When You Connect

  • Audit Data Freshness: You can run list_datasources to instantly see which data sources haven't refreshed in 24 hours. This prevents users from basing decisions on stale metrics and flags failed jobs immediately.
  • Map Out Dashboards Effortlessly: Instead of navigating the site tree, you ask your agent to use list_views, getting a complete directory of available dashboards (Views) and their project location.
  • Monitor BI Health in Chat: Use list_jobs to check if scheduled data extracts failed or are running late. This is critical for BIs Admins who need uptime visibility without logging into the admin panel.
  • Understand User Access: Running list_users lets you audit roles and group memberships, quickly confirming if a new hire has the correct permissions before granting access to sensitive views.
  • Pinpoint Specific Assets: Need details on one dashboard? Use get_workbook to pull specific metadata without having to open the full workbook interface.

Real-World Use Cases

01

Data Source is Stale, but Nobody Knows It

A data analyst notices a key KPI dashboard looks wrong. Instead of contacting an admin (and waiting), they ask their agent: 'Which source for the Q2 Revenue Dashboard needs refreshing?' The agent runs list_datasources and immediately reports back that 'Salesforce_Opps' hasn't updated in 36 hours, pointing them to the fix.

02

Quickly Onboarding a New Team Member

A manager needs to check if a new team member has access to three specific departmental dashboards. They run list_users and then query project visibility using list_projects, confirming the user belongs to the correct group before granting final access.

03

Pre-Launch BI Health Check

A BI Admin is preparing a major dashboard rollout. They ask their agent: 'List all dependencies for the Executive KPI Dashboard.' The agent runs list_workbooks and checks related projects, ensuring no underlying data sources are missing or unauthorized.

04

Auditing Project Scope

A security officer needs to know everything that exists under the 'Finance' site. They run list_projects, getting a full map of all contained views and workbooks without having to click through dozens of folders.

The Tradeoffs

Manual Dashboard Navigation

Spending 15 minutes clicking from the site root -> Projects folder -> Specific Project -> Views list, just to confirm a dashboard's existence.

Just ask your agent: 'List all views in the Finance project.' The agent runs list_views and gives you the entire directory structure instantly.

Guessing Data Source Names

Trying to remember if a data source is called 'Salesforce Leads' or 'SFDC Opps,' leading to multiple failed API calls.

Run list_datasources first. It gives you every published name and its last refresh date, so you know exactly what the system recognizes.

Ignoring Job Status

Assuming that because a dashboard exists, the underlying data is current. Using stale metrics to make a business call.

Always run list_jobs after checking data sources. If the job status isn't 'SUCCESS', don't trust the numbers.

When It Fits, When It Doesn't

Use this MCP Server if your primary bottleneck is finding or auditing metadata within Tableau. Specifically, if you need to programmatically check for stale data sources (list_datasources), monitor background job failures (list_jobs), or map out the entire site structure without clicking through menus. Don't use it if you are trying to perform complex calculations (like writing a new DAX formula) or build a brand-new data source from scratch; those require direct interaction with Tableau Desktop or dedicated ETL tools. If you just need to view the dashboard, use the normal UI—but if you need to know what's in it first, this is your tool.

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Tableau. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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How we secure it →

Works with Claude, ChatGPT, Cursor, and more

The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.

This server provides 7 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.

Available Capabilities

get_workbook list_datasources list_jobs list_projects list_users list_views list_workbooks

The pain of navigating massive BI portals shouldn't take ten clicks.

Today, finding a metric means logging into Tableau Server. You click the main navigation, then drill down through site folders to find the specific project. Then you open the View list. If that fails, you copy the data source name and try searching for it manually—a process of clicking, scrolling, and guessing.

With this MCP server, your agent handles the clicks. You just ask: 'Show me all workbooks in the Sales department.' The system uses `list_workbooks` to pull the list directly. What you get back is an immediate, structured answer—no menu diving required.

Tableau MCP Server gives you complete metadata control.

Previously, if a report looked wrong, your first step was opening the admin console to check connection health. You'd run reports on job status manually, hoping to find the failure point in a mountain of logs. It was slow and required deep system knowledge.

Now, you ask: 'What jobs failed last night?' The agent runs `list_jobs` and gives you a clean summary. This changes everything; you move from reactive firefighting to proactive data governance.

Common Questions About Tableau MCP

How do I check if my Tableau data sources are fresh using the list_datasources tool? +

You ask your agent to run list_datasources. The response will provide a list of all published sources and explicitly state their last refresh date, making stale data instantly visible.

What is the difference between using list_views and list_workbooks? +

The server differentiates them. list_workbooks shows the contained files, while list_views lists the actual published dashboard views that users interact with.

Can I use get_workbook to see who can access it? +

No, get_workbook only retrieves metadata about the workbook itself. To check permissions or user roles, you must use the list_users tool.

Does list_jobs handle all background tasks? +

It monitors core extract refresh jobs and overall task status defined within the Tableau environment. If you need to check a custom external service job, this server won't see it.

When using list_users, how do I check a user's full group membership and roles? +

The tool returns detailed records that include assigned groups and specific Tableau roles. You can cross-reference this data against your internal directory to validate permissions for compliance audits.

What structural information does list_projects provide about the site hierarchy? +

It lists all active project containers, showing their parent sites and last modified dates. This helps you scope your searches instantly, keeping your focus within a specific business unit or department.

When calling list_jobs, how do I filter for extract refresh failures? +

The job records include a status field and an error code/message if the task fails. This lets you pinpoint exactly why data extraction stopped, saving manual investigation time.

Does list_datasources expose details about the underlying database connections? +

Yes, it lists connection type, database name, and last successful credential validation date. You can audit which systems are linked without needing to view sensitive credentials directly.

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.

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Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
+ other MCP clients

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