Integration
Connect Saasu and Tableau
When New Contact fires in Saasu, your agent runs Run Extract Refresh Task in Tableau, or New Data Source in Tableau to Create Contact in Saasu. 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 Saasu 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 Saasu and Tableau can do together
From Saasu to Tableau
When New Contact in Saasu
then Run Extract Refresh Task in Tableau
From Tableau to Saasu
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 Saasu and Tableau
Triggers and actions 7 triggers · 39 actions
- New Contact
Triggers when a new contact is added to your Saasu file.
- Add activity
Creates an activity (task, call, meeting, note) in your Saasu file, optionally attached to a contact or transaction.
- Add company
Creates a company record in Saasu.
- Add item
Creates an inventory or combo item in Saasu.
- Add journal
Creates a manual journal entry with debit and credit lines in a Saasu file.
- Create Contact
Creates a new contact (person) in your Saasu file and returns its id.
- Create Item Invoice
Creates an item-layout invoice, quote or order in Saasu with inventory item line items.
- Create Service Invoice
Creates a service-layout sale or purchase invoice in Saasu, with line items described by account and amount.
- Delete contact
Deletes a contact from your Saasu file.
- Delete invoice
Deletes a sale or purchase invoice from the Saasu file.
- Delete item
Deletes an inventory item from the Saasu file.
- Email invoice
Emails a Saasu invoice to the email address you specify.
- Find accounts
Returns the accounts in your Saasu chart of accounts, filtered by type, status, bank-account flag or header account.
- Find companies
Returns the companies in your Saasu file whose name matches, optionally limited to a last-modified date range.
- Find Contact
Finds Saasu contacts matching an email, name, company or other criteria and returns the matching contacts.
- Find items
Returns the inventory and combo items whose code or description matches the search text.
- Get contact
Returns a single Saasu contact by its ID.
- Get invoice
Returns a single Saasu invoice (sale or purchase) by its ID, including line items and totals.
- Get journal
Returns a single journal transaction, including its date, reference, summary and journal line items.
- Update contact
Updates an existing contact in Saasu, such as their name, email, phone numbers, addresses and customer/supplier flags.
- Update invoice
Updates an existing Saasu sale or purchase invoice, replacing its details and line items.
- Update item
Updates an existing inventory or combo item in Saasu, such as its code, description, prices, accounts and tax codes.
- 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
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Questions
Saasu and Tableau, answered
What can start an automation from Saasu?
Any of Saasu's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Tableau when something happens in Saasu?
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 Saasu?
Yes. When something happens in Tableau, your agent can act in Saasu too. This page covers both directions: Tableau's triggers and Saasu's actions are listed here as well.
Do I have to build a connector for Saasu 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 Saasu 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.