PM Copilot
An MCP server that triangulates customer support tickets and feature requests to help PMs decide what to build next.
Real results: Analyzed 2,370 signals (2,136 support tickets + 234 feature requests) across 3 products in 55 seconds. Identified 16 themes, 15 convergent. Top priority: Booking & Scheduling (score: 134.6) — 629 tickets + 77 feature requests pointing at the same problem.
What Makes This Different
Signal triangulation — Not just data access. Matches support tickets against feature requests to find convergent themes, then scores them with a weighted formula that gives convergent signals a 2x priority boost.
Composability — Designed to work with other MCP servers. Pass churn data from Metabase or traffic trends from Google Analytics into
generate_product_planviakpi_context, and the methodology adjusts priorities accordingly.PM methodology built in — Opinionated scoring based on 7 years of real product management across 9 products and 1M+ users. Not a generic framework — an actual decision-making process exposed as an MCP resource.
PII scrubbing — Customer data never reaches the LLM unfiltered. SSNs, credit cards (Luhn-validated), emails, and phone numbers are redacted before analysis. Agent responses are filtered out of quotes.
Architecture
Claude orchestrates multiple MCP servers. PM Copilot handles qualitative customer signals. Other servers provide quantitative business metrics. The kpi_context parameter is the integration point — no point-to-point integrations required.
Quick Start
Claude Desktop
Add to ~/Library/Application Support/Claude/claude_desktop_config.json:
Claude Code
Or use the .mcp.json already in the project root — Claude Code picks it up automatically.
Tools
synthesize_feedback
Cross-references HelpScout tickets and ProductLift feature requests, returns theme-matched analysis with priority scores.
Parameter | Type | Default | Description |
| number | 30 | Days to look back (1-90) |
| number | 50 | Max feature requests by vote count |
| string | — | HelpScout mailbox filter |
| string | — | ProductLift portal filter |
| string |
|
|
Returns themes sorted by priority score, each with reactive/proactive counts, convergence flag, evidence summaries, and representative customer quotes.
generate_product_plan
Builds a prioritized product plan with evidence and customer quotes. Accepts external business metrics via kpi_context.
Parameter | Type | Default | Description |
| number | 30 | Days to look back (1-90) |
| number | 50 | Max feature requests by vote count |
| string | — | HelpScout mailbox filter |
| string | — | ProductLift portal filter |
| string | — | Business metrics from other MCP servers |
| number | 5 | Number of priorities to return (1-10) |
| boolean | false | Audit mode: show what data would be sent |
| string |
|
|
get_feature_requests
Raw ProductLift data access for browsing feature requests directly.
Parameter | Type | Default | Description |
| string | — | Filter to a specific portal |
| boolean | true | Include comments on each request |
Composability in Action
PM Copilot is designed to work alongside other MCP servers. Here's a real example using live data from 3 AppSumo Originals products.
Step 1: The PM asks a single question
Pull our churn and booking completion data, then use pm-copilot to create a product plan using all of that context.
Step 2: pm-copilot analyzes 10,424 signals and returns the top priorities
# | Theme | Score | Tickets | Feature Requests | Signal |
1 | Billing & Payment | 91.1 | 2,336 | 20 | Convergent |
2 | Booking & Scheduling | 87.1 | 682 | 74 | Convergent |
3 | Account & Licensing | 69.7 | 1,955 | 8 | Convergent |
4 | Team & Collaboration | 64.4 | 1,875 | 19 | Convergent |
5 | Whitelabel & Branding | 50.2 | 92 | 30 | Convergent |
Step 3: Business metrics from dashboards arrive as
Step 4: Claude synthesizes both — and overrides the formula
The scores say Billing & Payment is #1. But the methodology says churn data overrides the formula. With TidyCal's booking completion dropping 8 points and churn spiking 35%, Booking & Scheduling becomes the real #1 — it's the core product breaking.
BreezeDoc deprioritized (stable metrics, no fire). TidyCal's 22% organic traffic growth elevates Whitelabel & Branding as a growth play.
The server provides the signal ranking. KPI context provides the override judgment. Claude synthesizes both.
Methodology
PM Copilot exposes a pm-copilot://methodology resource — David Kelly's actual product planning framework built over 7 years of launching 9 products to 1M+ users at AppSumo Originals.
Key principles:
The 5% rule — You complete ~5% of what customers ask for each month. The framework identifies which 5% matters most.
Convergent signals always win — Same theme in both support tickets AND feature requests = highest confidence signal.
Reactive > proactive — Broken stuff drives churn. You can survive not having a feature; you can't survive errors.
Business metrics override the formula — Rising churn, dropping conversion, or revenue impact can change everything.
The methodology is versioned (v2.0) and served as markdown content via the MCP resource protocol. Claude references it automatically when using generate_product_plan.
Security
Customer data flows through PM Copilot on its way to Claude. All text is scrubbed before it enters the analysis pipeline or leaves the server.
PII scrubbing
Category | Method | Replacement |
SSNs | Pattern match ( |
|
Credit cards | 13-19 digit sequences + Luhn validation |
|
Email addresses | Standard email pattern |
|
Phone numbers | US formats (+1, parens, dashes, dots) |
|
Customer email field | Always redacted |
|
What we exclude entirely
Data | Why |
Agent/admin responses | Only customer voice matters; agent replies could leak internal process |
Internal HelpScout notes | May contain credentials, workarounds, internal discussions |
Attachments | Could contain screenshots with PII, invoices, medical documents |
Voter identities | Vote counts are sufficient; individual identity adds no PM value |
Audit controls
preview_only: trueongenerate_product_planshows what data would be sent without fetching itEvery response includes
pii_scrubbing_appliedandpii_categories_redactedmetadataData categories logged to stderr on each call (categories only, never content)
Development
Theme configuration
themes.config.json in the project root defines what themes to look for. Edit without rebuilding — loaded at runtime.
Ships with 16 data-driven themes across 9 categories. Add your own by appending to the themes array. Unmatched data points are analyzed for emerging patterns using bigram/trigram frequency detection.
Scoring formula
Frequency (0.35): Count of data points, normalized across themes
Severity (0.35): Reactive signals only — thread depth, recency (7-day half-life decay), tag boosts
Vote momentum (0.30): Proactive signals only — 80% votes + 20% comments
Convergence (2x): Applied when a theme has both reactive and proactive signals
Contributing
Fork the repository
Create a feature branch (
git checkout -b feature/your-feature)Ensure
npm run buildsucceeds with no errorsFollow existing patterns: tools use
registerTool, API clients get their own module, PII scrubbing happens at the format layerOpen a pull request