ranbot-ai/skills/bamboohr-automation

BambooHR Automation via Rube MCP

Automate BambooHR human resources operations through Composio's BambooHR toolkit via Rube MCP.

Prerequisites

• Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
• Active BambooHR connection via RUBE_MANAGE_CONNECTIONS with toolkit bamboohr
• Always call RUBE_SEARCH_TOOLS first to get current tool schemas

Setup

Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

1. Verify Rube MCP is available by confirming RUBE_SEARCH_TOOLS responds
2. Call RUBE_MANAGE_CONNECTIONS with toolkit bamboohr
3. If connection is not ACTIVE, follow the returned auth link to complete BambooHR authentication
4. Confirm connection status shows ACTIVE before running any workflows

Core Workflows

1. List and Search Employees

When to use: User wants to find employees or get the full employee directory

Tool sequence:

1. BAMBOOHR_GET_ALL_EMPLOYEES - Get the employee directory [Required]
2. BAMBOOHR_GET_EMPLOYEE - Get detailed info for a specific employee [Optional]

Key parameters:

• For GET_ALL_EMPLOYEES: No required parameters; returns directory
• For GET_EMPLOYEE:
  • id: Employee ID (numeric)
  • fields: Comma-separated list of fields to return (e.g., 'firstName,lastName,department,jobTitle')

Pitfalls:

• Employee IDs are numeric integers
• GET_ALL_EMPLOYEES returns basic directory info; use GET_EMPLOYEE for full details
• The fields parameter controls which fields are returned; omitting it may return minimal data
• Common fields: firstName, lastName, department, division, jobTitle, workEmail, status
• Inactive/terminated employees may be included; check status field

2. Track Employee Changes

When to use: User wants to detect recent employee data changes for sync or auditing

Tool sequence:

1. BAMBOOHR_EMPLOYEE_GET_CHANGED - Get employees with recent changes [Required]

Key parameters:

• since: ISO 8601 datetime string for change detection threshold
• type: Type of changes to check (e.g., 'inserted', 'updated', 'deleted')

Pitfalls:

• since parameter is required; use ISO 8601 format (e.g., '2024-01-15T00:00:00Z')
• Returns IDs of changed employees, not full employee data
• Must call GET_EMPLOYEE separately for each changed employee's details
• Useful for incremental sync workflows; cache the last sync timestamp

3. Manage Time-Off

When to use: User wants to view time-off balances, request time off, or manage requests

Tool sequence:

1. BAMBOOHR_GET_META_TIME_OFF_TYPES - List available time-off types [Prerequisite]
2. BAMBOOHR_GET_TIME_OFF_BALANCES - Check current balances [Optional]
3. BAMBOOHR_GET_TIME_OFF_REQUESTS - List existing requests [Optional]
4. BAMBOOHR_CREATE_TIME_OFF_REQUEST - Submit a new request [Optional]
5. BAMBOOHR_UPDATE_TIME_OFF_REQUEST - Modify or approve/deny a request [Optional]

Key parameters:

• For balances: employeeId, time-off type ID
• For requests: start, end (date range), employeeId
• For creation:
  • employeeId: Employee to request for
  • timeOffTypeId: Type ID from GET_META_TIME_OFF_TYPES
  • start: Start date (YYYY-MM-DD)
  • end: End date (YYYY-MM-DD)
  • amount: Number of days/hours
  • notes: Optional notes for the request
• For update: requestId, status ('approved', 'denied', 'cancelled')

Pitfalls:

• Time-off type IDs are numeric; resolve via GET_META_TIME_OFF_TYPES first
• Date format is 'YYYY-MM-DD' for start and end dates
• Balances may be in hours or days depending on company configuration
• Request status updates require appropriate permissions (manager/admin)
• Creating a request does NOT auto-approve it; separate approval step needed

4. Update Employee Information

When to use: User wants to modify employee profile data

Tool sequence:

1. BAMBOOHR_GET_EMPLOYEE - Get current employee data [Prerequisite]
2. BAMBOOHR_UPDATE_EMPLOYEE - Update employee fields [Required]

Key parameters:

• id: Employee ID (numeric, required)
• Field-value pairs for the fields to update (e.g., department, jobTitle, workPhone)

Pitfalls:

• Only fields included in the request are updated; others remain unchanged
• Some fields are read-only and cannot be updated via API
• Field names must match BambooHR's expected field names exactly
• Updates are audited; changes appear in the employee's change history
• Verify current values with GET_EMPLOYEE before updating to avoid overwriting

5. Manage Dependents and Benefits

When to use: User wants to view employee dependents or benefit coverage

Tool sequence:

1. BAMBOOHR_DEPENDENTS_GET_ALL - List all dependents [Required]
2. BAMBOOHR_BENEFIT_GET_COVERAGES - Get benefit coverage details [Optional]

Key parameters:

• For dependents: Optional employeeId filter
• For benefits: Depends on schema; check RUBE_SEARCH_TOOLS for current parameter