# Tableau agent skills for Claude Code, Cursor and RevampKey

> Ready-made Tableau playbooks for AI agents: tableau datasource refresh health check, extract data or an image from a Tableau view, audit Tableau workbooks and views with AI. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use the Tableau connector safely with AI](https://revampkey.com/marketplace/tableau/skills/essentials.md): 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.
- [Tableau datasource refresh health check](https://revampkey.com/marketplace/tableau/skills/datasource-refresh-health-check.md): 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.
- [Extract data or an image from a Tableau view](https://revampkey.com/marketplace/tableau/skills/view-data-extraction.md): 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.
- [Audit Tableau workbooks and views with AI](https://revampkey.com/marketplace/tableau/skills/workbook-and-view-audit.md): 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.

## Install

- RevampKey: connect Tableau at https://revampkey.com/marketplace/tableau; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/tableau.md