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Workday Resource Management MCP Server

Create a powerful Model Context Protocol (MCP) server for Workday Resource Management in minutes with our AI Gateway. This guide walks you through setting up seamless project and resource management integration with instant OAuth authentication.

About Workday Resource Management API​

Workday Resource Management (formerly Workday Professional Services Automation) is a comprehensive solution for managing projects, resources, and professional services delivery. The API enables deep integration with project planning, resource allocation, time tracking, and project financials.

Key Capabilities​

  • Project Management: End-to-end project lifecycle management
  • Resource Planning: Capacity planning and allocation
  • Time Tracking: Project time and expense tracking
  • Project Financials: Budget, actuals, and billing
  • Portfolio Management: Multi-project oversight
  • Resource Optimization: Skills-based resource matching
  • Project Reporting: Real-time project analytics
  • Client Management: Customer project tracking

API Features​

  • REST API: Modern RESTful interface
  • OAuth 2.0: Secure authentication
  • Real-time Updates: Instant project status
  • Bulk Operations: Mass project operations
  • Custom Workflows: Automated project processes
  • Integration: Seamless connection with HCM and Financials
  • Skill Matching: AI-powered resource recommendations
  • Analytics: Advanced project insights

What You Can Do with Workday Resource Management MCP Server​

The MCP server transforms Workday Resource Management API into a natural language interface, enabling AI agents to:

Project Management​

  • Project Creation & Setup

    • "Create new project for Q1 website redesign"
    • "Set up project hierarchy for enterprise implementation"
    • "Configure project phases and milestones"
    • "Define project deliverables and acceptance criteria"

  • Project Tracking

    • "Show status of all active projects"
    • "Track project progress against baseline"
    • "Monitor project milestones and deadlines"
    • "Generate project health dashboard"

  • Project Updates

    • "Update project completion percentage"
    • "Change project manager assignment"
    • "Adjust project timeline and milestones"
    • "Mark project phase as complete"

Resource Planning & Allocation​

  • Resource Assignment

    • "Assign senior developer to mobile app project"
    • "Find available UI designer for next sprint"
    • "Allocate 50% of John's time to Project Apollo"
    • "Replace team member on customer project"

  • Capacity Planning

    • "Show resource utilization for engineering team"
    • "Identify overallocated resources this quarter"
    • "Find available resources with Java expertise"
    • "Plan capacity needs for Q2 projects"

  • Skills Management

    • "Search for resources with AWS certification"
    • "Match resources to project skill requirements"
    • "Track skill development through projects"
    • "Identify skill gaps in resource pool"

Time & Expense Tracking​

  • Time Entry

    • "Submit 8 hours of time to Project Phoenix"
    • "Log billable hours for client deliverables"
    • "Track non-billable project overhead"
    • "Enter time across multiple project tasks"

  • Expense Management

    • "Submit travel expenses for client visit"
    • "Track project-related expenses"
    • "Generate expense report by project"
    • "Monitor project expense budget"

  • Time Approval

    • "Approve team timesheet submissions"
    • "Review time entries for billing accuracy"
    • "Reject and request timesheet corrections"
    • "Track time approval workflow status"

Project Financials​

  • Budget Management

    • "Create project budget with labor and expenses"
    • "Track actual costs vs budget by phase"
    • "Generate budget variance analysis"
    • "Update budget allocations mid-project"

  • Billing & Revenue

    • "Calculate billable revenue for project"
    • "Generate client invoice from time entries"
    • "Track milestone-based billing progress"
    • "Analyze project profitability"

  • Cost Tracking

    • "Monitor labor costs by project phase"
    • "Track vendor and subcontractor costs"
    • "Calculate fully-loaded project costs"
    • "Generate project cost breakdown"

Portfolio Management​

  • Portfolio View

    • "Show all projects in enterprise portfolio"
    • "Group projects by strategic initiative"
    • "Track portfolio health metrics"
    • "Generate executive portfolio dashboard"

  • Portfolio Analytics

    • "Analyze resource demand across portfolio"
    • "Identify at-risk projects"
    • "Track portfolio budget utilization"
    • "Compare project performance metrics"

  • Portfolio Planning

    • "Prioritize projects in pipeline"
    • "Assess resource constraints for new projects"
    • "Model scenario for portfolio changes"
    • "Optimize portfolio resource allocation"

Client & Engagement Management​

  • Client Projects

    • "Create new client engagement"
    • "Track all projects for specific client"
    • "Monitor client satisfaction scores"
    • "Generate client project status report"

  • Statement of Work (SOW)

    • "Create SOW for client deliverables"
    • "Track SOW milestones and acceptance"
    • "Monitor scope changes and amendments"
    • "Generate SOW completion report"

  • Client Communication

    • "Log client meeting notes and decisions"
    • "Track client change requests"
    • "Document project risks and issues"
    • "Generate client-facing status reports"

Resource Optimization​

  • Demand Forecasting

    • "Forecast resource demand for next quarter"
    • "Predict staffing needs for pipeline projects"
    • "Model resource requirements by skill"
    • "Generate resource hiring recommendations"

  • Utilization Management

    • "Optimize team utilization rates"
    • "Balance workload across resources"
    • "Identify underutilized resources"
    • "Target optimal billable utilization"

  • Resource Leveling

    • "Resolve resource conflicts across projects"
    • "Smooth resource allocation over time"
    • "Rebalance team assignments"
    • "Optimize bench time management"

Project Reporting & Analytics​

  • Status Reports

    • "Generate weekly project status report"
    • "Create executive project summary"
    • "Produce detailed progress report"
    • "Track project KPIs and metrics"

  • Financial Reports

    • "Generate project P&L statement"
    • "Create revenue recognition report"
    • "Analyze project margin by type"
    • "Track billing and collections"

  • Resource Reports

    • "Show resource utilization trends"
    • "Generate timesheet compliance report"
    • "Analyze billable vs non-billable time"
    • "Track resource allocation by project"

Risk & Issue Management​

  • Risk Tracking

    • "Log project risks and mitigation plans"
    • "Assess risk probability and impact"
    • "Monitor risk status and actions"
    • "Generate risk register report"

  • Issue Management

    • "Create project issue for client escalation"
    • "Track issue resolution status"
    • "Assign issues to team members"
    • "Generate open issues report"

  • Change Management

    • "Log scope change request"
    • "Track change approval workflow"
    • "Analyze impact of project changes"
    • "Generate change log report"

Integration & Automation​

  • HCM Integration

    • "Sync resource data with HR system"
    • "Import employee skills and certifications"
    • "Update resource availability from PTO"
    • "Integrate with talent management"

  • Financial Integration

    • "Export project costs to general ledger"
    • "Sync revenue with accounts receivable"
    • "Integrate with procurement for vendors"
    • "Post time entries to payroll"

  • Third-Party Tools

    • "Integrate with Jira for task tracking"
    • "Connect to collaboration platforms"
    • "Sync with document management systems"
    • "Export data to BI tools"

Prerequisites​

Before you begin, ensure you have:

  1. Workday Resource Management Account

    • Active Workday tenant with Resource Management module
    • Appropriate user permissions for API access
    • Tenant URL (e.g., https://wd2-impl-services1.workday.com/ccx/service/your-tenant)

  2. OAuth 2.0 Configuration

    • Workday Integration System User (ISU) created
    • OAuth 2.0 client registered in Workday
    • Client ID and Client Secret from Workday
    • Appropriate API scopes granted (read, write, admin)

  3. AI Gateway Account

Setup Instructions​

Step 1: Configure OAuth in Workday​

  1. Create Integration System User (ISU)

    • Navigate to Create Integration System User task in Workday
    • Set up ISU with Resource Management security groups
    • Note the username for OAuth configuration

  2. Register OAuth 2.0 Client

    • Go to Register API Client for Integrations task
    • Select Non-Expiring Refresh Tokens for production use
    • Add required scopes: read, write, admin
    • Note the Client ID and Client Secret

  3. Configure Redirect URI

    • Set redirect URI to: https://gateway.aigateway.cequence.ai/oauth/callback
    • Save the OAuth client configuration

  4. Grant Security Permissions

    • Assign ISU to Project Management security groups
    • Grant domain permissions for Projects and Resources
    • Enable API access for project objects

Step 2: Create MCP Server in AI Gateway​

  1. Access AI Gateway Portal

  2. Select Workday Resource Management

    • Choose Workday Resource Management from the application list
    • Click Next to proceed

  3. Configure OAuth Settings

    • Authorization URL: https://impl-cc.workday.com/{your-tenant}/authorize (Replace {your-tenant} with your actual tenant name)
    • Token URL: https://impl-cc.workday.com/{your-tenant}/token
    • Client ID: Paste from Workday OAuth client
    • Client Secret: Paste from Workday OAuth client
    • Scopes: Select required scopes (read, write, admin)

  4. Complete OAuth Flow

    • Click Authorize to initiate OAuth flow
    • Log in to Workday when prompted
    • Approve the authorization request
    • Verify successful connection

  5. Configure Gateway Settings

    • Set gateway name (e.g., "PMO Resource Management")
    • Configure rate limiting if needed
    • Set usage quotas based on your plan
    • Click Create Gateway

Step 3: Test the Connection​

  1. Verify Setup

    curl -X GET "https://gateway.aigateway.cequence.ai/v1/projects" \
      -H "Authorization: Bearer YOUR_GATEWAY_TOKEN"

  2. Test Basic Operations

    • Retrieve project list
    • Query resource allocations
    • Check project status
    • Verify data access

Using Your Workday Resource Management MCP Server​

Setup Instructions:

Example Prompts​

Try these natural language queries:

"Show all active projects and their health status"
"Find available developers with Python skills"
"What's the resource utilization for the engineering team?"
"Create a new project for Q2 mobile app development"
"Track budget vs actual for Project Phoenix"
"Who is over-allocated this month?"

API Scopes & Permissions​

Available Scopes​

ScopeDescriptionRequired For
readRead-only access to projects and resourcesReporting, queries
writeCreate and update projects and allocationsProject management
adminFull administrative accessSystem configuration

Best Practices​

  • Use minimum required scopes for security
  • Create separate ISUs for different integrations
  • Rotate credentials regularly for compliance
  • Monitor API usage to stay within limits
  • Enable audit logging for all API calls

Rate Limits & Quotas​

  • Standard API: 200 requests per minute
  • Bulk Operations: 50 requests per minute
  • Reporting: 20 requests per minute
  • Real-time Queries: 500 requests per minute

Security Considerations​

  • Store credentials securely using secrets management
  • Enable IP whitelisting for API access
  • Use short-lived tokens for sensitive operations
  • Implement proper error handling and logging
  • Regular security audits and access reviews

Troubleshooting​

Common Issues​

  1. "Project not found"

    • Verify project ID or name
    • Check user has access to project
    • Ensure project is active

  2. "Resource allocation conflict"

    • Check for overlapping allocations
    • Verify resource availability
    • Review allocation percentages

  3. "Insufficient project permissions"

    • Verify ISU security group membership
    • Check domain permissions
    • Review project-level access

Support​