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@drmaxbdc/productboard-mcp

@drmaxbdc/productboard-mcp

by drmaxbdc

@drmaxbdc/productboard-mcp

MCP server for the Productboard API v2. Provides 30 tools covering entities, notes, relationships, configurations, members, and analytics via the Model Context Protocol.

V1 sunset on 2026-07-08. This package is migrating off Productboard API v1. As of this release list_notes, list_all_notes, get_note, get_note_v1, resolve_note, and most filters on search_notes use v2. The only remaining v1 surfaces are: (a) search_notes fulltext (term) and multi-tag AND filters — auto-fallback only when used, since v2 has no equivalent; (b) add_note_comment — v2 has no note-comments endpoint. Both will stop working on the sunset date and will be removed in the v2.0.0 cleanup.

Features

  • V2-first — all CRUD plus list/get/search/resolve on notes and entities run on Productboard API v2; v1 used only as a fallback for two specific filters

  • 30 tools — entities CRUD+search, notes CRUD+search+relationships, configurations, members, analytics

  • search_notes — hybrid v2/v1 search. v2 by default; falls back to v1 only when fulltext term or multi-tag AND (allTags) is requested. last relative windows translate automatically to v2 updatedAt.from. Response carries apiVersion so callers know which shape they got.

  • resolve_note — resolve numeric ID, web UI URL, or deep link to a v2 note

  • list_all_notes — bulk fetch with auto-pagination via v2 (max 5000)

  • list_members / get_member — workspace member lookup

Related MCP server: Shortcut MCP Server

Installation

npx -y @drmaxbdc/productboard-mcp

Authentication

This MCP supports two auth paths. OAuth (default) is recommended for fresh installs; PAT (fallback) is fully supported for back-compat and headless / CI use.

When neither PRODUCTBOARD_ACCESS_TOKEN nor a stored OAuth state exists, the MCP server runs the Productboard OAuth Authorization Code flow with PKCE at first start. The resulting access + refresh tokens are persisted to a platform-native cache directory and refreshed automatically.

Each MCP installation needs an OAuth client_id to drive the flow. Three sources, checked in this order:

  1. PRODUCTBOARD_OAUTH_CLIENT_ID env var — explicit per-consumer override (see below).

  2. Embedded Dr.Max default client_id — baked into the package at build time. Dr.Max users get OAuth working out of the box with zero config; non-Dr.Max consumers should override (the Dr.Max app's consent screen says "Dr.Max BDC", which is confusing for unrelated workspaces).

  3. Dynamic Client Registration (POST /oauth2/register) — documented at developer.productboard.com/reference/oauth-public-client. Currently returns HTTP 404 in production — known upstream bug. The code still attempts it as a last resort; if/when Productboard fixes the endpoint, this becomes the zero-config path for any consumer.

Storage locations:

OS

Path

macOS

~/Library/Application Support/productboard-mcp/{tokens.json, registration.json}

Linux

${XDG_CONFIG_HOME:-$HOME/.config}/productboard-mcp/{tokens.json, registration.json}

Windows

%APPDATA%\productboard-mcp\{tokens.json, registration.json}

Tokens are written with permissions 0600 (POSIX). Refresh is automatic — access tokens are renewed 5 minutes before expiry, and refresh tokens (180-day validity) rotate on every use.

If you need to start setup over (change scope, switch to a different PB workspace, etc.), delete tokens.json and restart the MCP. To also force a new client_id resolution, delete registration.json as well.

Registering your own OAuth app (non-Dr.Max consumers)

Until Productboard's Dynamic Client Registration endpoint comes online, every OAuth app must be registered manually via PB admin UI. Note that PB's UI does not offer a Public Client / PKCE-only option — every manually-registered app is a Confidential Client with a client_secret, so both env vars below are required.

  1. Sign in to Productboard as an admin and open https://app.productboard.com/oauth2/applications.

  2. Click New OAuth application.

  3. Fill in the form. Critical fields:

    • Redirect URI: http://127.0.0.1:7779/callback. If you change PRODUCTBOARD_OAUTH_CALLBACK_PORT, also re-register the matching URL here.

    • API V2 Scopes: check whichever subset your team needs. For the full MCP tool surface check all 8: entities:read, entities:write, entities:delete, notes:read, notes:write, notes:delete, analytics:read, members_pii:read.

    • API V1 Scopes: leave empty (V1 sunsets 2026-07-08; OAuth was never wired to V1).

  4. Save and copy both the issued client_id and client_secret (PB only shows the secret once).

  5. Set both env vars and restart:

    export PRODUCTBOARD_OAUTH_CLIENT_ID='paste-your-client-id-here'
    export PRODUCTBOARD_OAUTH_CLIENT_SECRET='paste-your-client-secret-here'

The MCP sends client_secret in every POST /oauth2/token call (initial code-for-tokens exchange and every refresh). It is never persisted to tokens.json — read from env at each request so it stays in whatever store you chose for it.

Optional env vars

Env var

Default

Purpose

PRODUCTBOARD_AUTH_MODE

(unset = auto)

Set to oauth to force OAuth even if PRODUCTBOARD_ACCESS_TOKEN is set; set to pat to require PAT (good for CI).

PRODUCTBOARD_OAUTH_CLIENT_ID

(embedded Dr.Max)

Your own OAuth app's client_id. Required for non-Dr.Max consumers until Productboard's dynamic registration endpoint works.

PRODUCTBOARD_OAUTH_CLIENT_SECRET

(unset)

Required when using a Confidential Client (i.e. anything registered via PB's admin UI). Typically supplied by internal setup tooling via the MCP config env block. Without it, the missing secret is reported on the first tool call instead of opening a browser.

PRODUCTBOARD_SETUP_HINT

(unset)

Deployment-specific remediation text appended to credential errors, e.g. "Re-run ./setup.sh to paste the sign-in secret." Useful when the secret is distributed by internal tooling.

PRODUCTBOARD_OAUTH_CALLBACK_PORT

7779

Override the callback port. Re-register the matching http://127.0.0.1:<port>/callback URI in your OAuth app.

PRODUCTBOARD_OAUTH_TOKEN_PATH

(platform-native, see above)

Override the tokens.json location (e.g. for Docker volumes).

PRODUCTBOARD_OAUTH_REGISTRATION_PATH

(platform-native, see above)

Override the registration.json location.

PRODUCTBOARD_OAUTH_SCOPES

(chooser shown)

Space- or comma-separated scopes. Set this to bypass the chooser page.

Personal Access Token (PAT, fallback)

Generate a PAT in Productboard at Settings → Integrations → Public API. Then set:

export PRODUCTBOARD_ACCESS_TOKEN='your-pat-here'

When this env var is set, the MCP uses PAT auth and does not run the OAuth flow. PAT is the right choice for:

  • Headless environments (CI, Docker containers without a browser, SSH-only servers)

  • Backwards compatibility with existing deployments that already provision the env var

  • Quick local development / debugging

PATs do not expire on their own but can be revoked by your PB admin at any time. If your PAT stops working mid-session, the MCP surfaces a structured "switch to OAuth" hint so you know how to recover.

Configuration

Claude Code (claude.json)

{
  "mcpServers": {
    "productboard": {
      "command": "npx",
      "args": ["-y", "@drmaxbdc/productboard-mcp"],
      "env": {
        "PRODUCTBOARD_ACCESS_TOKEN": "your-token-here"
      }
    }
  }
}

Tools

Notes (V2)

  • list_notes — list with filters (owner, creator, date range, archived, processed, source). Hides archived notes by default; pass archived=true to include.

  • get_note — get by UUID

  • get_note_v1 — DEPRECATED alias for get_note. Will be removed in v2.0.0.

  • search_notes — hybrid v2/v1 search (see Features). Returns apiVersion ("v1" or "v2") in the response.

  • resolve_note — resolve any identifier (UUID, numeric ID, web UI URL, deep link) to a v2 note. Web UI URL lives at note.links.html.

  • list_all_notes — bulk fetch via v2 with auto-pagination (max 5000)

  • create_note / update_note / delete_note — CRUD operations

  • get_note_relationships / create_note_relationship / delete_note_relationship — note links

  • set_note_customer — set customer relationship on a note

  • add_note_comment — DEPRECATED (v1-only). V2 has no comments endpoint; this tool stops working on 2026-07-08.

Entities (features, objectives, initiatives, etc.)

  • list_entities / get_entity / search_entities — read with filters

  • create_entity / update_entity / delete_entity — CRUD

  • get_entity_relationships / create_entity_relationship / delete_entity_relationship — links

  • set_entity_parent — set parent relationship

Configuration

  • get_entity_configurations — discover entity types and fields

  • get_note_configurations — discover note types and fields

Members

  • list_members — list workspace members with optional role filter

  • get_member — get member by UUID

Analytics

  • get_member_activities — member activity metrics

License

MIT — see LICENSE.md

Available Tools

29 tools
add_note_commentA

DEPRECATED — will stop working on 2026-07-08 when Productboard sunsets API V1. V2 has no equivalent note-comments endpoint as of 2026-05 (last confirmed via API changelog). No workaround available; the comment feature will be removed in v2.0.0 alongside the V1 client cleanup. Continue using only if comments are critical AND you have a contingency for sunset.

Inputs: noteId (required), content (required).

create_entityB

Create a new Productboard entity. Call get_entity_configurations first to discover available fields for the entity type. The fields object should match the field schemas from configuration.

Inputs: type (required), fields (required), relationships.

create_entity_relationshipC

Create a relationship between two Productboard entities.

Inputs: type (required), entityId (required), targetId (required).

create_noteA

Create a new Productboard note (insight). Call get_note_configurations first to discover available fields and note types (simple, conversation).

Inputs: type (required), fields (required), relationships.

create_note_relationshipA

Link a Productboard note to a customer (user/company) or entity. For customer relationships, this replaces any existing customer link.

Inputs: type (required), noteId (required), targetId (required), targetType.

delete_entityA

Permanently delete a Productboard entity. This cascades to all child entities and cannot be undone.

Inputs: id (required).

delete_entity_relationshipC

Remove a relationship from a Productboard entity. Requires the relationship type and target entity ID.

Inputs: type (required), entityId (required), targetId (required).

delete_noteB

Permanently delete a Productboard note. This cannot be undone.

Inputs: id (required).

delete_note_relationshipC

Remove a relationship from a Productboard note.

Inputs: noteId (required), targetId (required), targetType (required).

get_entityA

Get a single Productboard entity by its UUID. Returns full entity data including fields and relationships.

Inputs: id (required), fields.

get_entity_configurationsA

Discover available entity types and their fields (field names, types, options, lifecycle operations). Call this before creating or updating entities to learn what fields are available. Optionally filter by entityType.

Inputs: entityType.

get_entity_relationshipsA

Get all relationships for a Productboard entity (parent, children, links, blocking, etc.). Can optionally filter by relationship type or target.

Inputs: entityId (required), type, targetId.

get_memberB

Get a single Productboard workspace member by UUID.

Inputs: id (required).

get_member_activitiesB

Retrieve member activity metrics from Productboard. Returns daily activity data per member including feature/note/board creation counts.

Inputs: limit, dateTo, dateFrom, pageCursor.

get_noteB

Get a single Productboard note by its UUID.

Inputs: id (required).

get_note_configurationsA

Discover available note types (simple, conversation, opportunity) and their fields. Call this before creating or updating notes.

Inputs: noteType.

get_note_relationshipsB

Get relationships for a Productboard note (linked customers, entities, etc.).

Inputs: noteId (required).

get_note_v1A

DEPRECATED: use get_note instead. Kept as an alias for backwards compatibility during the V1→V2 migration. Now calls v2 GET /notes/{id} (same as get_note). V1-only fields no longer available: followers[], embedded comments[], features[].importance. The v1 displayUrl is now exposed as links.html on the returned note. This tool will be removed in the next major release (v2.0.0-cleanup, after the V1 sunset on 2026-07-08).

Inputs: id (required).

list_all_notesA

Bulk-fetch Productboard notes via V2 API with auto-pagination (~100/page). Safety limit: 5000 notes max. DEFAULT: returns processed + unprocessed notes that are NOT archived. To include archived notes set archived=true. V2 response shape: each note has top-level {id, type, links{self,html}, fields{...}, relationships{...}, createdAt, updatedAt, metadata}. NOTE: v2 no longer returns followers[], embedded comments, totalResults, or features[].importance. Use links.html in place of v1 displayUrl. Linked features are now under /notes/{id}/relationships (not inline) — use get_note_relationships per note if you need them.

Inputs: limit, archived, createdTo, processed, +6 more.

list_entitiesA

List Productboard entities of a given type. Supports filtering by name, owner, status, archived, parent. Returns paginated results — use pageCursor from response to get next page.

Inputs: type (required), name, limit, fields, +5 more.

list_membersB

List Productboard workspace members. Optionally filter by role.

Inputs: role, limit, pageCursor.

list_notesA

List Productboard notes (also known as insights) with pagination and optional filters. Sorted by creation date (newest first). DEFAULT: returns processed + unprocessed notes that are NOT archived. To include archived notes set archived=true; to fetch only archived notes set archived=true and omit processed (v2 quirk: archived notes always report processed=false).

Inputs: limit, archived, createdTo, processed, +8 more.

resolve_noteA

Resolve a Productboard note from any identifier: UUID, numeric ID, web UI URL, or deep link. Returns the v2 note (with links.html — the web UI URL, equivalent to v1 displayUrl). For numeric IDs, scans up to 500 most-recent notes (~5 pages) matching against links.html. Includes archived notes in the scan.

Inputs: identifier (required).

search_entitiesA

Search Productboard entities using POST with complex filters. Supports filtering by types, statuses, owners, parent, archived, and specific IDs. For name-based search use list_entities (its name filter does partial match and works reliably); the name filter here is forwarded to Productboard's API but is currently ignored by it (upstream issue, verified 2026-05).

Inputs: ids, name, types, fields, +5 more.

search_notesA

Search Productboard notes (insights). Routes to V2 POST /notes/search by default; falls back to V1 GET /notes only when term (fulltext) is set or allTags has 2+ values (V2 supports neither). The last relative time window (e.g. '6m', '10d') is translated to V2 updatedAt.from automatically, so last alone no longer forces V1. V1 fallback path will break on 2026-07-08 (V1 sunset). The response shape differs by path: V1 returns rich objects with top-level displayUrl, followers, features; V2 returns {id, type, links{self,html}, fields{...}, relationships{...}}. Check the apiVersion field in the result, or whether returned notes have top-level displayUrl (v1) vs links.html (v2). DEFAULT: hides archived notes — set archived=true to include.

Inputs: last, term, limit, anyTag, +12 more.

set_entity_parentA

Set or replace the parent of a Productboard entity. Uses PUT to replace any existing parent relationship.

Inputs: entityId (required), parentId (required).

set_note_customerB

Set or replace the customer relationship on a note. Only accepts user or company targets.

Inputs: noteId (required), customerId (required), customerType (required).

update_entityA

Update an existing Productboard entity. Use 'fields' for simple field replacement, or 'patch' for granular operations (set, addItems, removeItems, clear). These are mutually exclusive. Note: addItems/removeItems on 'teams' is emulated client-side (read-merge-set) due to a PB API bug.

Inputs: id (required), patch, fields.

update_noteB

Update an existing Productboard note. Use 'fields' for simple replacement or 'patch' for granular operations (set, clear, addItems, removeItems).

Inputs: id (required), patch, fields.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

Loading tool schema changelog…

    TDQS

    B3.4/5.0

    Scored across 29 tools

    Disambiguation3/5

    The set covers distinct resource families (entities, notes, relationships, members), but note retrieval is fragmented across list_notes, list_all_notes, search_notes, get_note, get_note_v1, and resolve_note, which can cause misselection. The descriptions differentiate these paths with effort, but the overlap remains substantial enough to keep the score middling.

    Naming Consistency5/5

    Tool names consistently follow a snake_case verb_noun pattern: list_, get_, create_, update_, delete_, search_, set_, add_, resolve_. The convention is predictable across all 29 tools, with only config/relationship nouns varying naturally by domain.

    Tool Count2/5

    At 29 tools, the surface is heavy for the apparent scope and exceeds the 25-tool threshold for 'too many'. The count is further inflated by deprecated aliases and sunsetting tools such as get_note_v1 and add_note_comment, alongside overlapping note retrieval operations.

    Completeness4/5

    Core CRUD is covered for entities and notes, plus relationship lifecycle operations, member reads, activity metrics, and configuration discovery. Gaps remain: note comments have no V2 equivalent and are sunsetting, member write operations are absent, and the search_entities name filter is documented as non-functional upstream.

    Maintenance

    ActivityStale
    ResponsivenessNo recent community issues

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