• DATA
  • ORG
  • LISTS
  • HUMAN

How to retrieve employee profiles with your AI

Connect your AI to TOTVS RM once. From then on, you can pull personnel data or organizational details just by asking.

Ask AI about this page

Short answer

How can I pull employee data using my AI?

Your AI uses the TOTVS RM connection to query specific personnel records on demand. You get direct access to employee profiles and organizational data through simple chat commands. You'll see the specific details you requested right in your chat window.

The outcomes

Where the data lands

The AI handles the heavy lifting of searching RM so you don't have to.

DATA

Instant profile access

The AI pulls specific employee details from RM. You get the exact personnel data you asked for without manual searching.

ORG

Organizational context

Get a clear view of how employees fit into the company structure. The AI retrieves the hierarchy and department info you need.

LISTS

Ready-to-use groups

Ask for groups of employees based on specific criteria. Your agent turns RM data into organized lists in your chat.

HUMAN

Manual updates required

The AI only reads existing data. If you need to change an employee's salary or role, you still have to log in to TOTVS RM to make those edits.

The workflow

What your AI does when the request arrives.

The AI acts as the bridge between your chat interface and the TOTVS RM database.

  1. Identify the request

    Your agent parses your message to figure out which specific employee or group you are looking for.

    get_employee_details
  2. Query RM

    The AI calls the connection to fetch the requested personnel records from the TOTVS database.

    get_employee_details
  3. Format the data

    The raw data from RM is cleaned up and organized into a readable format for your conversation.

    get_employee_details
  4. Deliver the answer

    Your agent presents the specific profile details or organizational info directly in your chat window.

    get_employee_details

Try it

Copy these to start.

Use these prompts to test the connection immediately.

Starting points

These are opening lines. Swap out the names and departments with the actual ones from your RM instance.

TOTVS Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_GbCPU18oBAMDKEVimgDQpHFBN3i97zwlitpVYxEc/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 — TOTVS capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "totvs-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_GbCPU18oBAMDKEVimgDQpHFBN3i97zwlitpVYxEc/mcp"
    }
  }
}
Copy into chat04
  • Get the profile details for employee John Doe.

  • Show me the organizational details for the Marketing department.

  • List all employees currently assigned to the North Region.

  • What is the job title and department for employee ID 5502?

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

Start here

Connect TOTVS once, then ask.

Follow the link to link your account. Your credentials stay encrypted on our side. Once connected, you can use these tools in any compatible client.

Connect TOTVS to your AI

FAQ

How this task behaves

  • 01

    Can the AI change employee information in RM?

    No. This connection is read-only for employee details. You must use the TOTVS RM interface to modify any records.

  • 02

    Can I ask for data that isn't in the employee profile?

    No. The AI can only retrieve information that is accessible through the get_employee_details tool.

  • 03

    Does the AI see all my company data?

    No. The AI only accesses the specific data points requested through the tools provided in this MCP.

  • 04

    Do I need to keep the TOTVS window open?

    No. Once the connection is established, your AI client communicates with the data in the background.

  • 05

    Can I export these profiles to a spreadsheet?

    The AI can format the data as a table or list in your chat, but it doesn't create external files directly.

  • More questions about TOTVS? See everything the TOTVS Connector can do

Connect TOTVS to Claude, Cursor, ChatGPT & more