Connecting AI capabilities to your Workday Adaptive Planning, OneStream, Oracle EPM, and Anaplan environments: MCP servers, API integration, and the data architecture that makes AI agents reliable in finance.
We map how AI agents need to access your EPM data: what they read, what they write, and what governance is required before any connection is built.
MCP servers, API connections, and data access layers built with security and governance as first-class requirements, not afterthoughts.
Every integration tested with real EPM data, documented for IT and finance, and handed over with clear runbooks for ongoing operation.
AI agents are only as useful as the data they can access. Connecting AI to your EPM environment (Workday Adaptive Planning, OneStream, Oracle EPM, or Anaplan) requires architecture decisions that are easy to get wrong: what data the agent reads, how it authenticates, what it is permitted to write back, and how every action is logged.
MCP servers, the Model Context Protocol, provide a structured, governed way to connect AI agents to EPM data sources. We build MCP servers for Workday Adaptive Planning that expose planning data, dimension structures, and version information to AI agents in a controlled, auditable way.
RAG architecture, retrieval-augmented generation, is what grounds AI responses in your actual finance context rather than generic training data. We design the retrieval layer around your EPM data structures, so AI responses reflect your actual planning model, your actual dimensions, and your actual numbers.
Ready to talk about your planning architecture?
Talk to our teamBring us the environment as it is, whether that is mid-build, stalled, or working but fragile, and we'll tell you precisely what needs to change.