# How to connect Workday Adaptive Planning with ChatGPT

```json
{
  "title": "How to connect Workday Adaptive Planning with ChatGPT",
  "toolkit": "Workday Adaptive Planning",
  "toolkit_slug": "workday_adaptive_planning",
  "framework": "ChatGPT",
  "framework_slug": "chatgpt",
  "url": "https://composio.dev/toolkits/workday_adaptive_planning/framework/chatgpt",
  "markdown_url": "https://composio.dev/toolkits/workday_adaptive_planning/framework/chatgpt.md",
  "updated_at": "2026-11-14T05:33:23.946Z"
}
```

## Introduction

### How to connect Workday Adaptive Planning MCP with ChatGPT
[ChatGPT](https://chatgpt.com/) 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](https://docs.composio.dev/toolkits/workday_adaptive_planning).

## Also integrate Workday Adaptive Planning with

- [Claude Cowork](https://composio.dev/toolkits/workday_adaptive_planning/framework/claude-cowork)
- [Hermes](https://composio.dev/toolkits/workday_adaptive_planning/framework/hermes-agent)
- [Atomic Agent](https://composio.dev/toolkits/workday_adaptive_planning/framework/atomic-agent)

## TL;DR

### 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.

## Connect Workday Adaptive Planning to ChatGPT

### Prerequisites
- A ChatGPT account. We will use the [ChatGPT desktop app](https://openai.com/chatgpt/download/), and the steps are the same on the web.
- Access to the Workday Adaptive Planning workspace you want to connect.
- [Composio plugin](https://dashboard.composio.dev/login?cta_placement=toolkit-framework-chatgpt-composio-connect&next=%2F~%2Forg%2Fconnect%2Fclients%2Fchatgpt).
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](https://chatgpt.com/plugins/plugin_asdk_app_6a58503580c08191b78cc5bdaf4eba6e)
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.
### 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.
### 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
```

## What is the Workday Adaptive Planning MCP server, and what's possible with it?

The Workday Adaptive Planning MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Workday Adaptive Planning account. It provides structured and secure access to planning data, model metadata, users, groups, and transactions, so your agent can export reports and planning records, update model data, manage planning structures, create users, and import transactions on your behalf.
- Planning data and report retrieval: Have your agent export planning data, configurable model data, account hierarchies, versions, calendars, time periods, and custom report values.
- Model and metadata management: Let the agent inspect sheets, dimensions, levels, currencies, attributes, permission sets, and transaction definitions, then create accounts or modeled-sheet definitions when needed.
- Data imports and updates: Direct your agent to import standard data, cube data, configurable model rows, dimension mappings, groups, and transactions, or replace modeled-sheet and cube data within a defined scope.
- User and access administration: Instruct your agent to create Adaptive Planning users, export user and group details, retrieve permission sets, and publish pending administrative changes.
- Planning maintenance and corrections: Have your agent recalculate sheets, erase selected plan or actuals data, delete or replace transactions, and review security audit events.

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `WORKDAY_ADAPTIVE_PLANNING_CREATE_ACCOUNT` | Create Account | Create one GL, Custom, or Assumption account or account group. This administrative mutation may create unpublished model changes; proceed_with_warnings can override provider safety warnings. |
| `WORKDAY_ADAPTIVE_PLANNING_CREATE_USERS` | Create Users | Create 1 to 1000 Adaptive Planning users and return each user's creation status and immutable GUID. A password is required except for a Workday-connected instance with User Sync enabled that uses Workday SAML SSO. The operation is unavailable after Workday user synchronization. |
| `WORKDAY_ADAPTIVE_PLANNING_CUSTOM_REPORT_VALUES` | 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. |
| `WORKDAY_ADAPTIVE_PLANNING_DELETE_OR_REPLACE_TRANSACTIONS` | Delete or Replace Transactions | Irreversibly delete transactions matching any supplied date or transaction-type criterion, and optionally insert replacement rows in the same operation. A start date without an end date has no upper bound; an end date without a start date has no lower bound; transaction types without dates match all dates. |
| `WORKDAY_ADAPTIVE_PLANNING_ERASE_ACTUALS` | Erase Actuals | Irreversibly erase numeric actuals for every level in the selected account family and inclusive time range. This may also delete newly empty splits and, when requested, cell notes. |
| `WORKDAY_ADAPTIVE_PLANNING_ERASE_DATA` | Erase Data | Irreversibly erase numeric plan or actuals data in an inclusive time range. Filters match only explicitly listed accounts and levels, not their descendants; Erase Data overrides access rules and level ownership. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_ACCOUNTS` | Export Accounts | Return the complete Adaptive Planning account hierarchy and account metadata, optionally filtered by sheet and enriched with account attributes and inaccessible values. A version selector adds per-account importability metadata but does not filter the hierarchy. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_ACTIVE_CURRENCIES` | Export Active Currencies | Return every currency configured in the Adaptive Planning instance. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_ATTRIBUTES` | Export Attributes | Return Adaptive Planning account, level, and dimension attributes and their recursive values, optionally restricted to selected attribute IDs. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_CALENDAR` | Export Calendar | Return all Adaptive Planning calendars with their IDs, names, codes, and default status. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_CONFIGURABLE_MODEL_DATA` | Export Configurable Model Data | Export typed, parsed CSV rows from a modeled sheet using either provider paging or the all-row streaming form. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_CUSTOMER_LOGO` | Export Customer Logo | Return the URL Workday exposes for the Adaptive Planning instance's customer logo. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_DATA` | Export Planning Data | Export account values from one Adaptive Planning version for explicit account and time filters, returning parsed CSV rows and provider messages. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_DIMENSION_FAMILIES` | Export Dimension Families | Return the account and dimension sets associated with each Adaptive Planning sheet family. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_DIMENSION_MAPPING` | Export Dimension Mapping | Return derived-dimension mapping targets and conditions for selected dimensions in a version, optionally filtered by keyword, level, or dimension values. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_DIMENSIONS` | Export Dimensions | Return custom Adaptive Planning dimensions and optionally their hierarchical values, properties, and attribute mappings. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_GROUPS` | Export User Groups | Return every global and user-owned group defined in the Adaptive Planning instance. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_INSTANCES` | Export Instances | Return the selected Adaptive Planning instance or every instance accessible to the connected user. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_LEVELS` | Export Levels | Return the accessible Adaptive Planning organization-level hierarchy, optionally filtered by version or sheet and enriched with groups, attributes, and inaccessible values. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_LOCALES` | Export Locales | Return every locale associated with the Adaptive Planning company. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_MODELED_SHEET` | Export Modeled Sheet | Return the structured definition of one modeled sheet by name, including v40 display-column account codes and configured model columns. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_PERMISSION_SETS` | Export Permission Sets | Return every Adaptive Planning permission set and its assigned internal permission codes. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_SECURITY_AUDIT` | Export Security Audit | Return Adaptive Planning security events, optionally filtered by actor and UTC time range. Without a time range Workday returns the last 24 hours; the provider retains at most 30 days of audit data. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_SHEET_DEFINITION` | 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. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_SHEETS` | Export Sheets | Return all standard, modeled, and cube sheets in the Adaptive Planning instance with their IDs, names, descriptions, and prefixes or codes. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_TIME` | Export Time | Return Adaptive Planning calendar strata and periods, optionally scoped to a version, calendar hierarchy, leaf stratum, legacy fields, or all locale translations. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_TRANSACTION_DEFINITION` | Export Transaction Definition | Return the configured Adaptive Planning transaction fields and allowed selector values needed to construct valid transaction imports. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_USERS` | Export Users | Return all users in the Adaptive Planning instance with identity, permission sets, profile, audit, lock, optional group, and subscription settings. |
| `WORKDAY_ADAPTIVE_PLANNING_EXPORT_VERSIONS` | Export Versions | Return all Adaptive Planning versions and version folders visible to the connected user, optionally including scenarios and eligible currency versions. |
| `WORKDAY_ADAPTIVE_PLANNING_IMPORT_CONFIGURABLE_MODEL_DATA` | Import Configurable Model Data | Append modeled-sheet rows, update rows matched by an import key, or update matching rows and insert new ones. This action does not run a replacement mode. |
| `WORKDAY_ADAPTIVE_PLANNING_IMPORT_CUBE_DATA` | Import Cube Data | Update existing cube facts or insert new facts in APPEND mode without scoped replacement. Imported numeric zeroes still irreversibly erase their exact cube cells. |
| `WORKDAY_ADAPTIVE_PLANNING_IMPORT_DIMENSION_MAPPING` | Import Dimension Mapping | Create or replace derived-dimension mapping criteria, or permanently delete criteria when delete=true. Derived values do not support virtual versions; duplicate conditions are rejected. |
| `WORKDAY_ADAPTIVE_PLANNING_IMPORT_GROUPS` | Import Groups | Create or update Workday/external user groups. REPLACE_ALL permanently replaces all imported groups in the instance; UPDATE changes only supplied groups. This cannot update groups created in Adaptive Planning. |
| `WORKDAY_ADAPTIVE_PLANNING_IMPORT_MODELED_SHEET` | Import Modeled Sheet | Create a modeled-sheet definition, including typed columns and API v39+ validation rules. This administrative, non-idempotent operation creates dimensions or level attributes referenced by the definition and requires Model permission. |
| `WORKDAY_ADAPTIVE_PLANNING_IMPORT_STANDARD_DATA` | Import Standard Data | Update existing standard-account facts or insert new facts in APPEND mode. This action does not delete unmatched facts. |
| `WORKDAY_ADAPTIVE_PLANNING_IMPORT_TRANSACTIONS` | Import Transactions | Insert new transaction rows without deleting existing transactions. |
| `WORKDAY_ADAPTIVE_PLANNING_PUBLISH_CHANGES` | Publish Admin Changes | Permanently publish every pending administrative change in an admin-publishing-enabled instance. This affects all batched changes, cannot select individual changes, and requires Publish Admin Changes permission. |
| `WORKDAY_ADAPTIVE_PLANNING_RECALCULATE_SHEET` | Recalculate Sheet | Recalculate Recalculate-on-Demand sheet data in a required version. Omitting sheet recalculates every on-demand sheet at the top level; a selected level includes its descendants. |
| `WORKDAY_ADAPTIVE_PLANNING_REPLACE_CONFIGURABLE_MODEL_DATA` | Replace Configurable Model Data | Irreversibly delete and replace modeled-sheet rows. REPLACE_ALL deletes every existing row on all levels, REPLACE_SECURED_COORDINATES deletes and replaces rows at matching secured coordinates, and SCOPED_REPLACE deletes and replaces rows at input levels. Choose the replacement boundary explicitly before calling. |
| `WORKDAY_ADAPTIVE_PLANNING_REPLACE_CUBE_DATA` | 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. INPUT and ALL scopes can delete substantially more data than the visible rows; verify every boundary before calling. |
| `WORKDAY_ADAPTIVE_PLANNING_REPLACE_STANDARD_DATA` | 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. Requires the provider's replacement permissions. |
| `WORKDAY_ADAPTIVE_PLANNING_UNPUBLISHED_CHANGES_STATUS` | Get Unpublished Changes Status | Read whether admin publishing is enabled and the number of unpublished changes without publishing them. |
| `WORKDAY_ADAPTIVE_PLANNING_UPDATE_ACCESS_RULES` | Update Access Rules | Upload an official .xls/.xlsx access-rules template as an administrator. update replaces every rule for each listed user/group; replaceAll permanently deletes all existing access rules before installing only the spreadsheet rules. |
| `WORKDAY_ADAPTIVE_PLANNING_UPDATE_ACCOUNT` | Update Account | Update one existing GL, Custom, or Assumption account. This administrative mutation may create unpublished model changes; attribute value ID 0 removes that assignment and proceed_with_warnings overrides provider safety warnings. |
| `WORKDAY_ADAPTIVE_PLANNING_UPDATE_ACCOUNTS` | Update Accounts | Create or update GL accounts, recursive account hierarchies, and account-attribute mappings in one ordered bulk request. |
| `WORKDAY_ADAPTIVE_PLANNING_UPDATE_ASSOCIATIONS` | Update Ownership Associations | Update level or custom-dimension ownership. Omitting users removes all owners from that value; replaceAll permanently deletes all existing ownership entries for the association type before saving the supplied entries. Unknown users are skipped by Workday. |
| `WORKDAY_ADAPTIVE_PLANNING_UPDATE_ATTRIBUTES` | Update Attributes | Create or update attributes and recursive attribute-value hierarchies in one ordered bulk request. |
| `WORKDAY_ADAPTIVE_PLANNING_UPDATE_DIMENSIONS` | Update Dimensions | Create or update dimensions and recursive dimension-value hierarchies in one ordered bulk request. |
| `WORKDAY_ADAPTIVE_PLANNING_UPDATE_LEVELS` | Update Levels | Create or update levels and recursive organization hierarchies. Changing actuals ranges or re-parenting can cause Workday warnings and downstream compatibility changes. Setting delete_workflow_silently can delete workflow tasks, and setting delete_actuals_silently can delete actuals data. |
| `WORKDAY_ADAPTIVE_PLANNING_UPDATE_USERS` | Update Users | Update one or more Adaptive Planning users. If successful, Workday returns a message for each updated user. This action does not update passwords or access rules and does not function after user synchronization from Workday. |

## Supported Triggers

None listed.

## Creating MCP Server - Stand-alone vs Composio SDK

Once connected, ChatGPT can access the Workday Adaptive Planning MCP server via Composio to run actions that you authorize, directly in your workspace.

## Complete Code

None listed.

## How to build Workday Adaptive Planning MCP Agent with another framework

- [Claude Cowork](https://composio.dev/toolkits/workday_adaptive_planning/framework/claude-cowork)
- [Hermes](https://composio.dev/toolkits/workday_adaptive_planning/framework/hermes-agent)
- [Atomic Agent](https://composio.dev/toolkits/workday_adaptive_planning/framework/atomic-agent)

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## Frequently Asked Questions

### What are the differences in Tool Router MCP and Workday Adaptive Planning MCP?

With a standalone Workday Adaptive Planning MCP server, the agents and LLMs can only access a fixed set of Workday Adaptive Planning tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Workday Adaptive Planning and many other apps based on the task at hand, all through a single MCP endpoint.

### Can I use Tool Router MCP with ChatGPT?

Yes, you can. ChatGPT fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Workday Adaptive Planning tools.

### Can I manage the permissions and scopes for Workday Adaptive Planning while using Tool Router?

Yes, absolutely. You can configure which Workday Adaptive Planning scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

### How safe is my data with Composio Tool Router?

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Workday Adaptive Planning data and credentials are handled as safely as possible.

---
[See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)