Tableau agent skills for Claude Code, Cursor and RevampKey

4 ready-made playbooks that teach an AI agent how to do real Tableau work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Tableau

Connect Tableau once and all 4 skills install themselves and stay up to date. Mac, Windows and Linux.

All 4 Tableau skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereAsks before writing20 Tableau tools

Use the Tableau connector safely with AI

Scopes every Tableau request to the right site and project, keeps results small, and asks for explicit approval before any content is changed or deleted.

Use it when

You want to explore Tableau projects, workbooks or data sources without flooding the conversation
Your AI tool needs to pick between Tableau's list, get and query tools
You need to know what the assistant will and will not change in your Tableau site

Tools it uses

list-projects
list-workbooks
list-datasources
list-views
list-users
get-workbook
get-view-data
get-view-image
get-custom-view-data
get-custom-view-image
get-datasource-metadata
query-datasource
list-extract-refresh-tasks
list-jobs
list-all-pulse-metric-definitions
get-oauth-token
delete-datasource
delete-workbook
delete-extract-refresh-task
update-cloud-extract-refresh-task

Example

List the workbooks in the Finance project and tell me which ones have no views.

Finance has 14 workbooks in the site I'm connected to. I checked project scope first, then listed the workbooks in Finance only. Three of them show no views: Q3 Close Draft, Old Budget Pilot and Vendor Scratch. I haven't changed anything. If you want any of these removed, tell me which ones and I'll confirm each deletion with you first.

Use in RevampKeyRead the full skill →

Asks before writing7 Tableau tools

Tableau datasource refresh health check

Reviews Tableau extract refresh tasks and recent jobs to find failing, overdue or unscheduled refreshes, and separates scheduling problems from source problems. It asks before changing any refresh task.

Use it when

A dashboard is showing old numbers and you need to know why
You want a list of failing or overdue extract refreshes on a site
You are cleaning up refresh schedules and need to check what is safe to remove

Tools it uses

list-extract-refresh-tasks
list-datasources
list-workbooks
get-datasource-metadata
list-jobs
delete-extract-refresh-task
update-cloud-extract-refresh-task

Example

Which of our Sales project extracts are failing or overdue, and is the problem the schedule or the source?

I found 12 refresh tasks in the Sales project, with 3 currently failing and 2 overdue. The Pipeline Forecast extract has failed 6 runs in a row with a credential error, so the fix belongs to the data owner, not the schedule. The Weekly Territory extract is overdue because its schedule was disabled. I have not changed anything; the disable looks deliberate, so please confirm before I touch it.

Use in RevampKeyRead the full skill →

Read-only10 Tableau tools

Extract data or an image from a Tableau view

Finds the specific Tableau view or custom view a stakeholder means, pulls its underlying data or a rendered image, and checks the filters and date range before answering.

Use it when

A stakeholder asks for the numbers behind a specific dashboard view.
You need a screenshot of a view or custom view to share in a message.
A figure from a dashboard does not match what someone expected, and you need to check its scope.

Tools it uses

list-projects
list-workbooks
list-views
list-custom-views
get-view
get-view-data
get-view-image
get-custom-view-data
get-custom-view-image
get-oauth-token

Example

What's the total for the EMEA region on the Q3 Sales Overview view in the Finance project? Use the last quarter's date range.

I found the Q3 Sales Overview view in the Finance workbook. I pulled its data using a region filter for EMEA and a last-quarter date range, and it returned 214 rows. Total revenue for EMEA is 4.2 million. The default view state had no region filter, so this figure reflects only the filters I applied.

Use in RevampKeyRead the full skill →

Asks before writing6 Tableau tools

Audit Tableau workbooks and views with AI

Inventories the workbooks and views in a Tableau project and flags stale, orphaned or unowned content for a content owner to review. It is read-only and never deletes anything.

Use it when

A content owner wants to clean up old dashboards before a migration
An admin needs to find workbooks with no clear owner
A team asks which custom views are still in use

Tools it uses

list-projects
list-workbooks
list-views
list-custom-views
list-users
delete-workbook

Example

Audit the Finance project on our site and tell me which workbooks look stale or have no owner.

Finance project, 42 workbooks and 118 views. 9 possibly stale (not updated in 12 months), 4 with an owner who is not in the current user list, and 2 possible duplicates to compare. Usage is not established, so these are candidates for the owner to review, not removals.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

RevampKey adds the skills when you connect Tableau, updates them for you and removes them when you disconnect.

Download RevampKey

How Tableau skills work

Connect Tableau
The Tableau MCP server gives the agent its tools.
Ask in plain words
“Which of our Sales project extracts are failing or overdue, and is the problem the schedule or the source?” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Tableau skills

In RevampKey the skills install themselves when you connect Tableau. In other tools each skill is one folder with a SKILL.md file, and you also need the Tableau MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Tableau. All 4 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Which of our Sales project extracts are failing or overdue, and is the problem the schedule or the source?”
Download RevampKeyConnect Tableau · 1 click
Get RevampKey to connect Tableau
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Tableau is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials datasource-refresh-health-check view-data-extraction workbook-and-view-audit; do curl -fsSL --create-dirs -o .claude/skills/tableau-$s/SKILL.md https://revampkey.com/marketplace/tableau/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Tableau MCP server in Claude Code.

Run this in your project folder to add all 4 skills:

for s in essentials datasource-refresh-health-check view-data-extraction workbook-and-view-audit; do
  curl -fsSL --create-dirs -o .claude/skills/tableau-$s/SKILL.md https://revampkey.com/marketplace/tableau/skills/$s/SKILL.md
done

Ask in plain language, for example “Which of our Sales project extracts are failing or overdue, and is the problem the schedule or the source?”

Into the shared .agents/skills folder

Connect the Tableau MCP server in Cursor.

Run this in your project folder to add all 4 skills:

for s in essentials datasource-refresh-health-check view-data-extraction workbook-and-view-audit; do
  curl -fsSL --create-dirs -o .agents/skills/tableau-$s/SKILL.md https://revampkey.com/marketplace/tableau/skills/$s/SKILL.md
done

Ask in plain language, for example “Which of our Sales project extracts are failing or overdue, and is the problem the schedule or the source?”

Into the shared .agents/skills folder

Connect the Tableau MCP server in Codex.

Run this in your project folder to add all 4 skills:

for s in essentials datasource-refresh-health-check view-data-extraction workbook-and-view-audit; do
  curl -fsSL --create-dirs -o .agents/skills/tableau-$s/SKILL.md https://revampkey.com/marketplace/tableau/skills/$s/SKILL.md
done

Ask in plain language, for example “Which of our Sales project extracts are failing or overdue, and is the problem the schedule or the source?”

Into the shared .agents/skills folder

Connect the Tableau MCP server in VS Code.

Run this in your project folder to add all 4 skills:

for s in essentials datasource-refresh-health-check view-data-extraction workbook-and-view-audit; do
  curl -fsSL --create-dirs -o .agents/skills/tableau-$s/SKILL.md https://revampkey.com/marketplace/tableau/skills/$s/SKILL.md
done

Ask in plain language, for example “Which of our Sales project extracts are failing or overdue, and is the problem the schedule or the source?”

RevampKey or copy the files?

In RevampKey

One click when you connect Tableau
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Tableau MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Tableau skills FAQ

What is a Tableau agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Tableau skill describes one job, which Tableau tools to use in which order, what to check first and when to stop and ask you.

Do the Tableau skills change anything on their own?

1 of the 4 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Tableau.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Tableau; elsewhere you copy the folders into your project or skills directory.

Do I need the Tableau MCP server too?

Yes. The skills tell the agent how to do the work; the Tableau MCP server gives it the tools to do it. The Tableau MCP setup guide covers every client.

Tableau MCP server setup · This page as Markdown

Put Tableau’s best workflows in your agent

Download RevampKey, connect Tableau and ask your first question in about a minute.

Download RevampKey Connect Tableau · 1 click

All 4 Tableau skills

Use the Tableau connector safely with AI

Use it when

Tools it uses

Tableau datasource refresh health check

Use it when

Tools it uses

Extract data or an image from a Tableau view

Use it when

Tools it uses

Audit Tableau workbooks and views with AI

Use it when

Tools it uses

Get all 4 without copying a file

How Tableau skills work

How to install Tableau skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Tableau skills FAQ

Put Tableau’s best workflows in your agent

Skills for related tools