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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Explore

# Exploring MCP for Strategic Portfolio Management {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
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}

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| 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]

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## 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__3}

| Tool name \[ID\] | Description | Role required |
|-|-|-|
| Get Goals (sn_spm_mcp.get_goals) | Retrieves goals and objectives, providing foundational data for analysis and planning. | sn_gf.goal_user_read |
| 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. | sn_apw_advanced.spw_goal_user_read |
| Get Portfolio Plans (sn_spm_mcp.get_portfolio_plans) | Retrieves portfolio plans, including resource allocation and timeline details, to support strategic decision-making. | sn_align_core.ap_read_only |
| 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. | sn_align_core.ap_read_only |
| Generate Project Insights (sn_spm_mcp.generate_project_insights) | Detects project risks, analyzes status trajectory using predictive modeling, and provides recommendations to mitigate delays. | project_manager |
| Get Projects (sn_spm_mcp.get_projects) | Retrieves projects with associated metadata such as ownership, deadlines, and budget constraints. | project_manager |
| 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. | project_manager |
| Identify Project Risks (sn_spm_mcp.identify_project_risks) | Detects AI-identified RIDAC risks and saves them to the risk table as AI drafts. | project_manager |
[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://www.servicenow.com/docs/sib8b3KGA4911AsM0XG9hQ "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://www.servicenow.com/docs/wAFw_M1EyQBTdHAG6CdByg "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://www.servicenow.com/docs/MZCUzCKVt1O2wmBZskvhWA "Reference information to provide additional details about MCP for Strategic Portfolio Management reference such as the fields, user roles, tables, and tools information.")
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