Integrating Gumloop with Workday Data via CData Connect AI

Gumloop is a visual automation platform designed to create AI-powered workflows by combining triggers, AI nodes, APIs, and data connectors. By integrating Gumloop with CData Connect AI through the built-in MCP (Model Context Protocol) Server, workflows can seamlessly access and interact with live Workday data.

The platform provides a low-code environment, making it easier to orchestrate complex processes without heavy development effort. Its flexibility allows integration across multiple business applications, enabling end-to-end automation with live data.

This article outlines the steps required to configure Workday connectivity in Connect AI, register the MCP server in Gumloop, and build a workflow that queries Workday data.

Getting Started

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Step 1: Configure Workday Connectivity for Gumloop

Connectivity to Workday from Gumloop is made possible through CData Connect AI's Remote MCP Server. To interact with Workday data from Gumloop, we start by creating and configuring a Workday connection in CData Connect AI.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Workday" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Workday.

   To connect to Workday, users need to find the Tenant and BaseURL and then select their API type.

   Obtaining the BaseURL and Tenant

   To obtain the BaseURL and Tenant properties, log into Workday and search for "View API Clients." On this screen, you'll find the Workday REST API Endpoint, a URL that includes both the BaseURL and Tenant.

   The format of the REST API Endpoint is: https://domain.com/subdirectories/mycompany, where:

   • https://domain.com/subdirectories/ is the BaseURL.
   • mycompany (the portion of the url after the very last slash) is the Tenant.
   For example, in the REST API endpoint https://wd3-impl-services1.workday.com/ccx/api/v1/mycompany, the BaseURL is https://wd3-impl-services1.workday.com and the Tenant is mycompany.

   Using ConnectionType to Select the API

   The value you use for the ConnectionType property determines which Workday API you use. See our Community Article for more information on Workday connectivity options and best practices.

   API	ConnectionType Value
   WQL	WQL
   Reports as a Service	Reports
   REST	REST
   SOAP	SOAP

   
   

   Authentication

   Your method of authentication depends on which API you are using.

   • WQL, Reports as a Service, REST: Use OAuth authentication.
   • SOAP: Use Basic or OAuth authentication.

   See the Help documentation for more information on configuring OAuth with Workday.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Workday Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Gumloop. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the Workday connection configured and a PAT generated, Gumloop is prepared to connect to Workday data through the CData MCP server.

Step 2: Connect to the MCP server in Gumloop

The MCP server endpoint and authentication values from Connect AI must be added to Gumloop credentials.

1. Sign in to Gumloop and create an account
2. Visit the Gumloop Credentials page to configure MCP server
3. Click on Add Credentials and search and select MCP Server
👁 Configuring MCP server
👁 MCP server app

4. Provide the following details:
   • URL: https://mcp.cloud.cdata.com/mcp
   • Label: A descriptive name such as Workday-mcp-server
   • Access Token / API Key: leave blank
   • Additional Header: Authorization: Basic YOUR EMAIL:YOUR PAT
   👁 Configuring to CData MCP server
   
   • Save the credentials
   👁 Saved MCP Credentials
   

The MCP server is now available to build workflows in Gumloop.

Step 3: Build a workflow and explore live Workday data with Gumloop

1. Visit Gumloop Personal workspace and click on the Create Flow
👁 Create Gumloop workflow

2. Select the icon or press Ctrl + B to add a node or a subflow
👁 Add a node

3. Search for Ask AI and select it
👁 Select Ask AI

4. Click Show More Options and enable the Connect MCP Server? option
👁 Enable 'Connect MCP Server?'

5. From the MCP Servers dropdown, choose the saved MCP credential
6. Add a Prompt and Choose an AI Model according to your requirements
👁 Add Prompt

7. After configuring the required details, Click Run to run the pipeline
👁 Example 1: Gumloop workflow execution
👁 Example 2: Gumloop workflow execution

With the workflow run completed, Gumloop demonstrates successful retrieval of Workday data through the CData Connect AI MCP server, with the MCP Client node providing the ability to ask questions, retrieve records, and perform actions on the data.

Get CData Connect AI

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