Australia Patch 3, Zurich Patch 10
Generative AI
With MCP for Strategic Portfolio Management, strategy/PMO leaders, portfolio managers, and project managers can access strategic insights, portfolio insights, project insights, status reports, and risk information directly in their AI client and planning workflows — without opening the ServiceNow instance.
The application brings live Strategic Portfolio Management data — goals, portfolio plans, and projects — and Now Assist AI skills into any MCP-compatible AI client using natural language.
Goals:
- Retrieve goals (Objectives) — Pull goals matching any filter — owner, timeline, or status — into your AI client for downstream reasoning.
- AI-generated goal insights — Surface goal health, a summary of the goal and its targets, aligned work that needs attention, and recommendations for overcoming risks — answering "What is the state of this OKR and what should I do about it?" in a single query.
Portfolio Plans:
- Retrieve portfolio plans — Retrieve portfolio plans with flexible filtering, ready for AI summarization or cross-referencing.
- AI-generated portfolio insights — Surface at-risk projects, delayed start and end dates, and misalignments across a portfolio plan in natural language for executive conversations.
Project Management:
- Retrieve projects — Pull projects matching any filter — owner, timeline, or status — into your AI client for downstream reasoning.
- AI-generated project insights — Detect risks, analyze status trajectory, and surface recommendations for a single project — the same insights available in Strategic Planning Workspace, now accessible from your AI client.
- AI-drafted RIDAC risk detection — Scan projects for risks, issues, dependencies, assumptions, and changes, and save them to the ServiceNow risk table as AI draft entries for human review, approval, or rejection before they are committed.
- AI status reports (RAG) — Generate on-demand Red, Amber, and Green status across resources, cost, schedule, and scope from live project data using Now Assist.
New:
- Access Strategic Portfolio Management data and Now Assist AI skills as MCP tools, enabling LLM agents to query and reason about goals, portfolio plans, and projects. The following tools are available in this release:
Tool Description get_goalsRetrieves goals and objectives. generate_goal_insightsGenerates AI-powered insights for goals and targets. get_portfolio_plansRetrieves portfolio plans. generate_portfolio_insightsGenerates portfolio insights, including at-risk projects, delayed starts and ends, and dependencies. get_projectsRetrieves projects. generate_project_insightsDetects project risks, analyzes status trajectory, and provides recommendations. identify_project_risksDetects AI-identified RIDAC risks and saves them to the risk table as AI drafts. get_ai_status_reportGenerates a RAG (Red, Amber, Green) status report across resources, cost, schedule, and scope.
Not applicable for this application version.
Dependencies:
- Now Assist for Strategic Portfolio Management
- Model Context Protocol