Workday Adaptive Planning MCP connector
Workday Adaptive Planning is a cloud-based financial planning and analysis platform for budgeting, forecasting, and modeling business performance. The Workday Adaptive Planning MCP connector allows AI agents to retrieve account structures, organizational levels, and version data from a planning instance. It also supports pulling sheet-level detail and underlying data sets to support financial analysis and reporting workflows.
Authentication type
- API Key - Requires a static API key to be configured before the agent can connect to the service.
Uses
Use the Workday Adaptive Planning MCP connector to perform the following actions:
- Retrieve GL account structures directly from Workday Adaptive Planning for reporting
- Pull actual, budget, and forecast figures for financial analysis
- Audit organization hierarchies across sheets without manual exports
- Compare multiple budget versions to spot variances instantly
- Discover available sheets before building custom financial reports
- Automate recurring data pulls for finance dashboards
- Validate account and level mappings before running consolidations
- Streamline scenario planning by surfacing all defined versions
Example prompts
Use the following example prompts to invoke Workday Adaptive Planning MCP connector tools from your AI assistant or Boomi Connect workflow:
List all the GL accounts set up in our Workday Adaptive Planning instance.Show me actual revenue figures for Q3 from Workday Adaptive Planning.What organization levels exist under the sales sheet in Workday Adaptive Planning?Give me every sheet available in our Workday Adaptive Planning tenant.Pull the latest forecast version data from Workday Adaptive Planning.Compare the 2024 budget version against actuals in Workday Adaptive Planning.Which versions are currently defined in Workday Adaptive Planning.Show me the account codes tied to the headcount sheet in Workday Adaptive Planning.List all budget and forecast scenarios stored in Workday Adaptive Planning.Pull department-level actuals for last quarter from Workday Adaptive Planning.
Workday Adaptive Planning MCP connector tools
The Workday Adaptive Planning MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.
| Tool | Description |
|---|---|
| workdayadaptiveplanning_workdayadaptiveplanninggetaccount_invoke | List GL/account codes in the connected Workday Adaptive Planning instance, optionally scoped to one sheet (from Get Shee... |
| workdayadaptiveplanning_workdayadaptiveplanninggetdata_invoke | Pull actual/forecast/budget values from a version in the connected Workday Adaptive Planning instance, optionally scoped... |
| workdayadaptiveplanning_workdayadaptiveplanninggetlevels_invoke | List organization levels in the connected Workday Adaptive Planning instance, optionally scoped to one sheet (from Get S... |
| workdayadaptiveplanning_workdayadaptiveplanninggetsheets_invoke | List every sheet (standard, modeled, and cube) defined in the connected Workday Adaptive Planning instance, with each sh... |
| workdayadaptiveplanning_workdayadaptiveplanninggetversion_invoke | List every budget, forecast, and scenario version defined in the connected Workday Adaptive Planning instance, including... |
