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About Tableau

Tableau is a Salesforce-owned business intelligence and data visualization platform used by analysts, data teams, and executives to create interactive dashboards, reports, and exploratory visualizations. It supports connections to hundreds of data sources and offers both cloud-hosted (Tableau Cloud) and self-managed (Tableau Server) deployments. In 2026, Salesforce introduced Tableau+ bundling Tableau Next with agentic analytics and natural language querying via Tableau Pulse, though pricing for Tableau+ requires a sales conversation.

AI Agent Use Cases

- Drag-and-drop dashboard and visualization builder

- Live and in-memory connections to 100+ data sources

- Tableau Pulse: natural language querying and AI-driven metric alerts

- Creator, Explorer, and Viewer role-based licensing tiers

- Tableau Server for on-premise or self-managed cloud deployment

- Embedded analytics via Tableau Embedded API

Available Actions

These are the specific actions that AI agents can perform with this tool

Create Project

7 inputs

Create a new project in the specified site on Tableau Server.

Inputs

api-version

The version of the API to use, such as '3.25'.

site-id

The ID of the site where the project will be created.

name

The name for the new project.

description

A description of the new project.

parentProjectId

The identifier of the parent project. Use this to create project hierarchies.

contentPermissions

Controls user permissions in a project. Options: 'LockedToProject', 'ManagedByOwner', 'LockedToProjectWithoutNested'. Default is 'ManagedByOwner'.

owner

An object representing the owner of the project containing an 'id' field.

Get Site Roles

3 inputs

Retrieve the list of available site roles in Tableau API versions 3.0 and later.

Inputs

AuthMethod

Method used for API authentication.

accessToken

Bearer token for OAuth authentication.

siteId

Unique identifier for the specific site on Tableau server.

Get Site Users

7 inputs

Retrieve a list of users from a specified site in Tableau.

Inputs

api-version

The version of the API to use, such as `3.25`.

site-id

The ID of the site that contains the users.

filter-expression

An expression to specify a subset of users to return. Can include fields like `name` and `lastLogin`.

sort-expression

An expression to specify the order of returned user information. Optional.

page-size

The number of items to return in one response. Minimum is 1, maximum is 1000, default is 100.

page-number

The offset for paging, default is 1.

field-expression

An expression specifying the set of fields to return. Can include keywords like `_all_` or `_default_`.

Sign In

5 inputs

Sign into Tableau Server using a Personal Access Token

Inputs

server_name

The base URL for your Tableau Server or Tableau Cloud including the pod name if applicable

version

The API version to use for the request

personalAccessTokenName

The name of the personal access token

personalAccessTokenSecret

The secret value of the personal access token

site_url_id

The content URL or site identifier for which the user wants to sign in to

Sign In with Personal Access Token

5 inputs

Sign into Tableau Server or Tableau Cloud using a Personal Access Token to obtain a credentials token.

Inputs

personalAccessTokenName

The name of the personal access token for the user.

personalAccessTokenSecret

The secret value of the personal access token.

contentUrl

The content URL of the site to sign in to. For Tableau Cloud, this is required and must be a valid site. For Tableau Server, it can be omitted for the default site.

server

The base URL for your Tableau Server or Tableau Cloud instance, including the pod identifier for Tableau Cloud.

version

The version of the API to use (e.g., '3.25').