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.

Paylocity MCP Server for LlamaIndex 10 tools — connect in under 2 minutes

Name: Paylocity
Availability: InStock
Author: Vinkius

docs.llamaindex.ai/en/stable/module_guides/tools/mcp

Built by Vinkius GDPR 10 Tools Framework

LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Paylocity as an MCP tool provider through the Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

async def main():
    # Your Vinkius token — get it at cloud.vinkius.com
    mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    agent = FunctionAgent(
        tools=tools,
        llm=OpenAI(model="gpt-4o"),
        system_prompt=(
            "You are an assistant with access to Paylocity. "
            "You have 10 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in Paylocity?"
    )
    print(response)

asyncio.run(main())

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About Paylocity MCP Server

Connect your Paylocity account to any AI agent and take full control of your HR and payroll administration through natural conversation.

LlamaIndex agents combine Paylocity tool responses with indexed documents for comprehensive, grounded answers. Connect 10 tools through the Vinkius and query live data alongside vector stores and SQL databases in a single turn — ideal for hybrid search, data enrichment, and analytical workflows.

What you can do

Workforce Visibility — List all employees and retrieve detailed profiles, including contact info and job metadata.
Earnings & Deductions Tracking — Inspect specific earning codes and deduction setups for any employee.
Onboarding Oversight — List employees currently in the onboarding process to track hiring progress.
Payroll Auditing — Retrieve local tax configurations, direct deposit settings, and benefit setups to ensure compliance.
Custom Data Retrieval — Access custom fields defined in your Paylocity environment for specific reporting needs.

The Paylocity MCP Server exposes 10 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Paylocity to LlamaIndex via MCP

Follow these steps to integrate the Paylocity MCP Server with LlamaIndex.

Install dependencies

Run pip install llama-index-tools-mcp llama-index-llms-openai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Run the agent

Save to agent.py and run: python agent.py

Explore tools

The agent discovers 10 tools from Paylocity

Why Use LlamaIndex with the Paylocity MCP Server

LlamaIndex provides unique advantages when paired with Paylocity through the Model Context Protocol.

Data-first architecture: LlamaIndex agents combine Paylocity tool responses with indexed documents for comprehensive, grounded answers

Query pipeline framework lets you chain Paylocity tool calls with transformations, filters, and re-rankers in a typed pipeline

Multi-source reasoning: agents can query Paylocity, a vector store, and a SQL database in a single turn and synthesize results

Observability integrations show exactly what Paylocity tools were called, what data was returned, and how it influenced the final answer

Paylocity + LlamaIndex Use Cases

Practical scenarios where LlamaIndex combined with the Paylocity MCP Server delivers measurable value.

Hybrid search: combine Paylocity real-time data with embedded document indexes for answers that are both current and comprehensive

Data enrichment: query Paylocity to augment indexed data with live information before generating user-facing responses

Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Paylocity for fresh data

Analytical workflows: chain Paylocity queries with LlamaIndex's data connectors to build multi-source analytical reports

Paylocity MCP Tools for LlamaIndex (10)

These 10 tools become available when you connect Paylocity to LlamaIndex via MCP:

get_employee

Get details for a specific employee

get_employee_benefit_setup

Get benefit configuration for an employee

get_employee_custom_fields

Get custom field values for an employee

get_employee_deductions

Get deduction details for an employee

get_employee_direct_deposit

Get direct deposit setup for an employee

get_employee_earnings

Get earning details for an employee

get_employee_emergency_contacts

Get emergency contacts for an employee

get_employee_local_taxes

Get local tax setup for an employee

list_employees

List all employees in the company

list_onboarding_employees

List employees currently in onboarding

Example Prompts for Paylocity in LlamaIndex

Ready-to-use prompts you can give your LlamaIndex agent to start working with Paylocity immediately.

"List all employees in our company."

"Show me the earnings and deductions for employee 12345."

"Who is currently in the onboarding process?"

Troubleshooting Paylocity MCP Server with LlamaIndex

Common issues when connecting Paylocity to LlamaIndex through the Vinkius, and how to resolve them.

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

Paylocity + LlamaIndex FAQ

Common questions about integrating Paylocity MCP Server with LlamaIndex.

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.

Can I combine MCP tools with vector stores?

Yes. LlamaIndex agents can query Paylocity tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.