--- sourceDocument: Australia Strategic Portfolio Management sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Explore # Exploring MCP for Strategic Portfolio Management {#ariaid-title1} Release version: Australia Updated June 3, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Exploring MCP for Strategic Portfolio Management MCP for Strategic Portfolio Management (SPM) enables strategy/PMO leaders, portfolio managers, and project managers to access critical goal, portfolio, and project insights directly through their AI client and planning workflows, without needing to open the ServiceNow instance. This integration connects an AI assistant such as Claude to your ServiceNow environment, allowing natural language queries to retrieve project data seamlessly. Show full answer Show less ## Key Features * **AI-Powered Data Access:** Retrieve goal insights, portfolio plans, project status, risks, and recommendations using natural language queries. * **Role-Specific Capabilities:** Supports different personas including strategy/PMO leaders, product managers, portfolio managers, and project managers, each with tailored data access and insights relevant to their responsibilities. * **Comprehensive Tools:** Includes tools to get goals, generate goal insights, obtain portfolio plans and insights, generate project insights, retrieve projects metadata, produce AI-generated RAG status reports, and identify project risks with AI drafts saved in the risk table. * **Seamless AI Integration:** Enables Large Language Model (LLM) agents to query and process SPM data and ServiceNow Otto skills, enhancing decision-making efficiency. ## What This Enables for ServiceNow Customers With MCP for Strategic Portfolio Management, customers can: * Monitor strategic objectives and goal alignment without manual navigation through multiple tabs and reports. * Prioritize, plan, and roadmap work using real-time goal and portfolio data. * Identify at-risk projects, delays, dependencies, and resource allocation issues proactively through AI-generated insights. * Receive AI-driven project status reports and risk identification to keep projects on schedule and within budget. ## Next Steps To implement and maximize the benefits of MCP for Strategic Portfolio Management, customers should explore configuration options and usage guidelines available in the detailed MCP documentation within ServiceNow. With MCP for Strategic Portfolio Management, strategy/PMO leaders, portfolio managers, and project managers can access goal insights, portfolio insights, project insights, status reports, and risk in projects directly in their AI client and planning workflows --- without opening the ServiceNow instance. ## MCP for Strategic Portfolio Management overview {#exploring-spm-mcp-server__cf-exploring-parent-overview} The Strategic Portfolio Management (SPM) Model Context Protocol (MCP) server connects an AI assistant such as Claude to your ServiceNow instance. Ask natural language to retrieve project data without navigating through tabs and reports. ## MCP for Strategic Portfolio Management personas {#exploring-spm-mcp-server__cf-exploring-parent-users} {#exploring-spm-mcp-server__table_w3x_kt5_ljc__entry__2} | Personas | Description | |-|-| | Strategy leader and PMO leader | Queries at-risk goals, tracks strategic objectives, and retrieves goal insights to monitor alignment between business strategy and execution --- directly from an AI assistant. | | Product manager | Accesses goal and portfolio data to prioritize, plan, and roadmap the work and track their progress. | | Portfolio manager | Retrieves portfolio plans, reviews their insights highlighting delayed projects, dependencies, resource allocation and timelines. | | Project manager | Queries project data, generates AI status reports, identifies risks, and surfaces recommendations to help keep projects on schedule and within budget. | [Table 1. Personas] {#exploring-spm-mcp-server__table_w3x_kt5_ljc} ## Available tools {#exploring-spm-mcp-server__mcp_spm_tools} Access Strategic Portfolio Management data and ServiceNow Otto skills as MCP tools, enabling LLM agents to query and process goals, portfolio plans, and projects. The following tools are available: {#exploring-spm-mcp-server__mcp_spm_tools__entry__2} | Tool name \[ID\] | Description | |-|-| | Get Goals (sn_spm_mcp.get_goals) | Retrieves goals and objectives, providing foundational data for analysis and planning. | | Generate Goal Insights (sn_spm_mcp.generate_goal_insights) | Generates AI-powered insights for goals and targets by cross-referencing historical data and identifying trends. | | Get Portfolio Plans (sn_spm_mcp.get_portfolio_plans) | Retrieves portfolio plans, including resource allocation and timeline details, to support strategic decision-making. | | Generate Portfolio Insights (sn_spm_mcp.generate_portfolio_insights) | Generates portfolio insights, including at-risk projects, delayed starts and ends, and dependencies, to highlight potential bottlenecks. | | Generate Project Insights (sn_spm_mcp.generate_project_insights) | Detects project risks, analyzes status trajectory using predictive modeling, and provides recommendations to mitigate delays. | | Get Projects (sn_spm_mcp.get_projects) | Retrieves projects with associated metadata such as ownership, deadlines, and budget constraints. | | Get AI Status Report (sn_spm_mcp.get_ai_status_report) | Generates a Red, Amber, Green (RAG) status report across resources, cost, schedule, and scope, using color-coded indicators to prioritize critical issues. | | Identify Project Risks (sn_spm_mcp.identify_project_risks) | Detects AI-identified RIDAC risks and saves them to the risk table as AI drafts. | [Table 2. MCP for Strategic Portfolio Management tools] ## What to explore next {#exploring-spm-mcp-server__cf-exploring-parent-links} To learn more about configuring and using MCP for Strategic Portfolio Management, see the following topics. * [Configuring MCP for Strategic Portfolio Management](https://servicenow-prod.fluidtopics.net/CjTwF4SSUKmy1DjXjspFXA "Configure the SPM MCP server to authenticate and connect your ServiceNow instance to an MCP-compatible AI assistant. Set up OAuth credentials and specify the instance URL and server path to enable natural language access to SPM data.") * [Using MCP for Strategic Portfolio Management](https://servicenow-prod.fluidtopics.net/YJlnqCxCRrwk6dIrXFGHbA "MCP for Strategic Portfolio Management connects any MCP-compatible AI assistant to your ServiceNow instance, giving PMO leaders, portfolio managers, and project managers direct access to live SPM data through natural language.") * [MCP for Strategic Portfolio Management reference](https://servicenow-prod.fluidtopics.net/MMmNe59VZkTok2UonqcGSQ "Reference information to provide additional details about MCP for Strategic Portfolio Management reference such as the fields, user roles, tables, and tools information.") {#exploring-spm-mcp-server__ul_ajx_kt5_ljc}