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:**

- Get Goals — Retrieve goals filtered by owner, timeline, or status into your AI client for downstream reasoning.
- Generate 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:**

- Get Portfolio Plans — Retrieve portfolio plans with flexible filtering, ready for AI summarization or cross-referencing.
- Generate 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:**

- Get Projects — Retrieve projects filtered by owner, timeline, or status into your AI client for downstream reasoning.
- Generate 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.
- Identify Project Risks — 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.
- Get AI Status Report — Generate on-demand Red, Amber, and Green (RAG) status across resources, cost, schedule, and scope from live project data using AI.