The Winslow MCP

One server. Every Winslow capability. Connect Claude, ChatGPT, Cursor, Lovable, or any MCP-capable agent to the same API your admin UI uses — full read/write, gated by role, audited on every action.

What is the Winslow MCP?

One protocol, every Winslow capability.

The Winslow MCP server is a Model Context Protocol endpoint that exposes 50+ first-class tools covering employees, payroll, benefits, documents, time off, approvals, custom properties, and your agent runtime. It uses the same authorization layer as the admin UI — agents inherit the role of the API key, not a separate "service" permission.

• Full read/write — not a read-only wrapper around a public API
• Workspace-scoped — API keys resolve workspace automatically
• Per-field role gating — agents see and write what the key's role allows
• Audit log — every agent action is a first-class event, exportable to your SIEM
• Webhooks + events — agents can subscribe to hires, terminations, writes, comp changes

Supported tools

50+ tools, organized by domain.

Every tool listed below is callable through the MCP endpoint with the auth model described above. Parameter shorthand uses ? for optional, with the most common required params shown first.

• Workspace & Identity
• Employees
• Organization
• Employee Documents
• Benefits
• Payroll
• Payroll Adjustments
• Contractor Invoices
• Approvals
• Time Off & Holidays
• Terminations
• Custom Properties
• Artifacts
• Winslow Events
• AI & Knowledge Base
• OAuth App Management
• Feedback
• API Documentation

Workspace & Identity

Tool

• get_workspace
  Get the workspace associated with the calling API key (id, name).

Parameters

• —

• get_me
  Get the user tied to the API key and any linked employee record.

Parameters

• —

Employees

Tool

• get_employee
  Look up one employee by record id. Returns system + custom properties.

Parameters

• employeeRecordId

• list_employees
  List employees. Defaults to W-2 / full-time; pass employeeTypes to widen.

Parameters

• workspaceId?, includeInactive?, employeeTypes?

Organization

Tool

• list_departments
  List departments derived from the system-department dropdown.

Parameters

• workspaceId?

• list_org_chart
  Get the active org hierarchy as a tree.

Parameters

• workspaceId?

Employee Documents

Tool

• list_employee_documents
  List documents for one employee. Optionally filter by type.

Parameters

• employeeRecordId, type?

• get_employee_document
  Look up document metadata. Returns a publicLink (cloud URL).

Parameters

• employeeRecordId, employeeDocumentId

• find_employee_documents
  Ranked search across an employee's documents by name or agentData.

Parameters

• employeeRecordId, searchQuery, type?, limit?

• upload_employee_document
  Upload base64 file (≤100 MB). Creates the document and cloud storage entry.

Parameters

• employeeRecordId, fileName, fileBase64, type?

• get_employee_document_resource
  Return document bytes as an MCP embedded resource (≤50 MB).

Parameters

• employeeRecordId, employeeDocumentId

• get_employee_document_content
  Extract text (PDF/DOCX/MD/TXT) or render PDF pages as PNG (≤10 pages).

Parameters

• employeeRecordId, employeeDocumentId, format

• set_employee_document_validation
  Set agent-side validation flag and/or agentData on a document.

Parameters

• employeeRecordId, employeeDocumentId, validation?, agentData?

Benefits

Tool

• get_employee_benefits
  Medical, dental, vision summary for the current coverage timeline.

Parameters

• employeeRecordId

• get_employee_benefit_spd
  Download SPD PDFs from enrolled plans. Returns base64 resources.

Parameters

• employeeRecordId, planTypes?

Payroll

Tool

• get_payroll
  Fetch one payroll run with full line items and contractor payments.

Parameters

• payrollId

• list_payrolls
  List payroll runs. Filter by payday date range.

Parameters

• workspaceId?, paydayAfter?, paydayBefore?, limit?

Payroll Adjustments

Tool

• list_payroll_adjustment_templates
  List recurring adjustment templates.

Parameters

• workspaceId?

• get_payroll_adjustment_template
  Get one template by id.

Parameters

• templateId

• create_payroll_adjustment_template
  Create a template with targeting + amount rules (one-time, monthly, half-month).

Parameters

• name, targetType, recurrenceType, amountType, …

• update_payroll_adjustment_template
  Partial update of a template.

Parameters

• templateId, …

• delete_payroll_adjustment_template
  Delete a template by id.

Parameters

• templateId

• list_payroll_adjustments
  List adjustment instances. Filter by payroll or employee.

Parameters

• workspaceId?, checkPayrollId?, employeeRecordId?

• get_payroll_adjustment
  Get one adjustment instance by id.

Parameters

• adjustmentId

• create_payroll_adjustment
  Create a one-off adjustment, optionally linked to a template or payroll.

Parameters

• employeeRecordId, name, amount, checkPayrollItemType, …

• update_payroll_adjustment
  Update an instance. Syncs the change back to the payroll engine.

Parameters

• adjustmentId, …

• delete_payroll_adjustment
  Delete an instance and remove linked engine earnings.

Parameters

• adjustmentId

Contractor Invoices

Tool

• create_invoice
  Submit a contractor invoice (PDF URL + metadata).

Parameters

• employeeRecordId, employeeInvoiceNumber, submissionDate, dueDate, amount, cloudURL, note?

• approve_invoice
  Approve a submitted invoice.

Parameters

• invoiceId

• reject_invoice
  Reject an invoice. Not allowed once linked to a payroll.

Parameters

• invoiceId

• unapprove_invoice
  Move an approved invoice back to SUBMITTED.

Parameters

• invoiceId

• cancel_invoice
  Hard-delete an invoice. Not allowed once linked to a payroll.

Parameters

• invoiceId

Approvals

Tool

• get_approval_state
  Get the status of an approval task.

Parameters

• approvalId

• update_approval
  Update name, description, or status (ACCEPTED / REJECTED / CANCELLED).

Parameters

• approvalId, name?, description?, status?

• cancel_approval
  Cancel a non-terminal approval task.

Parameters

• approvalId

Time Off & Holidays

Tool

• list_time_off
  List PENDING and APPROVED requests. Defaults to current month.

Parameters

• workspaceId?, startDate?, endDate?

• approve_request
  Approve or reject a time-off request.

Parameters

• timeOffRequestId, status

• list_company_holidays
  Resolve company holidays for a year, including floating dates.

Parameters

• workspaceId?, year?

Terminations

Tool

• list_terminations
  List all termination records for the workspace.

Parameters

• workspaceId?

Custom Properties

Tool

• list_custom_properties
  List the workspace's custom properties (excludes app-namespaced).

Parameters

• workspaceId?

• list_app_properties
  List custom properties created by one app (prefixed with appId).

Parameters

• appId

• create_app_property
  Create an app-namespaced custom property. Label is auto-prefixed with appId-.

Parameters

• appId, label, display, type, required?, settings?, group?

Artifacts

Tool

• list_artifacts
  List artifacts on one employee, optionally filtered by appId.

Parameters

• employeeRecordId, appId?

• get_artifact
  Retrieve one artifact by id.

Parameters

• artifactId

• create_artifact
  Create an artifact on an employee record. Auto-registers the app on first use.

Parameters

• employeeRecordId, appId, type, …

• update_artifact
  Merge-update an artifact. Omitted fields are preserved.

Parameters

• artifactId, …

• delete_artifact
  Remove an artifact from an employee record.

Parameters

• artifactId

• list_artifact_apps
  List all apps storing data on employees in the workspace.

Parameters

• —

• register_artifact_app
  Explicitly register an app namespace. Usually not needed.

Parameters

• appId, name, description, faviconUrl?

Winslow Events

Tool

• poll_winslow_events
  Poll events after a millisecond cursor. Ascending by firedAt, id. Up to 1,000 per call.

Parameters

• sinceMs, workspaceId?, agentStatusFilter?

• set_winslow_event_agent_fields
  Set agentStatus and/or agentData on an event row. No new events emitted.

Parameters

• winslowEventId, agentStatus?, agentData?

AI & Knowledge Base

Tool

• ask_policy_question
  Ask a question against the workspace knowledge base (uploaded HR policies, handbooks). Context-aware to the asker.

Parameters

• question

• ask_reporting_question
  Ask a natural-language reporting question. Returns structured tabular data.

Parameters

• question

OAuth App Management

Tool

• register_oauth_app
  Register an OAuth app. Returns credentials, code snippets, .env content, and the auth URL.

Parameters

• name, redirectUris, scopes, description?, framework?

• list_oauth_apps
  List OAuth apps registered in the workspace.

Parameters

• —

• delete_oauth_app
  Deactivate an OAuth app. Existing tokens work until expiry; no new tokens are issued.

Parameters

• clientId

Feedback

Tool

• report_bug
  Open a bug report on the MCP API.

Parameters

• title, description?, toolName?, agentContext?

• suggest_improvement
  Suggest an improvement to the MCP API.

Parameters

• title, description?, toolName?, agentContext?

API Documentation

Tool

• get_api_docs
  Get Winslow API documentation (OAuth, REST, MCP, auth, quickstart) inline.

Parameters

• section?

Sample prompts

What it looks like in practice.

Real prompts you can drop into Claude or ChatGPT once your MCP is connected. The right-hand side shows the tools the model picks up to answer.

"Who's on PTO next week and is anyone managing more than 8 direct reports?"
→ list_time_off + list_org_chart + list_employees

"Pay everyone in the Boston office a $500 spot bonus on the next payroll."
→ list_employees (filter by office) → create_payroll_adjustment (per employee)

"Find Cooper's signed offer letter and check it's been countersigned."
→ find_employee_documents + get_employee_document_content + set_employee_document_validation

"Build me a dashboard of comp by department for engineering."
→ ask_reporting_question (natural-language) or list_employees + list_departments

"What does our parental leave policy say for someone in NY on the PPO plan?"
→ ask_policy_question (context-aware: pulls plan + state from the asker's record)

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