Okta SAML configuration

This guide walks you through configuring Okta as a SAML identity provider (IdP) for Workato Identity.

SAML enables secure authentication between an IdP, such as Okta, and a service provider like Workato. Users authenticate once through Okta and gain access to Workato with a single login instead of managing separate credentials for each application.

PREREQUISITES

• Workato Identity is only available for Agent Studio, Workato GO, and MCP.

• Make sure you have configured SAML-based authentication in Workato Identity before you begin. The Specify Single sign-on URL and Service provider (SP) entity ID values from that setup are required to complete the steps below.

Configure SAML authentication in Okta

Complete the following steps to configure SAML authentication in Okta:

NOT FOR WORKFLOW APPS SAML-BASED SSO

This documentation is specific to Workato Identity. Refer to SAML-based single sign-on authentication and Enforce SAML-based SSO authentication for Okta to configure SAML authentication for Workflow apps.

1

Sign in to your Okta (opens new window) account.

2

Go to Applications > Applications and click Create App Integration.

Add application in Okta

Refer to the Okta documentation (opens new window) for more information.

3

Select SAML 2.0 as the Sign-in method and click Next.

Create a new application in Okta

4

Enter a name for the app in the App name field. For example, Workato Agentic or MCP Servers.

5

Click Next.

6

Paste your Workato Specify Single sign-on URL into the corresponding field in Okta.

7

Select the Use this for Recipient URL and Destination URL checkbox.

8

Paste the Service provider (SP) entity ID into the Audience URI (SP Entity ID) field.

9

Set Name ID format to EmailAddress.

10

Go to the Attribute Statements section and add the following attributes:

Name	Value
workato_end_user_name	user.displayName
workato_end_user_groups	appuser.workato_end_user_groups

11

Click Next.

12

Use the App type drop-down menu to choose This is an internal app that we have created.

13

Click Finish.

14

Go to Directory > People and add one or more users. You must complete the verification steps for each user.

15

Go to Applications > My App > Assignments.

16

Click Assign > Assign to People and add one or more users for My App.

17

Click Done.

18

Go to Applications > [Your App] > Sign On in Okta.

19

Copy the Metadata URL. You must use this URL in the Do you have your identity provider metadata URL? section of the Set up a new provider wizard in Workato Identity.

20

Click Save changes.