Access Strategic Portfolio Management data using MCP tools

task australia Updated Sep 10, 2026 1 min read access-spm-data-using-mcp-tools.md

Use MCP tools to query live Strategic Portfolio Management data — including at-risk goals, portfolio plan insights, project insights, and project risks — from any MCP-compatible AI assistant.

Before you begin

Role required: sn_align_core.ap_read_only, sn_gf.goal_user_read, sn_apw_advanced.spw_goal_user_read, or project_manager, depending on the tool. For the role that each tool requires, see Exploring MCP for Strategic Portfolio Management.

About this task

When you request information, the relevant tool among the available MCP tools gathers insights about your projects and portfolios. For a list of available tools, see Exploring MCP for Strategic Portfolio Management.

Note: This procedure uses Claude as an example AI assistant. Steps may vary depending on the AI client you use.

Procedure

Open the Claude application on your computer.
Start a chat by sending a message such as Show me goals owned by Alex.

The Get Goals tool retrieves the goals owned by the specified user. Results include only goals from portfolio plans that you own.

[Omitted image "promt-show-goals-owned-by-megan.png"] Alt text: Claude chat showing goals retrieved by the Get Goals MCP tool.
Continue the conversation to retrieve additional data — for example, send Show me insights for the first goal.

The Generate Goal Insights tool retrieves insights for the specified goal.

[Omitted image "prompt-show-me-insights-for-first-goal2.png"] Alt text: Claude chat showing the first part of goal insights returned by the Generate Goal Insights MCP tool.

[Omitted image "promt-show-goals-owned-by-megan.png"] Alt text: Claude chat showing the second part of goal insights returned by the Generate Goal Insights MCP tool.
Continue the conversation with additional prompts to retrieve the data you need.

Keywords MCP toolsStrategic Portfolio Managementportfolio insightsproject insights

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---
title: Access Strategic Portfolio Management data using MCP tools
description: Use MCP tools to query live Strategic Portfolio Management data — including at-risk goals, portfolio plan insights, project insights, and project risks — from any MCP-compatible AI assistant.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/access-spm-data-using-mcp-tools.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
keywords: [MCP tools, Strategic Portfolio Management, portfolio insights, project insights]
breadcrumb: [Use, MCP for Strategic Portfolio Management, Strategic Portfolio Management]
---

# Access Strategic Portfolio Management data using MCP tools

Use MCP tools to query live Strategic Portfolio Management data — including at-risk goals, portfolio plan insights, project insights, and project risks — from any MCP-compatible AI assistant.

## Before you begin

Role required: sn\_align\_core.ap\_read\_only, sn\_gf.goal\_user\_read, sn\_apw\_advanced.spw\_goal\_user\_read, or project\_manager, depending on the tool. For the role that each tool requires, see [Exploring MCP for Strategic Portfolio Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/exploring-spm-mcp-server.md).

## About this task

When you request information, the relevant tool among the available MCP tools gathers insights about your projects and portfolios. For a list of available tools, see [Exploring MCP for Strategic Portfolio Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/exploring-spm-mcp-server.md).

**Note:** This procedure uses Claude as an example AI assistant. Steps may vary depending on the AI client you use.

## Procedure

1. Open the Claude application on your computer.

2. Start a chat by sending a message such as `Show me goals owned by Alex`.

The **Get Goals** tool retrieves the goals owned by the specified user. Results include only goals from portfolio plans that you own.

\[Omitted image "promt-show-goals-owned-by-megan.png"\] Alt text: Claude chat showing goals retrieved by the Get Goals MCP tool.

3. Continue the conversation to retrieve additional data — for example, send `Show me insights for the first goal`.

The **Generate Goal Insights** tool retrieves insights for the specified goal.

\[Omitted image "prompt-show-me-insights-for-first-goal2.png"\] Alt text: Claude chat showing the first part of goal insights returned by the Generate Goal Insights MCP tool.

\[Omitted image "promt-show-goals-owned-by-megan.png"\] Alt text: Claude chat showing the second part of goal insights returned by the Generate Goal Insights MCP tool.

4. Continue the conversation with additional prompts to retrieve the data you need.