Tableau

Live

OAUTH 2.0

BUSINESS INTELLIGENCE

Analytics

Every workbook, dashboard, and data source your analytics team publishes lives in Tableau. Tableau MCP gives your agent authenticated access to BI content scoped to the user who authorized it.

  • Acts as the user: Access and write actions stay tied to the Tableau account that authorized the agent.
  • Credentials stay vaulted: AES-256, resolved at request time, never in LLM context.
  • Scoped before every call: Permissions enforced. 90-day audit trail.
Tableau
agent · Acme Q3
Run
Pull the data behind the executive revenue dashboard for this quarter.
S
tableau_view_data
1.4s
BI agent
Revenue dashboard data retrieved. Q3 total: $8.4M, 94% of target. By region: AMER $4.2M, EMEA $2.8M, APAC $1.4M. Top product line: Enterprise Suite ($3.1M). Data freshness: 4 hours ago.
Sources: Executive Revenue Dashboard, Q3
tableaumcp
1 view
18:29
Message Claude...

Tools your bi agent reaches for on Tableau, scoped per user.

CALL ANY TOOL
List workbooks and dashboards, download view data as CSV, browse published data sources, and monitor refresh jobs.
tableau_list_views
List views
List views (individual sheets and dashboards) within a specific workbook, or all views across an entire Tableau site. Supports filtering by name or owner and pagination.
Parameters
Name
Type
Required
Description
workbook_id
string
Required
The LUID of the workbook to list views from. If omitted, lists all views on the site.
filter
string
Optional
Filter expression using Tableau REST API filter syntax (e.g., name:eq:Sales Dashboard)
include_usage_statistics
boolean
Optional
Include view usage statistics (total views count) in the response
page_number
integer
Optional
Page number to retrieve (1-based)
page_size
integer
Optional
Number of views to return per page (max 1000)
tableau_job_get
Job get
tableau_jobs_list
Jobs list
tableau_site_get
Site get
tableau_job_cancel
Job cancel
tableau_user_get
User get
tableau_query_view
Query view
tableau_view_get
View get
tableau_sites_list
Sites list
tableau_session_get
Session get
tableau_users_list
Users list
tableau_user_update
User update
tableau_views_list
Views list
tableau_auth_signout
Auth signout
tableau_groups_list
Groups list
tableau_group_create
Group create
tableau_workbook_get
Workbook get
tableau_projects_list
Projects list
tableau_datasource_get
Datasource get
tableau_project_create
Project create
tableau_project_delete
Project delete
tableau_project_update
Project update
tableau_schedules_list
Schedules list
tableau_schedule_create
Schedule create
tableau_workbooks_list
Workbooks list
tableau_schedule_delete
Schedule delete
tableau_schedule_update
Schedule update
tableau_workbook_delete
Workbook delete
tableau_workbook_search
Workbook search
tableau_workbook_update
Workbook update
Build your Agent
Drop the toolkit in, point it at the user, and your bi agent can use Tableau from the first run.
Python · LlamaIndex
import { ScalekitClient } from "@scalekit-sdk/node";
import { DynamicStructuredTool } from "@langchain/core/tools";
import { createReactAgent } from "@langchain/langgraph/prebuilt";
import { z } from "zod";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);

const { tools } = await sk.tools.listScopedTools("user_123", {
filter: { connectionNames: ["tableau"], toolNames: ["tableau_workbooks_list", "tableau_views_list", "tableau_view_data"] },
pageSize: 100,
});

const lcTools = tools.map((t) => new DynamicStructuredTool({
name: t.tool.definition.name,
description: t.tool.definition.description,
schema: z.object({}).passthrough(),
func: async (args) => {
const { data } = await sk.tools.executeTool({
toolName: t.tool.definition.name,
identifier: "user_123",
params: args,
});
return JSON.stringify(data);
},
}));

const agent = createReactAgent({ llm, tools: lcTools });
import { ScalekitClient } from "@scalekit-sdk/node";
import OpenAI from "openai";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const openai = new OpenAI();

const { tools } = await sk.tools.listScopedTools("user_123", {
filter: { connectionNames: ["tableau"], toolNames: ["tableau_workbooks_list", "tableau_views_list", "tableau_view_data"] },
pageSize: 100,
});

const llmTools = tools.map((t) => ({
type: "function",
function: {
name: t.tool.definition.name,
description: t.tool.definition.description,
parameters: t.tool.definition.input_schema,
},
}));

const resp = await openai.responses.create({
model: "gpt-4o", input: prompt, tools: llmTools,
});
import { ScalekitClient } from "@scalekit-sdk/node";
import Anthropic from "@anthropic-ai/sdk";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const anthropic = new Anthropic();

const { tools } = await sk.tools.listScopedTools("user_123", {
filter: { connectionNames: ["tableau"], toolNames: ["tableau_workbooks_list", "tableau_views_list", "tableau_view_data"] },
pageSize: 100,
});

const llmTools = tools.map((t) => ({
name: t.tool.definition.name,
description: t.tool.definition.description,
input_schema: t.tool.definition.input_schema,
}));

const msg = await anthropic.messages.create({
model: "claude-sonnet-4-6", max_tokens: 1024,
tools: llmTools,
messages: [{ role: "user", content: prompt }],
});
import { Agent } from "@google/adk/agents";
import {
MCPToolset, StreamableHTTPConnectionParams,
} from "@google/adk/tools/mcp";

const toolset = new MCPToolset({
connectionParams: new StreamableHTTPConnectionParams({
url: "https://mcp.scalekit.com/tableau",
headers: { Authorization: `Bearer ${userScopedToken}` },
}),
});

const agent = new Agent({
name: "agent", model: "gemini-2.0-flash",
tools: await toolset.getTools(),
});
Try these prompts
Paste any prompt into your agent to start using Tableau.
Workbooks & views
Copy the prompt
Copied
List all workbooks I have access to.
Copy the prompt
Copied
List views in [workbook name].
Copy the prompt
Copied
Pull data from [dashboard name].
Copy the prompt
Copied
Which workbooks were updated this week?
Data & refreshes
Copy the prompt
Copied
List all published data sources.
Copy the prompt
Copied
Which extract refreshes failed today?
Copy the prompt
Copied
Get data behind [view name] as CSV.
Copy the prompt
Copied
Which refresh jobs are running right now?
Reporting
Copy the prompt
Copied
Pull executive revenue dashboard data for Q3.
Copy the prompt
Copied
Which dashboards have the most views this month?
Copy the prompt
Copied
Get data from [sheet] in [workbook].
Copy the prompt
Copied
List all workbooks with failed refreshes.
SEE HOW AUTH WORKS
Users authorize Tableau once. Their credentials stay vaulted, every call is checked, and every action is logged.
1
Authorize
Your user connects
Tableau
once. We tie it to their identity and the meetings they approved — no shared bot account, no org-wide access
Who:
user ‘A’
when:
Once per user
access:
Limited to user
2
Store
Their
Tableau
token lives in a vault scoped to them. User A's meetings are never reachable by an agent acting for user B, even on the same connection
vault:
encrypted
scope:
per-user
tokens:
auto-refreshed
3
Resolve
When your agent calls a
Tableau
tool, we fetch the right token server-side. It never touches your agent, never appears in the LLM context, never shows up in your logs
speed:
~40ms
check:
before every call
seen by:
nobody
4
Audit
Every
Tableau
tool call is logged — who triggered it, which meeting was fetched, what came back. 90 days of history, tied to the user who authorized it
history:
90 days
export:
SIEM-ready
logged:
every call
Test other agents
Same per-user auth pattern across other bi agents and MCP connectors. Working code, live demos, fork what fits.
GTM and RevOps Teams
Revenue forecast commentary
Pulls open pipeline from Salesforce and HubSpot, calculates coverage against quota, flags at-risk stages, posts commentary to Slack, and logs every snapshot to Google Sheets.
GTM and RevOps Teams
Deal intelligence agent
Pulls recent Gong calls, scores deal risk with an LLM, cross-references the record in Attio, and DMs each owner their at-risk deals in Slack. Every read is scoped to that rep's own access.
Engineering Teams
Engineering standup agent
Pulls commits from GitHub and GitLab, tracks issue movement in Jira, and posts a per-engineer standup brief to Slack. Each engineer's activity is read on their own delegated OAuth.
GTM and RevOps Teams
Competitive intelligence briefing agent
Scans Gong calls for competitor mentions, matches each one to its Notion battlecard, and DMs every affected rep a single Slack digest per cycle. Every call runs as the PMM who owns the briefing, never a shared bot.
Test other agents
Same per-user auth pattern across other bi agents and MCP connectors. Working code, live demos, fork what fits.
ENGINEERING
Engineering standup agent
Pull commits from GitHub and GitLab, track Jira issue movement, and post a per-engineer standup brief to Slack.
GTM
Revenue forecast agent
Score pipeline coverage against quota across Salesforce and HubSpot, post forecast commentary to Slack, log snapshots to Sheets.
SALES
Deal intelligence agent
Score Gong call risk with an LLM, cross-reference the Attio record, and DM each owner their at-risk deals in Slack.
GTM
Competitive intelligence briefing agent
Scan Gong calls for competitor mentions, match each one to its Notion battlecard, and DM every affected rep a single Slack digest.
Why Scalekit
Secure your agent's access. Connectors ship in minutes
01.
Shared tokens break per-user analytics
A shared token looks fine in a demo. In production every call looks like a service account. Scalekit resolves the real user credential so attribution, audit, and scope stay accurate.
// shared token
 audit → bot_service_account
 user_filter → broken

 // scalekit
 audit → user_abc
 scope → enforced ✓
02.
Authentication is not authorization
03.
Multi-tenancy is architectural
04.
Tableau today. Others tomorrow.
“Our agents act across Salesforce, Gong, Google Drive, and more, on behalf of every customer. Scalekit behind the scenes meant we can keep adding tools without ever rebuilding how credentials or tool calling work.”
Venu Madhav Kattagoni
Head of Engineering / Von
FAQs
Frequently Asked Questions
Does the agent access Tableau as the user or as a shared key?
As the user. Each workspace member authorizes once and Scalekit resolves their credential at request time. Audit logs attribute every action to that user, not a shared service account.
Where is the Tableau oauth 2.0 stored?
In Scalekit's managed AES-256 token vault, namespaced per tenant. Refresh is automatic. Revocation is a single dashboard action. Tokens never appear in prompts, logs, or LLM context.
Can I limit what the agent is allowed to do in Tableau?
Yes. Pass a tool name filter to listScopedTools so the BI agent only sees the subset you authorize. Pre-API-call scope checks block out-of-policy actions before the request reaches Tableau.
What happens when a user revokes Tableau access?
The connection is invalidated on the next tool call. Subsequent requests for that user fail closed with a clear error. Other users in the tenant remain unaffected. The event is logged for audit.
Can the agent access workbooks published by other users with restricted permissions?
Only workbooks the authorizing user has view access to in Tableau Server/Cloud. Row-level security rules on embedded data sources apply. Restricted workbooks are blocked at the Tableau permission layer.
Start in your coding agent
Up and running in one command
Install the Scalekit skill in your editor of choice. Connector, auth, tools, prompt, all wired up
Claude Code REPL
/plugin marketplace add scalekit-inc/claude-code-authstack
/plugin install agentkit@scalekit-auth-stack
Cursor Code REPL
# ~/.cursor/mcp.json
{
""mcpServers"": {
""tableau"": {
""url"": ""https://mcp.scalekit.com/tableau"",
""headers"": { ""Authorization"": ""Bearer $SCALEKIT_TOKEN"" }
}
}
}
Codex Code REPL
# ~/.codex/config.toml
[mcp_servers.tableau]
url = ""https://mcp.scalekit.com/tableau""
auth_env = ""SCALEKIT_TOKEN""
Copilot Code REPL
# .vscode/mcp.json
{
""servers"": {
""tableau"": {
""url"": ""https://mcp.scalekit.com/tableau"",
""type"": ""http""
}
}
}