Tableau MCP server

Connect Tableau to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Tableau MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the manage permissions tool in Tableau
  • Use the manage collections tool in Tableau
  • Use the manage jobs tool in Tableau
  • Use the manage data source tool in Tableau
  • Use the manage flows tool in Tableau
  • Use the list workbooks tool in Tableau

Supported Tools

manage_permissions

Manage Permissions

Query, add, or delete permissions on Tableau resources (workbooks, datasources, projects, views, flows). Permissions are granted to users or groups with specific capability modes.

manage_collections

Manage Collections

List, get, create, update, or delete collections, and add, remove, or list collection items. Collections are curated groups of Tableau content.

manage_jobs

Manage Jobs

List, get details, or cancel background jobs (extract refreshes, flow runs, subscriptions). Use the **action** field to select the operation.

manage_datasource

Manage Data Source

Get details, update, delete, or trigger extract refresh for a data source. Use the **action** field to select the operation.

manage_flows

Manage Flows

List, get, update, delete, or run Tableau Prep flows. Use the **action** field to select the operation.

list_workbooks

List Workbooks

List and search workbooks on the Tableau site. Supports pagination, filtering, and sorting to find specific workbooks.

manage_users

Manage Users

List, get, add, update, or remove users on the Tableau site. Use the **action** field to select the operation.

manage_workbook

Manage Workbook

Get details, update properties, delete, refresh extracts, or manage tags for a workbook. Use the **action** field to select the operation.

manage_projects

Manage Projects

List, create, update, or delete projects. Projects organize workbooks, data sources, and other content in Tableau.

list_datasources

List Data Sources

List and search data sources on the Tableau site. Supports pagination, filtering, and sorting.

manage_groups

Manage Groups

List, create, update, delete groups, and add or remove users from groups. Use the **action** field to select the operation.

get_site_info

Get Site Info

Retrieve information about the current Tableau site, including name, URL, storage usage, and configuration settings.

get_view_data

Get View Data

Export the underlying data from a Tableau view as a downloadable CSV file. Useful for retrieving the tabular data behind a dashboard visualization.

list_views

List Views

List and search views across the Tableau site. Supports pagination, filtering, and sorting.

manage_alerts

Manage Data-Driven Alerts

List, get, delete data-driven alerts, and add or remove users from alert recipient lists. Data-driven alerts trigger when data in a view meets specified conditions.

manage_favorites

Manage Favorites

List, add, or remove favorites for a user. Supports workbooks, views, data sources, projects, and flows.

manage_custom_views

Manage Custom Views

List, get, update, delete, or export Tableau custom views. Custom views are saved user-specific configurations of workbook views. The export action returns the custom view as a downloadable CSV, PNG, or PDF file.

export_view

Export View

Export a Tableau view as a downloadable CSV data, PNG image, or PDF file. Supports Tableau view filter query parameters and cache max-age controls.

Connect Tableau to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Tableau in Metorial. In your Metorial portal, enable the Tableau MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Tableau tools.

Run Tableau through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Tableau and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Tableau tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Tableau

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

Google Sheets

Create, read, and update spreadsheets and their cell data. Read and write values to individual cells, ranges, or multiple ranges using A1 notation or named ranges. Apply cell formatting including text styles, backgrounds, borders, number formats, and conditional formatting. Manage sheets (tabs) within a spreadsheet—add, delete, copy, rename, and reorder them. Create and manage embedded charts, pivot tables, filter views, data validation rules, protected ranges, named ranges, and merged cells. Perform batch operations to apply multiple updates atomically.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Retrieve site properties and search for sites across Microsoft 365.

Airtable

Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.

Technical notes for Tableau

Manage Tableau Cloud and Tableau Server resources through the Tableau REST API. Query and manage workbooks, data sources, views, custom views, flows, users, groups, projects, permissions, favorites, collections, jobs, and data-driven alerts. Export views as CSV, PNG, or PDF.

Frequently asked questions

Common questions about connecting Tableau to AI agents with Metorial.

  1. How many tools does the Tableau MCP server have?
    The Tableau MCP server exposes 18 tools, including Manage Permissions, Manage Collections, Manage Jobs. Each one is governed and traced through Metorial.
  2. Tableau exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Tableau MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Tableau and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Tableau MCP server yourself or use the hosted gateway.

Connect Tableau to production AI agents

See how Metorial gives your team governed access to Tableau, with tracing and security controls built in.