Playbooks as an MCP tool
Summarize
Summary of Playbooks as an MCP tool
This feature enables ServiceNow customers to expose playbooks as tools within a Model Context Protocol (MCP) server. MCP clients can then trigger and execute these playbooks as part of automated workflows, enhancing integration and automation capabilities with agents like Claude.
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Key Features
- Playbook Exposure: Playbooks can be created or selected and exposed as tools in the MCP Server Console, allowing MCP clients to invoke them remotely.
- Compatibility Requirements: To be MCP-compatible, playbooks must:
- Have all activities and lanes start immediately (no delayed starts).
- Include only supported activity types such as Create Record, Form Record, Questionnaire, Send Email, Knowledge, Instruction, and Decisions.
- Use only MCP-compatible subflows and custom actions marked explicitly for MCP execution.
- Contain only primitive form field types; complex fields like references, rich text, attachments, or custom types are not supported.
- Validation: Dependencies and configurations are scanned and validated before a playbook can be exposed as an MCP tool.
Practical Application
ServiceNow customers can enable efficient workflows by exposing playbooks to MCP clients. For example, an employee onboarding playbook can be triggered via an MCP client such as Claude, which guides the user through data input steps and progresses the playbook activities automatically.
Steps to Enable a Playbook as an MCP Tool
- Create and activate a compatible playbook in Workflow Studio.
- Create a Playbook MCP tool in the MCP Server Console, selecting the playbook and adding it to an MCP server.
- Configure MCP clients to connect to the MCP server and use the newly created playbook tool.
- Use the MCP client to trigger and interact with the playbook, receiving prompts and confirmation upon completion.
What to Expect
By enabling playbooks as MCP tools, customers gain streamlined automation triggered remotely from MCP clients. This facilitates integration with conversational agents and other MCP-enabled tools, supporting asynchronous, form-based activity execution and improving operational workflows.
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 Connecting to an MCP server from an MCP client
- Step 4: Use the playbook from the MCP client
- As an employee, use the configured MCP client to trigger the playbook.
Trigger the playbook through 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.