Tableau Workbook Auditor

tableau-lineage-mcp

Let your AI assistant read the lineage inside Tableau workbooks without the workbook ever leaving your machine.

An MCP server that parses local Tableau workbooks (.twbx / .twb) and exposes eleven tools to Claude, Cursor and any other MCP client: a full workbook audit (unused fields, duplicate calculations, performance findings), a semantic diff between two versions, and the complete lineage of every calculated field, parameter, filter, worksheet, dashboard and stored SQL statement.

It is the same open-source extraction engine that powers tableau-lineage.com, wrapped for AI assistants. Parsing happens in-process on your machine: no upload, no server, no account. When reading a .twbx, only the workbook XML is decompressed; the bundled data extract is never touched.

What you can ask your assistant

• "Audit ~/Downloads/Sales.twbx. What is safe to delete?"
• "What changed between v3 and v4 of this dashboard, and what does it break?"
• "Which fields does [Profit Ratio] depend on?"
• "Why is this workbook slow?"
• "Which sheets filter on Region, and what values are selected?"
• "Write a data dictionary for this workbook."

Install

Claude Desktop (one click, no terminal)

Download the extension and double-click it. Claude Desktop installs it for you. No Node install and no config file needed, because Claude Desktop ships its own Node.

You can also drag the .mcpb onto the Claude Desktop window, or use Settings → Extensions → Advanced settings → Install Extension.

Claude Code

claude mcp add tableau-lineage -- npx -y tableau-lineage-mcp

Claude Desktop (manual, if you prefer config over the extension)

Add to claude_desktop_config.json (Settings → Developer → Edit Config):

{
  "mcpServers": {
    "tableau-lineage": {
      "command": "npx",
      "args": ["-y", "tableau-lineage-mcp"]
    }
  }
}

Cursor / other MCP clients

Any client that supports stdio MCP servers works with the same command: npx -y tableau-lineage-mcp.

Requires Node.js 18+.

Tools

Tool	What it does
audit_workbook	Unused fields and parameters (graded by confidence, with reasons), duplicate calculations, and performance findings with severities and fixes
diff_workbooks	Semantic diff of two versions: calculations added, removed, renamed or edited (each edit with the downstream fields it affects), plus parameters, filters, sheets, dashboards, data sources and SQL
analyze_workbook	Overview: stats, data sources, calculated fields by type, parameters, raw fields
list_calculated_fields	Every calculation with formula, type, and direct dependencies; optional substring filter
get_field	One field in full detail, including everything that directly uses it
trace_dependencies	Upstream tree (down to raw columns and parameters) plus transitive downstream impact
list_parameters	Parameters with values, datatypes, allowed values, and which fields use them
get_lineage_graph	The complete dependency graph as nodes and edges JSON
list_sql_queries	Custom SQL (full query text), Initial SQL, stored-procedure references with parameters, and RAWSQL_* calculations, each with the connection it targets
list_filters	Every filter, deduplicated across worksheets: field, kind, context-filter status, member selections and ranges, plus a by_worksheet breakdown
list_worksheets	Every worksheet with the fields it uses (caption-resolved) and the filters it applies

All tools take a path to a local .twbx or .twb file. Field names are case-insensitive and brackets are optional: Profit Ratio and [profit ratio] both resolve.

Privacy Policy

Full policy: https://github.com/andey0Saikiran/tableau-lineage/blob/main/PRIVACY.md

What is collected: nothing. This server makes no network requests of any kind. It reads only the workbook paths you explicitly pass to it, parses them in memory on your machine, and returns the results to the MCP client that started it. It does not read your other files, your conversation history, or your assistant's memory, and it writes nothing to disk.

Storage and retention: none. Workbook data lives in memory for the length of the call and is discarded when the process exits. There is no server, no database and no logging.

Third parties: none. Note that the results of a tool call (field names, formulas, audit findings) are returned to the AI assistant you chose to ask, so that it can answer you; your workbook file itself is never sent anywhere. Your assistant's own privacy policy governs that conversation.

Contact: https://github.com/andey0Saikiran/tableau-lineage/issues · security reports: https://github.com/andey0Saikiran/tableau-lineage/security/advisories/new

How it works

• The workbook is read from your local disk and parsed in the Node process. Nothing is sent anywhere.
• Unused fields are reported as candidates with a confidence level, never as a guaranteed-safe delete list: a workbook file cannot prove a field is unreferenced everywhere. Read the reason before deleting anything.
• For .twbx packages, only .twb XML entries are decompressed. The packaged data extract (.hyper / .tde) is skipped entirely.
• No analytics, no telemetry, no network calls at all.

Because this package is open source, you can verify all of the above in the code.

Prefer a UI?

The same engine runs as a free web app at tableau-lineage.com: drag a .twbx in and get the audit, an interactive lineage graph, a searchable data dictionary, and a version comparison, 100% in your browser.

Development

git clone https://github.com/andey0Saikiran/tableau-lineage
cd tableau-lineage/mcp
npm install
npm test        # builds, then runs an end-to-end JSON-RPC smoke test

License

MIT © Sai Kiran Andey