---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Access Strategic Portfolio Management data using MCP tools

# Access Strategic Portfolio Management data using MCP tools {#ariaid-title1}

Release version: Australia  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Use MCP tools to query live Strategic Portfolio Management data --- including at-risk goals, portfolio plan insights, project insights, and project risks --- from any MCP-compatible AI assistant.

## Before you begin

Role required: sn_align_core.ap_read_only, sn_gf.goal_user_read, sn_apw_advanced.spw_goal_user_read, or project_manager, depending on the tool. For the role that each tool requires, see [Exploring MCP for Strategic Portfolio Management](https://www.servicenow.com/docs/ZJDyivDRJLP1t6qOm6wEcw "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.").

## About this task

When you request information, the relevant tool among the available MCP tools gathers insights about your projects and portfolios. For a list of available tools, see [Exploring MCP for Strategic Portfolio Management](https://www.servicenow.com/docs/ZJDyivDRJLP1t6qOm6wEcw "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.").  
Note:  
This procedure uses Claude as an example AI assistant. Steps may vary depending on the AI client you use.

## Procedure

1. Open the Claude application on your computer.
2. Start a chat by sending a message such as <kbd class="ph userinput">Show me goals owned by Alex</kbd>.  
   The Get Goals tool retrieves the goals owned by the specified user. Results include only goals from portfolio plans that you own.

3. Continue the conversation to retrieve additional data --- for example, send <kbd class="ph userinput">Show me insights for the first goal</kbd>.  
   The Generate Goal Insights tool retrieves insights for the specified goal.

4. Continue the conversation with additional prompts to retrieve the data you need.