---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Connect Sales CRM server to an AI assistant

# Connect Sales CRM server to an AI assistant {#ariaid-title1}

Release version: Australia  
Updated July 27, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Connect the Sales CRM server to an AI assistant so that the assistant can manage advanced approval tasks directly from your ServiceNow instance.

## Before you begin

* The Advanced Approval Management AI application is installed. For details, see [Install Advanced Approval Management AI](https://www.servicenow.com/docs/jRvIYXqcN0jRLQIvGG3n4Q "You can install the Advanced Approval Management AI application (sn_adv_apr_mgt_ai) if you have the admin role.The application includes demo data and installs related ServiceNow Store applications and plugins if they're not already installed.").
* Confirm that the Sales CRM server is enabled on your instance by navigating to AllMCP Server Console. The Sales CRM server must be Active. If you don't see the server or want to create another MCP server, see [Create a Model Context Protocol server](https://www.servicenow.com/docs/access?context=create-mcp-server&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).
* Confirm that the Advanced Approval Management AI tools are enabled on your instance by navigating to AllMCP Server ConsoleTools. The following MCP tools must be Active (set to True):
  * Approver Actions
  * Get Approval Details
  * Get Pending Approvals List
  * Get Quote Details (this is an MCP tool for Quote Management)
  * Requester Actions
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Role required: admin or sn_mcp_server.admin

## Procedure

Connect the Sales CRM server to your AI assistant.  
For instructions, see [Connecting to an MCP server from an MCP client](https://www.servicenow.com/docs/access?context=connect-mcp-server-client&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).

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