Integration
Connect Intervals and Tableau
When New client fires in Intervals, your agent runs Run Extract Refresh Task in Tableau, or New Data Source in Tableau to Add invoice in Intervals. 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 Intervals 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 Intervals and Tableau can do together
From Intervals to Tableau
When New client in Intervals
then Run Extract Refresh Task in Tableau
When New invoice in Intervals
then Add User to Site in Tableau
From Tableau to Intervals
When New Data Source in Tableau
then Add invoice in Intervals
When New Job in Tableau
then Add task in Intervals
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 Intervals and Tableau
Triggers and actions 12 triggers · 56 actions
Trigger
New clientPolling trigger: fires when a new client is created in Intervals.
Trigger
New invoicePolling trigger: fires when a new invoice is created in Intervals.
Trigger
New milestonePolling trigger: fires when a new milestone is created in Intervals.
Trigger
New personPolling trigger: fires when a new person is added in Intervals.
Trigger
New projectPolling trigger: fires when a new project is created in Intervals.
Trigger
New taskPolling trigger: fires when a new task is created in Intervals.
Action
Add clientCreate a new client.
Action
Add expenseCreate a new expense.
Action
Add invoiceCreate a new invoice.
Action
Add milestoneCreate a new milestone.
Action
Add personCreate a new person (team member).
Action
Add projectCreate a new project.
Action
Add taskCreate a new task.
Action
Add time entryLog a new time entry against a task.
Action
Add timerStart a new timer for a task.
Action
Delete clientDelete a client.
Action
Delete expenseDelete an expense.
Action
Delete invoiceDelete an invoice.
Action
Delete milestoneDelete a milestone.
Action
Delete personDelete a person.
Action
Delete projectDelete a project.
Action
Delete taskDelete a task.
Action
Delete time entryDelete a logged time entry.
Action
Delete timerDelete a timer.
Action
Get clientRetrieve a single client by id.
Action
Get expenseRetrieve a single expense by id.
Action
Get invoiceRetrieve a single invoice by id.
Action
Get milestoneRetrieve a single milestone by id.
Action
Get personRetrieve a single person by id.
Action
Get projectRetrieve a single project by id.
Action
Get taskRetrieve a single task by id.
Action
Get time entryRetrieve a single logged time entry by id.
Action
Get timerRetrieve a single timer by id.
Action
List milestonesRetrieve all milestones in the Intervals account.
Action
List tasksRetrieve all tasks in the Intervals account.
Action
Update clientUpdate an existing client's details.
Action
Update expenseUpdate an existing expense.
Action
Update invoiceUpdate an existing invoice.
Action
Update milestoneUpdate an existing milestone.
Action
Update personUpdate an existing person's details.
Action
Update projectUpdate an existing project's details.
Action
Update taskUpdate an existing task's details.
Action
Update time entryUpdate an existing logged time entry.
Action
Update timerUpdate a timer (e.g. stop or adjust it).
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
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Questions
Intervals and Tableau, answered
What can start an automation from Intervals?
Any of Intervals's 6 triggers in the catalog, including New client, New invoice, New milestone and New person. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Tableau when something happens in Intervals?
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 Intervals?
Yes. When something happens in Tableau, your agent can act in Intervals too. This page covers both directions: Tableau's triggers and Intervals's actions are listed here as well.
Do I have to build a connector for Intervals 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 Intervals 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.