Integration
Connect Atera and Tableau
When New Alert Created fires in Atera, your agent runs Run Extract Refresh Task in Tableau, or New Data Source in Tableau to Add Customer/Site in Atera. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Atera and Tableau to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Atera and Tableau can do together
From Atera to Tableau
When New Alert Created in Atera
then Run Extract Refresh Task in Tableau
When New Customer Created in Atera
then Add User to Site in Tableau
From Tableau to Atera
When New Data Source in Tableau
then Add Customer/Site in Atera
When New Job in Tableau
then Find Ticket in Atera
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Atera and Tableau
Triggers and actions 11 triggers · 21 actions
Trigger
Alert ResolvedTriggers when an alert is resolved (closed) in Atera.
Trigger
New Alert CreatedTriggers when a new alert is created in Atera.
Trigger
New Customer CreatedTriggers when a new customer (site) is created in Atera.
Trigger
New Ticket CreatedTriggers when a new ticket is created in Atera.
Trigger
Ticket Status ChangedTriggers when a ticket's status changes in Atera.
Action
Add Customer/SiteCreates a new customer (site) in Atera.
Action
Find AlertReturns one Atera alert by its ID.
Action
Find TicketReturns one Atera ticket by its ID.
Trigger
List extract refresh tasksTriggers when a new scheduled extract refresh task is added to your Tableau site.
Trigger
New Data SourceTriggers when a new data source is published to your Tableau site.
Trigger
New JobTriggers when a new background job (such as an extract refresh) matching your filter appears on your Tableau site.
Trigger
New ProjectTriggers when a new project is created on your Tableau site.
Trigger
New UserTriggers when a new user is added to your Tableau site.
Trigger
New WorkbookTriggers when a new workbook is published to your Tableau site.
Action
Add User to SiteAdds a user to your Tableau site with the given site role.
Action
Create ProjectCreates a project on your Tableau site, optionally nested under a parent project.
Action
Create Workbook RefreshStarts an extract refresh for a workbook and returns the refresh job.
Action
Delete Data SourceDeletes a published data source from your Tableau site.
Action
Delete ProjectDeletes a project and the content inside it from your Tableau site.
Action
Delete WorkbookDeletes a workbook from your Tableau site.
Action
Find ViewFinds a view (sheet or dashboard) on your Tableau site by its exact name.
Action
Find WorkbookFinds a workbook on your Tableau site by its exact name.
Action
Get Data SourceReturns one published data source's details.
Action
Get JobReturns the status and progress of a background job such as an extract refresh.
Action
Get UserReturns one user on your Tableau site, including their site role and last sign-in.
Action
Get WorkbookReturns one workbook's details, including its project, owner and link.
Action
Refresh Data SourceStarts an extract refresh for a data source and returns the refresh job.
Action
Remove User from SiteRemoves a user from your Tableau site.
Action
Run Extract Refresh TaskRuns a scheduled extract refresh task immediately and returns the started job.
Action
Update ProjectUpdates a project's name, description or parent project.
Action
Update UserUpdates a site user's display name, email or site role.
Action
Update WorkbookUpdates a workbook's name, description, project or owner.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Atera and Tableau, answered
What can start an automation from Atera?
Any of Atera's 5 triggers in the catalog, including New Alert Created, New Customer Created, New Ticket Created and Ticket Status Changed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Tableau when something happens in Atera?
Any of Tableau's 18 actions, including Create Project, Create Workbook Refresh, Update Project and Update User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Tableau to Atera?
Yes. When something happens in Tableau, your agent can act in Atera too. This page covers both directions: Tableau's triggers and Atera's actions are listed here as well.
Do I have to build a connector for Atera or Tableau?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Atera and Tableau without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.