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How to connect WorkFlex MCP to your AI assistant

Written by WorkFlex Support Team

WorkFlex MCP connects supported AI assistants, such as Claude and ChatGPT, to your WorkFlex account. You can use natural language to find information about business trips, workations and assignments, create or update requests, approve requests, and analyse WorkFlex data.

The actions available through your AI assistant depend on your WorkFlex role and permissions.

When should you use this?

You can use WorkFlex MCP when you want to:

  • find information about business trips, workations or assignments without opening WorkFlex

  • submit or manage business trip and workation requests through your AI assistant

  • complete missing information in a request

  • approve or reject requests assigned to you

  • review compliance summaries, actions and read compliance documents

  • analyse business trip, workation or credit usage data

  • search for employee information if your WorkFlex role allows it

About Model Context Protocol (MCP)

The Model Context Protocol (MCP) is an open standard that allows supported AI assistants to connect to business applications such as WorkFlex.

After you connect WorkFlex MCP, your assistant can access WorkFlex information and perform supported actions on your behalf. Your existing WorkFlex permissions continue to apply.

For example, your assistant may be able to:

  • view business trips, workations and assignments

  • view compliance summaries and information contained in documents

  • check workation day balances

  • submit or update requests

  • reschedule or cancel requests

  • approve or reject approval steps

  • create reports based on WorkFlex data

For actions that change information in WorkFlex, you can review the planned action before it is submitted.

What you need

Before connecting WorkFlex MCP, you need:

  • an active WorkFlex account

  • an account with a supported AI assistant

  • permission to add custom connectors or MCP servers in your AI assistant

  • the WorkFlex MCP server URL:

Depending on your organisation's AI assistant plan and settings, an administrator may need to allow or add custom connectors first.

Permissions

WorkFlex MCP follows your existing WorkFlex role and permissions. Connecting an AI assistant does not give you additional access.

Depending on your role:

  • Employees can access and manage their own requests.

  • Managers can access relevant requests for their team and approve or reject approval steps assigned to them.

  • Assistants can manage requests for the employees they support.

  • HR users can access and manage employees and requests within their assigned scope.

Supported AI assistants

WorkFlex MCP can be connected to supported MCP-compatible tools, including:

  • Claude

  • ChatGPT

  • Cursor

  • Visual Studio Code

  • other tools that support remote MCP servers with authentication

The exact setup options available may depend on your AI assistant and subscription.

How to find the WorkFlex MCP connection details

  1. Sign in to WorkFlex.

  2. Open Profile.

  3. Select WorkFlex MCP.

  4. Copy the MCP server URL and follow the instructions shown for your AI assistant.

The WorkFlex MCP server URL is:

How to connect Claude

  1. Open Claude.

  2. Go to Customize > Connectors.

  3. Add a custom connector.

  4. Name the connector WorkFlex.

  5. Enter the WorkFlex MCP server URL.

  6. Continue to WorkFlex when prompted.

  7. Sign in with your WorkFlex account.

  8. Review the requested permissions and select Connect.

For organisation-managed Claude accounts, an owner or administrator may need to make the connector available first. Each user connects with their own WorkFlex account.

How to connect ChatGPT

  1. Open Settings > Security & Login in ChatGPT.

  2. Enable Developer mode if required for custom connectors.

  3. Open Plugins.

  4. Add a new connector and name it WorkFlex.

  5. Enter the WorkFlex MCP server URL.

  6. Select OAuth as the authentication method.

  7. Continue to WorkFlex when prompted.

  8. Sign in with your WorkFlex account and confirm the connection.

Availability of custom connectors depends on your ChatGPT plan and workspace settings. For organisation-managed workspaces, an administrator may need to allow custom connectors first.

How to connect Cursor, Visual Studio Code or another MCP-compatible tool

  1. Open your tool's MCP or connector settings.

  2. Add a remote MCP server.

  3. Enter the WorkFlex MCP server URL.

  4. Sign in with your WorkFlex account when prompted.

  5. Review and confirm the connection.

The exact menu names may differ depending on the tool you use.

What happens when you connect

When your AI assistant connects to WorkFlex for the first time:

  1. You are asked to sign in using your WorkFlex account.

  2. WorkFlex shows which assistant is requesting access.

  3. You can review what the assistant can access and which actions it may perform.

  4. Select Connect to continue or Cancel to stop the connection.

Your AI assistant can only access information and actions permitted by your WorkFlex role.

Capabilities

Business trips

Depending on your permissions, you can ask your assistant to:

  • check compliance requirements for a planned business trip

  • submit a business trip for compliance assessment and approval

  • complete missing information or continue a draft

  • reschedule or cancel a business trip

  • view the compliance summary, actions and read documents

  • read or add comments

  • approve or reject approval steps

  • analyse business trips by criteria such as destination, home country, purpose, traveller, manager or month

Workations

You can use your assistant to:

  • check requirements for a workation destination

  • submit a workation request

  • check used, pending and remaining workation days

  • view compliance summaries, to-dos and read documents

  • complete missing information

  • reschedule or cancel a request

  • approve or reject approval steps

  • analyse workations by criteria such as destination, payroll country, type, traveller, manager or month

Assignments

You can use your assistant to:

  • view assignments and their current status

  • review the approval workflow

  • ask questions about information contained in supported assignment documents

People and company information

Depending on your WorkFlex permissions, you may also be able to:

  • view and update your own profile

  • search for employees

  • update supported employment, contact or address information

  • invite employees or resend invitations

  • analyse credit usage by category, month, department, cost centre, entity or employee

Important notes

  • WorkFlex does not book flights or hotels. Submitting a business trip through WorkFlex registers the trip for compliance assessment and, where applicable, approval. Continue to book travel through your usual travel booking process.

  • Some information may need to be completed directly in WorkFlex. This can include sensitive information or file uploads that are not supported through the MCP connection.

  • Available actions depend on your WorkFlex role and permissions.

  • Changes made through the MCP follow the standard WorkFlex compliance and approval processes.

  • Review the proposed action before confirming changes such as submitting, updating, cancelling or approving a request.

  • Your AI assistant may also have its own tool permission settings or confirmation requirements.

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