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manish-coder-1007

tableau-mcp-navi

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
TABLEAU_SITE_IDNoSite ID (empty for default)
TABLEAU_PASSWORDNoPassword (alternative to PAT)
TABLEAU_USERNAMENoUsername (alternative to PAT)
TABLEAU_SERVER_URLYesYour Tableau Server URL
TABLEAU_TOKEN_NAMENoPersonal Access Token name
TABLEAU_VERIFY_SSLNoSet to 'false' for self-signed certs
TABLEAU_API_VERSIONNoOverride API version
TABLEAU_TOKEN_SECRETNoPersonal Access Token secret
TABLEAU_MCP_ANALYTICSNoSet to 'false' to disable analytics

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
list_workbooksA

List all workbooks on the Tableau Server.

Args: project_id: Optional project ID to filter by limit: Maximum number of workbooks to return (default 100)

Returns: Markdown formatted list of workbooks

get_workbookA

Get detailed information about a specific workbook.

Args: workbook_id: The ID of the workbook

Returns: Workbook details including views

search_workbooksA

Search for workbooks by name.

Args: query: Search term (searches in workbook names) limit: Maximum results to return (default 20)

Returns: Matching workbooks

list_viewsB

List views (dashboards/sheets) on the server.

Args: workbook_id: Optional workbook ID to filter views by limit: Maximum number of views to return (default 100)

Returns: Markdown formatted list of views

get_viewB

Get detailed information about a specific view.

Args: view_id: The ID of the view

Returns: View details

get_view_dataA

Get the underlying data from a view.

Args: view_id: The ID of the view max_rows: Maximum rows to return (default 100)

Returns: View data in markdown table format

get_view_imageB

Get a PNG image preview of a view.

Args: view_id: The ID of the view

Returns: Base64 encoded image data or error message

download_view_imageA

Download a view's image and save it to disk.

Args: view_id: The ID of the view to download output_dir: Directory to save the image (default: current directory) filename: Optional custom filename without extension (default: view name)

Returns: Success message with file path or error message

download_view_image_from_urlA

Download a dashboard image directly from a Tableau URL.

Supports URL formats:

  • https://tableau.server.com/#/views/WorkbookName/ViewName

  • https://tableau.server.com/views/WorkbookName/ViewName

  • https://tableau.server.com/#/site/SiteName/views/WorkbookName/ViewName

Args: url: Full Tableau URL to the view/dashboard output_dir: Directory to save the image (default: current directory) filename: Optional custom filename without extension

Returns: Success message with file path or error message

list_datasourcesA

List all data sources on the Tableau Server.

Args: project_id: Optional project ID to filter by limit: Maximum number of data sources to return (default 100)

Returns: Markdown formatted list of data sources

get_datasourceB

Get detailed information about a specific data source.

Args: datasource_id: The ID of the data source

Returns: Data source details

refresh_datasourceB

Trigger a refresh of a data source extract.

Args: datasource_id: The ID of the data source to refresh

Returns: Refresh job status

list_projectsA

List all projects on the Tableau Server.

Args: parent_id: Optional parent project ID to filter by

Returns: Markdown formatted list of projects

get_projectB

Get detailed information about a specific project.

Args: project_id: The ID of the project

Returns: Project details

list_usersB

List users on the Tableau Server.

Args: limit: Maximum number of users to return (default 100)

Returns: Markdown formatted list of users

get_userB

Get detailed information about a specific user.

Args: user_id: The ID of the user

Returns: User details

get_datasource_extract_infoA

Get extract refresh information for a datasource using the Metadata API. Shows when the extract was last refreshed, updated, and which workbooks use it.

Args: datasource_name: Name of the datasource (e.g., "GI Business Data Model")

Returns: Extract information including last refresh time

get_dashboard_extract_infoB

Get extract refresh information for all datasources used by a dashboard/workbook. Shows when each underlying datasource was last refreshed.

Args: workbook_name: Name of the workbook/dashboard (e.g., "Daily Sales Metrics")

Returns: Workbook info with all datasource extract refresh times

find_stale_extractsA

Find all datasources with extracts that haven't been refreshed recently. Useful for monitoring data freshness across your Tableau environment.

Args: hours_threshold: Number of hours - extracts older than this are considered stale (default: 24)

Returns: List of datasources with stale or never-refreshed extracts

get_datasource_tablesA

Get the actual upstream tables (e.g., corp_analytics tables) used by a datasource. This is the KEY tool for RCA - shows exactly which tables power a Tableau datasource.

Use this to answer: "What tables does this datasource query?"

Args: datasource_name: Name of the datasource (e.g., "NAVI Pay DM", "GI Business Data Model")

Returns: List of upstream tables with schema and database info

get_dashboard_tablesA

Get ALL upstream tables used by a dashboard/workbook. Traces through all datasources to find every table powering the dashboard.

This is the MAIN RCA tool - answer "What's behind this Tableau dashboard?"

Args: workbook_name: Name of the workbook/dashboard (e.g., "RCBPSlackcards", "50Cr Slack Report")

Returns: Complete list of all tables powering the dashboard

get_dashboard_sql_from_urlA

Get ALL custom SQL queries for a Tableau dashboard from its URL. This is the MAIN tool for reverse engineering - give it a URL, get the SQL.

Use this to answer: "What SQL/tables power this Tableau dashboard?"

Args: url: Full Tableau dashboard URL (e.g., https://tableau.server.com/authoring/Workbook/View)

Returns: Complete breakdown: Dashboard info, sheets, datasources, and custom SQL for each

test_connectionA

Test the connection to Tableau Server. Use this to verify connectivity and authentication.

Returns: Connection status and user information

list_sitesA

List all sites on the Tableau Server. Note: Requires server administrator permissions.

Returns: List of sites

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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