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fluent-sdk

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SKILL.md

Hybrid ServiceNow Development with NowSDK Fluent

Overview

This skill implements a three-tier development strategy for ServiceNow, routing each operation to the most capable tool:

TIER 1: NowSDK Fluent (metadata-as-code)
  Flows, tables, business rules, catalog items, ACLs, scoped apps
  TypeScript → build → deploy as scoped application
  ↓ falls through when...
  - Runtime data operations needed
  - Live instance queries required
  - Existing record manipulation

TIER 2: MCP REST Tools (runtime operations)
  CRUD on live data, queries, update set management, background scripts
  Direct REST API calls to instance
  ↓ falls through when...
  - REST API has documented limitations
  - UI-only operations (Flow compilation, UI Policy action linking)
  - Complex server-side operations not exposed via REST

TIER 3: Fix Scripts (manual fallback)
  SN-Create-Fix-Script for operations neither tier can handle
  Generated scripts for manual execution in instance
  Used for: Flow compilation, UI Policy setValue(), complex GlideRecord ops

When to use this skill:

  • "Build a new flow for incident escalation"
  • "Create a scoped app with tables and business rules"
  • "Set up a catalog item with approval workflow"
  • "Deploy metadata changes with version control"
  • "I need a flow but REST can't create flows"

Foundation: ServiceNow Official Fluent Skills

This skill builds on ServiceNow's official AI skills from github.com/ServiceNow/sdk:

  • vendor/now-sdk-setup.md — Environment setup (Node 20+, SDK install, auth). Run this first if now-sdk commands fail.
  • vendor/now-sdk-explain.md — Self-documenting SDK reference via npx @servicenow/sdk explain. Always consult this before writing Fluent code — it covers every metadata type, convention, and project structure detail.

Before writing any Fluent code, follow the explain skill's protocol:

  1. npx @servicenow/sdk explain <search-term> --list --format=raw — find relevant topics
  2. npx @servicenow/sdk explain <topic> --peek --format=raw — preview before committing
  3. npx @servicenow/sdk explain <topic> --format=raw — read the full topic

This ensures you're using the latest API signatures and conventions, not stale examples.

Prerequisites

  • Node.js: v20+ (node --version)
  • NowSDK: v4.6.0+ (npm install -g @servicenow/sdk@latest)
  • Instance: ServiceNow SDK plugin enabled, user has admin or sn_sdk.user role
  • MCP Server: happy-platform-mcp configured and connected
  • Auth: now-sdk auth completed for target instance
  • Related Skills: development/mcp-server for MCP tool reference, vendor/now-sdk-explain.md for Fluent API docs

Tier Decision Matrix

Use this matrix to determine which tier handles each operation:

Operation Tier 1 (Fluent) Tier 2 (MCP REST) Tier 3 (Fix Script)
Create flow with logic YES - full Flow DSL No - cannot create flows No
Compile/publish flow Automatic on deploy No YES - manual in UI
Create table + schema YES - Table() with typed columns Yes - but no version control No
Business rules YES - BusinessRule() with scripts Yes - SN-Create-Record on sys_script No
Catalog items YES - CatalogItem() with variables Yes - but UI policies limited Partial
UI Policy actions YES - deployed with app No - REST can't link actions YES - setValue() script
ACLs YES - Acl() definition Yes - SN-Create-Record on sys_security_acl No
Script includes YES - with server modules Yes - SN-Create-Record on sys_script_include No
Query live data No - not for runtime YES - SN-Query-Table No
Update existing records No - creates new metadata YES - SN-Update-Record No
Update set management Automatic on deploy YES - SN-Set-Update-Set, inspect, move No
Background script execution No YES - SN-Execute-Background-Script No
Scoped app creation YES - now.config.json defines scope Yes - SN-Create-Record on sys_app No
Deploy to instance YES - now-sdk deploy No - records created individually No
Complex GlideRecord ops No Partial YES - full server-side API

Procedure

Step 1: Environment Setup

Follow vendor/now-sdk-setup.md to verify NowSDK is installed and working:

# Check Node version (must be 20+)
node --version

# Check SDK version (must be 4.6.0+)
npx @servicenow/sdk --version

# If not installed or outdated:
npm install -g @servicenow/sdk@latest

# Authenticate to your instance
now-sdk auth
# Follow prompts: instance URL, credentials

Verify with explain command:

npx @servicenow/sdk explain quickstart --list --format=raw

Then familiarize yourself with the Fluent API for whatever you're about to build:

# Example: about to create flows
npx @servicenow/sdk explain Flow --list --peek --format=raw
npx @servicenow/sdk explain Flow --format=raw

Step 2: Determine the Right Tier

Before writing any code, classify the request:

Route to Tier 1 (Fluent) when:

  • Creating new metadata from scratch (flows, tables, business rules, catalog items)
  • Building a scoped application
  • Need version-controlled, reproducible deployments
  • Flow Designer operations (REST API cannot create flows)
  • Complex catalog items with variable sets, pricing, access controls

Route to Tier 2 (MCP REST) when:

  • Querying or modifying live data
  • Managing update sets (inspect, move, clone)
  • One-off record updates on existing records
  • Running background scripts
  • Verifying Tier 1 deployments

Route to Tier 3 (Fix Script) when:

  • Flow compilation (must happen in UI after deploy)
  • UI Policy action linking via setValue()
  • Complex GlideRecord operations not exposed via REST
  • Bulk data operations requiring server-side performance

Step 3: Scaffold a Fluent Project (Tier 1)

Create the project structure for a new scoped application.

Project Structure:

my-sn-app/
├── now.config.json          # Scope and instance config
├── package.json             # Dependencies
├── tsconfig.json            # TypeScript config (optional)
├── src/
│   └── fluent/
│       ├── generated/
│       │   └── keys.ts      # Auto-generated sys_id mappings
│       ├── tables.now.ts    # Table definitions
│       ├── rules.now.ts     # Business rules
│       ├── flows.now.ts     # Flow definitions
│       ├── catalog.now.ts   # Catalog items
│       ├── acls.now.ts      # Access controls
│       └── *.server.js      # External script files
└── src/
    └── server/              # Server-side TypeScript modules

now.config.json:

{
  "scope": "x_myapp",
  "scopeId": "<sys_id from instance or generated on first deploy>"
}

package.json:

{
  "name": "my-sn-app",
  "version": "1.0.0",
  "scripts": {
    "build": "now-sdk build",
    "deploy": "now-sdk deploy",
    "explain": "now-sdk explain"
  },
  "devDependencies": {
    "@servicenow/glide": "catalog:",
    "@servicenow/sdk": "catalog:",
    "typescript": "catalog:"
  }
}

Step 4: Write Fluent Definitions

Tables

// src/fluent/tables.now.ts
import {
  Table, StringColumn, IntegerColumn, BooleanColumn,
  DateColumn, ReferenceColumn
} from '@servicenow/sdk/core'

export const x_myapp_request = Table({
  name: 'x_myapp_request',
  schema: {
    title: StringColumn({ mandatory: true, label: 'Title', maxLength: 200 }),
    priority: IntegerColumn({ mandatory: true, label: 'Priority' }),
    active: BooleanColumn({ mandatory: true, label: 'Active', default: true }),
    due_date: DateColumn({ label: 'Due Date' }),
    assigned_to: ReferenceColumn({
      label: 'Assigned To',
      referenceTable: 'sys_user',
    }),
  },
})

Business Rules

// src/fluent/rules.now.ts
import { BusinessRule } from '@servicenow/sdk/core'

export const validatePriority = BusinessRule({
  $id: Now.ID['validate_priority'],
  name: 'Validate Priority on Create',
  active: true,
  table: 'x_myapp_request',
  when: 'before',
  insert: true,
  script: Now.include('./validate-priority.server.js'),
})

// src/fluent/validate-priority.server.js
(function executeRule(current, previous) {
  if (!current.priority || current.priority < 1 || current.priority > 5) {
    current.priority = 3; // Default to medium
  }
  if (!current.assigned_to && current.priority == 1) {
    gs.addErrorMessage('Critical requests must have an assignee');
    current.setAbortAction(true);
  }
})(current, previous);

Flows

// src/fluent/flows.now.ts
import { action, Flow, wfa, trigger } from '@servicenow/sdk/automation'

export const escalationFlow = Flow(
  {
    $id: Now.ID['request_escalation_flow'],
    name: 'Request Escalation Flow',
    description: 'Escalates high-priority requests when unassigned after creation',
  },
  wfa.trigger(
    trigger.record.created,
    { $id: Now.ID['new_request_trigger'] },
    {
      table: 'x_myapp_request',
      condition: 'priority=1^assigned_toISEMPTY',
      run_flow_in: 'background',
      run_on_extended: 'false',
      run_when_setting: 'both',
      run_when_user_setting: 'any',
      run_when_user_list: [],
    }
  ),
  (params) => {
    // Log the escalation
    wfa.action(
      action.core.log,
      { $id: Now.ID['log_escalation'] },
      {
        log_level: 'warn',
        log_message: `Escalating unassigned critical request: ${wfa.dataPill(params.trigger.current.title, 'string')}`,
      }
    )

    // Look up the on-call manager
    const manager = wfa.action(
      action.core.lookUpRecord,
      { $id: Now.ID['lookup_oncall_manager'] },
      {
        table: 'sys_user',
        conditions: 'active=true^roles=manager',
        sort_type: 'sort_asc',
        if_multiple_records_are_found_action: 'use_first_record',
      }
    )

    // Auto-assign to manager
    wfa.action(
      action.core.updateRecord,
      { $id: Now.ID['assign_to_manager'] },
      {
        table_name: 'x_myapp_request',
        record: wfa.dataPill(params.trigger.current.sys_id, 'reference'),
        values: TemplateValue({
          assigned_to: wfa.dataPill(manager.Record.sys_id, 'reference'),
        }),
      }
    )

    // Send notification
    wfa.action(
      action.core.sendEmail,
      { $id: Now.ID['notify_manager'] },
      {
        table_name: 'x_myapp_request',
        watermark_email: true,
        ah_subject: `Critical Request Escalation: ${wfa.dataPill(params.trigger.current.title, 'string')}`,
        ah_body: `A critical request has been auto-assigned to you.`,
        record: wfa.dataPill(params.trigger.current.sys_id, 'reference'),
        ah_to: wfa.dataPill(manager.Record.email, 'string'),
      }
    )
  }
)

Catalog Items

// src/fluent/catalog.now.ts
import {
  CatalogItem, VariableSet, SingleLineTextVariable,
  MultiLineTextVariable, SelectBoxVariable, ReferenceVariable,
  RequestedForVariable
} from '@servicenow/sdk/core'

const requestInfoVarSet = VariableSet({
  $id: Now.ID['request_info_varset'],
  title: 'Request Details',
  description: 'Core information for the request',
  internalName: 'request_info_varset',
  type: 'singleRow',
  layout: 'normal',
  order: 100,
  displayTitle: true,
  version: 1,
  variables: {
    requestTitle: SingleLineTextVariable({
      question: 'Request Title',
      mandatory: true,
      order: 100,
    }),
    requestDescription: MultiLineTextVariable({
      question: 'Description',
      mandatory: true,
      order: 200,
    }),
    requestPriority: SelectBoxVariable({
      question: 'Priority',
      mandatory: true,
      order: 300,
      choices: {
        critical: { label: '1 - Critical' },
        high: { label: '2 - High' },
        medium: { label: '3 - Medium' },
        low: { label: '4 - Low' },
      },
      defaultValue: 'medium',
    }),
  },
  name: 'Request Details',
})

export const newRequestCatalogItem = CatalogItem({
  $id: Now.ID['new_request_catalog_item'],
  name: 'New Service Request',
  shortDescription: 'Submit a new service request',
  description: 'Use this form to submit a service request. Critical requests trigger automatic escalation.',
  catalogs: ['e0d08b13c3330100c8b837659bba8fb4'], // Service Catalog
  categories: ['d258b953c611227a0146101fb1be7c31'], // Hardware (or your category)
  variableSets: [{ variableSet: requestInfoVarSet, order: 100 }],
  executionPlan: '523da512c611228900811a37c97c2014',
  variables: {
    requestedFor: RequestedForVariable({
      order: 1,
      question: 'Requested For',
    }),
    assignmentGroup: ReferenceVariable({
      order: 2,
      question: 'Assignment Group',
      referenceTable: 'sys_user_group',
    }),
  },
})

Step 5: Build and Deploy (Tier 1)

# Build the project (validates TypeScript, generates metadata)
now-sdk build

# Deploy to instance (creates/updates scoped app and all metadata)
now-sdk deploy

Step 6: Verify with MCP Tools (Tier 2)

After Fluent deployment, use MCP tools to verify everything landed correctly.

Tool: SN-Query-Table
Parameters:
  table_name: sys_update_xml
  query: application=<app_sys_id>
  fields: sys_id,type,name,sys_created_on
  limit: 50

Tool: SN-Get-Table-Schema
Parameters:
  table_name: x_myapp_request

Tool: SN-Query-Table
Parameters:
  table_name: sys_script
  query: collection=x_myapp_request^active=true
  fields: name,when,active

Step 7: Handle Fallthrough to Fix Scripts (Tier 3)

For operations that neither Fluent nor REST can handle, generate fix scripts.

Flow Compilation (post-deploy):

Tool: SN-Create-Fix-Script
Parameters:
  name: "Compile Escalation Flow"
  description: "Compile the request escalation flow after Fluent deployment"
  script: |
    // Navigate to Flow Designer and compile:
    // 1. Open Flow Designer
    // 2. Find "Request Escalation Flow"
    // 3. Click "Activate" to compile and enable
    //
    // This step cannot be automated - Flow Designer compilation
    // requires the UI runtime environment.
    gs.info('Manual step: Compile flow in Flow Designer UI');

UI Policy Action Linking (if needed):

Tool: SN-Execute-Background-Script
Parameters:
  script: |
    var gr = new GlideRecord('sys_ui_policy_action');
    gr.addQuery('ui_policy', '<ui_policy_sys_id>');
    gr.addQuery('catalog_variable', '');
    gr.query();
    while (gr.next()) {
      gr.catalog_variable = 'IO:<variable_sys_id>';
      gr.update();
    }
  description: "Link UI Policy actions to catalog variables"
  execution_method: trigger

Bulk Data Operations:

Tool: SN-Create-Fix-Script
Parameters:
  name: "Seed Sample Data"
  description: "Create initial sample records for testing"
  script: |
    var records = [
      { title: 'Test Request 1', priority: 1 },
      { title: 'Test Request 2', priority: 3 },
      { title: 'Test Request 3', priority: 5 }
    ];
    records.forEach(function(data) {
      var gr = new GlideRecord('x_myapp_request');
      gr.initialize();
      gr.title = data.title;
      gr.priority = data.priority;
      gr.active = true;
      gr.insert();
    });
    gs.info('Created ' + records.length + ' sample records');

Hybrid Workflow Example

A complete end-to-end example combining all three tiers:

GOAL: Build a scoped app with escalation flow, catalog item, and seed data

TIER 1 (Fluent):
  1. Create now.config.json with scope
  2. Define table schema in tables.now.ts
  3. Define business rules in rules.now.ts
  4. Define escalation flow in flows.now.ts
  5. Define catalog item in catalog.now.ts
  6. now-sdk build && now-sdk deploy

TIER 2 (MCP REST):
  7. SN-Query-Table → verify all records in update set
  8. SN-Get-Table-Schema → confirm table columns created
  9. SN-Query-Table on sys_script → verify business rules active
  10. SN-Execute-Background-Script → seed sample data

TIER 3 (Fix Script):
  11. SN-Create-Fix-Script → flow compilation instructions
  12. SN-Create-Fix-Script → any UI Policy action linking
  13. Manual: compile flow in Flow Designer UI

NowSDK Explain Reference

The SDK has built-in documentation accessible via CLI:

# List all available topics
npx @servicenow/sdk explain --list --format=raw

# Search for a topic
npx @servicenow/sdk explain flow --list --peek --format=raw

# Read full topic (only after previewing)
npx @servicenow/sdk explain flow --format=raw

# Key topics:
#   quickstart  - Getting started
#   Table       - Table definitions
#   Flow        - Flow automation
#   BusinessRule - Business rule definitions
#   CatalogItem - Service catalog items
#   Acl         - Access control lists
#   ScriptInclude - Script includes
#   naming      - Naming conventions
#   structure   - Project structure

Important: Always use --peek first before reading a full topic to avoid wasting context on irrelevant content.

Fluent API Quick Reference

Imports by Module

// Core metadata
import {
  Table, StringColumn, IntegerColumn, BooleanColumn,
  DateColumn, ReferenceColumn, Record, BusinessRule,
  ScriptInclude, ClientScript, Acl, Role
} from '@servicenow/sdk/core'

// Flow automation
import {
  Flow, Subflow, action, wfa, trigger
} from '@servicenow/sdk/automation'

// Catalog
import {
  CatalogItem, VariableSet, SingleLineTextVariable,
  MultiLineTextVariable, SelectBoxVariable, ReferenceVariable,
  CheckBoxVariable, DateTimeVariable, RequestedForVariable,
  EmailVariable
} from '@servicenow/sdk/core'

Key Helpers

Helper Purpose Example
Now.ID['key'] Reference a record by key name $id: Now.ID['my_rule']
Now.include('./file.js') Include external script file script: Now.include('./rule.server.js')
Now.ref(export) Cross-reference another Fluent export table: Now.ref(myTable)
Now.attach('./file') Attach file to record attachment: Now.attach('./logo.png')
TemplateValue({}) Set field values in flow actions values: TemplateValue({ state: '2' })
wfa.dataPill(ref, type) Reference flow data pills wfa.dataPill(params.trigger.current.sys_id, 'reference')

Flow Logic Blocks

// Conditional
wfa.flowLogic.if({ $id, condition, annotation }, () => { ... })
wfa.flowLogic.elseIf({ $id, condition, annotation }, () => { ... })
wfa.flowLogic.else({ $id }, () => { ... })

// Loops
wfa.flowLogic.forEach(dataPill, { $id }, () => { ... })

// Subflow outputs
wfa.flowLogic.assignSubflowOutputs({ $id }, params.outputs, { ... })

Flow Actions (action.core.*)

Action Purpose
action.core.log Log message with level
action.core.lookUpRecord Query for a single record
action.core.updateRecord Update a record
action.core.createRecord Create a new record
action.core.sendEmail Send email notification
action.core.sendSms Send SMS
action.core.sendNotification Send notification via template

Flow Triggers (trigger.record.*)

Trigger Fires When
trigger.record.created Record created
trigger.record.updated Record updated
trigger.record.createdOrUpdated Record created or updated
trigger.record.deleted Record deleted

Troubleshooting

NowSDK Not Found

npm install -g @servicenow/sdk@latest
# Verify: npx @servicenow/sdk --version (must be 4.6.0+)

Auth Failures

# Re-authenticate
now-sdk auth
# Ensure instance has SDK plugin enabled
# Ensure user has admin or sn_sdk.user role

Build Errors

# Check explain docs for the specific type
npx @servicenow/sdk explain <TypeName> --format=raw

# Common issues:
# - Missing $id on records → add Now.ID['unique_key']
# - Invalid column types → check Table column type imports
# - Script file not found → verify Now.include() path is relative to .now.ts file

Deploy Creates Wrong Scope

Verify now.config.json has the correct scope and scopeId. The scopeId should match the sys_id of the sys_app record on your instance.

Fallthrough: When Fluent Fails

If now-sdk deploy fails for specific record types, fall through:

  1. Check if MCP REST can create the record directly (SN-Create-Record)
  2. If REST also fails, generate a fix script (SN-Create-Fix-Script)
  3. Document the limitation for future reference
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