• HIERARCHY
  • ROLES
  • TEAMS
  • HUMAN

How to audit organizational structure with your AI

Connect Namely to your AI client to pull live hierarchy and role data. You can then ask questions about your company setup without manual exports.

Ask AI about this page

Short answer

How can I audit my org structure with AI?

Your AI pulls live data from Namely to map out teams, job titles, and reporting lines. You get a clear view of your current hierarchy and any discrepancies in team composition.

The results you get.

What you can uncover.

The AI uses your Namely data to surface these specific organizational insights.

HIERARCHY

Map reporting lines

The AI identifies how teams are organized and who reports to whom. You'll see the actual structure currently active in Namely.

ROLES

Verify job titles

Check that job titles match your intended organizational design. The AI pulls specific role data to find mismatches.

TEAMS

Audit team makeup

See exactly who is in which group or department. This helps you spot overstaffed or understaffed teams instantly.

HUMAN

Manual corrections

The AI only reads your data. You still need to go into Namely to change titles or move people between teams.

The workflow

What your AI does when the request arrives.

Your AI acts as a bridge between your questions and your Namely records.

  1. Identify groups

    The AI scans your company to find all active departments and organizational units.

    list_groups

  2. List teams

    It looks through the specific teams within those groups to see how work is divided.

    list_teams

  3. Check roles

    The AI pulls the specific job titles assigned to employees to verify their current functions.

    list_jobs

  4. Analyze composition

    It pulls the full roster for a specific team to check headcount and reporting accuracy.

    get_team

Try it

Copy these to start.

Use these prompts to begin your audit.

Starting points

These are opening lines. Replace the bracketed text with your actual department or team names.

Namely Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_4Og9mb5pe2c1JYPYTetMcM7AbOhS5DoWCF2Ye1RI/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 — Namely capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "namely-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_4Og9mb5pe2c1JYPYTetMcM7AbOhS5DoWCF2Ye1RI/mcp"
    }
  }
}
Copy into chat04

  • List all the departments currently in Namely.

  • Show me the job titles for the [Engineering] team.

  • Who is in the [Marketing] group and what are their roles?

  • Are there any teams in the [Sales] department that don't have a clear lead?

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

Start here

Connect Namely once, then ask.

Just follow the link to authorize the connection. Your credentials stay encrypted and the setup is handled on our end.

Connect Namely to your AI

FAQ

Common questions

  • 01

    Can the AI change job titles in Namely?

    No. The AI can only read your data to report on it. You must make all changes directly in Namely.

  • 02

    Can the AI delete teams or groups?

    No. This MCP is read-only. It cannot delete or modify any records in your Namely account.

  • 03

    Does the AI see my payroll data?

    No. The AI only has access to the specific organizational data provided by the tools in this MCP.

  • 04

    How often is the data updated?

    The AI pulls live data every time you ask a question, so you are always looking at your current Namely state.

  • 05

    Can I use this with Claude?

    Yes, you can use this with any MCP-compatible client like Claude, Cursor, or Windsurf.

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

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