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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Advanced Approval Management AI

# Advanced Approval Management AI {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read  
The ServiceNow®
Advanced Approval Management AI application brings quote approval capabilities to Model Context Protocol (MCP)-compatible clients. Advanced approval users can manage quote approvals using natural language
requests in an MCP client, without opening a ServiceNow instance.

## Advanced Approval Management AI overview {#explore-advanced-approval-mgmt-ai__cf-exploring-parent-overview}

Advanced Approval Management AI provides MCP tools that enable approval users to engage in approval activities using the chat feature of an MCP client such as Claude. The MCP tools retrieve quote and
approval information from the Sales CRM server, which connects the MCP client to a ServiceNow instance.

Approval requesters and approvers enter prompts and queries in the chat interface of the MCP client, without navigating through application menus and forms in the ServiceNow instance. For example requesters or approvers can ask for the approval history for a quote or get quote details. The MCP client runs the appropriate Advanced Approval Management AI MCP tool functionality, then returns the result.  
Your requesters (sales reps) and approvers can do the following advanced approval tasks by entering natural language prompts in the MCP client interface.{#explore-advanced-approval-mgmt-ai__table_nf3_hvf_vjc__entry__3}

| Approval activity | User role | Example query or prompt |
|-|-|-|
| Get quote details, such as header and line items | Requester or approver | * <kbd class="ph userinput">Get me info on QT0001035</kbd> * <kbd class="ph userinput">I need header details on QT0001035</kbd> |
| Preview the approvals required for a quote, such as the approval rules and approvers | Requester | * <kbd class="ph userinput">Who are the approvers for QT0001035?</kbd> * <kbd class="ph userinput">What is the business rule for QT0001035?</kbd> |
| Submit quote for approval | Requester | <kbd class="ph userinput">Submit QT0001035 for approval</kbd> |
| Retrieve the complete approval cycle history for a quote (including every approval request, step, approval actions, any recalls or rejections) | Requester or approver | * <kbd class="ph userinput">What is the history for QT0001035?</kbd> * <kbd class="ph userinput">What is happening with QT0001035?</kbd> * <kbd class="ph userinput">Who approved QT0001035?</kbd> |
| Retrieve all pending approval requests | Approver | <kbd class="ph userinput">What requests do I need to approve?</kbd> |
| Executes approve or reject actions on pending approval steps | Approver | <kbd class="ph userinput">Approve this step</kbd> |
[Table 1. What approval users can do with Advanced Approval Management AI]

{#explore-advanced-approval-mgmt-ai__table_nf3_hvf_vjc}

## Advanced Approval Management AI users {#explore-advanced-approval-mgmt-ai__cf-exploring-parent-users}

{#explore-advanced-approval-mgmt-ai__table_adv-approval-mgmt-ai-users__entry__2}

| User | Description |
|-|-|
| Requester (sales rep) | Submits sales quotes for approval and tracks the status of approval requests as they move through the approval workflow. Accesses quote details and approval history to track approval request status. |
| Approver | Reviews and approves or rejects requests for quote approval. Accesses quote details and approval history to track approval request status. |
| Admin | Installs the required plugins and assigns the MCP server roles to requesters and approvers. |
[Table 2. Users]

{#explore-advanced-approval-mgmt-ai__table_adv-approval-mgmt-ai-users}

## Advanced Approval Management AI workflow {#explore-advanced-approval-mgmt-ai__cf-exploring-parent-workflow}

Requesters and approvers manage the quote approval process by entering a series of queries or prompts in the chat interface of an MCP client. For example, approval activities can include getting quote information or
performing a task, such as submitting a quote for approval. The client returns requested information and performs requested actions, then provides a summary of information requested or confirmation that the task was
completed.

The following describes a typical end-to-end workflow.  
1. The sys admin installs the required plugins and assigns the MCP-related roles to advanced approval users.
2. Requesters and approvers connect their MCP-compatible client to the Sales CRM Server.
3. The requester asks for quote details to review the current state of a quote.
4. The requester requests an approval preview of the quote to see the approval routing, approval rules, and approvers, before submitting a quote.
5. The requester submits the quote for approval.
6. The approver asks for a list of their pending approvals list to identify and prioritize quote approval requests that require action.
7. The approver retrieves the quote header and line details and optionally reviews the approval history for the quote.
8. The approver approves or rejects the request. If the quote is rejected, the approver must supply a comment that explains the reason for rejection.
{#explore-advanced-approval-mgmt-ai__cf-exploring-parent-workflow-ol}

## Advanced Approval Management AI benefits {#explore-advanced-approval-mgmt-ai__cf-exploring-parent-benefits}

With Advanced Approval Management AI, your approval users can perform approval tasks with improved efficiency by using the conversational interface of an MCP client, instead of navigating between multiple
options and forms to complete tasks or switch between tools during the sales cycle.

## What to explore next {#explore-advanced-approval-mgmt-ai__cf-exploring-parent-links}

To learn more about configuring and using Advanced Approval Management AI, see:

* [Configuring Advanced Approval Management AI](https://www.servicenow.com/docs/DnRrR~GCrY8haF2qFzx3nQ "Install and set up the Advanced Approval Management AI application, which enables advanced approval users to manage quote approvals by using an MCP-compatible client such as Claude.")
* [Using Advanced Approval Management AI](https://www.servicenow.com/docs/8ll3yFRs1gB5Af42KDyQjw "Advanced Approval Management AI enables approval requesters and approvers to manage quote approvals using natural language requests in an MCP client, without opening a ServiceNow instance.")
* [Components installed with Advanced Approval Management AI](https://www.servicenow.com/docs/fOSRHpjXYhqJwkQ2SyhrAQ "MCP tools are installed with activation of the Advanced Approval Management AI plugin.")
{#explore-advanced-approval-mgmt-ai__ul_adv-approval-mgmt-ai-links}