developer-toolsapi_key

Workday RaaS

Run web-service-enabled Workday Reports as a Service (RaaS) reports with a dedicated least-privilege Workday account.

Verdict

Workday RaaS lets your team pull live HR and financial data from Workday custom reports directly into Switchy Projects. @mention it to retrieve compensation details, tax documents, or any tenant-configured report output without leaving the conversation. Finance teams use it to audit payroll runs, HR ops pull headcount snapshots for board decks, and comp analysts verify stock grant records before review cycles. Requires API credentials from your Workday admin and exact report URLs — you can't browse or search reports through the MCP, so you'll need to know which reports exist in your tenant before you start.

Common use cases

  • Audit payroll data before processing
  • Pull W-2 records for tax season
  • Verify stock grants before comp reviews
  • Export headcount snapshots for board meetings
  • Check PTO balances during planning

Integration

Vendor
Workday RaaS
Category
developer-tools
Auth
API_KEY
Tools
3
Composio slug
workday_raas

Tools

  • Get Latest Stock Grant

    Retrieve sensitive compensation data from an authorized tenant-defined Workday RaaS stock-grant report and return its unique latest row by the exact report-output grant/effective-date field verified by the caller from the tenant report as o

  • Get W-2 Report

    Retrieve W-2 records from a tenant-defined Workday customreport2 or systemreport2 report using controlled company, tax-year, and optional worker prompts. A worker prompt alias can clear a copied worker filter without replacement.

  • Run RaaS Report

    Run a Workday customreport2 or systemreport2 report from its full tenant URL and return its dynamic JSON output, using an optional map of exact Prompt XML Alias names to values.

Setup

Setup guide

  1. 11. Open your Switchy workspace settings and navigate to the Integrations page. 2. Click 'Add Integration' and select Workday RaaS from the developer tools category. 3. In a separate tab, log into your Workday tenant as an admin and generate an API key with RaaS read permissions — your Workday admin will provide the tenant URL and credentials. 4. Paste the tenant URL, API username, and API password into the Switchy connection form and click 'Connect'. 5. Switchy will validate the credentials against your Workday instance — if successful, you'll see a green checkmark. 6. Open any Project, type '@Workday RaaS run the Q4 headcount report' and send the message to confirm the connection works. 7. If the MCP returns data, the integration is live — if it errors, double-check the tenant URL format and that your API user has RaaS report access.

What teammates see: by default, memories from Workday RaaS are scoped to the Project (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.

Works well with

Top models

Compatibility data appears once enough Projects have used this MCP together with a given model.

How Switchy teams use it

Not enough Projects yet to publish anonymised usage stats (we require ≥ 50 Projects per week).

Starter prompts

Retrieve Latest Stock Grants

@Workday RaaS get the latest stock grant from the executive compensation report and show me the grant date and share count

Pull W-2 Records by Year

@Workday RaaS retrieve W-2 records for tax year 2023 and company code 1001, then summarize total wages by department

Run Custom Headcount Report

@Workday RaaS run the active headcount report for location 'San Francisco' and cost center 4200, then format the output as a table

Check PTO Balances

@Workday RaaS run the PTO balance report for worker ID 12345 and show remaining vacation days and accrual rate

Export Payroll Summary

@Workday RaaS run the payroll summary report for pay period ending 2024-12-31 and break down gross pay by department

Example outputs

Illustrative - representative of the model's voice and quality, not literal recordings.

Prompt

@Workday RaaS pull the Q4 headcount report filtered by department Engineering and location San Francisco

Output

Retrieved 47 records from the tenant's custom headcount report. The output shows 32 active employees in Engineering at the San Francisco office as of the report run date, with fields including worker ID, hire date, job profile, and cost center. Data reflects the report's configured columns and any tenant-specific calculated fields. This is an illustrative example; actual column names and row counts depend on how your Workday admin built the report.

Notes

This example uses the Run RaaS Report tool with prompt filters. You must provide the full tenant report URL (customreport2 or systemreport2) and match the exact Prompt XML Alias names defined in Workday. The MCP cannot discover available reports—your admin must share the URL and prompt schema. Rate limits apply per Workday tenant configuration.

Prompt

@Workday RaaS get my latest stock grant details including vest schedule and strike price

Output

Found one stock grant record with effective date 2024-01-15. Grant type: RSU, quantity 1,200 shares, vesting schedule 4-year monthly cliff after one year, strike price N/A (restricted stock). This illustrative response assumes the tenant has configured a stock-grant RaaS report with these exact output fields and that the authenticated user has permission to view their own compensation data.

Notes

This example demonstrates the Get Latest Stock Grant tool, which retrieves sensitive compensation data. The MCP requires the tenant to have published a specific stock-grant report with grant-date and effective-date fields. The tool returns only the most recent grant by date. Scope your API key to limit access to authorized personnel—this data is highly confidential.

Prompt

@Workday RaaS fetch W-2 records for tax year 2023 company code 1001 then summarize total wages and withholdings across all employees

Output

Retrieved 214 W-2 records for company 1001, tax year 2023. The AI summarizes: total wages across all employees were $18.4M, federal withholding $3.2M, state withholding $1.1M, Social Security $1.14M. Three employees had wage corrections filed. This illustrative example assumes the tenant's W-2 report includes these standard box fields and that the API key grants access to aggregate payroll data.

Notes

This example pairs the Get W-2 Report tool with AI reasoning to synthesize payroll insights. You must specify exact company code and tax year; optional worker prompt can filter to one employee. The MCP cannot write back to Workday—this is read-only reporting. Ensure your API key scope aligns with data-privacy policies before running aggregate queries.

Use-case deep-dives

Quarterly comp review automation

When this MCP wins for pulling stock-grant data into comp cycles

A 12-person startup runs quarterly comp reviews in Notion and needs to pull current stock-grant data from Workday without asking HR to export CSVs. The Get Latest Stock Grant tool solves this: one engineer sets up the RaaS report URL and API key, then the team's comp-review agent fetches grant dates and values on demand during 1:1s. This works cleanly if your Workday tenant already exposes a stock-grant RaaS report and you trust the agent with that API key scope. If your comp data lives in multiple reports or needs cross-referencing with performance ratings, you'll spend more time wiring prompts than the CSV export would have cost. Buy this if your comp cycle happens more than twice a year and your Workday admin has already built the RaaS reports you need.

Tax-season W-2 lookup for remote teams

When the W-2 tool beats Workday's self-service portal

A 30-person distributed team hits tax season and half the team can't remember their Workday password. The finance lead sets up the Get W-2 Report tool so the team Slack bot can fetch W-2s by worker ID and tax year without everyone logging into the portal. This is faster than resetting 15 passwords, but only if your Workday tenant has a systemreport2 or customreport2 that surfaces W-2 data and your security model allows an API key to read it. If your compliance team requires individual auth per W-2 access, this MCP won't pass audit. If your team is under 20 people or tax season happens once, the self-service portal is still easier. Buy this if you support 25-plus remote workers and your Workday admin confirms the W-2 report exists and is API-accessible.

Weekly headcount reporting for investors

When Run RaaS Report automates board-deck data pulls

A Series A company sends weekly headcount and department breakdowns to their board, and the VP of Ops manually exports a Workday report every Friday. The Run RaaS Report tool turns this into a scheduled agent task: the agent hits the tenant URL with the right prompt values and drops the JSON into the board deck template. This saves 20 minutes a week if your Workday reports are already parameterized with XML Alias prompts and return clean JSON. If your reports need post-processing or the prompts change shape every quarter, you'll spend more time debugging the agent than doing the export. The three-tool limit means you can't mix headcount, comp, and time-off data in one agent without custom wiring. Buy this if you run the same Workday report more than twice a month and the output format is stable.

Frequently asked

What does the Workday RaaS MCP do in Switchy?

It runs Workday custom reports and returns structured data your AI agents can read. You point it at a RaaS report URL in your tenant, optionally pass filter prompts like tax year or worker ID, and get back JSON. Useful for pulling compensation, headcount, or compliance data into workflows without building a full Workday integration.

Do I need admin access to connect Workday RaaS?

You need an API key with permission to call the specific RaaS reports you want. That typically means your Workday admin creates an Integration System User, grants it access to the custom or system reports, and generates the key. You don't need full tenant admin rights, but you can't connect it yourself if you're just an employee.

Can it write data back to Workday or only read reports?

Read only. The MCP runs reports and returns their output. If you need to update records—like changing a worker's compensation or submitting time off—you'll need Workday's full REST API or a different integration. This is strictly for pulling report data into Switchy.

Why use this instead of exporting Workday reports manually?

Manual exports go stale the moment you download them. The MCP fetches live data on demand, so your AI agents always see current numbers. It also handles prompt filtering programmatically—no clicking through Workday's UI to set tax year or department filters every time you need an updated report.

Who on the team should set up the Workday RaaS connection?

Whoever owns your Workday integrations or has access to create Integration System Users. They'll need to know which reports you want to expose and configure the API key with the right permissions. Once connected in Switchy, any team member with workspace access can use the MCP in their prompts.

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Data last verified 61 hours ago.Sources aggregated hourly to weekly. See docs/architecture/model-directory.md.