How to Connect to Live Workday Data from Gemini CLI (via CData Connect AI)

Jerod Johnson
Jerod Johnson
Senior Technology Evangelist
Leverage the CData Connect AI Remote MCP Server to enable Gemini CLI to securely read and take actions on your Workday data for you.

Gemini CLI is a command-line interface tool that provides direct access to Google's Gemini AI models for code generation, text analysis, and conversational AI capabilities. When combined with CData Connect AI Remote MCP, you can leverage Gemini CLI to interact with your Workday data in real-time through natural language queries. This article outlines the process of connecting to Workday using Connect AI Remote MCP and configuring Gemini CLI to interact with your Workday data.

CData Connect AI offers a dedicated cloud-to-cloud interface for connecting to Workday data. The CData Connect AI Remote MCP Server enables secure communication between Gemini CLI and Workday. This allows you to ask questions and take actions on your Workday data using natural language through Gemini CLI, all without the need for data replication to a natively supported database. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to Workday. This leverages server-side processing to swiftly deliver the requested Workday data.

In this article, we show how to configure Gemini CLI to conversationally explore (or Vibe Query) your data using natural language. With Connect AI you can query and interact with live Workday data, plus hundreds of other sources.

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 Gemini CLI

Connectivity to Workday from Gemini CLI is made possible through CData Connect AI Remote MCP. To interact with Workday data from Gemini CLI, we start by creating and configuring a Workday connection in CData Connect AI.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Select "Workday" from the Add Connection panel
  3. 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.
    For example, in the REST API endpoint https://wd3-impl-services1.workday.com/ccx/api/v1/mycompany, the BaseURL is https://wd3-impl-services1.workday.com and the Tenant is mycompany.

    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.

    APIConnectionType Value
    WQLWQL
    Reports as a ServiceReports
    RESTREST
    SOAPSOAP

    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.

  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Workday 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 Gemini CLI. 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 connection configured and a PAT generated, we are ready to connect to Workday data from Gemini CLI.

Step 2: Configure Gemini CLI for CData Connect AI

Follow these steps to configure Gemini CLI to connect to CData Connect AI:

  1. Ensure Gemini CLI is installed on your system. If not, install it using npm:
    npm install -g @google-gemini/cli
  2. Locate your Gemini CLI settings file. If the file doesn't exist, create it:
    • Linux/Unix/Mac: ~/.gemini/settings.json
    • Windows: %USERPROFILE%\.gemini\settings.json
  3. Add the CData Connect AI Remote MCP Server to the mcpServers object in your settings file. Replace YOUR_EMAIL and YOUR_PAT with your Connect AI email address and the PAT created previously:
    {
      "mcpServers": {
        "cdata-connect-cloud": {
          "httpUrl": "https://mcp.cloud.cdata.com/mcp",
          "headers": {
            "Authorization": "Basic YOUR_EMAIL:YOUR_PAT"
          }
        }
      }
    }    
    For example, if your email is [email protected] and your PAT is Uu90pt5vEO..., the Authorization header would be:
    "Authorization": "Basic [email protected]:Uu90pt5vEO..."
  4. Save the settings file. Gemini CLI will now use the CData Connect AI MCP Server for data operations.

Step 3: Query Live Workday Data with Natural Language

With Gemini CLI configured and connected to CData Connect AI, you can now interact with your Workday data using natural language queries. The MCP integration allows you to ask questions and receive responses from the Workday data source in real-time.

Start using Gemini CLI to explore your data:

  1. Open your terminal and start a Gemini CLI session:
    gemini
  2. You can now use natural language to query your Workday data. For example:
    • "Show me all customers from the last 30 days"
    • "What are my top performing products?"
    • "Analyze sales trends for Q4"
    • "List all active projects with their current status"
  3. Gemini CLI will automatically translate your natural language queries into appropriate SQL queries and execute them against your Workday data through the CData Connect AI MCP Server.

The combination of Gemini CLI's natural language processing capabilities and CData Connect AI's robust data connectivity enables you to explore and analyze your Workday data without writing complex SQL queries or needing deep technical knowledge of the underlying data structure.

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