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Agile Backlog MCP

by ehartye
QUICKSTART_EXAMPLES.md19.4 kB
# Quick Start: Real Usage Scenarios ## Introduction This guide shows **real conversations** between users and Claude using the Agile MCP server. These examples demonstrate how the workflows feel in practice. --- ## Scenario 1: Starting a New Feature (Developer Mode) ### Conversation ``` User: "I need to add a password reset feature to the app" Claude: "I'll help you build the password reset feature. Let me set up the work tracking first. [create_story: project_identifier="my-app", title="Password Reset Flow", description="Email-based password reset with secure tokens", priority="high"] ✓ Created Story #145: Password Reset Flow (High Priority) Let me break this down into tasks: [create_task: story_id=145, title="Design reset token generation"] [create_task: story_id=145, title="Create reset password endpoint"] [create_task: story_id=145, title="Build email template"] [create_task: story_id=145, title="Add frontend reset form"] [create_task: story_id=145, title="Add tests for reset flow"] ✓ Created 5 tasks [update_task: task_id=501, status="in_progress"] I'll start with designing the token generation. Here's my approach: [Implements the first task...] " --- User: "Looks good! Make sure the tokens expire after 1 hour" Claude: "Good security practice. I'll add that requirement. [create_note: parent_type="story", parent_id=145, content="## Security Requirements\n\n**Token Expiration:** 1 hour\n- Reduces window for token theft\n- Aligns with industry best practices\n\n**Implementation:** Store expiry timestamp in token payload"] ✓ Added security note to Story #145 [Continues implementing with 1-hour expiration...] " --- User: "Great! Can we also add a password strength checker?" Claude: "That's a good addition but it's technically a separate concern. Let me create a related story for that. [create_story: project_identifier="my-app", title="Password Strength Validation", description="Client and server-side password strength checking"] [create_relationship: source_type="story", source_id=146, target_type="story", target_id=145, relationship_type="related_to"] ✓ Created Story #146: Password Strength Validation ✓ Linked to Story #145 (Password Reset Flow) Would you like me to implement this now, or finish the reset feature first?" --- User: "Finish reset first" Claude: "[Continues working on password reset tasks...] [update_task: task_id=501, status="done"] [update_task: task_id=502, status="in_progress"] ✓ Task 1 complete: Token generation implemented → Moving to Task 2: Reset password endpoint [Implements endpoint...] " ``` **Key Takeaways:** - Claude automatically tracks work without being asked - Stories and tasks map to real development flow - Related features become linked stories - Progress updates happen naturally --- ## Scenario 2: Hitting a Blocker (Developer Mode) ### Conversation ``` User: "The email sending isn't working in development" Claude: "[Debugging the email issue...] I see the problem - we don't have SMTP credentials configured for local development. [update_task: task_id=503, status="blocked"] This task is now blocked. Let me document the blocker: [create_note: parent_type="task", parent_id=503, content="## Blocker\n\n**Issue:** SMTP not configured for local dev\n\n**Options:**\n1. Use mailtrap.io for dev email testing\n2. Mock email service in development\n3. Use Gmail SMTP (not recommended for dev)\n\n**Recommendation:** Set up Mailtrap account"] While we're blocked on email, I can continue with the frontend reset form (Task 4). Would you like me to work on that, or should we resolve the email blocker first?" --- User: "Let's use Mailtrap. Can you set that up?" Claude: "Sure! I'll create a task for that under our auth infrastructure. [create_task: story_id=145, title="Configure Mailtrap for dev emails"] [update_task: task_id=507, status="in_progress"] [Sets up Mailtrap configuration...] ✓ Mailtrap configured ✓ Added credentials to .env.example Now I can unblock the email task: [update_task: task_id=503, status="in_progress"] [create_note: parent_type="task", parent_id=503, content="## Blocker Resolved\n\nMailtrap configured at smtp.mailtrap.io\nDev emails now captured in Mailtrap inbox"] Let me finish the email template implementation... " ``` **Key Takeaways:** - Blockers are explicitly tracked - Notes document blocker details and resolution - New tasks created for unplanned work - Work continues on unblocked tasks --- ## Scenario 3: Sprint Planning (PM Mode) ### Conversation ``` User: "Let's plan Sprint 25" PM Agent: "I'll help plan Sprint 25. Let me analyze your team's velocity first. [get_velocity_report: project_identifier="my-app"] 📊 **Velocity Analysis** - Sprint 22: 42 points - Sprint 23: 38 points - Sprint 24: 35 points - **Average: 38.3 points** Velocity is trending down slightly. Let's investigate after we plan. [list_stories: status="todo", priority="high"] **High-Priority Backlog (Ready for Sprint):** 1. Story #140: User Dashboard Redesign (13 pts) ✓ Has criteria 2. Story #145: Password Reset Flow (8 pts) ✓ Has criteria 3. Story #146: Password Strength Validation (3 pts) ✓ Has criteria 4. Story #150: Admin User Management (21 pts) ⚠️ Needs breakdown 5. Story #152: Search Functionality (13 pts) ✓ Has criteria [list_dependencies] **Dependency Check:** - Story #146 related to #145 (can be same sprint) - Story #150 has no dependencies but is large (21 pts) - No blocking dependencies **My Recommendation:** **Sprint 25 Plan** (Feb 1 - Feb 14) - **Capacity:** 36 points (94% of avg, conservative due to downtrend) - **Goal:** Improve user experience and security **Stories to Include:** - Story #140: User Dashboard Redesign (13 pts) - Story #145: Password Reset Flow (8 pts) - Story #146: Password Strength Validation (3 pts) - Story #152: Search Functionality (13 pts) - **Total:** 37 points (103% - slightly ambitious) **Defer:** - Story #150: Admin User Management (too large - recommend splitting) Shall I create this sprint?" --- User: "Yes, but let's drop the search feature and stay at 34 points" PM Agent: "Good call - that gives us a 10% buffer for unknowns. [create_sprint: project_identifier="my-app", name="Sprint 25", goal="Improve user experience and security", start_date="2024-02-01", end_date="2024-02-14", capacity_points=36] ✓ Created Sprint 25 [add_story_to_sprint: sprint_id=25, story_id=140] [add_story_to_sprint: sprint_id=25, story_id=145] [add_story_to_sprint: sprint_id=25, story_id=146] ✓ Added 3 stories to Sprint 25 **Sprint 25 Summary:** 📦 **Committed Work:** - User Dashboard Redesign (13 pts) - Password Reset Flow (8 pts) - Password Strength Validation (3 pts) 📊 **Metrics:** - Total: 24 points - Capacity: 36 points - Utilization: 67% ✓ (healthy buffer) Ready to start the sprint?" --- User: "Yes" PM Agent: "[start_sprint: sprint_id=25] ✓ Sprint 25 is now ACTIVE ✓ Initial burndown snapshot created **Sprint 25 has begun!** I'll track daily progress and provide burndown updates. Good luck to the team! 🚀 " ``` **Key Takeaways:** - PM agent provides data-driven recommendations - Capacity is based on historical velocity - User has final say on scope - Sprint starts with automatic tracking --- ## Scenario 4: Daily Standup (PM Mode) ### Conversation ``` User: "Give me the standup update" PM Agent: "[get_sprint_burndown: sprint_id=25] [list_stories: sprint_id=25] [list_tasks: status="blocked"] ## Daily Standup - February 5, 2024 ### Sprint 25 Progress (Day 4 of 10) 📊 **Burndown Status** - **Total Points:** 24 - **Completed:** 8 points (33%) - **Remaining:** 16 points (67%) - **Expected by now:** 9.6 points (40%) **Trend:** ⚠️ Slightly behind schedule (-1.6 pts) ``` Day | Ideal | Actual ----|-------|------- 1 | 21.6 | 24 2 | 19.2 | 24 3 | 16.8 | 21 4 | 14.4 | 16 ← We are here 5 | 12.0 | ? ``` ### Story Status ✅ **Completed (1 story, 8 points)** - Story #146: Password Strength Validation (3 pts) ✓ - Story #145: Password Reset Flow (5 pts) ✓ 🔄 **In Progress (1 story, 13 points)** - Story #140: User Dashboard Redesign (13 pts) - Tasks: 4 of 7 complete - Status: On track ⏸️ **Not Started (0 stories)** ### Blockers 🚨 None reported ✓ ### Recommendations 1. **Pace adjustment needed:** Team needs to complete ~2.6 pts/day (currently at 2 pts/day) 2. **Dashboard redesign is critical:** All remaining work depends on completing this 3. **Consider pairing:** If dashboard is complex, pair programming might help **Overall Assessment:** Sprint is achievable but team needs to accelerate slightly. Would you like me to check in on specific stories or tasks?" ``` **Key Takeaways:** - Automatic burndown calculation - Clear visual of progress vs. ideal - Actionable recommendations - Blocker tracking --- ## Scenario 5: Discovering Dependencies (Developer Mode) ### Conversation ``` User: "I'm building the profile page but I realize we need auth first" Claude: "Good catch! Let me check if we have an auth story already. [list_stories: project_identifier="my-app"] I don't see an authentication story yet. Let me create one and set up the dependency. [create_story: project_identifier="my-app", title="User Authentication System", description="JWT-based authentication with login/logout", priority="critical", points=13] ✓ Created Story #160: User Authentication System (Critical, 13 pts) Now let me link the dependency: [add_dependency: story_id=155, depends_on_id=160, dependency_type="blocked_by"] ✓ Story #155 (Profile Page) is now blocked by Story #160 (Auth) [update_story: story_id=155, status="blocked"] ✓ Updated Profile Page status to blocked [create_note: parent_type="story", parent_id=155, content="## Blocked By Authentication\n\nProfile page requires authenticated user context to:\n- Display user data\n- Handle permissions\n- Track user-specific settings\n\n**Cannot proceed until Story #160 is complete.**"] **Recommendation:** Let's pivot to working on the authentication system first. I'll create tasks for that. Sound good?" --- User: "Yes, let's build auth first" Claude: "[update_story: story_id=160, status="in_progress"] [create_task: story_id=160, title="Set up JWT library"] [create_task: story_id=160, title="Create login endpoint"] [create_task: story_id=160, title="Create logout endpoint"] [create_task: story_id=160, title="Add auth middleware"] [create_task: story_id=160, title="Add session persistence"] ✓ Created 5 tasks for authentication [update_task: task_id=601, status="in_progress"] Let's start with setting up the JWT library... " ``` **Key Takeaways:** - Dependencies discovered during development - Blocker relationships tracked - Work reprioritized automatically - Notes explain why dependency exists --- ## Scenario 6: Sprint Retrospective (PM Mode) ### Conversation ``` User: "Sprint 25 is done. Let's do the retro" PM Agent: "[complete_sprint: sprint_id=25] Sprint 25 completed! Generating final report... ## Sprint 25 Retrospective ### Final Results ✅ **Completion Metrics** - **Committed:** 24 points - **Completed:** 21 points - **Completion Rate:** 87.5% - **Stories Done:** 2 of 3 🎯 **Sprint Goal:** Improve user experience and security **Goal Met:** Partially - Security improvements complete, dashboard 90% done ### Story Breakdown ✅ **Completed:** - Story #145: Password Reset Flow (8 pts) ✓ - Story #146: Password Strength Validation (3 pts) ✓ ⏸️ **Incomplete:** - Story #140: User Dashboard Redesign (13 pts) - Progress: 10 of 13 points worth of tasks done - Remaining: Polish and responsive design ### Velocity Trend ``` Sprint | Points Completed | Trend -------|------------------|------- 23 | 38 | 24 | 35 | ↓ 25 | 21 | ↓↓ ``` ⚠️ **Velocity declining** - from 38 → 21 over 3 sprints [get_velocity_report] **Average Velocity (last 3 sprints):** 31.3 points --- Now let me gather retrospective feedback. What went well this sprint?" --- User: "The password reset feature went smoothly. Dashboard took longer than expected." PM Agent: "Thanks. What could we improve?" --- User: "Better estimation on UI work. Dashboard was underestimated." PM Agent: "Noted. Any action items for next sprint?" --- User: "1. Add UI buffer to estimates. 2. Finish dashboard first thing." PM Agent: "[create_note: parent_type="sprint", parent_id=25, content="# Sprint 25 Retrospective\n\n## What Went Well ✅\n- Password reset feature: smooth implementation\n- Security features completed without issues\n- No major blockers\n\n## What to Improve 📈\n- UI work estimation: Dashboard took 30% longer than estimated\n- Could have caught estimation issue in planning\n\n## Action Items 🎯\n- [ ] Add 20-30% buffer to UI-heavy stories in estimation\n- [ ] Start Sprint 26 with dashboard completion (carry-over)\n- [ ] Consider design review before estimating UI work\n\n## Metrics\n- Completion: 87.5% (below our 90% target)\n- Velocity: 21 pts (concerning downward trend)\n- Team morale: Good (based on smooth execution)"] ✓ Retrospective notes saved **Handling Incomplete Work:** Story #140 (Dashboard) is 77% complete. Options: 1. Carry over to Sprint 26 (recommended - nearly done) 2. Return to backlog 3. Split remaining work into new story What would you like to do?" --- User: "Carry it to Sprint 26" PM Agent: "Perfect. I'll keep Story #140 in its current state. When we plan Sprint 26, I'll recommend starting with this to build momentum. [create_note: parent_type="story", parent_id=140, content="## Carried Over from Sprint 25\n\n**Completion:** 77% (10/13 points of work done)\n\n**Remaining work:**\n- Polish animations\n- Responsive design for mobile\n- Cross-browser testing\n\n**Priority for Sprint 26:** Start with this story"] **Sprint 25 Summary:** 📊 Delivered 21 points (87.5% completion) 📉 Velocity trend concerning - recommend investigating ✅ Security goal achieved ⏳ UX goal: carry-over to next sprint **Action Items:** - [x] Document retrospective ✓ - [ ] Plan Sprint 26 with dashboard as top priority - [ ] Investigate velocity decline (schedule team discussion) - [ ] Improve UI estimation practices Great work overall! Ready to plan Sprint 26?" ``` **Key Takeaways:** - Comprehensive sprint metrics - Structured retrospective process - Action items documented - Incomplete work handled gracefully - Velocity trends highlighted --- ## Scenario 7: Backlog Grooming (PM Mode) ### Conversation ``` User: "Our backlog is a mess. Can you help clean it up?" PM Agent: "I'll conduct a backlog health assessment and grooming session. [list_stories: project_identifier="my-app"] [list_epics: project_identifier="my-app"] [list_dependencies] Analyzing backlog... ## Backlog Health Report ### Overall Health: 🟡 Yellow (62%) ### Current State - **Total Stories:** 38 - Todo: 25 - In Progress: 5 - Done: 8 - Blocked: 0 - **Priority Distribution:** - Critical: 2 (5%) - High: 8 (21%) - Medium: 18 (47%) - Low: 10 (26%) ### Issues Identified ❌ **Critical Issues (15 stories)** 1. **Missing Story Points:** 15 stories - Cannot plan sprints without estimates - Recommendation: Estimation session for top 10 stories 2. **Missing Acceptance Criteria:** 12 stories - Unclear "definition of done" - High risk of rework 3. **Orphaned Stories:** 8 stories - Not organized under epics - Reduces strategic visibility ⚠️ **Medium Issues** 4. **Old Low-Priority Stories:** 6 stories older than 90 days - Recommend: Archive or re-evaluate priority ℹ️ **Minor Issues** 5. **No Dependencies Mapped:** Only 3 stories have dependency links - May lead to planning surprises --- **Grooming Recommendations:** **Immediate (This Week):** 1. Estimate top 10 high-priority stories 2. Add acceptance criteria to critical/high priority items 3. Create epics for major themes **Soon (This Sprint):** 4. Archive or reprioritize old low-priority stories 5. Map dependencies for complex features **Ongoing:** 6. Maintain health score >85% Shall I help with the immediate grooming tasks?" --- User: "Yes, start with creating epics" PM Agent: "I'll analyze the stories and suggest epic groupings. [Analyzing story titles and descriptions...] I identified 4 major themes: **Proposed Epics:** 1. **User Authentication & Security** (7 stories, ~45 points) - Password reset, 2FA, OAuth, etc. 2. **User Experience Enhancements** (12 stories, ~78 points) - Dashboard, dark mode, notifications, etc. 3. **Admin & Management Tools** (5 stories, ~34 points) - User management, analytics, settings 4. **Performance & Infrastructure** (6 stories, ~23 points) - Caching, optimization, monitoring **Orphaned Stories (8):** - These don't fit into themes yet - Recommend keeping in backlog until pattern emerges Shall I create these epics?" --- User: "Yes" PM Agent: "[create_epic: title="User Authentication & Security", ...] [create_epic: title="User Experience Enhancements", ...] [create_epic: title="Admin & Management Tools", ...] [create_epic: title="Performance & Infrastructure", ...] ✓ Created 4 epics Now assigning stories to epics... [update_story: story_id=145, epic_id=1] [update_story: story_id=146, epic_id=1] ... ✓ Assigned 25 stories to epics ✓ 8 stories remain orphaned (as planned) **Updated Backlog Structure:** 📁 **Epic 1: User Authentication & Security** (7 stories) 📁 **Epic 2: User Experience Enhancements** (12 stories) 📁 **Epic 3: Admin & Management Tools** (5 stories) 📁 **Epic 4: Performance & Infrastructure** (6 stories) 📄 **Orphaned Stories:** 8 stories **New Health Score: 🟢 78%** (up from 62%) Next: Should we tackle the missing estimates?" ``` **Key Takeaways:** - Automated health assessment - Data-driven grooming recommendations - Epic creation based on thematic analysis - Incremental improvement tracked --- ## Summary: Key Patterns ### Developer Workflows - **Create-as-you-go:** Stories/tasks created during feature work - **Track-in-real-time:** Status updates as code is written - **Document-decisions:** Technical notes capture "why" - **Link-dependencies:** Blocker relationships discovered naturally ### PM Workflows - **Data-driven planning:** Velocity analysis guides capacity - **Daily monitoring:** Burndown + blockers checked regularly - **Sprint rituals:** Planning → Standup → Retro with full data - **Backlog health:** Periodic grooming maintains quality ### Common Tools ``` Developers → create_story, create_task, update_task, create_note PMs → create_sprint, add_story_to_sprint, get_sprint_burndown, complete_sprint Both → list_stories, get_story, add_dependency, export_backlog ``` --- ## Next Steps Try these workflows with your own projects: 1. **Start small:** Use developer workflow for one feature 2. **Track progress:** Update tasks as you code 3. **Add PM layer:** Once you have several stories, try sprint planning 4. **Iterate:** Refine your workflow based on what works The key is to **make tracking effortless** - if it feels like overhead, you're doing too much. The MCP should fade into the background while keeping your backlog perfectly up-to-date.

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