# Sapling (Kallidus) MCP > Sapling (Kallidus) gives your AI client direct access to a company’s full HR data set. You can pull employee profiles, track department changes, audit job roles, and manage both onboarding and offboarding tasks—all from one connection. It handles all the personnel records you need for compliance or workforce planning. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** onboarding, offboarding, employee-profiles, personnel-management, hr-automation, task-tracking ## Description Sapling gives your agent direct access to a company's full HR data set. You can pull employee profiles, track department changes, audit job roles, and manage everything from new hires through departure—all in one place. It handles all the personnel records you need for compliance or workforce planning. **Getting Started & Employee Roster** You check your connection status and retrieve high-level details about the Sapling account using `get_account`. You can pull a master list of every active employee's names, emails, and internal IDs with `list_employees`. To get deep into an individual person's history—their job roles, compensation changes, or custom attributes—you use `get_employee`. **Auditing the Organization Structure** You map the company's current setup by listing every defined department using `list_departments`, and you can also retrieve a list of all internal teams via `list_teams`. You get a comprehensive view of roles by calling `list_job_titles` to see every configured job title, and you know where everyone works because `list_locations` provides every physical office location. For deeper role auditing outside the department structure, you use `list_groups`, which lists every custom employee group assigned within the system. **Managing Employee Lifecycle Tasks** You manage both ends of the employment spectrum with specific checklists. To get started with a new hire, you run `list_onboarding_tasks`; this provides the full list of mandatory steps needed to integrate someone successfully into the company. When an employee leaves, you use `list_offboarding_tasks` to retrieve a checklist detailing required steps for securely removing their access and assets upon departure. ## Tools ### get_account Checks your connection status and retrieves high-level details about the Sapling account itself. ### get_employee Retrieves a single employee's full HR profile, including compensation history and custom work attributes. ### list_departments Returns a list of every department defined in Sapling (e.g., Sales, Engineering). ### list_employees Provides a master list containing the names, emails, and internal IDs for all active employees. ### list_groups Lists every custom employee group created within the system. ### list_job_titles Returns a list of all configured job titles used in the organization. ### list_locations Lists every physical office location that the company operates from. ### list_offboarding_tasks Retrieves a checklist of required steps for securely removing an employee's access and assets upon departure. ### list_onboarding_tasks Provides the full list of mandatory tasks that must be completed to integrate a new hire successfully. ### list_teams Lists all internal teams, offering a view beyond just department boundaries. ## Prompt Examples **Prompt:** ``` List all active employees in Sapling. ``` **Response:** ``` I'll fetch the complete list of employees from your Sapling HR account. ``` **Prompt:** ``` Show me the onboarding tasks for new hires. ``` **Response:** ``` I'll retrieve the list of active onboarding tasks from Sapling. ``` **Prompt:** ``` Get details for employee ID '123'. ``` **Response:** ``` I'll retrieve the full HR profile and history for that specific employee. ``` ## Capabilities ### Fetch employee profiles You retrieve a specific person's employment history, compensation details, and custom HR attributes. ### Audit organizational structure You list all departments, teams, job titles, and office locations to map the company’s current setup. ### Manage employee lifecycle tasks You retrieve lists of required steps for both onboarding new staff and offboarding departing employees. ### Identify personnel groups You list every custom group assigned to employees, making it easy to audit roles outside the department structure. ## Use Cases ### Auditing Offboarding Compliance A compliance officer needs to prove that all departing employees are properly handled. They ask their agent: 'List the offboarding tasks, and then for every employee in Finance, check their profile.' The agent runs `list_offboarding_tasks` first, then uses `get_employee` repeatedly across filtered results, generating a complete compliance report instantly. ### Mapping New Organizational Structures A VP is reorganizing the company. They need to know which teams belong to which departments and where those teams are located. The agent runs `list_departments` and `list_teams`, cross-referencing with `list_locations` to provide a comprehensive, up-to-date organizational chart. ### Analyzing Employee Tenure Gaps A People Analyst wants to know the average tenure gap between departments. They run `list_employees` for all IDs, and then use `get_employee` on a sample set to retrieve employment history data points (like start date) that let them calculate mean tenure. ### Training New Managers A manager needs to onboard their team. They ask the agent to 'Show me the onboarding tasks for my new hires.' The agent runs `list_onboarding_tasks` and cross-references it with `list_groups` to ensure all required groups are assigned. ## Benefits - Compliance checks are faster. Instead of manually compiling spreadsheets, your agent runs `list_offboarding_tasks` to generate an immediate checklist for departing staff. - Build a full employee view with minimal calls. Use `list_employees` as the starting point, then feed each ID into `get_employee` to gather history and compensation in sequence. - Map your structure quickly. By combining `list_departments`, `list_teams`, and `list_locations`, you get a complete picture of how the company is physically and organizationally segmented. - Improve new-hire process tracking. Running `list_onboarding_tasks` shows exactly what steps are missing, letting your agent flag compliance risks immediately. - Standardize role data. You can use `list_job_titles` to ensure every employee record pulled via `get_employee` uses standardized terminology. ## How It Works The bottom line is you get clean, actionable employee records without logging into the Sapling portal yourself. 1. Your AI client calls the necessary tool (e.g., `list_employees`) and specifies what data is needed. 2. The MCP server sends that request to Sapling, which authenticates your connection and pulls the raw HR record set. 3. The data returns to your AI client as a structured JSON object, ready for follow-up actions or analysis. ## Frequently Asked Questions **How do I get Sapling API credentials?** Log in to your Sapling account and navigate to the API settings in your admin dashboard to generate an API Key. **Does it support onboarding and offboarding tasks?** Yes, you can list both onboarding and offboarding tasks using the corresponding tools in this MCP. **Can I see employee profiles?** Yes, the list_employees and get_employee tools provide access to comprehensive personnel data. **How do I map out the entire company structure using the `list_departments` tool?** It returns a list of every department defined in Sapling. This lets your agent audit and map your whole organizational chart for structured analysis. **What is the purpose of running `get_account` to check my connection status?** This tool retrieves detailed information about your connected Sapling account. Running it confirms connectivity and lets you verify current settings instantly. **If I need a comprehensive list of all employees, should I use `list_employees`?** Yes, that's the right tool. It returns every employee’s name, email, and unique internal ID in Sapling. Use it for bulk HR auditing. **How do I ensure consistent role tracking using `list_job_titles`?** It provides a complete list of all job titles configured within Sapling. You can use this data to standardize and audit roles across your entire workforce. **What information does the `list_groups` tool provide for access control review?** The tool lists all custom employee groups defined in Sapling. This is useful when you need to audit which sets of employees share specific permissions or roles.