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Workday Adaptive Planning MCP server for AI agents and assistants

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Workday Adaptive Planning MCP or direct API to query planning data, inspect model metadata, review users, and manage transactions through natural language.

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Workday Adaptive Planning is a cloud planning platform for budgets, forecasts, models, users, and transactions. It helps finance teams manage planning data and improve forecasting accuracy.

50 Tools

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Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
Workday Adaptive Planning
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TOOLS

Supported Tools

Every Workday Adaptive Planning action and event your agent gets out of the box.

Create Account

Create one GL, Custom, or Assumption account or account group.

Create Users

Create 1 to 1000 Adaptive Planning users and return each user's creation status and immutable GUID.

Get Custom Report Values

Run a typed matrix report over explicit X, Y, and optional filter axes and return coordinates, cells, notes, and provider messages.

Delete or Replace Transactions

Irreversibly delete transactions matching any supplied date or transaction-type criterion, and optionally insert replacement rows in the same operation.

Erase Actuals

Irreversibly erase numeric actuals for every level in the selected account family and inclusive time range.

Erase Data

Irreversibly erase numeric plan or actuals data in an inclusive time range.

Export Accounts

Return the complete Adaptive Planning account hierarchy and account metadata, optionally filtered by sheet and enriched with account attributes and inaccessible values.

Export Active Currencies

Return every currency configured in the Adaptive Planning instance.

Export Attributes

Return Adaptive Planning account, level, and dimension attributes and their recursive values, optionally restricted to selected attribute IDs.

Export Calendar

Return all Adaptive Planning calendars with their IDs, names, codes, and default status.

Export Configurable Model Data

Export typed, parsed CSV rows from a modeled sheet using either provider paging or the all-row streaming form.

Export Customer Logo

Return the URL Workday exposes for the Adaptive Planning instance's customer logo.

Export Planning Data

Export account values from one Adaptive Planning version for explicit account and time filters, returning parsed CSV rows and provider messages.

Export Dimension Families

Return the account and dimension sets associated with each Adaptive Planning sheet family.

Export Dimension Mapping

Return derived-dimension mapping targets and conditions for selected dimensions in a version, optionally filtered by keyword, level, or dimension values.

Export Dimensions

Return custom Adaptive Planning dimensions and optionally their hierarchical values, properties, and attribute mappings.

Export User Groups

Return every global and user-owned group defined in the Adaptive Planning instance.

Export Instances

Return the selected Adaptive Planning instance or every instance accessible to the connected user.

Export Levels

Return the accessible Adaptive Planning organization-level hierarchy, optionally filtered by version or sheet and enriched with groups, attributes, and inaccessible values.

Export Locales

Return every locale associated with the Adaptive Planning company.

Export Modeled Sheet

Return the structured definition of one modeled sheet by name, including v40 display-column account codes and configured model columns.

Export Permission Sets

Return every Adaptive Planning permission set and its assigned internal permission codes.

Export Security Audit

Return Adaptive Planning security events, optionally filtered by actor and UTC time range.

Export Sheet Definition

Return the structured definition of one modeled or cube sheet by internal ID, including configured columns, dimensions, values, accounts, levels, and time settings.

Export Sheets

Return all standard, modeled, and cube sheets in the Adaptive Planning instance with their IDs, names, descriptions, and prefixes or codes.

Export Time

Return Adaptive Planning calendar strata and periods, optionally scoped to a version, calendar hierarchy, leaf stratum, legacy fields, or all locale translations.

Export Transaction Definition

Return the configured Adaptive Planning transaction fields and allowed selector values needed to construct valid transaction imports.

Export Users

Return all users in the Adaptive Planning instance with identity, permission sets, profile, audit, lock, optional group, and subscription settings.

Export Versions

Return all Adaptive Planning versions and version folders visible to the connected user, optionally including scenarios and eligible currency versions.

Import Configurable Model Data

Append modeled-sheet rows, update rows matched by an import key, or update matching rows and insert new ones.

Import Cube Data

Update existing cube facts or insert new facts in APPEND mode without scoped replacement.

Import Dimension Mapping

Create or replace derived-dimension mapping criteria, or permanently delete criteria when delete=true.

Import Groups

Create or update Workday/external user groups.

Import Modeled Sheet

Create a modeled-sheet definition, including typed columns and API v39+ validation rules.

Import Standard Data

Update existing standard-account facts or insert new facts in APPEND mode.

Import Transactions

Insert new transaction rows without deleting existing transactions.

Publish Admin Changes

Permanently publish every pending administrative change in an admin-publishing-enabled instance.

Recalculate Sheet

Recalculate Recalculate-on-Demand sheet data in a required version.

Replace Configurable Model Data

Irreversibly delete and replace modeled-sheet rows.

Replace Cube Data

Irreversibly delete all existing cube facts inside the complete supplied time, account, and level scope that are absent from the payload, then replace that scope with the supplied facts.

Replace Standard Data

Irreversibly delete unmatched standard-account facts inside an explicit time, account, and level scope, then replace that scope with the supplied facts.

Get Unpublished Changes Status

Read whether admin publishing is enabled and the number of unpublished changes without publishing them.

Update Access Rules

Upload an official .

Update Account

Update one existing GL, Custom, or Assumption account.

Update Accounts

Create or update GL accounts, recursive account hierarchies, and account-attribute mappings in one ordered bulk request.

Update Ownership Associations

Update level or custom-dimension ownership.

Update Attributes

Create or update attributes and recursive attribute-value hierarchies in one ordered bulk request.

Update Dimensions

Create or update dimensions and recursive dimension-value hierarchies in one ordered bulk request.

Update Levels

Create or update levels and recursive organization hierarchies.

Update Users

Update one or more Adaptive Planning users.

SETUP GUIDE

Connect Workday Adaptive Planning MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/mcp @ai-sdk/openai
Install the Composio SDK and your agent framework
2

Create a session with MCP enabled

typescript
import { Composio } from "@composio/core";

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["workday_adaptive_planning"],
  mcp: true,
});
Create a session scoped to Workday Adaptive Planning and read its MCP URL and headers
3

Connect your agent to the MCP server

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { openai } from "@ai-sdk/openai";
import { generateText, stepCountIs } from "ai";

const client = await createMCPClient({
  transport: { type: "http", url: mcp.url, headers: mcp.headers },
});

const { text } = await generateText({
  model: openai("gpt-5.6-sol"),
  tools: await client.tools(),
  prompt: "List the available planning model metadata in Workday Adaptive Planning",
  stopWhen: stepCountIs(10),
});

console.log(text);
await client.close();
Pass the session's MCP URL and headers to your agent and run a Workday Adaptive Planning request
SETUP GUIDE

Connect Workday Adaptive Planning API Tool with your Agent

1

Install Composio

typescript
npm install @composio/core @composio/openai openai
Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
2

Create a Composio session

typescript
import OpenAI from "openai";
import { Composio } from "@composio/core";
import { OpenAIResponsesProvider } from "@composio/openai";

const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();

const session = await composio.create("your-user-id", { toolkits: ["workday_adaptive_planning"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to Workday Adaptive Planning
3

Run Workday Adaptive Planning tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "List the available planning model metadata in Workday Adaptive Planning" }],
});

while (response.output.some((o) => o.type === "function_call")) {
  const outputs = await composio.provider.handleToolCalls(session, response.output);
  response = await client.responses.create({
    model: "gpt-5.6-sol",
    tools,
    previous_response_id: response.id,
    input: outputs,
  });
}

console.log(response.output_text);
Send a request, execute the Workday Adaptive Planning tool calls through the session, and print the final answer

Why Use Composio?

AI Native Workday Adaptive Planning Integration

  • Supports both Workday Adaptive Planning MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Workday Adaptive Planning data

Managed Auth

  • Built-in OAuth handling with automatic token refresh and rotation
  • Central place to manage, scope, and revoke Workday Adaptive Planning access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Workday Adaptive Planning
  • Scoped, least privilege access to Workday Adaptive Planning resources
  • Full audit trail of agent actions to support review and compliance
FRAMEWORKS

Use Workday Adaptive Planning with any AI Agent Framework

Choose a Framework you want to connect Workday Adaptive Planning with

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ChatGPT

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Claude Cowork

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Hermes

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Atomic Agent

Use Workday Adaptive Planning MCP with Atomic Agent

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