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Workiva for ChatGPT

Workiva for ChatGPT#

Workiva for ChatGPT connects ChatGPT with your Workiva account, allowing you to find and work with information in Workiva directly from a ChatGPT conversation.

The integration is developed and maintained by Workiva.

What you can do#

With Workiva for ChatGPT, you can use natural language to interact with supported content and capabilities in your Workiva account.

Depending on the Workiva solutions and permissions available to your account, you can:

  • Find Workiva organizations and workspaces you have access to

  • Find and read documents and their sections

  • Find and read spreadsheets, sheets, and cell data

  • Search supported Workiva content

  • Work with supported Workiva GRC data

For a full list of tools visit our MCP Server page.

The integration can only access Workiva resources that the authenticated Workiva user is authorized to access.

How it works#

Workiva for ChatGPT uses Workiva’s Model Context Protocol (MCP) server to provide supported Workiva capabilities to ChatGPT.

When you connect Workiva to ChatGPT, you authenticate with Workiva and authorize the connection. ChatGPT can then use the Workiva tools made available through the integration when they are relevant to your request.

Your existing Workiva permissions continue to determine which organizations, workspaces, resources, and data are available through the integration.

Availability#

This version of Workiva for ChatGPT connects to the Workiva US Production environment.

The ChatGPT Marketplace listing is currently available to users in:

  • United States

  • Canada

  • Mexico

Availability in a country does not determine the Workiva environment in which a customer’s account is hosted. Customers must use a Workiva environment supported by this integration.

Requirements#

To use Workiva for ChatGPT, you need:

  • A Workiva account

  • Access to the Workiva US Production environment

  • Appropriate Workiva permissions for the resources you want to access

  • Access to plugins in ChatGPT

Some capabilities may require additional Workiva products, features, or permissions.