Workday Resource Management MCP server
Workday Resource Management is a comprehensive solution for managing projects, resources, and professional services delivery. An AI agent with this MCP server can plan and track projects, allocate resources by skill, manage time and expenses, calculate project budgets and profitability, monitor resource utilization, and generate project analytics. Project managers, resource planners, professional services leaders, and finance teams use this integration to optimize project delivery and resource efficiency.
Setting up an MCP server
This article covers the standard steps for creating an MCP server in AI Gateway and connecting it to an AI client. The steps are the same for every integration — application-specific details (API credentials, OAuth endpoints, and scopes) are covered in the Authentication section on this page.
Before you begin
You'll need:
- Access to AI Gateway with permission to create MCP servers.
- API credentials for the application you're connecting (see the Authentication section on this page for what to collect).
Create an MCP server
Find the app in the catalog
- Sign in to AI Gateway and select App Catalog from the left navigation.
- Search for the application you want to connect, then select it from the catalog.
- Select Create MCP Server to start the wizard.
App Configuration
Confirm the Base URL for the API, then, under Tools, select the endpoints you want to expose. Select Next.
MCP Server Setup
- Enter a Name for your server — something descriptive that identifies both the application and its purpose.
- Enter a Description so your team knows what the server is for.
- Set the log level: choose Production Mode for terser logs, or Non-Production Mode for more verbose logs that can help with debugging.
- Select Next.
Authentication
Enter the authentication details for the application. This varies by service — see the Authentication section on this page for the specific credentials, OAuth URLs, and scopes to use.
Review
Look over the summary of your MCP server configuration, then select Create & Deploy. AI Gateway provisions the server and provides a server URL you'll use when configuring your AI client.
Connect to an AI client
Once your server is deployed, you'll need to add it to the AI client your team uses. Select your client for setup instructions:
Tips
- You can create multiple MCP servers for the same application — for example, a read-only server for reporting agents and a read-write server for automation workflows.
- If you're unsure which OAuth scopes to request, start with the minimum read-only set and add write scopes only when needed. Most application pages include scope recommendations.
Authentication
Workday Resource Management uses OAuth 2.0 for secure authentication. Register an OAuth 2.0 client in Workday and create an Integration System User (ISU) with appropriate Resource Management security groups. Replace {tenant} with your Workday tenant name. In Workday, search for the Register API Client for Integrations task to create your OAuth 2.0 client and obtain your credentials.
| Value | Setting |
|---|---|
| Auth endpoint | https://{tenant}.workday.com/ccx/oauth2/authorize |
| Token endpoint | https://{tenant}.workday.com/ccx/oauth2/token |
| Scopes | read, write, admin |
Available tools
The tools below enable AI agents to manage the full project lifecycle and resource optimization: project management, capacity planning, time and expense tracking, financial management, portfolio oversight, and analytics.
Project Management
| Tool | Description |
|---|---|
| Create project | Set up a new project with hierarchy and phases |
| Read project | Retrieve project details and status |
| Update project | Modify project information and milestones |
| List projects | Retrieve all projects with filtering options |
| Create milestone | Define project phases and deliverables |
| Read milestone | Get milestone details and completion status |
| Update milestone | Mark milestones as complete or modify dates |
| List milestones | Retrieve project milestones by project or status |
Resource Planning
| Tool | Description |
|---|---|
| Create allocation | Assign a resource to a project |
| Read allocation | Get resource allocation and utilization details |
| Update allocation | Modify allocation percentages and dates |
| List allocations | Retrieve allocations by resource, project, or date |
| Get capacity | Retrieve available capacity for a resource |
| Get utilization | Calculate resource utilization rates |
| Match skills | Find resources with required skills for a project |
| Identify overallocation | Detect over-allocated resources |
Time and Expense
| Tool | Description |
|---|---|
| Create time entry | Submit hours worked on a project |
| Read time entry | Get time entry details |
| Update time entry | Modify and correct time records |
| List time entries | Retrieve entries by resource, project, or date |
| Create expense | Submit project-related expenses |
| Read expense | Get expense details and amounts |
| Update expense | Modify expense records |
| List expenses | Retrieve expenses by project or resource |
| Create approval | Approve or reject time and expense submissions |
Project Financials
| Tool | Description |
|---|---|
| Create budget | Set up a project budget with allocations |
| Read budget | Get budget details and utilization |
| Update budget | Modify budget amounts and allocations |
| List budgets | Retrieve budgets by project or status |
| Get actual costs | Retrieve actual project spending |
| Create variance analysis | Compare actual to budget |
| Create billing record | Generate billable revenue from time entries |
| Get profitability | Calculate project profit and margins |
Portfolio Management
| Tool | Description |
|---|---|
| List portfolio projects | Retrieve all projects in the portfolio |
| Get portfolio metrics | Get portfolio health metrics and KPIs |
| Analyze resource demand | Identify portfolio-wide resource needs |
| Identify at-risk projects | Find projects with schedule or budget risks |
| Generate portfolio dashboard | Create executive portfolio summary |
| Analyze portfolio budget | Review total portfolio budget utilization |
Client and Engagement
| Tool | Description |
|---|---|
| Create engagement | Set up a new client project |
| Read engagement | Get client engagement details |
| Update engagement | Modify engagement information |
| List engagements | Retrieve engagements by client or status |
| Create statement of work | Define client deliverables and scope |
| Read statement of work | Get SOW details and milestones |
| Update statement of work | Modify scope and deliverables |
| Track change requests | Log and manage client change requests |
Reporting and Analytics
| Tool | Description |
|---|---|
| Create project report | Generate a project status or financial report |
| Read report | Retrieve report data and results |
| List reports | Get available project report templates |
| Get project health | Calculate project health metrics and KPIs |
| Analyze margins | Review project profitability and margins |
| Generate utilization report | Create resource utilization analysis |
| Analyze timesheet compliance | Review time entry accuracy and timeliness |
| Compare performance | Benchmark project against portfolio metrics |
Tips
Group capacity planning by skill to match available skills to project needs rather than assigning resources randomly, improving project efficiency and reducing rework.
Monitor utilization targets aiming for 70-85% billable utilization to balance delivery capacity with time for non-billable work like training and internal projects.
Track profitability at the project level and regularly compare actual costs to budget to identify cost overruns early and adjust staffing or scope as needed.
Use portfolio management for demand forecasting by analyzing upcoming project pipelines to predict resource requirements and plan hiring or training in advance.
Implement time entry discipline by enforcing regular and accurate time entries to ensure project financials and resource utilization metrics are reliable for decision-making.
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