How to connect Workday Adaptive Planning to Claude

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

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

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

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

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

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

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

Return every currency configured in the Adaptive Planning instance.

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

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

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

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

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

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

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

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

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

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

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

Return every locale associated with the Adaptive Planning company.

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

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

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

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

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

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

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

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

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

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

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

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

Create or update Workday/external user groups.

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

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

Insert new transaction rows without deleting existing transactions.

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

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

Irreversibly delete and replace modeled-sheet rows.

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.

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

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

Upload an official .

Update one existing GL, Custom, or Assumption account.

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

Update level or custom-dimension ownership.

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

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

Create or update levels and recursive organization hierarchies.

Update one or more Adaptive Planning users.