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instance-management

Manage and safely route Happy Platform MCP v5.1 operations across ServiceNow instances

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Price unconfirmed★ 37 GitHub starsRegistry updated · Sep 10, 2026admin instance multi-instance

Overview

Manage and safely route Happy Platform MCP v5.1 operations across ServiceNow instances

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Instance Management

Overview

Happy Platform MCP v5.1 separates persistent registration from runtime routing. Local CLI commands manage a metadata-only user registry and keychain-backed credentials. MCP tools select a target for the current session or for one explicit call. This separation prevents one workflow from accidentally redirecting another.

Prerequisites

Happy Platform MCP v5.1 configured through development/mcp-server-installation
One or more instances added with the local interactive CLI
Appropriate ServiceNow roles for the intended read or write

Procedure

Step 1: Inspect Registered Instances

For local configuration inspection, prefer:

happy-platform-mcp instance list
happy-platform-mcp instance test dev

From MCP, call parameterless SN-Set-Instance to list the configured choices without changing the target:

Tool: SN-Set-Instance
Parameters: none

There is no separate MCP list tool in v5.1; parameterless SN-Set-Instance is the supported listing operation.

Step 2: Confirm the Session Target

Tool: SN-Get-Current-Instance
Parameters: none

This reports the current session's implicit target. Check it immediately before a sequential write workflow.

Step 3: Select a Target for Sequential Work

Tool: SN-Set-Instance
Parameters:
  instance_name: dev

SN-Set-Instance changes only the current session's implicit target in memory. It does not edit the registry, alter another MCP session, or change the configured startup default. A new session starts from its configured default.

Step 4: Route Concurrent or Critical Calls Explicitly

Every live ServiceNow operation accepts an optional instance parameter except SN-Register-Instance, SN-Set-Instance, SN-Get-Current-Instance, and the documentation tools (SN-Docs-Families, SN-Docs-Status, SN-Docs-Sync, SN-Docs-Search, and SN-Docs-Get). Registration accepts no instance field. An explicit per-call value on supported operations does not mutate the session target.

Tool: SN-Query-Table
Parameters:
  instance: prod
  table_name: incident
  query: active=true^priority=1
  fields: number,short_description,state
  limit: 10

Use explicit instance routing for concurrent work, critical operations, production changes, or calls that could race with SN-Set-Instance. Concurrent calls against one stable implicit target can omit it, but explicit routing is easier to audit.

Step 5: Verify Before a Write

Query an instance-specific property using an explicit target, compare the response with the intended environment, and only then write:

Tool: SN-Query-Table
Parameters:
  instance: dev
  table_name: sys_properties
  query: name=instance_name^ORname=glide.installation.name
  fields: name,value
  limit: 5

Then preserve the same explicit target on the mutation:

Tool: SN-Update-Record
Parameters:
  instance: dev
  table_name: incident
  sys_id: <verified-record-sys-id>
  data:
    work_notes: Verified dev routing before update

Tool Usage

Tool	Purpose
`SN-Set-Instance`	With no parameters, list choices; with `instance_name`, change the sequential session target
`SN-Get-Current-Instance`	Report the current session target
`SN-Query-Table`	Verify or read from an explicit named instance
`SN-Create-Record`	Create on an explicitly verified target
`SN-Update-Record`	Update on an explicitly verified target

Persistent additions, removals, metadata updates, tests, migrations, and credential rotation belong to the local CLI. MCP calls must not collect credential material or modify keychain entries.

Best Practices

Prefer explicit per-call routing for all production writes.
Pair every critical mutation with a same-target read-only verification.
Use SN-Set-Instance only for sequential convenience, never as a parallel isolation mechanism.
Keep development as the configured default when operational policy permits.
Run happy-platform-mcp instance test <name> locally when connectivity changes.
Keep raw REST as a last resort and rely only on a pre-existing local credential helper.

Troubleshooting

Issue	Cause	Resolution
Instance is not listed	It is not in the user registry	Run `happy-platform-mcp instance add` locally
Current target is unexpected	A prior sequential switch changed this session	Call `SN-Get-Current-Instance`, then `SN-Set-Instance` with the intended name
Parallel work reaches the wrong target	Calls relied on mutable session state	Add explicit `instance` to each overlapping call
A new registration is not live	Server started in docs-only mode	Restart the MCP host after registration
Connectivity test fails	Local registration or ServiceNow access is invalid	Run the local `instance test` flow; never send credentials through MCP

development/mcp-server-installation - Secure local registration and migration
admin/generic-crud-operations - Table operations after routing
admin/update-set-management - Environment-specific configuration transport

View source ↗

File metadata

name: instance-management
version: 1.1.1
description: Manage and safely route Happy Platform MCP v5.1 operations across ServiceNow instances
author: Happy Technologies LLC
tags: [admin, instance, multi-instance, environment, configuration]
platforms: [claude-code, claude-desktop, cursor, any]
tools:
  mcp: [SN-Set-Instance, SN-Get-Current-Instance, SN-Query-Table, SN-Create-Record, SN-Update-Record]
  cli:
    - happy-platform-mcp instance list
    - happy-platform-mcp instance test
  native: [Bash, Read]
complexity: intermediate
estimated_time: 5-10 minutes

View original text

---
name: instance-management
version: 1.1.1
description: Manage and safely route Happy Platform MCP v5.1 operations across ServiceNow instances
author: Happy Technologies LLC
tags: [admin, instance, multi-instance, environment, configuration]
platforms: [claude-code, claude-desktop, cursor, any]
tools:
  mcp: [SN-Set-Instance, SN-Get-Current-Instance, SN-Query-Table, SN-Create-Record, SN-Update-Record]
  cli:
    - happy-platform-mcp instance list
    - happy-platform-mcp instance test
  native: [Bash, Read]
complexity: intermediate
estimated_time: 5-10 minutes
---

# Instance Management

## Overview

Happy Platform MCP v5.1 separates persistent registration from runtime routing. Local CLI commands manage a metadata-only user registry and keychain-backed credentials. MCP tools select a target for the current session or for one explicit call. This separation prevents one workflow from accidentally redirecting another.

## Prerequisites

- Happy Platform MCP v5.1 configured through `development/mcp-server-installation`
- One or more instances added with the local interactive CLI
- Appropriate ServiceNow roles for the intended read or write

## Procedure

### Step 1: Inspect Registered Instances

For local configuration inspection, prefer:

```bash
happy-platform-mcp instance list
happy-platform-mcp instance test dev
```

From MCP, call parameterless `SN-Set-Instance` to list the configured choices without changing the target:

```text
Tool: SN-Set-Instance
Parameters: none
```

There is no separate MCP list tool in v5.1; parameterless `SN-Set-Instance` is the supported listing operation.

### Step 2: Confirm the Session Target

```text
Tool: SN-Get-Current-Instance
Parameters: none
```

This reports the current session's implicit target. Check it immediately before a sequential write workflow.

### Step 3: Select a Target for Sequential Work

```text
Tool: SN-Set-Instance
Parameters:
  instance_name: dev
```

`SN-Set-Instance` changes only the current session's implicit target in memory. It does not edit the registry, alter another MCP session, or change the configured startup default. A new session starts from its configured default.

### Step 4: Route Concurrent or Critical Calls Explicitly

Every live ServiceNow operation accepts an optional `instance` parameter except `SN-Register-Instance`, `SN-Set-Instance`, `SN-Get-Current-Instance`, and the documentation tools (`SN-Docs-Families`, `SN-Docs-Status`, `SN-Docs-Sync`, `SN-Docs-Search`, and `SN-Docs-Get`). Registration accepts no `instance` field. An explicit per-call value on supported operations does not mutate the session target.

```text
Tool: SN-Query-Table
Parameters:
  instance: prod
  table_name: incident
  query: active=true^priority=1
  fields: number,short_description,state
  limit: 10
```

Use explicit `instance` routing for concurrent work, critical operations, production changes, or calls that could race with `SN-Set-Instance`. Concurrent calls against one stable implicit target can omit it, but explicit routing is easier to audit.

### Step 5: Verify Before a Write

Query an instance-specific property using an explicit target, compare the response with the intended environment, and only then write:

```text
Tool: SN-Query-Table
Parameters:
  instance: dev
  table_name: sys_properties
  query: name=instance_name^ORname=glide.installation.name
  fields: name,value
  limit: 5
```

Then preserve the same explicit target on the mutation:

```text
Tool: SN-Update-Record
Parameters:
  instance: dev
  table_name: incident
  sys_id: <verified-record-sys-id>
  data:
    work_notes: Verified dev routing before update
```

## Tool Usage

| Tool | Purpose |
|---|---|
| `SN-Set-Instance` | With no parameters, list choices; with `instance_name`, change the sequential session target |
| `SN-Get-Current-Instance` | Report the current session target |
| `SN-Query-Table` | Verify or read from an explicit named instance |
| `SN-Create-Record` | Create on an explicitly verified target |
| `SN-Update-Record` | Update on an explicitly verified target |

Persistent additions, removals, metadata updates, tests, migrations, and credential rotation belong to the local CLI. MCP calls must not collect credential material or modify keychain entries.

## Best Practices

- Prefer explicit per-call routing for all production writes.
- Pair every critical mutation with a same-target read-only verification.
- Use `SN-Set-Instance` only for sequential convenience, never as a parallel isolation mechanism.
- Keep development as the configured default when operational policy permits.
- Run `happy-platform-mcp instance test <name>` locally when connectivity changes.
- Keep raw REST as a last resort and rely only on a pre-existing local credential helper.

## Troubleshooting

| Issue | Cause | Resolution |
|---|---|---|
| Instance is not listed | It is not in the user registry | Run `happy-platform-mcp instance add` locally |
| Current target is unexpected | A prior sequential switch changed this session | Call `SN-Get-Current-Instance`, then `SN-Set-Instance` with the intended name |
| Parallel work reaches the wrong target | Calls relied on mutable session state | Add explicit `instance` to each overlapping call |
| A new registration is not live | Server started in docs-only mode | Restart the MCP host after registration |
| Connectivity test fails | Local registration or ServiceNow access is invalid | Run the local `instance test` flow; never send credentials through MCP |

## Related Skills

- `development/mcp-server-installation` - Secure local registration and migration
- `admin/generic-crud-operations` - Table operations after routing
- `admin/update-set-management` - Environment-specific configuration transport

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Review before install: Avoid automatic install

License: Apache-2.0

Dependency or permission surface needs review
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Low GitHub adoption signal
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Quality score needs review
Permission surface needs review: secrets or environment access, shell or command execution
GitHub adoption: 37 GitHub stars
Stars/forks activity: 37 stars, 13 forks; issue activity unavailable in current metadata
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Permission surface: secrets or environment access, shell or command execution
Review status: AI review approval is missing

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Source & usage notes

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Source repository: Happy-Technologies-LLC/happy-platform-skills
License: Apache-2.0
Version: 1.1.1
Last GitHub push: Jul 28, 2026
Registry updated: Sep 10, 2026
Instruction path: skills/admin/instance-management/SKILL.md @ fe67d3be5344

Version reported in registry metadata; check source releases before relying on it.

Quality

55/100

Promising

Trust

61/100

Sandbox only

Audit

70/100

Needs review

Open full audit View eval report

Dependency or permission surface needs review
Permission surface may require sandboxing
Low GitHub adoption signal
AI review approval is missing
Quality score needs review
Permission surface needs review: secrets or environment access, shell or command execution
GitHub adoption: 37 GitHub stars
Stars/forks activity: 37 stars, 13 forks; issue activity unavailable in current metadata
Dependency/runtime risk: command execution surface, credential or environment access
Permission surface: secrets or environment access, shell or command execution
Review status: AI review approval is missing

Verified installs: —
Outcomes: —

Copies are not installs. Installation counts require a reported successful installation; they are not a blanket quality guarantee.

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More details

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      "workspace": "sandbox",
      "time_to_useful_ms": 120000,
      "notes": "Report the smallest successful task, setup friction, files touched, and risk notes."
    }
  },
  "endpoints": {
    "web": "https://www.openagentskill.com/skills/happy-technologies-llc-instance-management",
    "api": "https://www.openagentskill.com/api/agent/skills/happy-technologies-llc-instance-management",
    "audit": "https://www.openagentskill.com/skills/happy-technologies-llc-instance-management/audit",
    "eval": "https://www.openagentskill.com/api/agent/evals?slug=happy-technologies-llc-instance-management&task=Use%20instance-management%20in%20an%20agent%20workflow&max_risk=medium",
    "resolve": "https://www.openagentskill.com/api/agent/resolve?task=Use%20instance-management%20in%20an%20agent%20workflow&agent=codex&max_risk=medium",
    "receipt": "https://www.openagentskill.com/api/agent/receipt?task=Use%20instance-management%20in%20an%20agent%20workflow&agent=codex&max_risk=medium&format=text",
    "install": "https://www.openagentskill.com/api/skills/happy-technologies-llc-instance-management/install",
    "manifest": "https://www.openagentskill.com/api/registry/manifest/happy-technologies-llc-instance-management"
  }
}

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Creator: Happy Technologies LLC
Source: Happy-Technologies-LLC/happy-platform-skills
Indexed by: OpenAgentSkill community index

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Overview

Instance Management

Overview

Prerequisites

Procedure

Step 1: Inspect Registered Instances

Step 2: Confirm the Session Target

Step 3: Select a Target for Sequential Work

Step 4: Route Concurrent or Critical Calls Explicitly

Step 5: Verify Before a Write

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