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Service Portfolio

Business-facing view of services backed by CI infrastructure. Health rollup, executive-friendly. Last updated 2026-05-17

The Service Portfolio is a view on top of the CMDB, not a separate entity. Services are CIs of type='business-service' or type='service' that contain other CIs via the contains relationship. The portfolio surface adds health rollup (combining worst member status with active Major Incidents touching members).

Defining a service

  1. Use create_ci (MCP) or POST /api/cmdb/cis with type='business-service' (customer-facing offering) or type='service' (internal technical service).
  2. Set criticality, owner, environment, description.
  3. Use add_service_members (MCP) or POST /api/service-portfolio/:id/members to bulk-wire the backing CIs. Sets contains on the service + member_of inverse on each member.

Recommended: model business services at the level your CFO or CEO would recognize ("Customer Order Portal", "Employee Self-Service", "Vendor Payment Pipeline"). Below that, model technical services if you want to layer infrastructure dependencies more granularly.

Health classification

HealthTriggered by
🚫 major-outageAny active Major Incident touching the service CI or any member CI
🔧 maintenanceAny member CI has status='in-maintenance'
unknownService has 0 members OR service status is retired
healthyHas members, no MIs, no maintenance, not retired

The portfolio listing is sorted with outages first, then by criticality desc — so executives see the worst news at the top of the dashboard.

REST endpoints

MCP tools (3, HTTP + stdio parity)

Pitfalls