tableau-mcp-navi 0.3.1

A Model Context Protocol (MCP) server for Tableau Server - enables AI assistants to interact with Tableau workbooks, views, datasources, and metadata

Tableau MCP Server (tableau-mcp-navi)

A Model Context Protocol (MCP) server for Tableau Server. Enables AI assistants (like Claude, Cursor) to interact with Tableau workbooks, views, datasources, and metadata.

Features

• 27 Tools for comprehensive Tableau Server interaction
• Custom SQL from URL or Name: Give a Tableau URL or workbook name, get the SQL instantly (no file download!)
• Fuzzy Workbook Matching: Works with CamelCase slugs like InhouseKYCFunnelView or exact names
• Find Datasource Usage: Discover which dashboards use a specific published datasource
• Publishing: Upload workbooks and datasources to Tableau Server
• Two Authentication Methods: Personal Access Token (PAT) or Username/Password
• Metadata API: Extract refresh info, data lineage, upstream tables
• Zero Install: Run directly with uvx - no local installation needed
• Auto Updates: Users always get the latest version

Quick Start

1. Install uv (if not installed)

# macOS/Linux
curl -LsSf https://astral.sh/uv/install.sh | sh

# Windows
powershell -ExecutionPolicy ByPass -c "irm https://astral.sh/uv/install.ps1 | iex"

2. Configure Cursor

Add to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "tableau": {
      "command": "uvx",
      "args": ["tableau-mcp-navi"],
      "env": {
        "TABLEAU_SERVER_URL": "https://your-tableau-server.com",
        "TABLEAU_TOKEN_NAME": "your_token_name",
        "TABLEAU_TOKEN_SECRET": "your_token_secret",
        "TABLEAU_VERIFY_SSL": "false"
      }
    }
  }
}

3. Restart Cursor

The MCP server will be available immediately!

Available Tools (27 total)

Workbook Tools

Tool	Description
list_workbooks	List all workbooks on the server
get_workbook	Get workbook details including views
search_workbooks	Search workbooks by name

View Tools

Tool	Description
get_view_data	Get underlying data from a view
get_view_image	Get PNG preview of a view
download_view_image	Download view image to disk
download_view_image_from_url	Download image from Tableau URL

Data Source Tools

Tool	Description
list_datasources	List all data sources
get_datasource	Get data source details
refresh_datasource	Trigger extract refresh

Project Tools

Tool	Description
list_projects	List all projects
get_project	Get project details

Utility Tools

Tool	Description
resolve_id	Resolve a name to full UUID (workbooks, datasources, views, projects)

Metadata API Tools (RCA & Lineage)

Tool	Description
get_datasource_extract_info	Get extract refresh times
get_dashboard_extract_info	Get extract info for all datasources in a dashboard
find_stale_extracts	Find datasources with stale extracts
get_datasource_tables	Get upstream tables for a datasource
get_dashboard_tables	Get ALL tables powering a dashboard
get_dashboard_sql_from_url	Extract custom SQL from dashboard URL
get_datasource_custom_sql	NEW Get Custom SQL from datasource (no download!)

Publishing Tools 🆕

Tool	Description
publish_workbook	Upload a .twb/.twbx workbook to Tableau Server
publish_datasource	Upload a .tds/.tdsx datasource to Tableau Server
list_projects_for_publishing	List projects with IDs for publishing

Other Tools

Tool	Description
test_connection	Test Tableau connectivity
list_sites	List available sites

Configuration

Environment Variables

Variable	Required	Description
TABLEAU_SERVER_URL	✅	Your Tableau Server URL
TABLEAU_TOKEN_NAME	✅*	Personal Access Token name
TABLEAU_TOKEN_SECRET	✅*	Personal Access Token secret
TABLEAU_USERNAME	✅*	Username (alternative to PAT)
TABLEAU_PASSWORD	✅*	Password (alternative to PAT)
TABLEAU_SITE_ID	❌	Site ID (empty for default)
TABLEAU_VERIFY_SSL	❌	Set to "false" for self-signed certs
TABLEAU_API_VERSION	❌	Override API version
TABLEAU_MCP_ANALYTICS	❌	Set to "false" to disable analytics

*Either PAT or Username/Password required

Getting a Personal Access Token

1. Log in to Tableau Server
2. Click your profile icon → My Account Settings
3. Scroll to Personal Access Tokens
4. Click Create new token
5. Copy both the Token Name and Token Secret

Usage Examples

After configuring Cursor:

"List all workbooks in Tableau"
"Get details for workbook abc123"
"Search for workbooks about sales"
"Get data from view xyz789"
"What tables power the Sales Dashboard?"
"Find all stale extracts older than 48 hours"
"Get the SQL from this Tableau URL: https://..."

# New in v0.3.1:
"Resolve the UUID for workbook 'Sales Dashboard'"
"Get the Custom SQL for the 'UPI Daily Metrics' datasource"
"Publish my workbook /path/to/report.twbx to project abc123"
"List projects where I can publish workbooks"

Updates

When the package is updated on PyPI, users automatically get the new version on their next run - no action required!

Development

# Clone
git clone https://github.com/manish-coder-1007/tableau-mcp-navi.git
cd tableau-mcp-navi

# Install dependencies
uv sync

# Run locally
uv run python -m tableau_mcp_navi

License

MIT License - see LICENSE file.

Author

Manish Balot

Links

• GitHub Repository
• PyPI Package
• Report Issues