PDWare MCP Server is available! Learn more →
PDWare MCP Server · available since September 1, 2026

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.

How it works

Three steps, governed end to end.

01

Connect an approved AI environment

Configure an approved enterprise assistant, internal agent, or analytics workflow to access the PDWare MCP endpoint.

02

Apply PDWare governance

Requests are evaluated through PDWare permissions, use rights, and configured business rules.

03

Query and analyze portfolio data

Use natural-language workflows for reporting, analysis, capacity questions, and approved integrations.

Architecture

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.

  1. 01
    Approved enterprise AI client
    An assistant, internal agent, or analytics workflow your organization already operates.
    Request — A natural-language question or query is sent to the PDWare MCP endpoint.
  2. PDWare governance boundary
    02
    PDWare MCP gateway
    Implements the Model Context Protocol — the entry point for every AI request.
    Session — The request enters PDWare's governed access path; nothing reaches data directly.
    03
    Authentication & authorization
    The 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.
    04
    Permissions, use rights & business rules
    Each request is evaluated against the same guardrails as the PDWare application itself.
    Permission evaluation — Out-of-policy requests stop here; approved queries continue.
    05
    Portfolio & resource data
    Demand, capacity, scenarios, and financials — the data PDWare already governs.
    Data access — The approved query runs against governed portfolio data. No PDWare-side model training.
  3. 06
    Governed response
    Results 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.

In practice

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.

Example portfolio queries

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.

Governed responsescoped to: Portfolio analyst
Two funded programs draw on regulatory engineering: Quartz Platform and Delta Modernization. Delta is at risk — its ask exceeds the pool by 2.5 FTE this quarter; the shortfall is visible before it becomes a slip.

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.

Governance

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.

Technical facts

What is confirmed today

ItemStatus
ProtocolModel Context Protocol (MCP)
Available sinceSeptember 1, 2026
Authorization modelPDWare application security, use rights, and business rules
PlatformPDWare on Microsoft Azure, open architecture with a secure API
PDWare-hosted modelNone 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.

Roadmap

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.

AI & data — common questions

Frequently asked questions about PDWare MCP Server

Is PDWare MCP available now?
Yes. PDWare MCP has been available since September 1, 2026. To discuss connecting your organization's AI environment, book a tailored demo or email sales@pdware.com.
Does PDWare train AI models on our data?
No. PDWare MCP connects approved AI systems to your PDWare data under existing permissions. PDWare does not use customer data to train models, and no separate PDWare-hosted model is required.
Which AI systems work with PDWare MCP?
PDWare MCP implements the Model Context Protocol, an open standard supported by a growing set of enterprise AI platforms. For validated client configurations, ask PDWare at sales@pdware.com.
How does PDWare MCP handle security and permissions?
The MCP server enforces the same application security, use rights, and business rules as PDWare itself. An agent acting for a user sees what that user's role allows.
When does the PDWare AI Assistant arrive?
Inside ResourceFirst, the PDWare AI Assistant — known as Petey — is part of Release 9.5, planned for December 2026, together with Workflow, improved Task Management, and Scenario Optimization. On this website, Petey already answers questions about PDWare.

PDWare MCP Server is available now.

See governed AI access alongside capacity, the Waterline, and scenario planning — in one tailored session.