Tableau MCP Server

# Tableau MCP Server 🚀 A powerful Model Context Protocol (MCP) server that connects Claude Desktop to Tableau Server, enabling natural language interactions with your Tableau data and comprehensive administrative capabilities. ## ✨ Features ### 📊 **Data Access & Analysis** - **List & Browse**: Explore all workbooks, views, and data sources - **Data Extraction**: Get CSV data from any Tableau view - **Visual Export**: Download dashboard images in PNG format - **Complete Datasets**: Download entire data sources with all raw data - **Smart Search**: Find content across your Tableau server ### 🛡️ **Administrative Tools** (New!) - **User Management**: List all users with roles and login history - **Permission Auditing**: See exactly who has access to workbooks - **Group Management**: View all groups and member counts - **Project Oversight**: Audit project permissions and settings - **Site Administration**: Get comprehensive site statistics - **Usage Analytics**: Detailed workbook usage and access audits ## 🎯 **Use Cases** ### For Data Analysts - "Show me the sales data from Q4 dashboard" - "Export the customer metrics as CSV" - "Find all reports containing revenue data" ### For Tableau Administrators - "Who has access to the Finance workbook?" - "List all users who haven't logged in recently" - "Show me all groups and their member counts" - "Audit the permissions for our HR dashboards" ## 🚀 **Quick Start** ### Prerequisites - Python 3.8+ - Claude Desktop installed - Access to Tableau Server or Tableau Cloud - Administrative privileges (for admin tools) ### 1. Clone and Setup ```bash # Clone the repository git clone https://github.com/hetpatel-11/Tableau-MCP.git cd Tableau-MCP # Create virtual environment (recommended) python -m venv tableau_mcp_env source tableau_mcp_env/bin/activate # On Windows: tableau_mcp_env\Scripts\activate # Install ALL dependencies including MCP SDK pip install -r requirements.txt ``` ### 2. MCP SDK Installation (If Having Issues) If you encounter MCP SDK installation issues, try these solutions: ```bash # Option 1: Install MCP SDK directly pip install mcp>=1.0.0 # Option 2: Install with specific version pip install mcp==1.0.0 # Option 3: Install from source (if needed) pip install git+https://github.com/modelcontextprotocol/python-sdk.git # Option 4: Force reinstall pip install --force-reinstall mcp>=1.0.0 ``` ### 3. Verify Installation ```bash # Test that MCP SDK is properly installed python -c "import mcp; print('✅ MCP SDK installed successfully')" # Test Tableau Server Client python -c "import tableauserverclient as TSC; print('✅ Tableau Server Client ready')" # Test the server python tableau_mcp_server.py --test ``` ### 4. Configuration Create a `.env` file with your Tableau credentials: ```env TABLEAU_SERVER_URL=https://your-tableau-server.com TABLEAU_SITE_ID=your-site-name # Option 1: Personal Access Token (Recommended) TABLEAU_TOKEN_NAME=your-token-name TABLEAU_TOKEN_VALUE=your-token-value # Option 2: Username/Password # TABLEAU_USERNAME=your-username # TABLEAU_PASSWORD=your-password ``` ### 5. Claude Desktop Setup Add to your Claude Desktop configuration: **macOS**: `~/Library/Application Support/Claude/claude_desktop_config.json` ```json { "mcpServers": { "tableau-server": { "command": "/path/to/Tableau-MCP/start_clean.sh", "args": [] } } } ``` ### 6. Start the Server ```bash # Make startup script executable chmod +x start_clean.sh # Start the server ./start_clean.sh ``` ## 🛠️ **Available Tools** ### Data Access Tools | Tool | Description | |------|-------------| | `list_workbooks` | List all available Tableau workbooks | | `list_views` | List views in a specific workbook | | `get_view_data` | Extract CSV data from any view | | `get_view_image` | Get dashboard/view as PNG image | | `search_content` | Search across all Tableau content | | `list_datasources` | List all available data sources | | `download_datasource` | Download complete raw datasets | ### Administrative Tools | Tool | Description | |------|-------------| | `list_workbook_permissions` | See who has access to workbooks | | `list_all_users` | View all users with roles and details | | `list_all_groups` | View all groups with member counts | | `get_user_permissions` | Get detailed user permissions | | `list_projects_permissions` | Audit project permissions | | `get_site_info` | Get site statistics and quotas | | `audit_workbook_usage` | Comprehensive workbook audits | | `list_user_groups` | See user group memberships | ## 📋 **MCP Resources** The server exposes Tableau content as MCP resources: - `tableau://workbooks/{workbook_id}` - Workbook metadata - `tableau://views/{view_id}/data` - View data in CSV format ## 🔧 **Advanced Usage** ### Debug Mode ```bash python tableau_mcp_server.py --debug ``` ### Authentication Testing ```bash python tableau_mcp_server.py --test ``` ### Manual Setup ```bash python setup.py --test-only ``` ## 🏗️ **Architecture** ``` Claude Desktop ↔ MCP Server ↔ Tableau REST API ↔ Tableau Server ⬇️ [15 Available Tools] ⬇️ [Data + Admin Capabilities] ``` ## 📁 **Project Structure** ``` Tableau-MCP/ ├── tableau_mcp_server.py # Main MCP server implementation ├── start_clean.sh # Server startup script ├── requirements.txt # Python dependencies (includes MCP SDK) ├── setup.py # Setup and configuration script ├── env.example # Environment configuration template ├── README.md # This file └── .env # Your credentials (create this) ``` ## 🔒 **Security** - **Local Operation**: Server runs locally with your permissions - **Secure Credentials**: Uses environment variables for authentication - **Token Authentication**: Supports Tableau Personal Access Tokens - **No Data Leakage**: No data sent to external services ## 🚨 **Troubleshooting** ### MCP SDK Issues **"ModuleNotFoundError: No module named 'mcp'"** ```bash # Solution 1: Install MCP SDK pip install mcp>=1.0.0 # Solution 2: Check virtual environment source tableau_mcp_env/bin/activate pip install -r requirements.txt # Solution 3: Verify Python version python --version # Should be 3.8+ ``` **"MCP SDK version conflict"** ```bash # Uninstall and reinstall pip uninstall mcp pip install mcp>=1.0.0 ``` ### Common Issues **"Authentication failed"** - Verify credentials in `.env` file - Check Tableau Server URL format - Ensure account has proper permissions **"No tools available in Claude"** - Restart Claude Desktop after configuration - Check that `start_clean.sh` is executable - Verify Python dependencies are installed **"Permission denied errors"** - Ensure your account has administrative privileges - Check Tableau Server user permissions - Verify site access rights ### Getting Help 1. **Test Connection**: `python tableau_mcp_server.py --test` 2. **Debug Mode**: `python tableau_mcp_server.py --debug` 3. **Check Logs**: Look for error messages in terminal output 4. **Verify MCP**: `python -c "import mcp; print('MCP SDK OK')"` ## 📈 **Example Conversations** ### Data Analysis ``` User: "Show me all workbooks and find the sales data" Claude: [Lists workbooks] → [Finds sales-related content] → [Extracts data] User: "Get the customer metrics from the Q4 dashboard as CSV" Claude: [Locates dashboard] → [Extracts view data] → [Provides CSV] ``` ### Administration ``` User: "Who has access to our Finance workbook?" Claude: [Lists all users and groups with permissions] → [Shows permission levels] User: "Show me all users who are site administrators" Claude: [Lists users by role] → [Highlights administrators] ``` ## 🤝 **Contributing** 1. Fork the repository 2. Create a feature branch 3. Add your improvements 4. Test thoroughly 5. Submit a pull request ## 📄 **License** This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details. ## 🙏 **Acknowledgments** - Built with the [Model Context Protocol](https://github.com/modelcontextprotocol) - Uses [Tableau Server Client](https://github.com/tableau/server-client-python) - Designed for [Claude Desktop](https://claude.ai/desktop) --- **Ready to supercharge your Tableau workflows with Claude? Get started now!** 🎉