Bring governed portfolio data
into the AI systems you already use.
PDWare MCP gives approved AI systems controlled access to portfolio and resource data through existing PDWare permissions, use rights, and business rules — without requiring a separate PDWare-hosted model.
Three steps, governed end to end.
Connect an approved AI environment
Configure an approved enterprise assistant, internal agent, or analytics workflow to access the PDWare MCP endpoint.
Apply PDWare governance
Requests are evaluated through PDWare permissions, use rights, and configured business rules.
Query and analyze portfolio data
Use natural-language workflows for reporting, analysis, capacity questions, and approved integrations.
Where every request goes
No AI client touches portfolio data directly. Every request crosses the same governance boundary as a human user of the application.
- 01Approved enterprise AI clientAn assistant, internal agent, or analytics workflow your organization already operates.Request — A natural-language question or query is sent to the PDWare MCP endpoint.
- PDWare governance boundary02PDWare MCP gatewayImplements the Model Context Protocol — the entry point for every AI request.Session — The request enters PDWare's governed access path; nothing reaches data directly.03Authentication & authorizationThe caller is identified and mapped to a PDWare role before anything is evaluated.Identity — An agent acting for a user sees only what that user's role allows.04Permissions, use rights & business rulesEach request is evaluated against the same guardrails as the PDWare application itself.Permission evaluation — Out-of-policy requests stop here; approved queries continue.05Portfolio & resource dataDemand, capacity, scenarios, and financials — the data PDWare already governs.Data access — The approved query runs against governed portfolio data. No PDWare-side model training.
- 06Governed responseResults return to the AI client scoped to the caller's permissions.Response — The client uses the result for reporting, analysis, or an approved integration.
Every step inside the boundary is enforced by PDWare application security — the same permissions, use rights, and business rules that govern the application itself. For authentication method, audit logging, and validated clients, see Technical facts below.
What teams can ask their own AI
Pick a question, then follow it through the governance states — what gets checked, what gets read, and what comes back.
Asked as Portfolio analyst — follow the request through the governance states below. The answer is scoped to what that role is allowed to see.
Request. The approved AI client sends the natural-language question to the PDWare MCP endpoint. Nothing touches portfolio data directly — the request enters the same governed path as a human user.
Illustrative examples of the kind of natural-language questions an approved AI client can put to governed portfolio data — answers shown against the example portfolio, not a live system.
Enterprise guardrails, by design.
Your AI environment
Works with the approved AI systems your organization already operates — no separate PDWare-hosted model required.
Security enforced
Every query is evaluated against PDWare application security. Users and agents see what their roles allow.
Business rules respected
Use rights and business rules govern each request — the same guardrails as the application itself.
No PDWare-side training
PDWare does not use customer data to train models. MCP provides governed query access, not a data export.
What is confirmed today
| Item | Status |
|---|---|
| Protocol | Model Context Protocol (MCP) |
| Available since | September 1, 2026 |
| Authorization model | PDWare application security, use rights, and business rules |
| Platform | PDWare on Microsoft Azure, open architecture with a secure API |
| PDWare-hosted model | None required — customers connect approved AI environments |
For technical details not listed here — authentication method, audit logging, validated client configurations — ask PDWare at sales@pdware.com.
The PDWare AI Assistant
Inside ResourceFirst, the PDWare AI Assistant — known as Petey — arrives with Release 9.5 in December 2026, alongside Workflow, improved Task Management, and Scenario Optimization. Two prongs, one goal: AI that supports end users where they already work.
Frequently asked questions about PDWare MCP Server
Is PDWare MCP available now?
Does PDWare train AI models on our data?
Which AI systems work with PDWare MCP?
How does PDWare MCP handle security and permissions?
When does the PDWare AI Assistant arrive?
PDWare MCP Server is available now.
See governed AI access alongside capacity, the Waterline, and scenario planning — in one tailored session.