Resources · Claude connector

Claude Tableau connectorWhat Claude can do in your Tableau account.

The Claude Tableau connector exposes 35 tools. 23 read data sources, workbooks, views and Pulse metrics, 3 change something, and 9 are listed without a description, including three deletes. Below: what Claude can answer, what it can touch, and where the docs disagree.

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Overview

What changes when Tableau answers in plain words

Tableau's own tagline for this connector is helping agents see and understand data. In practice, you ask Claude a business question and it finds the right published data source, queries it and answers, or pulls the numbers and image of a view you already use. The connector is a desktop extension, so it lives in Claude Desktop rather than in the browser.

Answer a business question from published data. A sales director asks which region grew fastest this quarter. Claude finds the data source with list-datasources, checks its fields with get-datasource-metadata and runs query-datasource, which sends a VizQL query to Tableau.

Reuse the dashboards people trust. get-view-data returns the data behind a view and get-view-image an image of it, so Claude can comment on the chart your team already reviews every Monday.

Follow the metrics that matter. For Pulse users, generate-pulse-insight-brief produces conversational insights on your metrics from a plain question.

What it will not do: delete with a documented tool. Three delete tools sit on the sheet, but Tableau's docs describe a single deletion tool under another name. Nothing runs by itself either: no tool reacts when a refresh fails. For that, a scenario tool fits better, and the Tableau Make integration page covers it. They do different jobs.

Vocabulary

The vocabulary in one minute

Five words you will meet while plugging Tableau into Claude.

Connector
The link you set up once between Claude and an account you already have, so Claude can work in it while it answers you.
Tool
One named action the connector opens to Claude. Claude picks the ones it needs by itself; the directory lists them by name.
Authorization
The sign-in screen of Tableau itself, where you hand Claude the access it will use. Given once per person, and you can take it back.
Approval
The confirmation Claude waits for before it finishes something that changes your account, shown right in the conversation.
MCP
The shared standard connectors are built on: it is what lets an assistant like Claude talk to an outside service such as Tableau.
Connect

Connect Tableau to Claude in three steps

  1. 01

    Find Tableau in Claude

    In Claude's settings, open Customize, then Connectors, and look for Tableau in the list. On a Team or Enterprise workspace, an Owner or Primary Owner has to switch the connector on before each member can sign in.

  2. 02

    Start the connection

    Click Connect on its row and sign in to Tableau in the window the service opens itself. If the link breaks one day, use Disconnect, then plug it back in from the same row.

  3. 03

    Read the authorization screen

    Read the service's screen before you accept. It belongs to Tableau, not Claude, and it decides what the access covers. You can also withdraw that access later from your Tableau account.

Tools

The 35 tools, grouped by what they do

Tableau gives Claude 35 tools: 23 that read your account, 3 that change something in it, and 9 no official source describes.

Three groups: what Claude reads, what it changes, and nine names Tableau's docs do not cover. Names stay in English, as Claude shows them.

  • 23 read
  • 3 write
  • 9 not documented

What Claude reads (23)

23 tools

Twenty-three tools that search, query and read your Tableau content without changing it.

list-datasources

Retrieves the published data sources Claude can work with, before it queries one of them.

When it helps
you ask about churn and Claude first checks which published source holds customer data.
Watch out
it covers published data sources only; the figures come from query-datasource.

Sourcetableau.github.io · September 30, 2026 ↗

list-extract-refresh-tasks

Lists the extract refresh tasks of the Tableau site, the jobs that keep extracts up to date.

When it helps
an admin wants every daily refresh listed before cutting compute costs.
Watch out
Tableau restricts it to site administrators, with admin tools enabled.

Sourcetableau.github.io · September 30, 2026 ↗

list-jobs

Returns the list of background jobs running on the Tableau site.

When it helps
a dashboard looks stale and you want to know whether last night's jobs ran.
Watch out
only site administrators get it, and only with admin tools enabled.

Sourcetableau.github.io · September 30, 2026 ↗

list-users

Retrieves the list of users on the Tableau site.

When it helps
an admin reviews licences and wants the full list of accounts on the site.
Watch out
Tableau restricts it to site administrators, and it only works once admin tools are enabled on the server.

Sourcetableau.github.io · September 30, 2026 ↗

list-workbooks

Retrieves the workbooks on the site, the files that hold your dashboards and sheets.

When it helps
a new analyst asks which workbooks exist for the finance team.
Watch out
it lists workbooks; the views inside one of them come from get-workbook.

Sourcetableau.github.io · September 30, 2026 ↗

list-projects

Returns the projects of a Tableau site with their name, description, parent project, content permissions, owner and dates.

When it helps
you want to see how content is organised before publishing something new.
Watch out
it reports the permissions of each project and leaves them exactly as they are.

Sourcetableau.github.io · September 30, 2026 ↗

list-views

Returns the views of the site, one page of up to 1000 per call.

When it helps
you remember a margin dashboard but not which workbook holds it.
Watch out
Tableau caps each call at 1000 views, so a large site takes several calls.

Sourcetableau.github.io · September 30, 2026 ↗

list-custom-views

Retrieves the custom views of a given workbook, the saved versions people made with their own filters.

When it helps
a manager kept a filtered version of the sales dashboard and wants it found again.
Watch out
it works on one workbook at a time, so tell Claude which workbook you mean.

Sourcetableau.github.io · September 30, 2026 ↗

query-datasource

Runs VizQL queries against a published data source to answer a business question directly from the data.

When it helps
a CFO asks for revenue by product line for the last two quarters, without opening a workbook.
Watch out
it works on published data sources, so a source nobody published stays out of reach.

Sourcetableau.github.io · September 30, 2026 ↗

get-datasource-metadata

Fetches the metadata of a data source, so Claude knows which fields it can use.

When it helps
before a query, Claude checks whether region and order date both exist in the source.
Watch out
it describes the fields, not the figures; the figures come from query-datasource.

Sourcetableau.github.io · September 30, 2026 ↗

get-workbook

Retrieves information about a workbook, including the views it contains.

When it helps
you want the list of dashboards inside the quarterly review workbook.
Watch out
it describes the workbook and the views it holds; the figures behind a view come from get-view-data.

Sourcetableau.github.io · September 30, 2026 ↗

get-view-data

Retrieves the data behind a view in a workbook, the figures the chart is drawn from.

When it helps
a board member wants the exact numbers behind a bar chart in last month's pack.
Watch out
it returns the data of one view, not of the whole workbook around it.

Sourcetableau.github.io · September 30, 2026 ↗

get-view-image

Retrieves an image of a view, so Claude can look at the chart as people see it.

When it helps
you want Claude to comment on the shape of a trend line, not only the raw figures.
Watch out
an image shows the chart, not the exact figures; get-view-data gives those.

Sourcetableau.github.io · September 30, 2026 ↗

get-custom-view-data

Exports a custom view's figures as comma-separated values, with the filters its owner saved.

When it helps
a regional manager's filtered view holds exactly the slice you need for a report.
Watch out
the figures come as CSV, filtered the way the custom view was saved.

Sourcetableau.github.io · September 30, 2026 ↗

get-custom-view-image

Captures a custom view as an image: a saved or personalised state of a published sheet, user filters included.

When it helps
you want the picture of your own filtered dashboard for a slide.
Watch out
the image reflects the saved filters, so it can differ from the shared version of the sheet.

Sourcetableau.github.io · September 30, 2026 ↗

list-all-pulse-metric-definitions

Retrieves every published Pulse metric definition, the templates Pulse metrics are built on.

When it helps
a data lead wants to know which KPIs Pulse already tracks company-wide.
Watch out
it lists definitions only; the metrics built on one come from list-pulse-metrics-from-metric-definition-id.

Sourcetableau.github.io · September 30, 2026 ↗

list-pulse-metric-definitions-from-definition-ids

Retrieves specific Pulse metric definitions from a list of definition IDs, when Claude already knows which ones you mean.

When it helps
you follow up on three KPIs from an earlier answer and want their definitions only.
Watch out
Claude needs the definition IDs first, for example from list-all-pulse-metric-definitions.

Sourcetableau.github.io · September 30, 2026 ↗

list-pulse-metrics-from-metric-definition-id

Collects the published Pulse metrics built from one metric definition ID.

When it helps
one revenue definition feeds several regional metrics and you want to see them all.
Watch out
it starts from one definition ID, so Claude has to find that ID before calling it.

Sourcetableau.github.io · September 30, 2026 ↗

list-pulse-metrics-from-metric-ids

Retrieves published Pulse metrics from a list of metric IDs.

When it helps
Claude already has the IDs of the metrics you follow and fetches just those.
Watch out
Claude needs the metric IDs first; list-pulse-metric-subscriptions is one way to get the ones you follow.

Sourcetableau.github.io · September 30, 2026 ↗

list-pulse-metric-subscriptions

Retrieves the Pulse metric subscriptions of the current user, the metrics you chose to follow.

When it helps
you ask Claude for a digest of "the metrics being followed" before a weekly call.
Watch out
it covers the current user's subscriptions only, not those of a colleague.

Sourcetableau.github.io · September 30, 2026 ↗

generate-pulse-metric-value-insight-bundle

Generates an insight bundle for the current aggregated value of a Pulse metric, the explanation around today's number.

When it helps
a KPI dropped and you want Pulse's own reading of why.
Watch out
Tableau describes it on the current aggregated value of a metric, not on a period you pick.

Sourcetableau.github.io · September 30, 2026 ↗

generate-pulse-insight-brief

Generates AI-powered conversational insights on Pulse metrics from a natural-language question.

When it helps
a manager asks what drove last week's dip in bookings.
Watch out
it works on Pulse metrics; for data that lives outside Pulse, the tool to use is query-datasource instead.

Sourcetableau.github.io · September 30, 2026 ↗

search-content

Searches every supported content type on the Tableau site for objects that match your question.

When it helps
you need anything about customer retention: workbooks, views or data sources.
Watch out
it finds objects across the site; reading their data takes the tool that matches each type, such as get-view-data.

Sourcetableau.github.io · September 30, 2026 ↗

What Claude changes (3)

3 tools

Three tools that change a refresh schedule or your sign-in state. No source describes a confirmation specific to them: the general rule below applies.

update-cloud-extract-refresh-task

Approval: see the rule

Changes the schedule of an extract refresh task on Tableau Cloud. The task stays; only when it runs changes.

What Claude asks for
no source describes a confirmation for this tool; the general rule below applies.
When it helps
a daily refresh nobody needs could drop to weekly to save resources.

Sourcetableau.github.io · September 30, 2026 ↗

revoke-access-token

Approval: see the rule

Revokes the access token of the current session, which signs you out of the connection.

What Claude asks for
nothing tool-specific is documented; see the approval section below.
When it helps
you are done on a shared machine and want the session closed.

Sourcetableau.github.io · September 30, 2026 ↗

Not documented (9)

9 tools

The directory publishes these nine names. Tableau's tool pages describe other names instead, and this page will not guess from a label.

delete-datasource

The directory lists this name and nothing else. Tableau's tool pages do not describe it, no Claude page does either, and this page will not fill the gap with a guess. No official source documents its behaviour today. Tableau documents deletion under a different tool name.

Watch out
the approval section below is the only rule known to apply.

delete-extract-refresh-task

Here, only the name is public. No sentence from Tableau or from Anthropic says what the tool does, reads or changes, so this note stops at that. No text from the publisher describes it in any detail.

Watch out
it falls under the same approval rule as the rest of the list.

delete-workbook

Nothing official explains this one. The directory sheet shows the label, Tableau's tool pages skip it, and a name alone is not a description. The gap sits in the documentation, not in this page.

Watch out
the default approval rule applies to it like any other tool.

get-oauth-token

This tool appears on the sheet without a word of explanation. Whether it reads or changes anything in Tableau, no source says. No help centre article covers it either.

Watch out
treat it under the general rule described in the approvals section.

get-view

No source covers it. Tableau's tool pages name other capabilities, but none is tied to this label, and Anthropic publishes nothing tool by tool. No description exists anywhere public for now.

Watch out
no specific confirmation is documented; the general rule is what applies.

query-admin-insights-ts-events

Listed, not documented. The only thing anyone can check is that the name exists on the directory sheet for Tableau. The directory sheet adds no wording beyond the name.

Watch out
whatever it does, the general approval rule below covers it.

query-admin-insights-site-content

Silence again from the sources: Tableau's tool pages and Claude's pages both leave this name unexplained, so this page does too. No official source documents its behaviour today.

Watch out
the approval section below is the only rule known to apply.

query-admin-insights-job-performance

Of this one, the public record holds a label and no behaviour. Guessing from the wording would be exactly the mistake this page avoids. No text from the publisher describes it in any detail.

Watch out
it falls under the same approval rule as the rest of the list.

get-stale-content-report

A name on the sheet, and that is all. Whether it touches your Tableau data or only looks at it is not documented anywhere. The gap sits in the documentation, not in this page.

Watch out
the default approval rule applies to it like any other tool.
Approvals

What Claude asks before acting

By default, Claude stops and asks for your go-ahead before each action it carries out on an account for you. The request shows up in the conversation, at the moment it matters.

On Team and Enterprise, workspace owners decide whether a member can let some actions through without being asked every time. They can also cap what a connector may do for the whole organisation, keeping reading open and closing writing, for example. That setting applies to everyone and nobody gets around it from their own account. And Claude works with your rights, nothing more: what you cannot reach in Tableau stays out of its reach too.

Plans

Which plans it works on

None of the 819 sheets in the official directory shows availability by plan. The answer, connector by connector, is not published anywhere: it is a real gap in the catalogue.

The general rule is published: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile, and desktop extensions install on Claude Desktop. On Team and Enterprise, an Owner or Primary Owner turns the connector on for the organisation before members can connect. For the current state, check the connector's sheet in the official directory.

Limits

Where this connector stops

A connector is not an automation. Claude calls these tools while it answers you: nothing starts when a refresh fails, a metric moves or a view is published.

The tool list is an observed floor, not a promise: an administrator can open actions that no public sheet shows. The partner badge in the directory is not a security audit either, and Anthropic says so on every sheet: it does not choose the tools a publisher exposes and does not guarantee they behave as described. Everything below comes from Tableau's documentation, since neither Claude's help centre nor Anthropic's docs have a page on this connector. For a connector built on shared sheets, compare with the Claude airtable connector.

Need help

Need help connecting Tableau to Claude?

A person reads every message.

FAQ

FAQ about the Claude Tableau connector

01What can Claude do with the Tableau connector?
Claude can search your Tableau site, query published data sources and read views, workbooks and Pulse metrics from Claude Desktop. Twenty-three documented tools cover that reading side, including VizQL queries, view data and images, and Pulse insight briefs. Three more change a Cloud refresh schedule or your sign-in state. Nine further names, among them three delete tools, have no description under those names in Tableau's documentation. It is a desktop extension, used from Claude Desktop.
02Can Claude change or delete content in Tableau?
It can change a few things. The documented tools let Claude update the schedule of an extract refresh task on Tableau Cloud, revoke the session's access token and reset your saved sign-in consent. Deletion is less clear: the directory lists three delete tools, while Tableau's docs describe a single deletion tool under another name that is not on the sheet. With no description, this page makes no claim about what those three do.
03Does Claude ask before changing something in Tableau?
By default, Claude asks for confirmation before each action it carries out on an account for you. No source describes a confirmation specific to a Tableau tool, so this default rule covers the refresh schedule change, the sign-in tools and the undocumented delete tools alike. On a Team or Enterprise workspace, owners decide whether members may let some actions through without being asked, and can close writing for everyone. The request shows up in the conversation.
04Which plans is it available on?
No official source publishes availability by plan, connector by connector, and no directory sheet shows it. The general rule says remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile, with an Owner or Primary Owner switching them on first on Team and Enterprise. The connector's sheet in the official directory, checked from your own signed-in account, is the only place that shows its current state.
05Does Claude see everything on our Tableau site?
No. Claude works with the access you granted when you signed in, and what you cannot reach in Tableau stays out of its reach. Some tools go further only for administrators: Tableau restricts listing users, jobs and refresh tasks to site administrators with admin tools enabled. On a Team or Enterprise workspace, an owner can also restrict what the connector may do for the whole organisation, and a member cannot lift that alone.
06Why can I not find the Claude Tableau connector in the browser?
Because it is a desktop extension. The directory lists Claude Desktop as its only surface, so it does not appear in Claude on the web or on mobile. Install and connect it from the desktop app instead. Tableau also documents a hosted version of its server for Tableau Cloud customers, but the directory entry described on this page is the desktop one. The directory sheet, opened from the desktop app, shows its current state.
07Claude or an automation tool for Tableau?
They answer different needs, so it depends on the task. Claude works inside a conversation: you ask, it searches, queries or explains, and nothing more happens once you stop typing. It will not react on its own when a refresh fails or a metric crosses a threshold. For a process that runs on such events in the background, an automation tool is the right fit. For questions about your data on demand, the connector is.