Integration
Connect Tableau to Unleashed Software
When New Data Source fires in Tableau, your agent runs Add customer in Unleashed Software. 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 Tableau and Unleashed Software 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 Tableau can start in Unleashed Software
When New Data Source in Tableau
then Add customer in Unleashed Software
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 Tableau and Unleashed Software
Triggers and actions 6 triggers · 33 actions
- 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.
- Add customer
- Add product
Adds a new product
- Add purchase order
- Add sales order
- Add stock adjustment
Creates a stock adjustment in Unleashed for a warehouse, setting new quantities and values for one or more products.
- Get stock adjustment
Returns one Unleashed stock adjustment by its GUID, with its number, warehouse, reason, status and adjusted product lines.
- List customers
Lists customers in Unleashed, optionally filtered by code, name, email, type, currency and more. Returns the first page (up to 200 customers).
- List products
Lists products in your Unleashed account, optionally filtered by code, description, barcode, brand, group, customer or modified date.
- List purchase orders
Lists purchase orders in Unleashed, optionally filtered by status, dates, supplier, warehouse or order number.
- List sales invoices
Lists sales invoices in Unleashed, optionally filtered by customer, dates, status, invoice or order number, and payment status.
- List sales orders
Lists a page of sales orders, newest-modified first, optionally filtered by customer, status, warehouse or date range.
- List suppliers
Lists suppliers in the Unleashed account, optionally filtered by supplier code, contact email or modified date.
- Update customer
Updates an existing customer by GUID. Unleashed does not support partial updates, so the current record is read first and only the fields you supply are changed.
- Update product
Updates an existing product by GUID. Only the fields you fill in are changed; every other field keeps its current value.
- Update sales order
Updates an existing sales order in Unleashed. Only the fields you fill in are changed; everything else on the order keeps its current value.
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
Tableau and Unleashed Software, answered
What can start an automation from Tableau?
Any of Tableau's 6 triggers in the catalog, including New Data Source, New Job, New Project and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Unleashed Software when something happens in Tableau?
Any of Unleashed Software's 15 actions, including Update customer, Update product, Update sales order and Add customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Unleashed Software to Tableau?
Unleashed Software has no triggers in the catalog today, so automations start in Tableau. If you need the other direction, ask: your agent reads Unleashed Software's API documentation and adds it.
Do I have to build a connector for Tableau or Unleashed Software?
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 Tableau and Unleashed Software 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.