Integration
Connect Nutshell and Tableau
When New Activity fires in Nutshell, your agent runs Run Extract Refresh Task in Tableau, or New Data Source in Tableau to Create Lead in Nutshell. 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 Nutshell 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 Nutshell and Tableau can do together
From Nutshell to Tableau
When New Activity in Nutshell
then Run Extract Refresh Task in Tableau
From Tableau to Nutshell
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 Nutshell and Tableau
Triggers and actions 12 triggers · 30 actions
- Activity Logged
Triggers when an Activity is logged.
- Lead Won
Triggers when a lead is won.
- New Activity
Triggers when new Activity is created.
- New Company
Triggers when new Company is created.
- New Lead
Triggers when a new Lead is created.
- New Person
Triggers when new Person is created.
- Create Company
Creates a new Company.
- Create Lead
Creates a new Lead.
- Create Person
Creates a new Person.
- Find Company
Finds an existing company.
- Find Lead
Finds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads.
- Find Person
Finds an existing person.
- Find User
Finds an existing User.
- Log Activity
Creates and logs a new Activity.
- Update Company
Updates an existing Company.
- Update Lead
Updates an existing Lead.
- Update Lead Outcome
Updates a Lead Outcome.
- Update Person
Updates an existing Person.
- List extract refresh tasks
Triggers when a new scheduled extract refresh task is added to your Tableau site.
- New Data Source
Triggers when a new data source is published to your Tableau site.
- New Job
Triggers when a new background job (such as an extract refresh) matching your filter appears on your Tableau site.
- New Project
Triggers when a new project is created on your Tableau site.
- New User
Triggers when a new user is added to your Tableau site.
- New Workbook
Triggers when a new workbook is published to your Tableau site.
- Add User to Site
Adds a user to your Tableau site with the given site role.
- Create Project
Creates a project on your Tableau site, optionally nested under a parent project.
- Create Workbook Refresh
Starts an extract refresh for a workbook and returns the refresh job.
- Delete Data Source
Deletes a published data source from your Tableau site.
- Delete Project
Deletes a project and the content inside it from your Tableau site.
- Delete Workbook
Deletes a workbook from your Tableau site.
- Find View
Finds a view (sheet or dashboard) on your Tableau site by its exact name.
- Find Workbook
Finds a workbook on your Tableau site by its exact name.
- Get Data Source
Returns one published data source's details.
- Get Job
Returns the status and progress of a background job such as an extract refresh.
- Get User
Returns one user on your Tableau site, including their site role and last sign-in.
- Get Workbook
Returns one workbook's details, including its project, owner and link.
- Refresh Data Source
Starts an extract refresh for a data source and returns the refresh job.
- Remove User from Site
Removes a user from your Tableau site.
- Run Extract Refresh Task
Runs a scheduled extract refresh task immediately and returns the started job.
- Update Project
Updates a project's name, description or parent project.
- Update User
Updates a site user's display name, email or site role.
- Update Workbook
Updates 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
More from Nutshell
Nutshell to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Nutshell to Hyperstack CertificatesHyperstack helps you easily create and manage digital certificates & badges for your events or courses.
Nutshell to PixabayPixabay is a free image and video library. Search over 4 million royalty-free photos, illustrations, vector...
Nutshell to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Nutshell to MailchimpMailchimp marketing automation and email platform.
Nutshell to StripeStripe is a payment processing platform for online businesses.
More into Tableau
HubSpot to TableauHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to TableauGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to TableauGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to TableauGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Nutshell and Tableau, answered
What can start an automation from Nutshell?
Any of Nutshell's 6 triggers in the catalog, including New Activity, New Company, New Lead 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 Nutshell?
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 Nutshell?
Yes. When something happens in Tableau, your agent can act in Nutshell too. This page covers both directions: Tableau's triggers and Nutshell's actions are listed here as well.
Do I have to build a connector for Nutshell 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 Nutshell 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.