How to connect Workday Adaptive Planning with ChatGPT

Connect ChatGPT to Workday Adaptive Planning MCP. List current workday planning model metadata, review workday forecast transaction records, and more using natural language, with authentication handled for you.

Workday Adaptive Planning logoWorkday Adaptive Planning
Oauth2

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

How to connect Workday Adaptive Planning MCP with ChatGPT

ChatGPT can take action across your apps and files, stay with a project for hours, and turn a goal into finished materials like sheets, slides, and docs, not just answers.

In this guide, I will explain the easiest and most secure way to connect your Workday Adaptive Planning account to ChatGPT via Composio Connect, so it can query planning data, inspect model metadata, review users, manage transactions, and support forecasts through natural language commands without ever putting your account credentials at risk.

For exact tool slugs and parameter tables, see the tool catalog in the Composio docs.

Also integrate Workday Adaptive Planning with

Why use Composio over default connectors?

  • Apps with read and write access. Default connectors mostly can read your data. Composio's Workday Adaptive Planning integration lets ChatGPT take actions like creating drafts, sending updates, labeling records, and more.
  • 1,700+ SaaS toolkits out of the box. Composio gives you instant access to a vast catalog of pre-built connectors, from Gmail and Slack to Notion, Linear, and Salesforce.
  • One MCP server for every app. Connect any of your applications on demand through a single endpoint, rather than juggling a separate server for each app.
  • Smart, context-aware tool loading. Unlike traditional MCP servers that dump every available tool into the LLM context window, Composio searches for and loads only the tools relevant to the task at hand.
  • Cross-app automation. Chain actions across multiple apps in a single run - fetch a thread, summarize it in Notion, and post highlights to Slack without leaving the conversation.

Prerequisites

  • A ChatGPT account. We will use the ChatGPT desktop app, and the steps are the same on the web.
  • Access to the Workday Adaptive Planning workspace you want to connect.
  • Composio plugin.

Note: Composio connects through OAuth. You will be asked to sign in and approve specific permissions. Review the permission screen carefully if you are using a work account.

Step-by-step: Connect Workday Adaptive Planning to ChatGPT

1. Install the Composio plugin

Click the button. ChatGPT opens the Composio plugin page. Click Install plugin.

Install in ChatGPT

Composio plugin page in ChatGPT with the Install plugin button

You can also find it inside ChatGPT: go to Settings, open Plugins, search the marketplace for Composio, and click Install plugin.

2. Authenticate

After you install, ChatGPT asks you to authenticate with Composio. Log in and click Allow access to authorize ChatGPT to use your Composio account.

Composio login and Allow access screen for ChatGPT

3. Start using Composio

That is it. Composio tools are now available in ChatGPT. Type @Composio followed by your request, for example @Composio find unread Workday Adaptive Planning messages and summarize them, and it will run the actions you authorize. On first use it asks you to authorize Workday Adaptive Planning.

Option 2: Add Composio as an MCP server

If you cannot use the plugin marketplace, add Composio as a custom MCP server instead.

1. Open the MCP settings

In ChatGPT, go to Settings and open the Plugins section. Inside the Plugins page, click the MCP tab.

ChatGPT settings showing the Plugins page with the MCP tab selected

2. Add the server

Click Add server. In the Name field enter Composio, for Type select Streamable HTTP, and in the URL field paste the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
ChatGPT Add server dialog with the name Composio, type Streamable HTTP, and the Composio MCP URL

Then click Save. The Composio server now appears in your MCP plugins list.

ChatGPT Plugins page showing the Composio MCP server added to the list

3. Authenticate

Click Authenticate on the Composio entry, log in via Composio, and click Allow access. Composio tools are then available in ChatGPT the same way as with the plugin.

What you can do after connecting Workday Adaptive Planning

  • List current Workday planning model metadata
  • Review Workday forecast transaction records
  • Check Workday planning users and permissions

Security + privacy notes (important)

  • Use least-privilege access: Only grant permissions you actually need.
  • Review OAuth permissions before approving: Make sure requested scopes match what you expect Composio and ChatGPT to do.
  • Keep write actions human-reviewed: For actions like sending messages, creating labels, or editing drafts, keep manual confirmation enabled.
  • Be careful with sensitive data: Avoid using this setup with highly sensitive information unless allowed by your personal, company, or client policies.
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.

FAQ

Frequently asked questions

Start with Workday Adaptive Planning.It takes 30 seconds.

Managed auth, hosted MCP servers, and every Workday Adaptive Planning tool your agent needs.Free to start.

Start building