Playbooks as an MCP tool
Summarize
Summary of Playbooks as an MCP tool
This feature allows ServiceNow customers to expose playbooks as tools within an MCP (Model Context Protocol) server. MCP clients can then trigger and execute these playbooks as part of automated workflows. The ServiceNow MCP Server Console is used to create MCP servers and expose specific tools, including compatible playbooks, enabling seamless integration and execution from MCP clients.
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Key Features
- Playbook Compatibility Requirements:
- All activities and lanes in the playbook must start immediately; delayed starts are not supported.
- Supported activity types include Create Record, Form Record, Questionnaire, Send Email, Knowledge, Instruction, and Decisions, as these map well to MCP's asynchronous handling.
- Subflows and custom actions must be explicitly marked as MCP-compatible; otherwise, the playbook is deemed incompatible.
- Only primitive form field types are supported; complex widgets, reference fields, attachments, and custom types are not supported.
- Tool Creation and Exposure: Playbooks are added as tools in the MCP Server Console and exposed via an MCP server for client invocation.
- Client Invocation: MCP clients configured to connect to the MCP server can invoke the playbook tool, input required information, and progress through the playbook activities interactively.
Practical Example
For instance, an employee onboarding playbook can be created in Workflow Studio, marked as MCP-compatible, and then added as a playbook tool on an MCP server. MCP clients like Claude can then trigger this playbook, prompt users for information or document uploads, and automatically progress through the workflow, culminating in a confirmation summary.
Next Steps for Customers
- Create or validate a playbook’s compatibility according to the outlined requirements.
- Use the MCP Server Console to create a playbook tool and add it to an MCP server.
- Configure MCP clients to connect to the MCP server and utilize the playbook tool.
- Enable end users to trigger and interact with the playbook through the MCP client interface.
Expose a playbook as a tool in an MCP server, enabling MCP clients to trigger and execute the playbook through the Model Context Protocol (MCP).
ServiceNow® MCP Server Console lets you create MCP servers and expose specific tools to MCP clients. When you add a playbook as a tool in an MCP server, MCP clients can invoke the playbook as part of an agentic workflow.
Dependencies
- Activity and lane start configuration
- All playbook activities and lanes must start immediately when triggered. Delayed start configurations aren't supported in MCP execution.
- Supported activity types
- The playbook may only contain the following activity types:
- Create Record Form
- Record Form
- Questionnaire
- Send Email
- Knowledge
- Instruction
- Decisions
- Subflows and actions
- Any subflows or actions referenced within the playbook must be explicitly marked with Execution Type: MCP-compatible. If a subflow or custom action is not marked as MCP-compatible, the entire playbook is set to incompatible. All dependencies are scanned and validated before the playbook can be exposed as a tool.
- Form field types
- Only primitive field types are supported in MCP playbook execution. Reference fields, complex widgets such as rich text editors and advanced pickers, attachment fields, and user-defined custom types aren't supported.
Next steps
In ServiceNow® MCP Server Console, create a tool with the playbook and add it to an MCP server. When an MCP client is configured to use the MCP server, the client can invoke the playbook through the tool you created.
Example: Enabling a playbook as an MCP tool
We take an example of enabling an employee onboarding playbook to new employees through an MCP client such as Claude.
- Step 1: Create a playbook for employee onboarding
- As a playbook author, in Workflow Studio, create and activate a playbook for employee onboarding that is compatible to add as an MCP tool to an MCP server.
- Step 2: Create a Playbook MCP tool
- As an system admin or MCP server admin, create an MCP tool of type Playbook. Select the employee onboarding playbook and add the tool to an MCP server. For more information, see Add a playbook as an MCP tool.
- Step 3: Configure the MCP client
- Configure MCP clients to connect to the server and use the tool. For more information, see
- Step 4: Use the playbook from the MCP client
- As an employee, use the configured MCP client to trigger the playbook. For example, trigger the playbook from a Claude chat.
Claude searches for the available tools and runs the employee onboarding playbook that you have enabled through MCP tool. Claude prompts you for the required inputs. You can either enter the information or upload a document that contains the required information.
The playbook then automatically moves to the next activity in the workflow and prompts for relevant information.
After all the activities of the playbook are completed, Claude displays a confirmation message with a summary.