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Adaptive Planning
Last Updated: 2026-09-04
Adaptive Planning MCP Server

Adaptive Planning MCP Server

Preview Date: 2026-08-15. Production Date: 2026-10-23.
Workday Adaptive Planning now provides an MCP Server that enables customer AI agents to access Adaptive Planning data and model context through a secure, standardized interface.
To use the Adaptive Planning MCP server, you must opt in to the Universal Main Service Agreement (UMSA). To determine your subscription service agreement:
  1. Select your profile avatar on Community.
  2. Select
    Profile
    .
  3. On your profile page, select your organization's name, which is beneath your name and next to your job title.
  4. View your Subscription Service Agreement value. If the value is MSA, you must opt in to the Universal Main Service Agreement (UMSA).
The MCP Server is only available under certain Adaptive Planning SKUs.
Flex credits are only required for registering and using agents in your production tenants. You'll not be able to register and use any agents in production until you’ve opted into these agreements.

Business Benefits

  • Enables customers to connect their AI agents to Adaptive Planning without building custom point-to-point integrations.
  • Improves planning visibility by letting agents explore sheet data, metadata, versions, levels, dimensions, and modeled sheet data within the user's permission scope.
  • Helps customers combine Adaptive Planning context with external operational or market data for narrative reporting, variance analysis, and driver-based planning insights in an external AI workspace.

Changes

  • Customers can now connect their AI agents to the Adaptive Planning MCP Server.
  • The MCP Server exposes tools. Available tools vary by user permissions, access rules, and tenant configuration.
Security changes:
  • For standalone instances, OAuth API Client registration requires
    Admin Access
     and
    General Setup
     permissions
  • For Workday-enabled instances, administrators need access to these domains in the System functional area:
    • Set Up: Tenant Setup - Security
    • Set Up: Adaptive Planning API Access
    • Security Administration
  • MCP tool calls use the same security model as public Adaptive Planning APIs. Workday enforces Adaptive Planning permissions, access rules, and MCP availability settings on every tool call.
  • All MCP tool calls are recorded in the audit logs. The audits API requires the
    Admin Access
     and
    Activity Auditing
     permissions.

What Do I Need to Do?

No action is required unless you want your AI agents to connect to Adaptive Planning MCP.
To request this feature, contact your Named Support Contact to submit a Workday Customer Care request. After confirming that you're eligible, we'll enable the feature.
After you purchase the applicable SKUs to access the MCP Server, you must configure agent security and connect your agents to the correct regional MCP endpoint before they can use Adaptive Planning MCP tools. For detailed step-by-step instructions, refer to the
Adaptive Planning MCP Server
 documentation under
Integration
 in the Adaptive Planning Help Center.

What Happens If I Do Nothing?

If you don't connect your AI agents to the Adaptive Planning MCP server, this release does not change your Adaptive Planning tenant experience.

Change Log

Limited Availability
We release this feature to production with limited availability. We have updated the information in these sections:
  • Description
  • Changes
  • What Do I Need to Do?
  • What Happens If I Do Nothing?
Updated Production Delivery Plan
We update the intended Production Delivery date for this feature.
MCP Config Steps Updated for Standalone Adaptive Instances
We update the MCP Server configuration steps for standalone Adaptive Planning instances.
Updated Production Delivery Plan
We update the intended Production Delivery date for this feature.
Updated MCP Server Configuration Steps
In the
What Do I Need to Do?
 section, we have updated the referenced
Adaptive Planning MCP Server Configuration Steps
 PDF document (AdaptivePlanningMCPServerConfigurationSteps.pdf) for accuracy and added clarification.
Adaptive Planning MCP Server
We update the feature description to include information about UMSA.