Paylocity MCP Server

Paylocity MCP Server

Connects Claude Desktop to the Paylocity API to manage employee records, pay statements, and company headcount data through natural language. It includes automated data protection that redacts sensitive information like SSNs and bank account numbers before reaching the model.

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README

Paylocity MCP Server

An MCP (Model Context Protocol) server that connects Claude Desktop to the Paylocity API. Sensitive data like SSNs and bank account numbers are automatically redacted before reaching Claude.

Setup

1. Install

git clone <this-repo>
cd payolocity-mcp
npm install
npm run build

2. Get your Paylocity API credentials

You'll need two sets of API keys from your Paylocity admin:

  • WebLink API Key (Client ID + Client Secret) — used for employee details, pay statements, and write operations
  • NextGen API Key (Client ID + Client Secret) — used for the employee directory search

Both come as password-protected zip files from Paylocity. Ask your Paylocity admin or implementation contact for access.

You'll also need your Company ID — the numeric ID Paylocity assigned to your company (e.g. 348353).

3. Configure Claude Desktop

Open your Claude Desktop config file:

  • Mac: ~/Library/Application Support/Claude/claude_desktop_config.json
  • Windows: %APPDATA%\Claude\claude_desktop_config.json

Add the paylocity server to mcpServers:

{
  "mcpServers": {
    "paylocity": {
      "command": "node",
      "args": ["/full/path/to/payolocity-mcp/dist/server.js"],
      "env": {
        "PAYLOCITY_CLIENT_ID": "your-weblink-client-id",
        "PAYLOCITY_CLIENT_SECRET": "your-weblink-client-secret",
        "PAYLOCITY_ENV": "production",
        "PAYLOCITY_COMPANY_ID": "your-company-id",
        "PAYLOCITY_NEXTGEN_CLIENT_ID": "your-nextgen-client-id",
        "PAYLOCITY_NEXTGEN_CLIENT_SECRET": "your-nextgen-client-secret"
      }
    }
  }
}

Replace the placeholder values with your actual credentials and the full path to where you cloned the repo.

4. Restart Claude Desktop

Quit and reopen Claude Desktop. The Paylocity tools will appear automatically.

What you can do

Once connected, you can ask Claude things like:

  • "Find Sean Canton in Paylocity"
  • "What's Jeremy Allen's job title and department?"
  • "Show me the company headcount by department"
  • "Pull pay statements for employee 76 for 2025"
  • "What are the direct deposit accounts for employee 1?"

Available tools

Tool Description
search_employees Find employees by name, title, email, or ID
get_employee Full employee detail (pay, benefits, tax, addresses, contacts)
get_pay_statements Pay history with summary and line-item details
get_direct_deposit Bank account info (numbers redacted)
get_company_summary Headcount and department breakdown
update_employee Change address, title, department, pay rate, status
add_earnings Add a bonus, commission, or other one-time pay
add_employee Create a new employee record

Data protection

All API responses are scrubbed before reaching Claude:

  • SSNs show only the last 4 digits (***-**-1234)
  • Bank account numbers are masked
  • Routing numbers are fully redacted
  • Company FEIN is masked

This happens at the server level — Claude never sees the raw data.

Credentials

  • WebLink API secrets expire after 365 days
  • NextGen API secrets expire after 365 days
  • Check the expiration dates in the zip file names from Paylocity

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