# Paylocity MCP for AI Agents AI Agent Connect > Paylocity lets you manage your payroll and HR workflows through any AI agent. Instead of clicking through endless tabs in the Paylocity portal, you can list employees, audit benefits, and track onboarding progress using natural language. It's built for HR and finance teams who need fast access to workforce data without the manual overhead of traditional navigation. ## Overview - **Category:** industry-titans - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_Q5OFkotVw2MOwNlXg88Kx5uV8PHZ3JpNZ0YLqsc2/ai-agent-connect - **Tags:** workforce-management, employee-records, benefits-administration, payroll-processing, hr-analytics, onboarding ## Description This Paylocity MCP connects your HR and payroll data directly to your AI agent. Instead of logging into a separate portal to find a single employee's tax setup or checking who is currently in the onboarding pipeline, you can just ask your agent to do it for you. It changes the way you handle workforce administration by turning complex data lookups into quick conversations. You can verify direct deposit details, check earning codes, or pull custom reporting fields without leaving your current workspace. Because Vinkius hosts this Connector, you can plug it into your existing workflow and start querying your company data immediately. It's about moving away from tab fatigue and getting straight to the answers you need for payroll audits or HR queries. ## Tools ### get_employee_custom_fields This lets you pull specific custom data points that your company uses for unique reporting. It's useful when standard fields don't give you the full picture. ### get_employee_deductions You can use this to see exactly what is being taken out of an employee's paycheck. It helps clarify things like insurance or retirement contributions. ### get_employee_direct_deposit This tool shows where an employee's pay is actually going. It's a quick way to verify bank details during a payroll audit. ### get_employee_earnings You can check the specific earning codes for any staff member. It helps you see the breakdown of base pay and bonuses. ### get_employee_emergency_contacts This retrieves the contact info for an employee's emergency person. It's helpful for HR to have this handy in a crisis. ### get_employee This pulls the full profile for a specific individual. Use it when you need a comprehensive look at someone's job metadata and contact info. ### get_employee_local_taxes This shows the local tax setup for a specific worker. It's essential for ensuring compliance in different regions. ### list_employees You can get a full list of everyone currently in the company. It's a great starting point for workforce audits. ### list_onboarding_employees This identifies who is currently in the onboarding pipeline. It helps you see who is almost ready to start work. ### get_employee_benefit_setup This lets you see how an employee's benefits are configured. It's perfect for answering questions about health or retirement plans. ## Prompt Examples **Prompt:** ``` Who is currently in the onboarding process? ``` **Response:** ``` I've fetched the current onboarding list for you. Here is the status of our new hires: | Name | Status | Progress | | :--- | :--- | :--- | | Alice Brown | In Progress | 80% | | Michael Scott | In Progress | 45% | | Dwight Schrute | Pending | 10% | Would you like me to send a reminder to anyone who hasn't moved in a few days? ``` **Prompt:** ``` Show me the tax and deposit info for employee 9982. ``` **Response:** ``` Here are the payroll details for employee 9982: **Local Tax Setup:** * State Tax: 5.5% * Local City Tax: 1.2% **Direct Deposit:** * Bank: Chase * Account Type: Checking * Status: Active Let me know if you need to see the full earnings breakdown for this person. ``` **Prompt:** ``` List all employees and their custom fields. ``` **Response:** ``` I've pulled the employee list along with your custom reporting fields: * **Alice Brown** - Department: Sales, Region: North * **Michael Scott** - Department: Management, Region: East * **Dwight Schrute** - Department: Sales, Region: North There are 3 employees total in this view. Do you want me to filter this by a specific region? ``` ## Capabilities ### List all company employees Get a full list of every employee registered in your Paylocity account. ### Retrieve specific employee profiles Pull detailed metadata and contact info for any individual staff member. ### Track onboarding progress See which new hires are currently in the onboarding pipeline and their status. ### Check earning and deduction codes Inspect specific pay components like base salary, bonuses, or insurance deductions. ### Verify tax and deposit settings Check local tax configurations and direct deposit details for any worker. ### Access custom HR data fields Retrieve values from custom fields you've defined in your own Paylocity environment. ### View benefit configurations Check how an employee's benefits are set up to provide quick answers to staff. ## Use Cases ### The Payroll Audit A payroll manager needs to verify the tax setup for 50 employees in a new state. They ask the agent to check `get_employee_local_taxes` for everyone on the list. ### The Onboarding Check An HR lead wants to know who is still in the pipeline. They use `list_onboarding_employees` to see who is almost ready to start and who needs a nudge. ### The Benefits Query An employee asks about their 401k. The HR admin uses `get_employee_benefit_setup` to give a precise answer immediately without opening the portal. ### The Data Export A finance person needs a list of all employees and their custom fields for a quarterly report. They ask the agent to combine `list_employees` and `get_employee_custom_fields`. ## Benefits - Faster HR lookups: Use `list_employees` to see your entire workforce in seconds rather than scrolling through a web portal. It cuts down on time spent searching for basic records. - Accurate payroll audits: Use `get_employee_local_taxes` and `get_employee_direct_deposit` to verify compliance without manual data entry. This ensures your records are correct before you run pay. - Clearer onboarding: Use `list_onboarding_employees` to keep a real-time pulse on new hires without checking multiple files. You'll know exactly who is ready to start. - Detailed pay transparency: Use `get_employee_earnings` and `get_employee_deductions` to explain pay stubs to employees quickly. It makes answering common pay questions much easier. - Custom reporting: Use `get_employee_custom_fields` to pull specific data points that only exist in your unique Paylocity setup. This is perfect for specific company reporting needs. ## How It Works The bottom line is you get instant access to Paylocity HR data through a chat interface. 1. Subscribe to the Paylocity MCP on Vinkius. 2. Enter your Paylocity Client ID, Client Secret, and Company ID. 3. Ask your agent to pull employee data or audit payroll settings. ## Frequently Asked Questions **Can I use Paylocity MCP to change employee salaries?** No, this Connector is designed for reading and auditing data. You'll need to use the standard Paylocity portal to make any changes to pay, records, or employee profiles. **Does Paylocity MCP work with Claude?** Yes, you can connect it to Claude or any other MCP-compatible client like Cursor or Windsurf to manage your HR data. **How do I get my employee data into my agent?** You just need your Paylocity Client ID, Client Secret, and Company ID to connect it through Vinkius. Once connected, your agent can access your workforce data. **Can I see if my new hires are finished onboarding?** Yes, you can ask your agent to list all employees currently in the onboarding process. It will show you who is still in the pipeline and their current progress. **Is this for payroll audits?** Yes, it's great for checking things like local tax setups and direct deposit details to ensure everything is correct before you run your next pay cycle. **Can I see custom fields in Paylocity?** Yes, the Connector can pull custom fields defined in your specific Paylocity environment. This is perfect for retrieving unique data points used for company reporting. **How do I find my Client ID and Secret?** You must contact your Paylocity Account Manager or the Paylocity Web Services team to request API credentials. They will provide the Client ID and Client Secret for the WebLink API. **Where do I get the Company ID?** Your Company ID is the unique identifier for your organization in Paylocity, typically a 5 or 6 digit number used when logging into the Paylocity portal. **Can I see an employee's direct deposit setup?** Yes! Use the `get_employee_direct_deposit` tool with an Employee ID to retrieve the configured bank accounts and distribution settings.