Connect Tableau to AI agents

Connect Tableau to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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 CSV. 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.

export_view

Export View

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

More integrations teams use with Tableau

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.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. 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. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

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. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

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.

Confluence

Create, read, update, and delete pages, blog posts, comments, and attachments in Confluence spaces. Manage spaces, permissions, labels, and content restrictions. Search content using Confluence Query Language (CQL). Upload and download file attachments with versioning. Manage users, groups, and group memberships. Create and manage whiteboards, databases, folders, and templates. View and update inline tasks. Access audit logs. Listen for webhooks on page, blog, comment, attachment, space, label, and user events.

Bitbucket

Manage Git repositories, pull requests, and CI/CD pipelines on Bitbucket Cloud. Create, fork, and configure repositories within workspaces and projects. Create, review, approve, merge, and decline pull requests with inline code comments. Browse source code, list commits, and manage branches and tags. Track issues with the built-in issue tracker. Trigger, monitor, and manage Bitbucket Pipelines. List workspace members, configure repository default reviewers and branch restrictions, create and manage repository webhooks, and search code across repositories.

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.

Connect Tableau to production AI agents

See how Metorial gives Tableau access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Tableau to AI agents with Metorial.

  1. Can Metorial connect Tableau to AI agents?
    Yes. Metorial connects AI agents to Tableau through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.