How to integrate Workday Adaptive Planning MCP with Hermes

Connect Hermes 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

Introduction

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.

This guide explains the easiest and most robust way to connect your Workday Adaptive Planning account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

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

Also integrate Workday Adaptive Planning with

What is Composio Connect?

Composio Connect is a consumer offering that lets anyone plug 1,700+ applications directly into their agent harness — including Hermes. It can:

  • Search and load tools from relevant toolkits on-demand, reducing context usage.
  • Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
  • Manage app authentication end-to-end with zero manual overhead.

Integrating Workday Adaptive Planning with Hermes

Using Composio Connect CLI

1. Install the Composio CLI

Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

bash
curl -fsSL https://composio.dev/install | bash
Hermes authenticating with Composio

2. Authenticate

Once the CLI is installed, ask Hermes to authenticate with Composio.

3. Connect to Workday Adaptive Planning

Ask your agent to connect to Workday Adaptive Planning, or simply request any Workday Adaptive Planning-related task. Hermes will prompt you to authenticate and authorize access.

4. Done. You're all set with a new Workday Adaptive Planning connection.


Using Composio Connect MCP

1. Get your MCP URL and API Key

Go to dashboard.composio.dev and copy your Connect MCP URL and API key.

Copy MCP URL and API key from Composio dashboard

2. Open the Hermes config file

bash
nano ~/.hermes/config.yaml

3. Add the Composio Connect MCP server

bash
mcp_servers:
  composio:
    url: "https://connect.composio.dev/mcp"
    headers:
      x-consumer-api-key: "YOUR_COMPOSIO_API_KEY"
    connect_timeout: 60
    timeout: 180

Save with Ctrl + O, Enter, then exit with Ctrl + X.

4. Restart your Hermes agent

Once restarted, ask your agent to connect to Workday Adaptive Planning or request any Workday Adaptive Planning-related task. It will prompt you to authenticate and authorize access.

5. Done!

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.

Way Forward

With Workday Adaptive Planning connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.

From here, you can extend Hermes further:

  • Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
  • Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
  • Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.

If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.

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