Workday Adaptive Planning MCP server: ask questions, get governed answers
Workday Adaptive Planning is a cloud planning and budgeting application that stores budgets, forecasts and actuals by account, department and version.
Try it on your own data in a pilot.
Workday Adaptive Planning AI analytics: what you can ask
Typical questions from FP&A and finance. Each answer shows the definition, source and query behind it.
- What is total operating expense versus budget by department this year?
- Which 10 accounts have the largest forecast variance this quarter?
- Compare the current forecast with the prior version by month
- List departments over budget year to date
- How has the headcount plan changed by month this year?
How Nexatron connects to Workday Adaptive Planning
- Whose permissions
- Your administrator approves the access the Workday Adaptive Planning connection uses. Where Workday Adaptive Planning supports per-user sign-in, answers run under each person's own access, and Nexatron roles decide who in your company can ask.
- Read and write
- Questions are read-only: asking never changes Workday Adaptive Planning data.
- Setup
- Our team sets up the Workday Adaptive Planning connection with your administrator during the pilot. No data migration and no pipeline to build: data is queried where it lives.
Workday Adaptive Planning MCP connector for Claude, ChatGPT and Copilot
Nexatron's hosted MCP server is a governed Workday Adaptive Planning MCP connector: Claude, ChatGPT and Microsoft Copilot ask questions of your Workday Adaptive Planning data through it. Each person signs in as themselves, so the assistant sees only what they may see.
Connect Workday Adaptive Planning to Claude, ChatGPT or Copilot
- Connect Workday Adaptive Planning to your Nexatron workspace.
- In Claude, add Nexatron from Claude's connector directory. In ChatGPT or Copilot, add a custom MCP connector with the server URL
https://api.nexatron.io/api/v1/mcp. - Sign in with your own Nexatron identity (OAuth 2.1), then ask your Workday Adaptive Planning questions.
Workday Adaptive Planning connector FAQ
- Can I ask Workday Adaptive Planning questions without writing queries?
- Yes. Ask in Teams, Slack, the Nexatron web app, or an AI assistant connected through Nexatron's MCP server.
- Does Nexatron respect Workday Adaptive Planning permissions?
- Yes. Where Workday Adaptive Planning supports per-user sign-in, answers run under each person's own access.
- Can Nexatron change data in Workday Adaptive Planning?
- No. Asking a question never changes Workday Adaptive Planning data.
- What do I need to connect Workday Adaptive Planning?
- An administrator who can approve the connection. Our team sets it up with them during the pilot.
- Is there a Workday Adaptive Planning MCP server for Claude, ChatGPT or Copilot?
- Yes: Nexatron's hosted MCP server, once Workday Adaptive Planning is connected to your workspace. It is Nexatron's server, not one published by Workday Adaptive Planning, and the assistant gets the same governed answer as the Nexatron app.
Try Nexatron on your own Workday Adaptive Planning data
A pilot starts with three questions your team already asks and the report you trust for each, so you can check the answers yourself.
Workday Adaptive Planning is a trademark of its owner. Nexatron is not affiliated with or endorsed by it; the name and mark identify the system Nexatron connects to.