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Connect your Tableau site to Modus so its workbooks, views, and published data sources become context that Modus can reason over. Modus connects read-only using a Direct Trust connected app and stores its signing secret encrypted in AWS Secrets Manager.

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Prerequisites

Before you begin, make sure you have:
  • A Tableau Cloud site (or Tableau Server) and its hostname.
  • A Direct Trust connected app (created below) — its Client ID, Secret ID, and Secret Value.
  • A Tableau user whose email Modus will use as the JWT subject, with read access to the content you want Modus to use.

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Set up a connected app

Modus authenticates with a Direct Trust connected app (JWT).
1

Create the connected app

In Tableau, open Settings → Connected Apps and create a Direct Trust app. Copy the Client ID.
2

Generate a secret

Add a secret to the app and copy both the Secret ID and the Secret Value. Then enable the connected app.
3

Choose the JWT subject and scopes

Pick a Tableau user (by email) with read access to the target content — Modus signs its JWT as this user. The connected app must permit these scopes:
  • tableau:content:read
  • tableau:datasources:download
  • tableau:workbooks:download
  • tableau:views:download

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Network access

If you run Tableau Server behind a firewall, allow Modus’s egress IP addresses so it can reach your instance. See IP Allowlisting. (Tableau Cloud is reachable directly.)

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Connect in Modus

1

Open the Tableau connection form

  1. Log into Modus.
  2. Click Integrations in the left sidebar.
  3. Find the Tableau card under BI & Visualization and click Connect.
2

Fill in the connection details

Complete the form using the field reference below.
Modus Tableau connection form
3

Test and save

  1. Click Test Connection to verify Modus can reach your site.
  2. Click Save Connection.

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Connection form field reference

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Troubleshooting

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Verification

Your Tableau site is now connected. Modus turns your workbooks, views, and published data sources into context so Modus can give accurate, data-aware answers. Need help? Contact us at support@getmodus.com.
Modus connects read-only and requests only the minimum scopes needed to understand your content. The signing secret is encrypted and stored in AWS Secrets Manager — never in plaintext.