Interact with Live Workday Data in Meta Muse via CData Connect AI

Use the CData Connect AI Remote MCP Server to enable Muse to securely interact with live Workday data.

Muse is Meta's personal AI agent for iOS, Android, and the web, built on the Muse Spark models. It connects to remote model context protocol (MCP) servers, so you can point Muse at a governed data source and let it discover and call live data tools.

Connect Muse to CData Connect AI through its Remote MCP Server, and Muse gains governed, real-time access to live Workday data. You can explore data, fetch records, and interact with objects using natural language prompts, with every request running against authorized sources.

This article shows you how to configure Workday connectivity in Connect AI, generate a personal access token, create a custom connector to the Connect AI Remote MCP Server in Muse, and interact with live Workday data from Muse.

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 Meta Muse

Connectivity to Workday from Muse is made possible through Connect AI's Remote MCP Server. To interact with Workday data from Muse, start by creating and configuring a Workday connection in Connect AI.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. Adding a connection in Connect AI
  2. Select Workday from the Add Connection panel
    3. Selecting data source
  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.

    Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab and update user-based permissions
    6. Updating permissions

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Muse. It is best practice to create a separate PAT for each integration to maintain granular access control.

  1. Click the gear icon () at the top right of the Connect AI app to open Settings
  2. On the Settings page, go to the Access Tokens section and click Create PAT
  3. Give the PAT a descriptive name and click Create
    4. Creating a new PAT
  4. Copy the token when displayed and store it securely. It will not be shown again

With the Workday connection configured and a PAT generated, Muse can now connect to Workday data through Connect AI.

Step 2: Create a custom connector to the Connect AI MCP Server in Meta Muse

Muse has no manual "add MCP server" form. Instead, you ask Muse in plain language to build a custom connector that points at the Connect AI Remote MCP Server, a hosted, public HTTPS endpoint that speaks streamable HTTP. Muse builds the connector on its secure VM using the official MCP SDK, then discovers and calls the available Connect AI data tools.

  1. Open Muse on iOS, Android, or the web and start a new chat
  2. Ask Muse to build a custom connector to the Connect AI Remote MCP Server, giving it the server URL and noting that the endpoint is a hosted MCP server over streamable HTTP, for example:
    Create a custom connector to CData Connect AI. It is a hosted MCP server over streamable HTTP at https://mcp.cloud.cdata.com/mcp and it requires an Authorization header.
  3. When Muse prompts for credentials, it opens a secure entry flow, separate from the chat, that saves the value in its Secure Credentials Store. Enter the Authorization header value in the format Basic your_base64_encoded_email_PAT

    Note: For the Authorization value, base64 encode email:PAT and prefix it with Basic. Enter it only in Muse's secure credential prompt, never in the chat.

  4. Muse connects to the Connect AI MCP Server and lists the available data tools. Review the custom connector confirmation, then click Continue. When Muse offers to save the integration as a skill, choose yes so the connector is available in every future chat Click Continue

With the custom connector saved, the Connect AI tools are available to Muse in any chat.

Step 3: Interact with live Workday data from Meta Muse

With the integration complete, interact with live Workday data directly from Muse through natural language prompts.

  1. In a Muse chat, type a prompt that uses the Connect AI connector, for example:
    • Use the CData Connect AI connector to list all available connections
    • Show the available objects and fields for Workday
    • Fetch the top 5 records from Workday
  2. Approve the tool call in the Sentinel dialog when prompted
  3. Muse calls the Connect AI MCP Server and returns live results from Workday data Querying live data from Muse

At this point, Muse communicates with the Connect AI MCP Server and retrieves live Workday data through remote MCP tools directly from your chats.

Get started with CData Connect AI

With CData Connect AI, interact with hundreds of SaaS, big data, and NoSQL sources directly from your AI agents, models, and cloud applications. To explore more download a free 14-day trial today. Our Support Team is available to help with any questions you have.

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