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Overview

Phinite’s Tableau predefined tool lets workspace assistants call Tableau APIs through DevStudio after you save a connection under Integrations → Predefined tools. Manage Tableau workbooks, datasources, views, users, groups, and projects via the Tableau REST API.
Predefined tools require a saved connection before they appear in Graph Studio’s tool picker. See Predefined Tools in GraphStudio.

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What this integration enables

  • Automate workflows using this predefined tool from agent graphs
  • Connect once under Integrations and reuse across assistants
  • Enable individual subtools per agent in Graph Studio

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Required credentials

  • Server URL server_url (required)
  • Personal Access Token Name token_name (required)
  • Personal Access Token Secret personal_access_token (required)
  • Site Content URL site_content_url (optional)
  • API Version api_version (optional)

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Setup steps

  1. Enable PAT on Tableau Server/Cloud → My Account Settings → Personal Access Tokens → create token → sign in via REST API for auth token and site ID.
  2. Log into your Phinite workspace at app.phinite.ai
  3. Navigate to Integrations → Predefined tools
  4. Select Tableau
  5. Click + Add Configuration
  6. Enter the credential fields listed above
  7. Select assistants that should use this connection
  8. Click Save Configuration

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Configure in Graph Studio

  1. Open an agent in Graph Studio
  2. Select the agent node → Tools tab → Add a new tool
  3. Choose TableauTool (or search for Tableau)
  4. Select your saved connection or add a new one
  5. Enable the subtools your workflow needs and save

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Predefined tools

Phinite provides 30 subtools for Tableau:
  • Get Workbooks: Returns a list of workbooks on the current site. Supports filtering and pagination.
  • Get Workbook: Returns details of the specified workbook by workbook_id.
  • Get Workbook Views: Returns a list of views in the specified workbook.
  • Refresh Workbook: Triggers an extract refresh job for the specified workbook.
  • Update Workbook: Updates properties of the specified workbook (e.g. name, project, show_tabs, owner).
  • Delete Workbook: Deletes the specified workbook from the site. Irreversible.
  • Get Datasources: Returns a list of published data sources on the current site.
  • Get Datasource: Returns details of the specified data source by datasource_id.
  • Get Datasource Connections: Returns a list of connections (server, port, username) for the specified data source.
  • Refresh Datasource: Triggers an extract refresh job for the specified data source.
  • Update Datasource: Updates properties of the specified data source (e.g. name, project, owner, certification).
  • Delete Datasource: Deletes the specified data source from the site. Irreversible.
  • Get Views: Returns a list of views on the current site.
  • Get View: Returns details of the specified view by view_id.
  • Get Users: Returns a list of users on the current site.
  • Get User: Returns details of the specified user by user_id.
  • Add User To Site: Adds a user to the current site with the specified site role. Requires name and site_role.
  • Update User: Updates properties of the specified user (e.g. site role, email, full name).
  • Remove User From Site: Removes the specified user from the current site.
  • Get Groups: Returns a list of groups on the current site.
  • Create Group: Creates a local group on the current site. Requires name.
  • Update Group: Updates the name of the specified group.
  • Delete Group: Deletes the specified group from the site. Irreversible.
  • Get Group Users: Returns a list of users in the specified group.
  • Add User To Group: Adds a user to the specified group.
  • Remove User From Group: Removes a user from the specified group.
  • Get Projects: Returns a list of projects on the current site.
  • Create Project: Creates a project on the current site. Requires name.
  • Update Project: Updates properties of the specified project (name, description, content permissions).
  • Delete Project: Deletes the specified project from the site. Irreversible.

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Documentation & resources

  • Official documentation: https://help.tableau.com/current/api/rest_api/en-us/REST/rest_api.htm
  • Phinite documentation: Tableau

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Notes

  • Store API keys and tokens securely; many providers show secrets only once
  • Use separate connections for Dev, UAT, and Prod environments where possible
  • Test with a minimal subtool call after saving credentials