KIRA Documentation

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English

한국어

Theme

Tableau ​

Integrating Tableau MCP allows KIRA to manage Tableau dashboards and data.

📋 Prerequisites ​

  • Tableau Server or Tableau Cloud account
  • Personal Access Token (PAT) generation permissions

🎯 Key Features ​

Data Query ​

  • Workbook list query
  • Dashboard query
  • View (sheet) query
  • Data Source information

Data Management ​

  • Workbook publishing
  • Dashboard updates
  • Permission management
  • Metadata query

⚙️ Step 1: Generate Personal Access Token ​

1. Log in to Tableau Server ​

Log in to Tableau Server or Tableau Cloud in your browser.

2. Open Account Settings ​

  • Click profile icon in top right
  • Select "My Account Settings"

3. Go to Personal Access Tokens Section ​

  • Click "Personal Access Tokens" in left menu

4. Create New Token ​

  1. Click "Create new token" button
  2. Enter Token Name
    • Example: KIRA Bot Token
  3. Click "Create"
  4. Copy Token Secret
    • ⚠️ Only viewable on this screen!
    • Store securely

Important

Token Secret is shown only once at creation. Must reissue if lost.

⚙️ Step 2: Configure KIRA ​

1. Launch KIRA App ​

Open the Environment Variables tab.

2. Find Tableau Section ​

MCP Settings > Tableau

3. Enable Setting ​

  • Turn the toggle switch ON

4. Enter Server Information ​

TABLEAU_SERVER

  • Enter Tableau Server URL
  • Tableau Server: https://tableau.company.com
  • Tableau Cloud: https://10ax.online.tableau.com

URL Format

  • Include protocol (https://)
  • Remove trailing slash (/)

TABLEAU_SITE_NAME

  • Enter Site name
  • Default Site: Leave empty
  • Specific Site: Enter Site URL Name (e.g., marketing)
    • If Site URL is https://tableau.com/#/site/marketing → marketing

TABLEAU_PAT_NAME

  • Enter Token Name created in Step 1
  • Example: KIRA Bot Token

TABLEAU_PAT_VALUE

  • Enter Token Secret copied in Step 1
  • Example: XYZ123...

5. Save Settings ​

  • Click "Save Settings" button
  • Restart server

🎯 Usage Examples ​

List Workbooks ​

User: Show me Tableau workbooks
KIRA: [Tableau query]
      1. Sales Dashboard
      2. Marketing Analytics
      3. HR Metrics

Query Dashboard ​

User: Tell me about "Sales Dashboard"
KIRA: [Tableau query]
      Workbook: Sales Dashboard
      Owner: John Doe
      Created: 2024-01-15
      Views:
      - Sales Overview
      - Regional Performance
      - Monthly Trends

Data Refresh ​

User: Refresh "Marketing Analytics" workbook
KIRA: [Tableau update] Workbook refreshed.
      Last updated: 2025-01-21 14:30:00

🔧 Troubleshooting ​

"Invalid credentials" ​

  • Verify PAT Name and PAT Value are correct
  • Check if token was deleted on Tableau Server
  • Check token expiration (reissue if needed)

"Site not found" ​

  • Verify TABLEAU_SITE_NAME is correct
  • Leave empty for Default Site
  • Check Site URL Name (not Display Name)

"Permission denied" ​

  • Check Tableau account permissions
  • Verify Workbook/Dashboard access rights
  • Check if operation requires Site Admin permissions

"Server URL invalid" ​

  • Verify TABLEAU_SERVER URL is correct
  • Check protocol (https://) is included
  • Check network/firewall settings

💡 Tips ​

Finding Site Name ​

  1. Log in to Tableau Server/Cloud
  2. Check URL:
    • https://tableau.com/#/site/marketing/home
    • Site Name: marketing
  3. Default Site has no /site/ in URL

Effective Usage ​

  • Specify Workbook/Dashboard names accurately
  • Use Project structure for organized management
  • Set up regular data refresh schedules

Personal Access Token Management ​

  • Expiration: Can be set at token creation
  • Security: Treat tokens like passwords
  • Revocation: Can be immediately revoked on Tableau Server
  • Renewal: Issue new tokens before expiration

🔐 Security & Permissions ​

Token Permissions ​

Personal Access Token inherits all permissions of the issuing user:

  • Workbook read/write
  • Dashboard management
  • Data Source access
  • All permissions for user's Projects/Sites

Principle of Least Privilege ​

  • Recommend creating dedicated Tableau account for bot
  • Grant only minimum required permissions
  • Separate sensitive data into separate Projects

Token Management ​

  • Rotate tokens regularly (e.g., every 3 months)
  • Delete unused tokens immediately
  • Revoke and reissue immediately if token leak suspected

Tableau Server vs Cloud ​

  • Tableau Server: Internal company server, coordinate with IT team
  • Tableau Cloud: Tableau hosted, requires internet connection

📚 References ​