> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hr-easy.nlead.ch/llms.txt
> Use this file to discover all available pages before exploring further.

# Connecting an AI assistant

> Let Claude read your own HR data — or, for HR staff, the data your role may see — through the HR Easy MCP connector.

HR Easy can act as a **remote MCP server** (Model Context Protocol), so an AI
assistant such as Claude can answer questions like "how many vacation days do I
have left?" or "which applications moved to interview this week?" against your
installation — under your own permissions, with every call recorded.

The connector is **off by default** per installation and, when on, only
available to people who sign in with the company Microsoft account (Entra
SSO). Magic-link sign-ins cannot connect an assistant.

## What the assistant can read

Everything the assistant sees passes through the same role and permission
checks as the web app, re-read on every call. Two scope families exist:

| Scope | Who | What |
| - | - | - |
| `self:read` | everyone | Your own summary, leave balances and requests, time entries, sick leave, payslip periods, holidays, closures |
| `hr:read:people` | HR, admins | People search, employee master data, positions, pending approvals, the HR overview |
| `hr:read:recruiting` | HR, admins | Applications and their stage |

Managers hold the HR scopes for their **direct reports only**.

Some things never cross the connector, whatever the role: AHV numbers, bank
details, withholding-tax data, dates of birth, private contact details, salary
amounts and bands, AI fit scores, private recruiting notes, e-mail bodies and
file names. Payslips are listed by period with a link to the portal; the
document itself opens only in your browser session. Text a person typed — a
leave reason, a cover letter, a note — is returned only when the assistant asks
for it explicitly, capped and marked as data for you to read.

The full tool list with schemas is in the
[MCP connector reference](https://docs.hr-easy.nlead.ch/api-reference/mcp-connector.md).

## What the assistant can file for you

With the `self:write` scope an assistant can file your own leave requests,
time entries and sick-leave reports, and take them back — nothing for anyone
else. Every write is two steps: the assistant first asks HR Easy for a
**preview** computed on the server (the working days a leave request deducts,
your balance before and after, who approves it; the net hours of a day and
what is already recorded; the days a sick report covers), shows it to you,
and only files it once you say so. The filed request is exactly the preview,
whatever was said in between, and your manager's notification says it came
through an assistant. No reason, note or description travels through the
assistant; add those in the portal. A leave request still awaiting approval
can be withdrawn, and a sick-leave report cancelled within 24 hours as long
as no certificate is on file — in the portal or through the assistant. Each
connection may file at most 20 writes a day.

## Company documents and prompts

Administrators can make the company's own texts available to assistants —
handbook chapters, policies, guides — under Settings → AI connections →
Documents. Each document has an audience (everyone, managers, HR) and is
served in your language where a translation exists. Ask the assistant to list
the company documents or to read one; it will quote the company's text, not a
guess. HR staff and managers also get two ready-made prompts, a weekly HR
briefing and a 1:1 preparation, both written so the assistant informs rather
than rates anyone.

## Connect Claude

1. In the Claude desktop or web app open **Settings → Connectors → Add custom
   connector** and enter your installation's connector URL:
   `https://<your HR Easy host>/api/mcp`.
2. Click **Connect**. Your browser opens HR Easy, asks you to sign in with
   your company Microsoft account again, and shows a consent screen naming
   the assistant (by its web address) and the scopes it requests.
3. Approve. Claude returns to the conversation; the connector is ready.

Ask Claude "who am I in HR Easy?" first — the `whoami` tool tells it which
tools your connection may use.

## Review and revoke

* **Portal → Connections** lists your connected assistants with the date of
  their last call and a **Revoke** button. Revoking takes effect on the
  assistant's next call.
* The same page shows **assistant accesses**: which assistant read your record,
  when, and on whose behalf — your own connection or an HR colleague's.
* Connections expire on their own after 30 days without use (8 hours for
  privileged roles) and after 90 days at the latest. Leaving the company
  ends every connection.

## For administrators

**Settings → Connected assistants** holds the installation policy:

* whether assistants may register themselves (off by default), and which
  vendors are approved automatically (Claude by default);
* a **pause** switch that refuses every assistant at once without deleting
  connections;
* the daily allowance of person records one connection may read (default
  1 000); a connection that reads 50 or more different people in a day is
  flagged in the audit log as an export;
* every registered application and every connection, each with a revoke
  action.

Before switching the connector on, check the controller duties listed in the
[data-protection guide](https://docs.hr-easy.nlead.ch/swiss/data-protection.md): a data-processing agreement
with the assistant vendor, the entry in the processing register, and informing
staff about the new processing.


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