• DATA
  • POLICY
  • ANALYSIS
  • HUMAN

How to pull company HR reports with your AI

Connect BambooHR to your AI client once. After that, you just ask for the data you need.

Ask AI about this page

Short answer

How do I pull company HR reports with my AI?

You ask your agent for specific data, and it pulls the information directly from BambooHR. You'll get organizational reports and policy details without digging through the dashboard. Here is how the data moves from your HRIS to your chat.

The results

What you get from your AI

The AI handles the data retrieval so you can focus on the analysis.

DATA

Instant HR reports

The AI pulls specific organizational data based on your request. You get the numbers you need without manual exports.

POLICY

Time off details

Your agent can list all current time off policies. This makes checking company rules fast and easy.

ANALYSIS

Direct answers

Instead of looking at spreadsheets, you get direct answers to questions about your workforce. The AI interprets the raw data for you.

HUMAN

Manual updates

The AI cannot change employee records or edit policies. You still handle all data entry and administrative changes in BambooHR.

The workflow

What your AI does when the request arrives.

Your agent acts as a bridge between your conversation and your BambooHR account.

  1. Analyze request

    Your AI looks at your question to decide if you need a specific report or a list of policies.

    get_company_reportlist_time_off_policies

  2. Fetch reports

    The agent pulls the specific organizational data you asked for from the system.

    get_company_report

  3. Retrieve policies

    If you ask about leave or time off, the agent pulls the relevant policy documentation.

    list_time_off_policies

  4. Present data

    The AI formats the retrieved information so it is easy to read in your chat window.

    get_company_reportlist_time_off_policies

Try it

Copy these to start.

Use these prompts to test the connection.

Starting points

These are opening lines. Swap out the specific report names or policy types to match what you actually need.

BambooHR Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_QoRTiXBDTHuApumKZEwtpImI1nASB43Q2nnPx91Z/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — BambooHR capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "bamboohr-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_QoRTiXBDTHuApumKZEwtpImI1nASB43Q2nnPx91Z/mcp"
    }
  }
}
Copy into chat04

  • Get a company report for headcount by department.

  • List all the current time off policies.

  • Pull a report on employee turnover for the last quarter.

  • What are the specific rules for parental leave in our policies?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect BambooHR once, then ask.

You only need to link your account once. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect BambooHR to your AI

FAQ

How this task behaves

  • 01

    Can the AI edit employee information?

    No. The AI can only read reports and policies. It cannot change, delete, or add any data in BambooHR.

  • 02

    Can I use this with Claude or Cursor?

    Yes. Any MCP-compatible client will work once you connect the BambooHR MCP through Vinkius.

  • 03

    Does the AI see all my HR data?

    The AI only accesses the specific data required to answer your prompt using the available tools.

  • 04

    Can the AI create new time off policies?

    No. The AI can only list existing policies. Policy creation must happen within the BambooHR interface.

  • 05

    How does the AI get the report data?

    It uses the get_company_report tool to pull the specific data requested from your BambooHR instance.

  • More questions about BambooHR? The Connector page answers them. See everything the BambooHR Connector can do

Connect BambooHR to Claude, Cursor, ChatGPT & more