Integrating Gumloop with UKG Pro HCM 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 UKG Pro HCM 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 UKG Pro HCM connectivity in Connect AI, register the MCP server in Gumloop, and build a workflow that queries UKG Pro HCM data.

Step 1: Configure UKG Pro HCM Connectivity for Gumloop

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

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

2. Select "UKG Pro HCM" from the Add Connection panel

3. Enter the necessary authentication properties to connect to UKG Pro HCM.

   Start by setting the Profile connection property to the location of the UKGProHCM Profile on disk (e.g. C:\profiles\UKGProHCM.apip). Next, set the ProfileSettings connection property to the connection string for UKGProHCM (see below).

   UKGProHCM API Profile Settings

   UKG Pro HCM uses Basic authentication combined with a customer API key to authorize access to the API. To connect, you will need your UKG Pro HCM credentials and a customer API key issued by UKG.

   Set the following connection properties to authenticate:

   • AuthScheme: Set this to Basic.
   • User: Set this to your UKG Pro HCM username.
   • Password: Set this to your UKG Pro HCM password.
   • ProfileSettings: Set this to a semicolon-separated list containing:
     • Host: Your UKG Pro HCM tenant hostname (e.g., yourcompany.ultipro.com).
     • CustomerAPIKey: Your UKG customer API key. This is passed as the US-CUSTOMER-API-KEY request header on each API call.

   To obtain your customer API key, contact your UKG Pro HCM administrator or refer to the UKG Developer Portal at https://developer.ukg.com.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add UKG Pro HCM Connection page and update the User-based 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.
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 UKG Pro HCM connection configured and a PAT generated, Gumloop is prepared to connect to UKG Pro HCM 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

4. Provide the following details:
   • URL: https://mcp.cloud.cdata.com/mcp
   • Label: A descriptive name such as UKG Pro HCM-mcp-server
   • Access Token / API Key: leave blank
   • Additional Header: Authorization: Basic YOUR EMAIL:YOUR PAT
   
   • Save the credentials
   

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

Step 3: Build a workflow and explore live UKG Pro HCM data with Gumloop

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

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

3. Search for Ask AI and select it

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

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

7. After configuring the required details, Click Run to run the pipeline

With the workflow run completed, Gumloop demonstrates successful retrieval of UKG Pro HCM 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.

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