Tableau Integration
Live

Dashboards & viz
on a live graph.

Tableau workbooks and dashboard metadata federated with Snowflake, CRM, and Slack — viz context traverses the graph for cited BI and executive intelligence.

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Federation path

Tableau joins
your full stack.

Tableau
Gyri graph
CRM · comms · docs
What connects

Tableau data
in your graph.

Data

Workbooks & views

Data

Data sources

Data

Extract schedules

Data

User permissions

The problem

Tableau alone
is not enough.

01

Dashboards siloed from GTM

Tableau holds exec metrics — but deal context and account activity live in CRM and Slack without cited joins.

02

Manual board prep

Analysts screenshot Tableau before every review instead of federated cited synthesis on the graph.

03

No agent-ready viz context

Tableau dashboards cannot multihop to Snowflake lineage, CRM pipeline, and institutional insights in one answer.

With Gyri

Federated, cited,
agent-ready.

BI federation

Dashboards on the graph

Tableau workbook metadata indexes alongside Snowflake and Databricks for federated search.

Cross-source joins

Metric → account → comms

Multihop queries link Tableau KPIs to HubSpot accounts and Slack threads with citations.

Exec + RevOps

Viz joins pipeline

Federate Tableau revenue views with Stripe MRR and cited institutional forecast insights.

MCP agents

Agents read BI context

Claude and Cursor traverse cited Tableau metadata on the same graph as analytics and leadership teams.

Gyri think verbs

26 MCP think verbs —
not API wrappers.

Tableau federates into one graph. Agents orient with recall and ground, capture with reflect, and commit with promote — the full epistemic lifecycle via MCP think.

think verb=recall

Semantic orient — load prior cited conclusions before you re-derive from scratch.

think verb=ground

FTS-only orient on live federated CRM, email, and Slack — zero embed cost.

think verb=consider

Classify novelty against the workspace corpus before you commit a thesis.

think verb=reflect

Capture drafts, tensions, and questions as typed thoughts on the graph.

think verb=traverse

Multihop GraphQL in one think call — deal → contact → email → ticket.

think verb=fetch

Hydrate full rows by ref when search or traverse surfaced the right node.

think verb=promote

Gated commit — draft thought → durable cited insight the whole team recalls.

think verb=wish

Natural-language buildout — queue workspace types, connectors, and workflows.

Full catalog via MCP think verb=catalog · Why Gyri think verbs beat API wrappers → · MCP for Claude & Cursor

Use cases

Built for
GTM operators.

Board deck brief

Join Tableau revenue views with CRM pipeline and cited variance notes — exec summary.

Metric definition check

Correlate Tableau data sources with Snowflake views and Notion metric docs.

Account review

Link Tableau account dashboards to support themes and product usage signals.

Works with

Federate alongside
native connectors.

HubSpot
Slack
Notion
Pipedrive
Setup

Connect in
minutes.

Tableau REST API credentials in Settings → Integrations.

1. Start a free trial at app.gyri.io · 2. Open Settings → Integrations · 3. Run your first federated query with cited answers.

Connect Tableau Setup guide

Connect Tableau to Gyri.

Free trial — API credentials, cited federated dashboard context.

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