# Namely End User MCP server

The Namely End User MCP server provides self-service, identity-scoped access to HR and directory information for individual employees and managers through natural conversation. It enables AI assistants to help you view your own HR data, access team information if you're a manager, and navigate basic organizational context without requiring HR administrator privileges or exposing sensitive workforce-wide data.

The Namely End User MCP server is designed for everyday workplace scenarios: Checking PTO balances, looking up a colleague's contact information, reviewing your own profile, or managers checking on their team's time-off status. All operations are strictly scoped to your identity and permitted visibility, making the server safe for broad deployment across your organization.

# Uses

Use the Namely End User MCP server when you plan to perform the following actions:

View your own employment profile, job title, and department
Check your benefits enrollment status and coverage
Look up colleague contact information and organizational details
View your direct reports if you're a manager
Understand reporting relationships within your visibility
Update your first name, last name, or personal email
Retrieve all job titles in the organization

# Example prompts

What's my job title and department?
When did I start at the company?
What health plan am I enrolled in?
Who is Sarah Chen and what's her contact information?
Show me my direct reports.
Who does Alex report to?
Update my personal email to [email protected].
What are all the job titles in our organization?

# Namely End User MCP server tools

The Namely End User MCP server provides the following tools:

Tool	Description
get_my_profile	View your employment profile information.
get_my_benefits	View your benefits enrollment status.
lookup_employee	Look up employee information.
get_my_team	View your direct reports.
get_reporting_relationship	View reporting relationships.
update_my_profile	Update your first name, last name, or personal email.
get_all_job_titles	Retrieve all job titles in the organization.

# Install the Namely End User MCP server

Complete the following steps to install a prebuilt MCP server to your project:

Go to AI Hub > MCP servers.

Click + Create MCP server.

Go to the Start with a template section and select the prebuilt MCP server you plan to use.

Click Use this template.

Provide a name for your MCP server in the MCP server name field.

Go to the Connections section and connect to your app account.

Select the connection type you plan to use for the MCP server template.

User's connection: MCP server tools perform actions based on the identity and permissions of the user who connects to the application. Users authenticate with their own credentials to execute the skill.
Your connection: This option uses the connection established by the recipe builder and follows the same principles as normal app connections.

Select your connection type

VERIFIED USER ACCESS AUTHENTICATION REQUIREMENTS

Only app connections that use OAuth 2.0 authorization code grant are available for user's connection. Refer to Verified user access for more information.

Complete the app-specific connection setup steps in the following section.

# Namely End User connection setup

Complete the following steps to set up a Namely connection for your MCP server:

Provide a Connection name to identify the Namely instance Workato connects to.

Namely connection setup

Enter the company account name you plan to connect to your Workato account in the Company field. You can find this name in your Namely URL. For example, if your URL is http://acme.namely.com, enter acme in this field.

Click Connect.

Click Allow when prompted to authorize Workato to access your Namely account.

Confirm access Authorize access for Workato

# How to use Namely End User MCP server tools

Refer to the following sections for detailed information on available tools:

# get_my_profile tool

The get_my_profile tool retrieves your employment profile information including job title, department, start date, and other personal HR data. Your LLM uses this tool as the default for any self-referential HR question about your own employment information.

SELF-SERVICE ONLY

This tool only retrieves your own profile information. For specific domains like PTO or benefits, consider using domain-specific tools to access comprehensive information.

Try asking:

What's my job title?
When did I start working here?
What department am I in?
Show me my employment profile.

# get_my_benefits tool

The get_my_benefits tool retrieves your benefits enrollment status including health insurance, dental, vision, and other benefit plans. Your LLM uses this tool to show your enrollment status and high-level coverage descriptors.

Try asking:

What health plan am I enrolled in?
Do I have dental insurance?
Show me my benefits enrollment.
What coverage do I have for vision?

# lookup_employee tool

The lookup_employee tool retrieves information about a specific colleague, including their title, department, manager, and contact information. Your LLM uses this tool when you ask about someone within your visibility set. This tool doesn't support search or name enumeration— it only works when a specific person is referenced.

VISIBILITY REQUIRED

This tool only returns information for people within your permitted visibility set. It can't be used to search or enumerate all employees.

Try asking:

Who is Sarah Chen?
What's Jordan's job title?
How do I contact Alex?
What department does Maria work in?

# get_my_team tool

The get_my_team tool retrieves your direct reports if you're a manager. Your LLM uses this tool to show your team structure and can optionally include indirect reports (full reporting tree). This tool only returns results for users who are managers.

MANAGERS ONLY

This tool only works if you have direct reports. It returns no results for individual contributors.

Try asking:

Who are my direct reports?
Show me my team.
Who reports to me?
Get my full reporting tree including indirect reports.

# get_reporting_relationship tool

The get_reporting_relationship tool retrieves reporting relationships for people within your visibility. Your LLM uses this tool when you ask who someone reports to or who reports to someone else.

Try asking:

Who does Alex report to?
Who reports to Jordan?
What's Sarah's reporting chain?
Show me the reporting relationship for the engineering team.

# update_my_profile tool

The update_my_profile tool updates your first name, last name, or personal email address. Your LLM uses this tool to update the name and email address attached to your profile.

Try asking:

Update my first name from 'Alexandra' to 'Alex'.
Change my last name to 'Johnson-Smith'.
Update my email to [email protected].

# get_all_job_titles tool

The get_all_job_titles tool retrieves all job titles in the organization. Your LLM uses this tool to understand the full range of roles across your company or help you explore organizational structure.

Try asking:

What are all the job titles in our organization?
Show me the different roles we have company-wide.
List all engineering job titles.
What positions exist in the product department?

# Getting started

View and manage your MCP server tools in the Overview page Tools section. Tool management provides the following capabilities:

TOOLS MUST BE STARTED

Your LLM can only access active tools in your MCP server connector.

Last updated: 2/6/2026, 8:06:23 PM