Resources · Claude connector

Claude BambooHR connectorWhat Claude can do in your BambooHR account.

The Claude BambooHR connector exposes 56 tools. 42 read people data, reports, time off, goals and hiring, 14 change something and ask you first. Below: what Claude finds, what it can submit or approve, what your role hides, and what an admin controls.

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Overview

What the Claude BambooHR connector changes for HR and managers

HR questions tend to arrive in the middle of something else: who is out this week, how much leave someone has left, how many candidates are in a pipeline. With the connector, you ask Claude and it looks in BambooHR itself, as you, with your permissions. It can also act: submit a leave request, approve one, record progress on a goal. BambooHR says Claude asks before it runs a tool.

Headcount before the meeting. Claude queries a reporting dataset with get-data-from-dataset-v2, or runs a report you already saved with get-report-by-id, and gives you the numbers by department in one answer.

Clear the leave backlog. list-time-off-requests shows what is pending, and update-time-off-request-status approves, denies or cancels each one after you confirm.

Check a candidate without opening the ATS. get-application-details brings back one application in full, answers and status history included.

Now the limits. Everything runs as the person who connected: leave balances and hiring tools are gated separately, and not every tool says when your permissions withheld something. File tools list documents but never return their contents. BambooHR calls its connectors a beta. And nothing runs by itself: no tool reacts to a new hire or a leave request. That kind of background flow belongs to an automation tool, as the BambooHR n8n integration and BambooHR Make integration pages explain.

Vocabulary

Five words to know before connecting BambooHR

The Claude vocabulary this page relies on, in one minute.

Connector
A link you set up once between Claude and an account you already have, so Claude can work in that account while it answers you.
Tool
One named action the connector lets Claude take in BambooHR. Claude picks the ones it needs; the directory sheet lists every name.
Authorization
BambooHR's own sign-in page, then its Allow Access screen, where you grant Claude its access. Given once per person, and revocable.
Approval
The confirmation Claude waits for in the conversation before it runs a tool that alters your BambooHR data.
MCP
The shared standard connectors are built on: it is what lets an assistant like Claude talk to an outside service such as BambooHR.
Connect

Connect BambooHR to Claude in three steps

  1. 01

    Find BambooHR in the list

    Open Claude's settings, go to Customize, then Connectors, and look for BambooHR. On a Team or Enterprise workspace, an Owner or Primary Owner has to enable it for the organization before members can each sign in.

  2. 02

    Sign in to BambooHR

    Click Connect and log in on the page BambooHR opens, with your company's own address. If the link breaks later, Disconnect and connect again; access can also be withdrawn from the BambooHR side.

  3. 03

    Review the Allow Access screen

    BambooHR shows what the connector requests before anything is shared. That screen belongs to BambooHR, not to Claude, and it sets what the access covers. Per-action approval stays the default rule once you are in.

Tools

The 56 BambooHR tools, split by what they do

BambooHR gives Claude 56 tools: 42 that read your account, 14 that change something in it.

Two groups: what Claude reads, and what it changes after asking you. Tool names stay exactly as the directory shows them.

  • 42 read
  • 14 write

What Claude reads (42)

42 tools

People, fields, reports, time off, goals, hiring, global employment and file lists. Nothing moves.

calculate-date

Works out date differences, durations, tenure and upcoming anniversaries on BambooHR's side, time zones included. It touches no HR data at all; it simply keeps the math right.

When it helps
"how long has Dwight been with the company?" gets an exact answer rather than a guess.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

convert-remote-currency

Converts an amount between currencies, for comparing offers and costs side by side.

When it helps
putting a salary offer in euros next to one in pounds before a hiring decision.
Watch out
it converts an amount you give it; it does not read any salary from BambooHR by itself.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

get-alignable-goal-options

Lists the goals an employee's goal can be aligned to, so Claude can suggest the right parent objective before you set one up.

When it helps
linking a sales rep's target to the team goal it supports, without scrolling through every objective in the company.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

get-application-details

Gets one job application in full, including the candidate's answers and the history of its statuses.

When it helps
checking where a candidate stands before a debrief, without opening the ATS.
Watch out
like every hiring tool, it needs access to ATS settings.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

get-applications

Lists and filters job applications, which lets Claude count, sort or summarize a pipeline for you.

When it helps
"show me candidates who applied in the last two weeks" for the open designer role.
Watch out
it needs access to ATS settings, like every hiring tool.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

get-bhr-global-worker

Gets the employment setup of one person your company employs through BambooHR's global employment offering.

When it helps
checking the arrangement of a contractor in Spain before renewing their contract.
Watch out
it returns data only if your company actually uses global employment.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

get-data-from-dataset-v2

Runs a filtered, sorted, paginated query against a BambooHR reporting dataset. One query can answer what no saved report covers, and Claude builds it with the dataset fields and filter values tools.

When it helps
headcount per department and turnover before a leadership meeting.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

get-employee

Gets one employee's record, with the specific fields Claude asks for.

When it helps
pulling a manager's name and start date for an internal announcement.
Watch out
BambooHR warns that not every tool says when your permissions withheld something, so an absent field is not proof of an empty one.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

get-employee-table-data

Reads an employee's historical tables, such as job or compensation history, so Claude can retrace a career inside the company.

When it helps
preparing a promotion case with every past title and date in order.
Watch out
what comes back follows the access of the person who connected.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

get-employees-directory

Looks up basic details about coworkers from the published company directory. It gives the basics, not a full employee record; for specific fields, Claude turns to the employee record tool instead.

When it helps
"who is this person and what team are they on?"

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

get-field-options-v1-2

Gets the valid filter values for one or more dataset fields, so Claude builds a query with values that actually exist.

When it helps
learning that your locations are stored as "Lyon HQ" and "Remote FR" before filtering headcount on them.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

get-fields-from-dataset-v1-2

Lists the fields available in a reporting dataset, the step before any custom query.

When it helps
finding out whether the dataset you picked holds termination reasons before asking Claude for a turnover breakdown.
Watch out
it lists fields, not values; the filter values tool gives those.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

get-goal-aggregate

Gets a single goal together with its comments and alignment options, so Claude reads the whole context in one call.

When it helps
catching up on a report's main objective, and the discussion around it, before a one-to-one that starts in five minutes.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

get-goals-aggregate-v1_2

Gets a goals dashboard for one employee, milestone goals included, which gives Claude the overall picture before any detail.

When it helps
a report wants to know which of their goals are in progress and which are past due.
Watch out
goals are addressed per employee, so a team view means looking up each person first.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

get-goals-filters-v1_2

Returns how many of an employee's goals sit in each status, a quick tally rather than the full list.

When it helps
spotting before mid-year reviews which team members have most goals still open, then drilling into those people one by one.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

get-job-summaries

Lists job openings with their applicant counts, the overview of your hiring at a glance.

When it helps
"what openings are live right now, and how many candidates does each have?" before the weekly recruiting sync.
Watch out
it needs ATS settings access.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

get-remote-contractor-eligibility-questionnaire-schema

Gets the questionnaire that determines whether someone can be hired as a contractor in a given country.

When it helps
knowing which questions matter before you offer a freelance contract to someone in Portugal.
Watch out
part of global employment, so only useful if your company uses it.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

get-remote-employment

Gets one employer-of-record employment in detail, so Claude can tell you exactly how that person is set up.

When it helps
answering a question from finance about a specific international hire's employment status.
Watch out
returns data only when your company uses global employment.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

get-remote-global-employment-pricing-summary

Gets a summary of your current global employment costs, in one figure set Claude can read back or compare.

When it helps
preparing a budget review where international headcount costs need a line of their own.
Watch out
it is only filled in if your company uses the global employment offering.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

get-remote-json-schema

Gets the information required to hire someone in a given country, so Claude can list what you will need to collect.

When it helps
a first hire in Germany, and you want the list of details to gather before the offer goes out.
Watch out
global employment only.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

get-report-by-id

Runs a report already built in BambooHR and returns its rows for Claude to summarize or compare.

When it helps
"run the monthly headcount report and tell me what moved".
Watch out
two colleagues asking for the same report may not get the same rows, since each request runs under that person's access.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

get-statuses

Lists the applicant statuses configured for your company, the vocabulary Claude needs to read or filter a pipeline correctly.

When it helps
learning that "Phone screen" and "Hiring manager review" are your actual stage names before asking for counts per stage.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

get-time-off-balance

Gets an employee's time off balances by category, as of any date you pick.

When it helps
working out how much vacation someone will have left at the end of June.
Watch out
it needs the Time Off view permission for that person; being their manager is not enough.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

list-bhr-global-workers

Lists the people your company employs through BambooHR's global employment offering.

When it helps
an overview of every international hire before a compliance review.
Watch out
the list is empty unless your company uses global employment, which is not the same as having no one abroad.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

list-company-files

Lists company files and their categories, so Claude can tell you what exists and where it is filed.

When it helps
finding which category holds the current handbook.
Watch out
it lists metadata only; Claude never receives the contents of these files through this tool.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

list-datasets-v1-2

Lists the reporting datasets you can query, the first step before any ad hoc question that no saved report answers.

When it helps
discovering which dataset holds hiring dates before building a tenure breakdown.
Watch out
it lists datasets; the dataset query tool is the one that returns data.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

list-employee-files

Lists the files attached to one employee, with who can see them.

When it helps
checking whether a signed contract is on file before an audit, without opening every folder.
Watch out
metadata only; the documents themselves are not returned to Claude.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

list-employee-time-off-policies-v1-1

Lists the time off policies assigned to one employee, which explains why their balances accrue the way they do.

When it helps
a new hire asks why their holiday allowance differs from a colleague's, and you want the policy names before answering.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

list-employees

Lists, searches and filters the employee roster, the base for most people questions.

When it helps
"how many employees are in each department?"
Watch out
BambooHR warns the same query can return a different count for two callers, with no sign that anything was withheld.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

list-fields

Lists every employee field in the account, custom fields included, so Claude asks for the right one by its real name.

When it helps
finding out whether your company tracks shirt size or badge number before Claude looks for that value on someone's record.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

list-goal-comments

Lists the comments on a goal, together with the permissions each comment carries for you.

When it helps
reading the thread of feedback on an objective before a performance review.
Watch out
Claude sees only the comments your role can open.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

list-goals

Lists one employee's goals, filtered by status, the quickest way to see what someone is working toward.

When it helps
a manager wants every open goal of a new report during their first week.
Watch out
one employee per call; a team view means repeating it per person.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

list-list-fields

Lists the dropdown and multi-select fields of the account with their options, so Claude uses values that really exist instead of inventing near matches.

When it helps
knowing that "Division" accepts only four values before Claude filters or reports on it.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

list-remote-employment-onboarding-steps

Shows which onboarding steps are still outstanding for a new hire employed through global employment.

When it helps
a start date is close and you want to know what paperwork is still missing.
Watch out
it only returns data if your company uses global employment.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

list-remote-employments

Lists employer-of-record employments and their status, so Claude can report on international hires as a whole.

When it helps
how many hires abroad are active and how many are still in progress.
Watch out
empty unless your company uses global employment.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

list-reports

Lists the saved custom reports you can access, the menu before Claude runs one of them for you.

When it helps
asking for the reports available to you, then having Claude run one and summarize it.
Watch out
only the reports you can access are listed.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

list-supported-countries

Lists the countries where your company can hire through global employment.

When it helps
a candidate lives in Brazil and you need to know whether that is an option before the second interview.
Watch out
relevant only to companies using the global employment offering.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

list-tabular-fields

Lists the account's tables and the fields in each, the map Claude needs before reading an employee's history in any detail.

When it helps
learning whether job history and compensation sit in separate tables before asking for a career timeline of someone.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

list-time-off-policies

Lists your company's time off policies, so Claude can explain which rules exist before looking at any one person.

When it helps
a manager wants to know whether a separate policy exists for part-time staff before answering a question from the team.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

list-time-off-requests

Lists time off requests over a date range, filtered by status, employee or type.

When it helps
seeing every pending request for next month before approving them in one sitting.
Watch out
the list is limited to requests your access level lets you see.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

list-time-off-types

Returns the kinds of leave your company uses. The names are your company's own, so Claude checks this list before it submits a leave request for you.

When it helps
asking which leave types exist before requesting time off, so Claude uses your exact wording.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

list-whos-out

Shows who is out and which company holidays fall within a date range.

When it helps
"who's out this week, and are there any holidays coming up?" before planning a launch.
Watch out
results follow your access level, so the list can differ from a colleague's.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

What Claude changes (14)

14 tools

Fourteen tools that submit, approve, record or remove something. BambooHR says Claude asks before running them.

close-goal

Asks you first

Marks an employee's goal as closed.

What Claude asks for
BambooHR states Claude asks before it runs a tool, which matches Claude's own default for actions on your account.
When it helps
a quarterly objective is done and should leave the active list before the review.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

create-application-comment

Asks you first

Adds a comment to a job application.

What Claude asks for
a confirmation before running, per BambooHR's guide.
When it helps
leaving the hiring team a note after a screening call, straight from your summary.
Watch out
BambooHR says hiring tools require access to ATS settings.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

create-goal

Asks you first

Sets up a goal for an employee, with or without milestones.

What Claude asks for
BambooHR says Claude checks with you before running a tool like this one.
When it helps
turning three objectives agreed in a one-to-one into goals the employee can track, with the milestones already in place.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

create-goal-comment

Asks you first

Posts a comment on a goal.

What Claude asks for
your go-ahead first, as BambooHR describes for its write tools.
When it helps
recording the feedback you gave during a check-in so it sits next to the goal itself.
Watch out
the goal comments list shows, per comment, whether you can later edit or delete it.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

create-time-off-request

Asks you first

Submits a time off request.

What Claude asks for
BambooHR's guide says Claude asks before running it.
When it helps
"book the last week of next month as vacation for me".
Watch out
your company's leave type names apply; ask Claude which types exist first.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

delete-goal

Asks you first

Removes a goal for good; BambooHR marks it as a permanent deletion.

What Claude asks for
a confirmation before it runs, per BambooHR.
When it helps
clearing a duplicate goal created by mistake.
Watch out
there is no undo once the deletion has gone through.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

delete-goal-comment

Asks you first

Removes a comment from a goal; BambooHR flags it as a deletion.

What Claude asks for
your approval before running, as the guide describes.
When it helps
taking down a comment posted on the wrong employee's goal.
Watch out
the goal comments list shows, per comment, whether you are allowed to remove it.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

reopen-goal

Asks you first

Reopens a goal that was closed.

What Claude asks for
BambooHR says Claude asks you before running a tool of this kind.
When it helps
an objective was closed too early and the work turned out to be unfinished.
Watch out
it only applies to a goal that was closed.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

update-employee

Asks you first

Updates fields on an employee record.

What Claude asks for
a confirmation before it runs, per BambooHR.
When it helps
"set John's work phone to the new number".
Watch out
some changes go through approval workflows the connector does not bypass.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

update-goal-comment

Asks you first

Rewrites an existing comment on a goal.

What Claude asks for
your approval first, as BambooHR describes for write tools.
When it helps
fixing a typo or a wrong date in feedback you left last week.
Watch out
the comment list tells you which comments your role may alter.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

update-goal-milestone-progress

Asks you first

Marks a milestone of a goal as complete or incomplete.

What Claude asks for
BambooHR states that Claude asks before running it.
When it helps
ticking off the second milestone of an onboarding goal after the training is done.
Watch out
it applies to milestone goals; plain goals use a percentage instead.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

update-goal-progress

Asks you first

Sets the percent complete on a goal that has no milestones.

What Claude asks for
a confirmation before running, per BambooHR's guide.
When it helps
moving a sales target to 60 percent after the monthly numbers came in.
Watch out
milestone goals are tracked with a separate tool.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

update-goal-v1_1

Asks you first

Revises a goal's details and adds or removes milestones.

What Claude asks for
your go-ahead before it runs, according to BambooHR.
When it helps
a project got rescoped and the goal's due date and milestones should follow.
Watch out
the same tool both adds and removes milestones, so read the change before you confirm.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

update-time-off-request-status

Asks you first

Approves, denies or cancels a time off request.

What Claude asks for
BambooHR says Claude asks before running a tool.
When it helps
clearing a backlog of requests after a holiday.
Watch out
you still need the right to approve that request in BambooHR itself.

Sourcedocumentation.bamboohr.com · September 18, 2026 ↗

Approvals

What Claude checks with you before touching BambooHR

By default, Claude stops and asks before each action it takes on an account for you. BambooHR confirms it for this connector: Claude asks before it runs a tool.

On Team and Enterprise workspaces, owners decide whether members may let some actions through without being asked every time, and they can narrow what a connector may do for the whole organization. Nobody overrides that from a personal account. BambooHR adds its own layers: every request runs as the person who connected, with that person's permissions, and an admin chooses who may connect at all. To withdraw access, you disconnect the connector in Claude.

Plans

Which plans the Claude BambooHR connector is on

None of the 819 sheets in the official directory shows plan availability. The answer connector by connector is published nowhere: a real hole in the catalog.

The general rule is published. Remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile; desktop extensions install on Claude Desktop. On Team and Enterprise, an Owner or Primary Owner opens a connector for the organization before members can each sign in. For the live state of BambooHR, the connector's sheet in the official directory is the place to look.

Limits

Where the BambooHR connector stops

A connector is not an automation. Claude calls these tools while it answers you, so nothing starts when someone joins, requests leave or misses a goal.

Only BambooHR documents this connector: no Claude help article covers it, and BambooHR presents its connectors as a beta. The tool list is an observed floor, not a promise, and BambooHR itself says not every capability is exposed yet. The partner badge is not a security audit. To cut everyone off at once, a BambooHR admin turns off the AI Connectors app. For a connector whose official sources contradict each other, see the Claude gmail connector page.

Need help

Need help connecting BambooHR to Claude?

A person reads every message.

FAQ

Claude BambooHR connector: common questions

01What can Claude do with the BambooHR connector?
Claude can answer people questions, run reports, check and manage time off, follow hiring and handle goals in BambooHR. Its 56 listed tools include 42 that read, covering the roster and directory, employee records and history, datasets and saved reports, leave, goals, applications, global employment and file lists. The other 14 act: submitting or approving leave, updating a record, commenting on an application, and creating, updating, closing or deleting goals and their comments.
02Can Claude change employee records or delete goals in BambooHR?
Yes, within your permissions. Claude can update fields on an employee record, submit a leave request and approve, deny or cancel one, add a comment to an application, and create, edit, close, reopen or delete goals and goal comments. Goal and goal comment deletions are permanent according to BambooHR. Some changes also run through approval workflows in BambooHR that the connector does not bypass, so a write can still wait for someone's sign-off.
03Does Claude ask before changing anything in BambooHR?
Yes, unless you chose "always allow" for that tool, after which BambooHR says future runs no longer ask. BambooHR's guide says Claude asks before it runs a tool, and Claude's own default is to confirm each action it takes on an account for you. During the beta, BambooHR also recommends turning off, from the connector's Configure option, any tool you do not want Claude to use. On Team and Enterprise workspaces, Claude owners decide whether members may let actions through without prompts, and they can block changes for the whole organization.
04Which Claude plans include the BambooHR connector?
No official source publishes plan availability connector by connector, and no directory sheet displays it. The general rule says remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner enables a connector before members can sign in individually. The BambooHR sheet in the official directory is the only place showing the live state for your account, so look there before planning a rollout.
05Does Claude see every employee's data in BambooHR?
No. Every request runs as the person who connected, with the permissions BambooHR applies when that person signs in. Leave balances need the Time Off view permission for the person concerned, which being their manager does not grant, and hiring tools need access to ATS settings. Two people asking the same question can get different counts. A BambooHR admin also decides who may connect at all, and can revoke everyone at once.
06Why does Claude give a smaller number than BambooHR?
Usually because of permissions, not missing data. BambooHR explains that its tools handle missing permissions differently and not all of them say so: the same query can return a different count for two callers, with no sign that anything was held back. Two people asking the same question can get different numbers. When in doubt, check the same question in BambooHR directly, or ask an admin what your access level covers.
07Claude or an automation tool for BambooHR?
They do different jobs, so it depends on the task. Claude works inside a conversation: you ask, it looks up, reports or submits something after asking you, and nothing happens once you stop typing. No tool reacts by itself to a new hire or a leave request. For onboarding steps that must run in the background every time, an automation tool fits. For people questions and quick HR actions mid-task, the connector is faster.