Integration
Connect Tableau to Veryfi OCR
When New Data Source fires in Tableau, your agent runs Extract Data From Contract in Veryfi OCR. 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 Veryfi OCR 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 Veryfi OCR
When New Data Source in Tableau
then Extract Data From Contract in Veryfi OCR
When New Job in Tableau
then Classify Document in Veryfi OCR
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 Veryfi OCR
Triggers and actions 6 triggers · 33 actions
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.
Action
Classify DocumentClassifies a document (receipt, invoice, W-9, check, bank statement, etc.) and returns the predicted document type with a confidence score.
Action
Convert Document To MarkdownUpload a document (image/PDF) and convert its content to markdown text.
Action
Extract Data From Any DocumentExtracts data from the supplied document
Action
Extract Data From Bank CheckExtracts data from the supplied bank check
Action
Extract Data From Bank StatementSubmits a bank statement (by URL, base64 data or S3 path) to Veryfi and returns the extracted statement data, including account details, balances and transactions.
Action
Extract Data From Business CardUpload a business card image/PDF and extract structured contact data (name, company, phone, email, address).
Action
Extract Data From ContractSubmits a contract (PDF or ZIP, up to 20 MB) to Veryfi and returns the extracted contract data such as parties, dates, term, total and governing law.
Action
Extract Data From Driver LicenseExtracts the holder's details from a US driver license image or PDF using Veryfi's us_driver_license blueprint.
Action
Extract Data From InvoiceExtracts data from the supplied invoice
Action
Extract Data From PassportExtracts data from the supplied passport
Action
Extract Data From W2 FormSubmits a W-2 form (image or PDF) to Veryfi and returns the extracted wage, tax, employer and employee data.
Action
Extract Data From W-8BEN-E FormSubmits a W-8BEN-E form (image or PDF) to Veryfi and returns the data extracted from it.
Action
Extract Data From W9 FormExtracts data from the supplied W9 form
Action
Extracts Data From ReceiptSubmits a receipt image or PDF to Veryfi and returns the extracted receipt data, including the merchant, date, totals, tax and line items.
Action
Get ContractFetches a processed contract by ID, including its extracted text and data, source file details and PDF link. An error occurs if the contract is not found.
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 Tableau
Tableau to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Tableau to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Tableau to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
Tableau to TypeformBuild and publish online forms, surveys, and quizzes with Typeform.
Tableau to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
Tableau to WixThe Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...
More into Veryfi OCR
Trello to Veryfi OCRTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
HubSpot to Veryfi OCRHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Veryfi OCRSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Veryfi OCRSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Veryfi OCRGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Veryfi OCRGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Tableau and Veryfi OCR, 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 Veryfi OCR when something happens in Tableau?
Any of Veryfi OCR's 15 actions, including Classify Document, Convert Document To Markdown, Extract Data From Any Document and Extract Data From Bank Check. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Veryfi OCR to Tableau?
Veryfi OCR has no triggers in the catalog today, so automations start in Tableau. If you need the other direction, ask: your agent reads Veryfi OCR's API documentation and adds it.
Do I have to build a connector for Tableau or Veryfi OCR?
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 Veryfi OCR 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.