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Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault

No arguments

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": false
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
generate_layout_jsonC

Generate and save a dashboard layout JSON file.

start_authoring_runC

Initialize a new guided authoring run from an Excel or Hyper datasource.

list_authoring_runsB

List all known authoring runs and their current status.

get_run_statusC

Return the manifest-backed status for one authoring run.

get_client_interaction_capabilitiesA

Report whether the connected MCP client supports form elicitation.

resume_authoring_runB

Resume a previous authoring run by id.

intake_datasource_schemaC

Inspect the datasource declared in the run manifest and persist schema_summary.

build_analysis_briefB

Build analysis_brief.json and .md. In agent_first mode this is a scaffold the agent must fill explicitly.

finalize_analysis_briefC

Finalize analysis_brief from chat overrides or an edited Markdown review file.

draft_authoring_contractB

Create a contract draft scaffold from the current schema summary plus a human brief.

review_authoring_contract_for_runC

Review the current contract draft and persist contract_review.json.

finalize_authoring_contractC

Merge contract review defaults with human answers and persist contract_final.json.

confirm_authoring_stageC

Approve or reject one gated authoring stage.

interactive_stage_confirmationC

Prefer MCP elicitation for stage confirmation, with chat fallback when unsupported.

build_wireframeB

Build wireframe.json and .md, including an ASCII dashboard sketch.

finalize_wireframeC

Finalize wireframe review notes or normalized actions before planning.

reopen_authoring_stageB

Reopen analysis, contract, wireframe, or execution_plan after confirmation or generation failure.

build_execution_planC

Build a mechanical execution_plan.json from the current final contract.

generate_workbook_from_runC

Execute the confirmed execution plan, save the workbook, and persist reports.

inspect_target_schemaB

Inspect the first-sheet schema of a target Excel datasource.

profile_twb_for_migrationB

Profile workbook datasources and worksheet scope before migration.

propose_field_mappingC

Scan source and target schema and propose a field mapping.

preview_twb_migrationC

Preview a workbook migration onto a target datasource.

apply_twb_migrationC

Apply a workbook migration and write a migrated TWB plus reports.

migrate_twb_guidedC

Run the built-in migration workflow and pause for warning confirmation when needed.

list_capabilitiesB

List cwtwb's declared capability boundary.

describe_capabilityB

Describe one declared capability and its support tier.

analyze_twbC

Analyze a TWB file against cwtwb's declared capabilities.

diff_template_gapC

Summarize the non-core capability gap of a TWB template.

validate_workbookA

Validate a workbook against the official Tableau TWB XSD schema (2026.1).

Checks whether the generated XML conforms to Tableau's published schema. Errors are informational — Tableau itself occasionally produces workbooks that deviate slightly from the schema — but recurring errors indicate structural problems worth fixing.

Args: file_path: Path to a .twb or .twbx file to validate. If omitted, validates the currently open workbook (in memory, before save).

Returns: PASS/FAIL summary with error details.

review_authoring_contractC

Review a draft authoring contract and apply profile-aware defaults.

create_workbookC

Create a new workbook from a TWB or TWBX template file.

open_workbookA

Open an existing workbook (.twb or .twbx) for in-place worksheet editing.

list_fieldsA

List all available fields in the current workbook datasource.

list_worksheetsA

List worksheet names in the current workbook.

list_dashboardsA

List dashboards and their worksheet zones in the current workbook.

add_calculated_fieldC

Add a calculated field to the datasource.

remove_calculated_fieldA

Remove a previously added calculated field.

add_parameterC

Add a parameter to the workbook.

add_worksheetC

Add a new blank worksheet to the workbook.

clone_worksheetC

Clone an existing worksheet and its worksheet window.

preview_worksheet_refactorB

Preview worksheet-scoped field rewrites without mutating the workbook.

apply_worksheet_refactorB

Rewrite one worksheet to use replacement fields without touching others.

set_worksheet_captionB

Set or clear a plain-text worksheet caption.

set_worksheet_hiddenB

Hide or unhide a worksheet tab by updating worksheet window metadata.

configure_chartC

Configure chart type and field mappings for a worksheet.

configure_dual_axisD

Configure a dual-axis chart composition.

configure_worksheet_styleB

Apply worksheet-level styling: background color, axis/grid/border visibility.

configure_chart_recipeB

Configure a showcase recipe chart through the shared recipe registry.

set_mysql_connectionC

Configure the workbook datasource to use a local MySQL connection.

set_tableauserver_connectionB

Configure the workbook datasource to use a Tableau Server connection.

set_excel_connectionC

Configure the workbook datasource to use a local Excel connection.

set_hyper_connectionC

Configure the workbook datasource to use a local Hyper extract connection.

add_dashboardB

Create a dashboard combining multiple worksheets.

add_dashboard_actionC

Add an interaction action to a dashboard.

save_workbookA

Save the workbook as a TWB file. Use a .twbx extension to produce a packaged workbook (ZIP) that bundles the XML with any data extracts and images carried over from the source .twbx.

Prompts

Interactive templates invoked by user choice

NameDescription
guided_dashboard_authoringTurn a natural-language dashboard brief plus a datasource path into a gated cwtwb authoring run.
dashboard_brief_to_contractTurn a human brief plus schema summary into a strict cwtwb contract draft.
light_elicitationAsk only the missing high-value follow-up questions from a contract review artifact.
authoring_execution_planProduce a concise build-oriented MCP execution plan from a finalized contract.
worksheet_clone_refactorClone an existing worksheet and refactor only the cloned worksheet to new core fields.

Resources

Contextual data attached and managed by the client

NameDescription
read_tableau_functionsRead the complete list of Tableau calculation functions.
read_skills_indexList all available cwtwb agent skills.
read_profiles_indexList available dataset profiles used by contract review.
read_dashboard_authoring_contractRead the dashboard authoring contract template used by external agents.

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