servicenow-hr-ppm

name	servicenow-hr-ppm
skill_type	skill
description	ServiceNow HR Service Delivery and Project Portfolio Management surface — fetch an employee HR profile and insert PPM cost plans and project tasks via the servicenow-api MCP server. Use when the agent must read a worker's HR profile or seed project financials (cost plans) and project task breakdowns through the dedicated HR/PPM endpoints. Do NOT use for generic table CRUD (servicenow-table-api), release/CI-CD (servicenow-cicd-devops), data ingest/attachments (servicenow-import-attachment-batch), or email/flows/metricbase (servicenow-platform-utilities).
license	MIT
tags	["servicenow","hr","ppm","project","rest-api","mcp"]
metadata	{"author":"Genius","version":"0.1.0"}

ServiceNow HR & PPM

The dedicated endpoints for HR Service Delivery profiles and Project Portfolio Management financials/work-breakdown. Two condensed tools.

When to use

• Retrieve an employee's HR profile (get_hr_profile).
• Insert PPM cost plans against a project/demand (insert_cost_plans).
• Insert project tasks (work breakdown) under a project (insert_project_tasks).

When NOT to use

• Generic reads/writes on hr_* or pm_* tables the dedicated API doesn't cover → servicenow-table-api (drive the scoped tables directly).
• App deploy, scans, update sets, ATF → servicenow-cicd-devops.
• Bulk row ingest / attachments / batch → servicenow-import-attachment-batch.
• Email, flow rendering, metricbase, app metadata → servicenow-platform-utilities.

Prerequisites & environment

Connect via the mcp-client skill against the servicenow-api MCP server.

Variable	Required	Notes
SERVICENOW_INSTANCE	✅	Instance URL (alias SERVICENOW_URL)
SERVICENOW_USERNAME	✅	Basic-auth user
SERVICENOW_PASSWORD	✅	Basic-auth password
SERVICENOW_CLIENT_ID / SERVICENOW_CLIENT_SECRET	optional	OAuth2
SERVICENOW_SSL_VERIFY	optional	TLS verification toggle

Full env/tag matrix (do not re-document here): the mcp-client reference agent-tools/mcp-client/references/servicenow-api.md. MCP_TOOL_MODE (condensed|verbose|both) selects the condensed surface (used below) vs. the one-to-one verbose tools.

Tools & actions

Prefer the condensed tools; each takes action + a params_json JSON string whose keys are passed straight to the client method.

Condensed tool	Actions
servicenow_hr	get_hr_profile
servicenow_ppm	insert_cost_plans, insert_project_tasks

Key parameters

• HR: sys_id (the HR profile / worker sys_user reference) — discover it via servicenow-table-api on sys_user / sn_hr_core_profile if you only have a name.
• PPM cost plans: project_sys_id (or demand), cost_plans — an array of plan rows (name, cost, fiscal period, unit).
• PPM project tasks: project_sys_id, project_tasks — an array of task rows (short_description, parent, planned start/end, effort).

Recipes (params_json)

Fetch an HR profile (get_hr_profile):

{"sys_id":"<hr_profile_or_user_sys_id>"}

Insert cost plans on a project (insert_cost_plans):

{"project_sys_id":"<project_sys_id>","cost_plans":[{"name":"FY26 licenses","cost":12000,"fiscal_year":"2026"},{"name":"FY26 contractors","cost":48000,"fiscal_year":"2026"}]}

Insert project tasks / work breakdown (insert_project_tasks):

{"project_sys_id":"<project_sys_id>","project_tasks":[{"short_description":"Discovery","planned_start_date":"2026-07-01","planned_end_date":"2026-07-14"},{"short_description":"Build","planned_start_date":"2026-07-15","planned_end_date":"2026-08-15"}]}

Gotchas

• params_json is a string of JSON, not an object — serialize it.
• These endpoints need the corresponding plugins active — HR Service Delivery for servicenow_hr, Project Portfolio Management (PPM) for servicenow_ppm; a missing plugin surfaces as a 404/ACL error, not empty data.
• get_hr_profile expects the HR profile / worker reference — a plain sys_user sys_id may not resolve if that user has no HR profile; discover the right id first with servicenow-table-api.
• Cost plans and project tasks attach to an existing project sys_id — create the project first (via servicenow-table-api on pm_project) and pass its sys_id.
• The insert actions take arrays (cost_plans, project_tasks); send even a single row as a one-element array.