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Connectors / Finance · HTTP Connector
Automate Workiva with Tray.ai
Create a file, export a document and update sheet content in Workiva. Connect Workiva to the rest of your finance stack with Tray.ai.
What can you do with Workiva on Tray.ai?
Workiva is a reporting platform where finance and compliance teams build linked documents, spreadsheets and presentations for financial, ESG and regulatory filings. Tray.ai connects to Workiva through the HTTP Connector, so your workflows can call the Workiva API alongside the rest of your stack.
- Update range values in a reporting spreadsheet with month-end balances from your accounting system.
- Create a task for each control owner when your compliance tracker opens a new audit request.
- List organization activities daily and send them to your security log system for audit review.
- Connects through
- HTTP Connector
- Authentication
- OAuth 2.0
- Base URL
- https://api.app.wdesk.com
Set it up
Connect Workiva to Tray.ai
Each step uses Workiva's own API details, from its documentation.
Step 1
Sign in to Workiva with OAuth 2.0
Set up an OAuth 2.0 authentication with the client ID and secret of an OAuth app you register with Workiva. Sign in once and every step reads the token from there.
Step 2
Point the HTTP Client at the API
Add an HTTP Client step and use https://api.app.wdesk.com as the base URL. Or paste a cURL example from Workiva's API docs, and Tray.ai fills in the method, URL, and headers.
Step 3
Start with “List files”
It's one of 23 documented actions, under Files. The response comes back as data the next step can map into your other apps.
Step 4
Hand it to an AI agent
Wrap “Create a file” and “Import a file” in workflows, and Tray.ai's Agent Gateway for MCP publishes them as governed tools Claude and other AI agents can call.
Give your AI agents Workiva tools
Build an MCP server on Workiva in Agent Gateway and choose which actions your agents can call. Every call runs with access control and an audit trail. How Agent Gateway works
- List files
- List documents
- List spreadsheets
- List tasks
- List organization users
- List organization activities
- Create a file
- Import a file
What the Workiva API covers
6 resources and 23 documented actions, each one a call the HTTP Connector can make from a Tray.ai workflow. Connecting it takes a few clicks: here's how.
Files
- List files
- Create a file
- Import a file
- Copy a file
- Export a file
Documents
- List documents
- Get a document
- Update a document
- Export a document
Spreadsheets
- List spreadsheets
- Get sheet data
- Update sheet content
- Update range values
Tasks
- List tasks
- Create a task
- Update a task
- Delete a task
Organization users
- List organization users
- Create an organization user
- Assign user roles
- Delete an organization user
Activities
- List organization activities
- Get an activity
Checked against Workiva's own documentation on 2026-11-03
How Tray.ai makes this work
Workiva plugs into the whole Tray.ai platform
Intelligent Integration
Integrate and automate across 10,100+ apps, databases, APIs, and services with visual workflows, error handling, and observability.
Learn more →Agent Builder
Build AI agents that read, write, and take action in Workiva — with guardrails, audit, and human-in-the-loop.
Learn more →Agent Gateway for MCP
Expose Workiva actions as governed MCP tools — observable, rate-limited, authenticated.
Learn more →Tray Helix
Build apps on Workiva data with your AI assistant, then deploy, run, and govern them on Tray.ai.
Learn more →More finance apps on Tray.ai
Dedicated connectors and other apps Tray.ai reaches in the same category. See every finance connector →
Frequently asked questions
What can a Tray.ai workflow do in Workiva?
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The Workiva API documents 23 actions across 6 resources (Files, Documents, Spreadsheets, Tasks, Organization users, Activities). For example: List files; List documents; List spreadsheets. A workflow can make any documented call through the HTTP Connector.
How does Tray.ai authenticate with Workiva?
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The Workiva API uses OAuth 2.0. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.
See Workiva working against your stack.
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