Productboard

Integrate Productboard with your AI workspace

Productboard is a product management platform that gathers feedback, prioritizes features, and aligns roadmaps based on customer insights and strategic goals

Explore Triggers and Actions

Add Note Followers

Tool to add multiple followers to a Productboard note. Use when you need to bulk-add existing users as followers to a specific note by their email addresses.

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Add Note Tag

Adds a tag to a Productboard note for categorization and organization. Use this action to apply tags to notes based on their content, priority, source, or any other classification criteria. Tags help organize and filter notes in Productboard. If the specified tag doesn't exist in the workspace, it will be automatically created. Tags are case-sensitive. Common use cases: - Categorize notes by priority (e.g., "Urgent", "High Priority") - Label feature requests vs. bugs (e.g., "feature-request", "bug") - Mark notes for review stages (e.g., "needs review", "approved") - Associate notes with time periods (e.g., "Q1-2026", "Sprint-5")

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Create Company Custom Field

Tool to create a new custom field for companies. Use when you need to define custom company attributes in Productboard after confirming the field schema.

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Create Company in Productboard

Tool to create a new company in Productboard. Use when you need to add a company record after gathering its details and optional metadata.

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Create Component

Tool to create a new (sub)component under a product or component. Use after determining the parent component ID.

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Create Entity (v2)

Tool to create a new entity in Productboard using the v2 API. Use when you need to create products, components, features, subfeatures, initiatives, objectives, key results, releases, or release groups.

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Create Entity Relationship

Tool to create a relationship between two entities in Productboard. Use when you need to establish a parent, child, link, or dependency relationship between entities.

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Create Feature

Tool to create a new feature or subfeature in Productboard. Use when you need to add a feature to a product or component, or create a subfeature under an existing feature.

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Create Feature-Objective Link

Tool to create a link between a feature and an objective (OKR). Use when associating a feature with a specific objective to track alignment.

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Create Note (v2)

Tool to create a new note in Productboard using the v2 API. Use when you need to create simple text notes or conversation-style notes with optional relationships to customers, companies, or external links.

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Create Note Link

Tool to create a link between a note and an entity. Use when associating a note with a productboard entity.

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Create Objective

Tool to create a new objective in Productboard. Use when you need to create a strategic objective with optional details like owner, parent, status, and timeframe.

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Create Objective-Feature Link

Tool to create a new link between an objective and a feature. Use when associating a feature with an objective (OKR).

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Create Release

Tool to create a new release in Productboard. Use when you need to create a release with a name, description, and assigned release group.

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Create User

Tool to create a new user in Productboard. Use when you need to add a user with email, name, and/or external identifier.

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Create Webhook Subscription

Tool to create a new webhook subscription. Use when you need to register a public endpoint to receive webhooks from Productboard.

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Delete Company

Tool to delete a specific company. Use when you have confirmed the company ID and need to remove it from Productboard.

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Delete Company Field

Tool to delete a specific company custom field. Use after confirming the field ID and ensuring no dependencies remain.

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Delete Custom Field Value

Tool to delete a custom field value from a hierarchy entity in Productboard. Use when you need to remove a custom field value from a product, component, or feature after confirming the field and entity IDs.

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Delete Entity Relationship

Tool to delete a relationship between two entities. Use when you need to remove a specific relationship type between entities in Productboard.

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Delete Entity V2

Tool to delete a PM entity using the v2 API. Use when you need to permanently remove an entity from Productboard. Returns 204 on success.

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Delete Feature

Tool to delete a specific feature. Use when you have confirmed the feature ID and deleted its subfeatures before removal.

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Delete Feature Objective Link

Tool to delete a link between a feature and an objective. Use when you need to remove the association between a specific feature and objective.

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Delete Initiative

Tool to delete a specific initiative. Use when you have confirmed the initiative ID and need to permanently remove it from Productboard.

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Delete Key Result

Tool to delete a specific key result from Productboard. Use when you need to remove a key result that is no longer relevant or was created in error.

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Delete Note Relationship

Tool to delete a note relationship. Use when you need to remove a specific relationship between a note and another entity (customer or link) in Productboard.

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Delete Note Tag

Tool to remove a tag from a Productboard note. Use when you need to detach a specific tag from a note after tagging.

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Delete Note V2

Tool to delete a note using the v2 API. Permanently removes the note and all its associated data. Returns 204 on success.

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Delete Objective

Tool to delete a specific objective from Productboard. Use when you have confirmed the objective ID and need to permanently remove it.

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Delete Objective-Feature Link

Tool to delete a link between an objective and a feature. Use when you need to remove the association between a specific objective and feature.

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Delete Release

Tool to delete a specific release. Use when you have confirmed the release ID and need to remove it from Productboard.

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Delete User

Tool to delete a specific user. Use when you have confirmed the user ID and need to remove it from Productboard.

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Delete Webhook Subscription

Tool to delete a webhook subscription. Use when you need to remove a webhook subscription from Productboard.

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Get Component

Tool to retrieve details of a specific component. Use when you have the component ID to fetch its full details including description, parent hierarchy, owner, and timestamps.

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Get Custom Field Value

Tool to retrieve a custom field's value for a specific hierarchy entity. Use when you need to get the current value of a custom field on a product, component, or feature.

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Get Entity Configuration

Tool to retrieve entity configuration for a specific type. Use when you need to understand the structure, fields, and relationships available for an entity type in Productboard.

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Get Entity V2

Tool to retrieve a PM entity using the v2 API. Use when you need to fetch details of a specific entity by its UUID. Returns entity data with optional field filtering.

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Get Feature Release Assignment

Tool to retrieve a specific feature release assignment. Use when you need to check if a particular feature is assigned to a specific release. Returns assignment status (true/false) and entity references.

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Get Hierarchy Entity Custom Field

Tool to retrieve a specific custom field definition for hierarchy entities. Use when you have a custom field ID to fetch its complete details including type, name, description, and options.

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Get Note V2

Tool to retrieve a note using the v2 API. Use when you need to fetch details of a specific note by its UUID.

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Get Notes Configuration V2

Tool to retrieve note configuration by type (simple, conversation, or opportunity). Use when you need to understand the fields, relationships, and constraints for a specific note type.

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Get Objective

Tool to retrieve details of a specific objective. Use when you have the objective ID to fetch its full details including name, description, status, timeframe, and owner.

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Get Release

Tool to retrieve details of a specific release by ID. Use when you need complete information about a single release.

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Get Release Group

Tool to retrieve details of a specific release group. Use when you have the release group ID to fetch its full details.

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Get Webhook Subscription

Tool to retrieve details of a specific webhook subscription. Use when you have the webhook ID to fetch its complete configuration.

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List Analytics Member Activities V2

Tool to retrieve member activity analytics data from Productboard. Use when you need to analyze member engagement metrics, activity patterns, or usage statistics. Supports date-range filtering and pagination.

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List Companies

Tool to list companies. Use when you need a paginated list of companies with optional filters.

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List Company Custom Fields

Lists all custom field definitions for companies in your Productboard workspace. This endpoint returns metadata about company custom fields (field schemas), not the actual values. Use this to discover available company fields before setting or retrieving field values. Returns field ID, name, type, and optional description/settings for each field.

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List Custom Field Values

Lists custom field values for hierarchy entities (products, components, features) in Productboard. Returns only non-empty values. Filter by custom field type or specific field ID. Combine filters to narrow results (e.g., get specific field values for a specific entity). Use links.next for pagination if more results exist.

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List Custom Fields

Lists custom field definitions for hierarchy entities (Products, Components, Features). Returns metadata about custom fields (name, type, description) but not their values. Use this to discover available custom fields before querying their values for specific entities.

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List Entities Configurations V2

Tool to retrieve configurations for all entity types in Productboard. Use when you need to understand available fields, relationships, and metadata for entity types like features, components, products, etc.

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List Entities V2

Tool to list entities from Productboard using the v2 API. Use when you need a paginated list of PM entities (products, components, features, subfeatures, initiatives, objectives, key results, releases, or release groups) with optional filters.

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List Entity Relationships

Tool to retrieve relationships for an entity in Productboard. Use when you need to find parent, child, or link relationships between entities.

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List Feature Initiatives

Tool to list initiatives linked to a given feature. Use when you need to retrieve all initiatives associated with a feature after confirming its ID.

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List Feature Objectives

Lists all objectives (OKRs) linked to a top-level feature. Returns objective IDs and hypermedia links. Note: This endpoint only works with top-level features, not subfeatures. Use PRODUCTBOARD_LIST_FEATURES to obtain valid feature IDs first.

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List Feature Release Assignments

Tool to list feature–release assignments. Use when you need to retrieve assignments for a specific feature or release with optional state or date filters; paginate using links.next.

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List Feature Statuses

Tool to list feature statuses. Use when you need to retrieve all feature status records in a paginated form. Follow 'links.next' for additional pages.

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List Feedback Form Configurations

Tool to list feedback form configurations. Use when you need a paginated list of feedback form configurations.

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List Initiatives

Tool to list initiatives from Productboard. Use when you need a paginated list of initiatives with optional filters for archived status, owner, and status. Follow 'links.next' URL to retrieve additional pages.

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List Jira Integrations

Tool to list Jira integrations. Use when you need to retrieve Productboard's connected Jira integrations with optional pagination.

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List Key Results

List key results from Productboard. Key results are measurable outcomes that track progress toward objectives. Use this action to: - Get all key results in the workspace - Filter key results by parent objective, status, owner, or archived state - Track progress on objectives through their associated key results Returns paginated results with comprehensive details including progress metrics, ownership, and status. Note: If key results are not enabled in the workspace, this returns an empty list gracefully.

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List Note Links

Tool to list links associated with a note. Returns entities (products, components, features, or subfeatures) linked to the specified note.

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List Note Relationships V2

Tool to retrieve relationships associated with a note. Returns entities (users, companies, features, components, products) linked to the specified note via customer or link relationships.

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List Note Tags

Tool to retrieve all tags associated with a specific Productboard note. Use when you need to view the current tags applied to a note for filtering, categorization, or analysis purposes.

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List Notes Configurations V2

Tool to list note configurations from Productboard v2 API. Use when you need to discover available fields, relationships, and validation rules for different note types (simple, conversation, opportunity, feature, initiative).

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List Notes V2

Tool to retrieve a paginated list of notes from Productboard using the v2 API. Use when you need to list notes with advanced filtering by archived/processed status, owner, creator, source, or date ranges. Supports field selection to optimize response size.

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List Objective Linked Features

Lists all features linked to a specific objective. Returns feature IDs and hypermedia links for each linked feature.

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List Objective Linked Initiatives

Tool to list initiatives linked to a specific objective. Use when you need to retrieve all initiatives associated with an objective after confirming its ID.

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List Plugin Integrations

List all plugin integrations in the Productboard workspace. Plugin integrations allow you to add columns to the Productboard Features board that integrate with third-party systems (e.g., Jira, GitHub). They enable a "push button" workflow to send features to external systems. Returns a paginated list of plugin integration objects, each containing id, name, and description. Use the links.next URL in pageUrl parameter to fetch subsequent pages.

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List Release Groups

Lists all release groups in the Productboard workspace. Release groups allow organizing multiple sets of releases (e.g., sprints, development cycles, internal releases, or marketing launches). Use this action to discover available release groups, their IDs, names, and whether they are archived. Returns the first 100 release groups. Follow the 'links.next' URL to retrieve additional pages if more than 100 groups exist.

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List Releases

Tool to list all releases in Productboard. Use when you need a paginated list of releases; follow links.next for more pages.

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List SCIM Users

Tool to list users via SCIM. Use when checking for existing users before creation.

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List Users

Retrieves a paginated list of all users in the Productboard workspace. Returns user details including id, name, email, externalId, and companyId. The API paginates results (up to 100 users per page). Use the 'next' URL from the response links to fetch subsequent pages if available.

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List Webhook Subscriptions

Tool to list all webhook subscriptions. Use when you need to retrieve all registered webhook endpoints and their configurations.

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Remove Note Follower

Tool to remove a follower from a Productboard note. Use after confirming the note ID and follower email are correct.

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Retrieve Company

Tool to retrieve details of a specific company. Use when you have the company ID to fetch its full details.

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Retrieve Company Field

Tool to retrieve details of a specific company custom field. Use when you have the custom field ID and need its metadata.

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Retrieve Company Field Value

Tool to retrieve a specific company custom field value. Use when you need the current value of a custom field for a given company by its IDs.

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Retrieve Feature

Tool to retrieve details of a specific feature. Use when you need complete info on one feature.

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Retrieve Product

Tool to retrieve details of a specific product. Use when you have the product ID to fetch its full details.

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Retrieve User

Tool to retrieve details of a specific user. Use when you have the user ID to fetch its full details.

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Search Entities V2

Tool to search for entities across Productboard using the v2 API. Use when you need to find entities by various criteria like IDs, name, type, status, owner, parent, or archived status. Supports pagination for large result sets.

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Set Company Field Value

Tool to set or replace a specific company custom field's value. Use when you need to update a company's custom field after confirming the field ID and ensuring the new value matches the field type.

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Set Custom Field Value

Tool to set a custom field value on a hierarchy entity. Use when you need to update a product, component, or feature field with a specific value after confirming the field and entity IDs.

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Set Entity Parent Relationship

Tool to set parent relationship on an entity. Use when establishing hierarchical relationships between entities in Productboard.

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Set Feature Release Assignment

Tool to update a feature release assignment. Use when you need to assign a feature to a release (set assigned=true) or remove it from a release (set assigned=false).

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Set Features

Tool to update a feature by ID. Use when you need to modify feature properties like name, description, status, parent, timeframe, or archived flag.

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Set Note Customer Relationship

Tool to set a customer relationship on a note in Productboard. Use when you need to associate a note with a user or company customer entity.

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Set Product

Tool to update a product using PUT method in Productboard. Use when you need to modify a product's name, description, or owner with full replacement semantics.

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Update Company

Tool to update an existing company in Productboard. Use when you need to modify company details such as name, description, domain, or source metadata.

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Update Company Custom Field

Tool to update a company custom field name. Use when you need to rename an existing company custom field in Productboard.

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Update Component

Tool to update an existing component. Use when you need to modify component name, description, owner, or parent entity.

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Update Entity V2

Tool to update a PM entity using the v2 API. Use when you need to modify entity fields or apply patch operations to products, components, features, subfeatures, initiatives, objectives, key results, releases, or release groups.

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Update Features

Tool to update a feature in Productboard. Use when modifying feature details like name, description, status, owner, parent, or timeframe.

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Update Note V2

Tool to update a note using the v2 API. Supports two update methods: direct field updates via 'fields' parameter or granular patch operations via 'patch' parameter. Use 'fields' for simple updates (e.g., changing name), and 'patch' for array operations like adding/removing tags.

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Update Objective

Tool to update an existing objective in Productboard. Use when you need to modify objective properties such as name, description, owner, status, timeframe, or archive state.

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Update Product

Tool to update a product in Productboard. Use when you need to modify a product's name, description, or owner.

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Update Release

Tool to update an existing release in Productboard. Use when you need to modify release properties such as name, description, state, archived status, release group, or timeframe.

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Update User

Tool to update a user's information. Use when you need to modify a user's name, email, or external ID.

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