Claude Desktop connects to Tableau CRM through the CData MCP Server for Tableau CRM Analytics using the Model Context Protocol (MCP).

When you launch Claude, it automatically detects MCP connections registered during setup. These connections are created and saved using the MCP Configuration Tool, which is installed with the MCP Server.

Each saved connection is recognized by Claude and can be referenced by name when asking questions.

Installing Claude

Claude Desktop is a standalone application that enables natural language querying across supported data sources using the Model Context Protocol (MCP).

To connect to Tableau CRM via MCP, you first need to install the Claude Desktop application.

You can download the latest version from the official Claude Download Page.

After installing Claude Desktop, you can configure your MCP connection using the CData MCP Driver for Tableau CRM.

How Claude Uses the Server

When you ask Claude a question, it launches the corresponding MCP Server connection, reads the available tool descriptions provided by the connector, and generates a secure query in the background.

There is no need to write SQL or teach Claude how to query your data. Each tool is self-describing, and Claude consumes those descriptions to determine how to retrieve the right information.

Example Prompts

After setup, you can ask Claude natural-language questions like:

• "What were our total sales last quarter by region?"
• "How have our monthly revenues trended over the past 12 months?"
• "How accurate have our sales forecasts been over the past 3 quarters?"
• "What is our current sales pipeline value by stage?"
• "List accounts with no recent activity in the past 60 days."
• "How many new accounts were added this year compared to last year?"
• "What were the top-selling products last month?"
• "What is the win rate by lead source this year?"
• "Which campaigns drove the most opportunity creation last quarter?"
• "Calculate the average sales cycle duration for closed-won opportunities."

Claude securely executes the query using the MCP Server and responds using the live results from Tableau CRM.