productplan-pm

ProductPlan for Product Managers

Complete toolkit for day-to-day product management in ProductPlan.

The ID Chain Pattern

ProductPlan tools require IDs. Always list first, then drill down:

list_roadmaps → roadmap_id → get_roadmap_bars → bar_id → get_bar
list_objectives → objective_id → get_objective → key_result data
list_ideas → idea_id → get_idea → customer/tag data

Roadmap Management

View your roadmap

1. Call list_roadmaps to get roadmap IDs
2. Call get_roadmap_complete with roadmap_id for all data in one call
   • Returns bars, lanes, and milestones together
   • Faster than separate calls

Add a new feature

1. Get roadmap_id from list_roadmaps
2. Get lane_id from get_roadmap_lanes (pick the category)
3. Call manage_bar with:
   • action="create"
   • roadmap_id, lane_id
   • name, start_date, end_date (YYYY-MM-DD)

Reschedule a feature

1. Get bar_id from get_roadmap_bars
2. Call manage_bar with action="update", bar_id, new start_date and end_date

Move feature to different lane

1. Get bar_id from get_roadmap_bars
2. Get target lane_id from get_roadmap_lanes
3. Call manage_bar with action="update", bar_id, lane_id

Create feature dependencies

1. Get both bar IDs from get_roadmap_bars
2. Call manage_bar_connection with action="create", bar_id (source), target_bar_id

Read comments on features

Call get_bar_comments with bar_id. The ProductPlan API has no endpoint for writing comments.

Link external resources

Call manage_bar_link with action="create", bar_id, url, name. The link is a plain web link: an Azure DevOps or Jira integration link can only be made in the ProductPlan UI.

Color bars

Bar color comes from the roadmap's legend, set by name.

1. Call get_roadmap_legends with roadmap_id to get the legend names
2. Call manage_bar with action="update", bar_id, legend="" (matched case-insensitively)
3. To remove a color, pass clear_legend=true

Never pass legend_id: ProductPlan reads it as "clear the color", so the server refuses it.