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Adaptive Planning
Last Updated: 2023-06-23
Configure External Agents for Standalone Adaptive Planning

Configure External Agents for Standalone Adaptive Planning

  • 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).
  • Purchase the applicable SKUs to access Adaptive Planning MCP Server.
  • 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.
  • Security:
    Admin Access, Users
    permission.
You use an AI agent to answer questions and complete multistep actions in complex tasks and workflows. The agent uses a large language model (LLM) to analyze data, identify patterns, and produce predictions, recommendations, decisions, or generated content.
Adaptive Planning supports these agents:
  • First-party agents, which Workday builds.
  • Third-party agents, which you build.
Each agent uses skills. A skill is a task or activity that the agent runs. Each skill includes Model Context Protocol (MCP) tools, which are the resources the agent can use when it runs the skill.
The Workday Agent System of Record (ASOR) is the framework for these agents. You can use ASOR to:
  • Find, add, register, configure, monitor, and manage AI agents.
  • Govern, secure, and audit agents.
  1. Select
    Administration
    Agent Management
     from the main menu.
  2. Create a new AI agent.
  3. Enter the agent name and description.
  4. Add a skill.
    1. Enter a name for the skill.
    2. Select
      Basic
      for
      Skill Type
      .
      Only the Basic skill type is currently available.
    3. Select the MCP tools.
    4. Select the user groups.
    5. Toggle the
      Status
      on or off.
    Repeat this step to add more skills.
  5. Enter the redirect URI for the OAuth credentials.
  6. Click
    Save
    . A new agent is registered and a new OAuth client is created.
  7. Save your Client ID and Client Secret before exiting the page. After you navigate away from this page, the client secret won’t be visible.