Overview
What is BookYourPTO MCP?
BookYourPTO MCP is a hosted server that gives AI tools secure access to your BookYourPTO workspace. Built on the Model Context Protocol (MCP) open standard, it lets AI assistants — Claude.ai connectors, Claude Code, Claude Desktop, Cursor, VS Code Copilot, and more — interact with your HR data through natural language.
How It Works
┌─────────────────┐ Streamable HTTP ┌──────────────────┐ REST API ┌──────────────────┐
│ AI Client │ ◄──────────────► │ BookYourPTO MCP │ ◄───────────────► │ BookYourPTO API │
│ (Claude.ai, │ POST /mcp │ Server (hosted) │ Authenticated │ (app.bookyourpto│
│ Cursor, Code…) │ Tool calls │ mcp.bookyourpto │ API requests │ .com) │
└─────────────────┘ │ .com │ └──────────────────┘
└──────────────────┘
- Your AI client connects to
https://mcp.bookyourpto.com/mcpusing Streamable HTTP (MCP spec2025-11-25) - The MCP server prompts you to sign in via your browser (OAuth 2.0 with PKCE) — your password never touches the AI
- When the AI needs to take an action (e.g., check leave balance), it calls the appropriate MCP tool
- The MCP server makes authenticated API requests to BookYourPTO on your behalf
- Results are returned to the AI client, which formats them into a natural response
POST /mcp), the current MCP transport (spec 2025-11-25). The older SSE endpoint (/sse) remains available for one release for backward compatibility, but new integrations should use /mcp.What Can You Do?
With BookYourPTO MCP, your AI assistant can:
- Manage leaves — Check balances, submit requests, approve/reject, group-book team leave
- Track time — Clock in/out, manage breaks, query and edit time entries
- Handle expenses — Create, submit, approve/reject, mark paid, manage receipts and per diems
- Run schedules — View, create, and publish shifts
- Manage projects — Projects, tasks, members, and time stats
- HR records — Compensation, certifications, visas, assets, onboarding/offboarding
- Performance — Review cycles, goals, and 1:1s
- Training & benefits — Courses, assignments, plans, and enrollments
- Documents — E-signature send, templates, bulk send, audit trail
- Admin — Org settings, security/audit logs, billing, QuickBooks, auth/2FA, GDPR
- Reports & org info — Leave/timesheet reports, team directory, departments, holidays, dashboard stats
Available Tools
BookYourPTO MCP provides 346 tools across 19 categories:
| Category | Tools | Description |
|---|---|---|
| Admin | 89 | Org settings, security/audit logs, billing, QuickBooks, white-label domains, auth/2FA, GDPR |
| HR | 64 | Compensation, employee records, certifications, visas, assets, onboarding/offboarding |
| Performance | 31 | Review cycles, goals + comments, 1:1 series and meetings |
| Expenses | 22 | Reports, approvals, mark-paid, settings, receipts, per diems, mileage |
| Users | 21 | Profiles, directory search, departments, teams, org chart, roles |
| Documents | 16 | E-signature, templates, bulk send, audit trail |
| Projects | 15 | Projects, tasks, members, time stats |
| Organization | 14 | Org info, holidays, categories, dashboard, notifications |
| Training | 14 | Courses, categories, assignments, enrollments |
| Schedules | 11 | Query, create, and publish shifts |
| Time Tracking | 10 | Clock in/out, breaks, query and edit entries |
| Leaves | 9 | Balances, requests, approvals, group booking |
| Calendar | 8 | Google/Outlook connect, iCal feeds |
| Benefits | 8 | Plans and enrollments |
| Clients | 5 | CRM client records |
| Notifications | 5 | System notifications, unread counts |
| Reports | 2 | Leave and timesheet reports |
| System | 1 | Health check |
| Auth | 1 | login (per-user mode only) |
See the Tools Reference for complete documentation of every tool and its parameters.
Resources
The MCP server exposes read-only resources that give AI clients cached context without a tool call (12 total):
| URI | Description |
|---|---|
bypto://org/settings | Organization configuration (timezone, currency, fiscal year) |
bypto://leave-types | Available leave types and their settings |
bypto://team/directory | Team members with roles and departments |
bypto://current-user | The authenticated user's profile |
bypto://departments | Departments list |
bypto://projects | Projects list |
bypto://expense-categories | Expense categories from org settings |
bypto://document-templates | Document templates |
bypto://onboarding-templates | Onboarding templates |
bypto://benefit-plans | Benefit plans |
bypto://training-courses | Training courses |
bypto://training-categories | Training categories |
Prompts (slash commands)
The server also ships 10 prebuilt prompts — multi-step workflows your client surfaces as slash commands:
onboard-employee · offboard-employee · expiring-credentials · plan-team-capacity · expense-month-end-close · quarterly-performance-review · training-compliance-check · send-handbook-to-new-hires · audit-report · security-incident-response
Requirements
- A BookYourPTO Cloud account (Pro, Business, or Enterprise plan)
- An MCP-compatible AI client (see Connecting)
- Your BookYourPTO credentials (you'll sign in via your browser when first connecting)
Public Holidays
Learn how to configure public holidays by location and ensure accurate calendar visibility without affecting leave balances.
Connecting
Step-by-step instructions for connecting your AI tool to BookYourPTO using MCP. Supports Claude.ai connectors, Claude Code, Cursor, VS Code, Claude Desktop, Windsurf, and ChatGPT.