https://{server}/api/{api-version}, filled in when connecting) and carry the credential the connect dialog asks for.
What the skill can do
API connector: 245 actions, as they appear in the skill panel. 154 of them create, change or delete something in Tableau; mark those under These actions need approval when you add the skill to an agent.- Permission management (58): Database Add Default Permissions For Tables, Database Delete Permission User, Database Delete Default Permission User, Database Delete Default Permission Group, Database Add Permissions, Database Delete Permission Group, Permissions Add For Data Source, Lens Delete Group Permission, Permissions Query For Data Source, Lens Query Permissions, Permissions Delete User Permission For Data Source, Lens Add Permissions, Lens Delete User Permission, Permissions Delete Group Permission For Data Source, and 44 more
- Flow management (25): Publish New, Query Connections, Get Runs, Query Details, Delete, Favorites Delete Flow, Get Run Details, Update Details, Update Connection, Add Permissions, Delete Permission User, Run Now, Query List For Site, Cancel Run, and 11 more
- Workbook management (25): Favorites Delete Workbook, Schedule Add Workbook Task, Query List For User, Query Connections, Create Extract, Query Preview Image, Update Now, Get Revisions, Download Revision, Delete Tag, Refetch Details, Delete, Get Downgrade Info, Add Tags, and 11 more
- Data source management (22): Query List, Update Connection, Publish New, Query Details, Update Details, Query Connections, Delete, Download Content, Create Extract, Refresh Now, Get Revision Content, Favorites Add Data Source, Update Hyper Connection, Update Hyper Data, and 8 more
- Site management (13): Delete By Id, Get Recently Viewed Content, Get Data Acceleration Report, Query Details By Content Url, Query List, Delete By Content Url, Query Details By Id, Domain Update Server Settings, Update Details, Get Embedding Settings, Update Embedding Settings, Query Details By Name, Delete By Name
- Tag management (10): Column Add Tags, Column Delete Tag, Database Add Tags, Database Delete Tag, Data Source Add Tags, Data Source Delete Tag, Table Delete Tag, Table Add Tags, View Add Tags, View Delete Tag
- Data quality management (7): Delete Certification, Add Warning Trigger, Add Warning, Delete Warnings, Delete Warning Trigger, Delete Warning, Delete Trigger
- View management (7): Favorites Delete View, Site Query Views, Query Pdf, Query Preview Image, Get Details, Query Data, Query Image
- Group management (7): Add User, Query Users, Remove User, Query List, Update Details, Delete, User Query Groups
- Alert management (6): Query Data Driven Alerts, Query Alert Details, Delete Alert, Add User To Alert, Update Alert, Remove User From Alert
- Schedule management (6): Get Details, Query List, Update, Delete, Get Extract Refresh Tasks, Task Run Extract Refresh
- Connected app management (6): Delete, Update Details, Get Secret Details, Delete Secret, Get Details, Create Secret
- Metric management (6): Get Details, Favorites Delete Metric, List Site Metrics, Delete, Get Data, Update Details
- Embedding settings management (5): Update Allowed Extension, Get Blocked Extension, Delete Blocked Extension, Get Allowed Extension, Delete Allowed Extension
- Custom view management (5): Get Details, List, Update Details, Delete, Get Image
- Project management (5): Query List, Favorites Delete Project, Create New, Update Details, Delete
- User management (4): Notification Get User Preferences, Query On Site, Update Details, Remove From Site
- Webhook management (4): Update Details, Delete, Get Details, Test Functionality
- Job management (3): Query List, Cancel, Query Details
- Favorites management (3): Get User Details, Organize, User Query List For Site
- Label management (3): Manage Delete Labels On Assets, Delete, Manage Get Labels On Assets
- Subscription management (3): Get Details, Update Details, Query List
- Virtual connection management (3): Query List, Query Database Connections, Update Database Connection
- Ask data lens management (2): Get Details, Delete
- Recommendation management (2): View Unhide Recommendation, View Get Recommendations
- Session management (1): Delete
- Usage statistics management (1): Content Get Usage Stats
- Content search management (1): Execute
- File upload management (1): Append
- Data acceleration task management (1): Delete Data Acceleration
Authentication Options
- API Access
Generate a Tableau API Token
- Log in to your Tableau Cloud or Tableau Server account.
- In the sidebar of your account dashboard, click the gear icon. Under the General tab, find the Personal Access Tokens section.
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Check the box for Enable personal access tokens, then click Save.

- Click your profile icon at the top right of the dashboard, then select My Account Settings.
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In the Settings tab, locate the Personal Access Tokens section. Enter a name for your token and click Create token.

- Copy your personal access token and save it securely before closing the dialog box.
- Obtain an authentication token by executing the following request:
- Server name: dub01.online.tableau.com
- Site name: xpandersandbox2-577b145t
- Save the authentication token you obtained somewhere safe.
Connect Tableau in xpander
- In Xpander Chat, open the agent’s settings and click Add skill.
- Search for Tableau and select it.
- Enter a connection name, e.g., “xpander-tableau”.
- Choose Organization access (one shared account) or Personal (your own account, so the agent acts with your permissions where systems allow). On an agent other people use, a personal connection runs their requests as you unless the binding requires each person’s own sign-in; see whose credential a shared agent uses.
- Select API Key as the authentication method.
- Paste your Tableau authentication token into the provided field.
- Set the Type to Custom.
- Write X-Tableau-Auth as the custom header name.
- Under Interface specific settings, enter the base URL:
https://{server}/api/{api-version}. Replace{server}with the server name of your Tableau account and{api-version}with the API version, such as 3.26. - Click Connect.

