Tableau CRM Analytics MCP Server

How to use

You interact with the MCP server through an MCP client. Once the server is running, you can ask questions about your Tableau CRM Analytics data and receive answers that pull directly from the live data source. You don’t need to know SQL. Typical usage includes asking for summaries, counts, correlations, and status checks across Salesforce objects exposed by the Tableau CRM Analytics driver. For example, you can inquire about pipeline health, the number of open records in a given project, or the latest calendar events that match your criteria.

How to install

# Prerequisites
- Java JDK 8+ (for running the MCP server)
- Maven (for building the MCP server)
- Optional: an MCP client (e.g., Claude Desktop) to connect to the server

# 1) Clone the project
git clone https://github.com/cdatasoftware/tableau-crm-analytics-mcp-server-by-cdata.git
cd tableau-crm-analytics-mcp-server-by-cdata

# 2) Build the server
mvn clean install
# This creates the JAR: CDataMCP-jar-with-dependencies.jar

# 3) Install the CData JDBC Driver for Tableau CRM Analytics
# Download and install from:
# https://www.cdata.com/drivers/tableaucrm/download/jdbc

# 4) License the JDBC Driver
# Windows
#   Navigate to the lib folder in the installation directory, typically:
#   C:\Program Files\CData\CData JDBC Driver for Tableau CRM Analytics\
#   Run:
#   java -jar cdata.jdbc.tableaucrmanalytics.jar --license
#   Enter name, email, and TRIAL (or your license key).
# Linux/Mac
#   /Applications/CData JDBC Driver for Tableau CRM Analytics/
#   Run:
#   java -jar cdata.jdbc.tableaucrmanalytics.jar --license
#   Enter name, email, and TRIAL (or your license key).

# 5) Configure your connection to the data source
# Open the Connection String utility
java -jar cdata.jdbc.tableaucrmanalytics.jar
# Configure the connection string and test the connection
# If OAuth is used, authenticate in your browser.
# Copy the resulting connection string for use in the next step.

# 6) Create a .prp file for your JDBC connection
# Example content (save as tableau-crm-analytics.prp):
```
env
Prefix=tableaucrmanalytics
ServerName=CDataTableauCRMAnalytics
ServerVersion=1.0
DriverPath=PATH\TO\cdata.jdbc.tableaucrmanalytics.jar
DriverClass=cdata.jdbc.tableaucrmanalytics.TableauCRMAnalyticsDriver
JdbcUrl=jdbc:tableaucrmanalytics:InitiateOAuth=GETANDREFRESH;
Tables=
```

# 7) Run Claude Desktop config (example)
# Windows
```
{
  "mcpServers": {
    "tableaucrmanalytics": {
      "command": "PATH\\TO\\java.exe",
      "args": [
        "-jar",
        "PATH\\TO\\CDataMCP-jar-with-dependencies.jar",
        "PATH\\TO\\tableau-crm-analytics.prp"
      ]
    }
  }
}
```
# Linux/macOS
```
{
  "mcpServers": {
    "tableaucrmanalytics": {
      "command": "/PATH/TO/java",
      "args": [
        "-jar",
        "/PATH/TO/CDataMCP-jar-with-dependencies.jar",
        "/PATH/TO/tableau-crm-analytics.prp"
      ]
    }
  }
}
```

# 8) Start Claude Desktop (or your MCP client) and refresh to see the new server
```
# If needed, fully quit Claude Desktop and relaunch to pick up the new MCP server
```

# 9) Run the MCP server directly (optional)
```
java -jar /PATH/TO/CDataMCP-jar-with-dependencies.jar /PATH/TO/Salesforce.prp
```

Notes
- The server runs with stdio, so only clients on the same machine can connect when using the provided start command.
- The provided prp file example uses a Salesforce.prp placeholder; ensure you save and reference your actual prp filename created in step 6.
- You can reuse the same MCP server with your preferred MCP client by adding the server entry to the client’s config and restarting the client.
```]} ,{

Additional configuration and notes

The MCP server relies on the CData JDBC Driver to expose Tableau CRM Analytics as relational models. You will license the driver, configure a connection string, and provide a .prp file that references the JDBC driver and the connection. The server is designed for read-only access in this setup, enabling LLMs to retrieve live information from Tableau CRM Analytics without performing direct SQL updates.

Troubleshooting

If you cannot see the MCP server in your client, make sure the client is fully closed and restarted to detect new servers. If data retrieval fails, verify that the connection string is correct and that the JDBC driver is licensed and accessible. If you continue to have issues, contact CData Support or join the CData Community for assistance.

License

This MCP server is distributed under the MIT License. You are free to use, modify, and distribute the software in accordance with the MIT terms.

Tools & Endpoints

The server exposes tools to query and explore the data source. Available actions include listing tables, listing columns for a table, and executing a query against the data. The exact tool names follow the server identifier and are designed to be invoked by your MCP client.

tableaucrm_mcp_get_tables

Retrieves a list of tables available in the Tableau CRM Analytics data source. The output is in CSV format with a header row.

tableaucrm_mcp_get_columns

Retrieves a list of columns for a specified table. The output is in CSV format with a header row.

tableaucrm_mcp_run_query

Executes a SQL SELECT query against the Tableau CRM Analytics data source and returns the results.