Integrate Dify with Live Workday Data via CData Connect AI
Dify is an open source platform for building production-ready agentic workflows, chatbots, and other LLM applications. It includes built-in, two-way support for the model context protocol (MCP), allowing you to register remote MCP servers as tools in the platform to add external data sources and give your agents access to live data.
By integrating Dify with CData Connect AI through the built-in MCP Server, Dify gains governed, real-time access to live Workday data. You can list catalogs, explore schemas, and query records from Workday data using natural language prompts, with all data access running securely against authorized sources.
This article explains how to configure Workday connectivity in Connect AI, generate the required personal access token, register the Connect AI MCP Server as a tool in Dify, add it to an agent application, and verify the integration by querying live Workday data from Dify.
About Workday Data Integration
CData provides the easiest way to access and integrate live data from Workday. Customers use CData connectivity to:
- Access the tables and datasets you create in Prism Analytics Data Catalog, working with the native Workday data hub without compromising the fidelity of your Workday system.
- Access Workday Reports-as-a-Service to surface data from departmental datasets not available from Prism and datasets larger than Prism allows.
- Access base data objects with WQL, REST, or SOAP, getting more granular, detailed access but with the potential need for Workday admins or IT to help craft queries.
Users frequently integrate Workday with analytics tools such as Tableau, Power BI, and Excel, and leverage our tools to replicate Workday data to databases or data warehouses. Access is secured at the user level, based on the authenticated user's identity and role.
For more information on configuring Workday to work with CData, refer to our Knowledge Base articles: Comprehensive Workday Connectivity through Workday WQL and Reports-as-a-Service & Workday + CData: Connection & Integration Best Practices.
Getting Started
Step 1: Configure Workday connectivity for Dify
Connectivity to Workday from Dify is made possible through Connect AI's Remote MCP Server. To interact with Workday data from Dify, start by creating and configuring a Workday connection in Connect AI.
- Log into Connect AI, click Sources, and then click Add Connection
- Select Workday from the Add Connection panel
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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.
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.
- Click Save & Test
- Navigate to the Permissions tab and update user-based permissions
Add a Personal Access Token
A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Dify. It is best practice to create a separate PAT for each integration to maintain granular access control.
- Click the gear icon () at the top right of the Connect AI app to open Settings
- On the Settings page, go to the Access Tokens section and click Create PAT
- Give the PAT a descriptive name and click Create
- Copy the token when displayed and store it securely. It will not be shown again
With the Workday connection configured and a PAT generated, Dify can now connect to Workday data through Connect AI.
Step 2: Register the Connect AI MCP Server in Dify
Next, register the Connect AI Remote MCP Server as a tool in Dify so your agents and workflows can discover and call live data tools through Connect AI.
- Log into Dify, or open your self-hosted Dify instance (version 1.6.0 or later, which includes built-in MCP support)
- Navigate to the Integrations page, select Tools and click MCP tab
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Click Add MCP Server (HTTP) and enter the following details:
- Server URL: https://mcp.cloud.cdata.com/mcp
- Name Icon: Give a descriptive name, for example, CData Connect AI
- Server Identifier: A unique identifier, for example, cdata-connect-ai
- Headers: Add an Authorization header with the value Basic your_base64_encoded_email_PAT
Note: Dify will use Basic authentication with Connect AI. Combine your Connect AI user email and the PAT you created earlier in the format email:PAT, base64 encode the combined string, and prefix it with Basic.
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Click Add & Authorize. Dify connects to the Connect AI MCP Server and lists the available tools
With the MCP server registered, the Connect AI tools are available to any agent application or workflow in your Dify workspace.
Step 3: Query live Workday data from Dify
With the integration complete, build an agent application in Dify and interact with live Workday data through natural language prompts.
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From the Dify Studio page, click Create from Blank and select Agent as the application type
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In the agent configuration, click Add under the Tools section and select the Connect AI MCP tools registered in Step 2
- Select an LLM provider and model for the agent so it can interpret prompts and call MCP tools
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In the preview panel, type a prompt in the chat input, for example:
- Use the cdata-connect-ai tools to list all available catalogs
- Show the available schemas and tables for Workday
- Query the top 5 records from a table in Workday
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The Dify agent calls the Connect AI MCP Server and returns live results from Workday data
At this point, Dify communicates with the Connect AI MCP Server and retrieves live Workday data through remote MCP tools directly from your agentic workflows.
Get started with CData Connect AI
To access hundreds of SaaS, big data, and NoSQL sources directly from your cloud applications, try CData Connect AI today. Download a free 14-day trial of CData Connect AI, and our Support Team is available to help with any questions you have.