Connect ProdPad to AI Tools with MCP

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• Availability
  • Plan: Modular v2 and Enterprise
• Authentication
  • Recommended: OAuth 2.0
  • Alternative: ProdPad API key where OAuth is unsupported

Overview

ProdPad now supports MCP (Model Context Protocol), an open standard that allows AI assistants like Claude, ChatGPT, and Microsoft Copilot to securely connect to external systems and perform actions on your behalf.

By connecting your AI tool to ProdPad via MCP, you can access and work with your product data directly from your AI workflow without switching between applications.

For example, you can:

• Search and retrieve ideas, feedback, initiatives, products, and roadmap information
• Create new ideas from research, meeting notes, or conversations
• Send customer feedback from external sources into ProdPad
• Update existing ideas and feedback entries as new information comes in
• Link feedback to existing ideas
• Generate roadmap summaries and product insights using AI
• Connect data from customer support, CRM, finance, or operations tools to your product management workflow

Rather than building and maintaining dozens of individual integrations, MCP provides a common connection layer that allows AI tools to interact with ProdPad in a secure and structured way.

Until now, we've needed to direct customers to use Zapier or our API to connect to integrations we don't support natively or to access and update ProdPad data from external applications.

MCP removes much of that friction and helps teams use ProdPad as their system of record for product data, while enabling AI assistants to retrieve information, create and update records, and support product workflows directly from their preferred AI tools.

Common use cases include:

• Connecting customer support data directly to ProdPad
• Sending customer feedback from external applications into ProdPad
• Creating ideas from customer interviews, meeting notes, and research documents
• Keeping ideas and feedback up to date as a project evolves
• Summarising roadmap progress and product strategy
• Combining CRM, operational, or financial data with product planning activities
• Searching product information without leaving your AI workflow

What can AI tools do in ProdPad?

Once connected, your AI assistant can access a growing set of ProdPad capabilities.

Read data

AI assistants can:

• List products
• Browse ideas
• Search feedback
• Retrieve initiatives
• Access roadmap information
• Search across your product data
• List personas
• Check available workflow statuses
• Check account configuration, such as your effort/impact scale

Create data

Assistants can create ideas, feedback and roadmap initiatives, link feedback to ideas, and link ideas and feedback to initiatives.

Update data

AI assistants can:

• Update an existing idea - title, description, business case, target and actual outcomes, impact/effort scores, owner, product, tags, personas, external URLs, and more
• Update an existing feedback entry - state (active, archived, or unsorted), tags, products, personas, and external links
• Update an existing initiative - title, description, roadmap, column, owners, tags, objectives, target date, and linked ideas, user stories, feedback and related or blocking initiatives

As MCP support evolves, additional capabilities will become available.

Current MCP capabilities

The initial release of the ProdPad MCP server includes a focused set of tools, resources, and prompts designed to support common product management workflows.

Ideas

Tool	Description
list_ideas	List ideas, filtered by state or product
get_idea	Retrieve an idea by ID or UUID
create_idea	Create an idea with description, business case, tags, personas and other fields
update_idea	Update an idea, including workflow status, scoring and associated data

Customer feedback

Tool	Description
list_feedback	List feedback by state or product
get_feedback	Retrieve feedback by ID or UUID
create_feedback	Create feedback with contact details, product, tags and source
update_feedback	Update feedback state, tags, products, personas and external URLs
link_idea_to_feedback	Associate an existing idea with feedback

Initiatives and Roadmaps

Tool	Description
list_initiatives	List initiatives by roadmap column or product
get_initiative	Retrieve an initiative by ID or UUID
create_initiative	Create an initiative on a specified roadmap and column
update_initiative	Update an initiative, including its roadmap position, owners and relationships
link_idea_to_initiative	Link an existing idea to an initiative
link_feedback_to_initiative	Link existing feedback to an initiative

Objectives

Tool	Description
list_objectives	List active, archived or all objectives
get_objective	Retrieve an objective by UUID
create_objective	Create an objective, optionally including key results
update_objective	Update an objective's name, description, state or key results
link_initiative_to_objective	Link an initiative to an objective

Key results

Tool	Description
list_key_results	List key results, filtered by objective or product
get_key_result	Retrieve a key result by UUID
create_key_result	Create a key result under an objective
update_key_result	Update status, outcome, completion date and linked initiatives

Comments

Tool	Description
get_comments	Retrieve comments and replies on an idea, feedback item or initiative, including authors and timestamps
create_comment	Add a comment to an idea, feedback item or initiative as the signed-in user, or reply to an existing comment

Products, Personas and Tags

Tool	Description
list_products	List products and their identifiers, including roadmap information
list_personas	List personas configured in the account
list_tags	List tags in the account with their names and identifiers

Account configuration

Tool	Description
get_account_configuration	Retrieve account configuration, including impact/effort scoring settings
list_workflow_statuses	Retrieve available idea workflow statuses

Search

Tool	Description
search	Search ideas, feedback, initiatives or all supported types, with optional product filtering

Working with initiatives

AI tools can now create and update initiatives on your roadmap. Use this to turn meeting notes into a draft initiative or to tidy up an existing one.

To create an initiative, your AI tool needs a title and the roadmap to add it to. Everything else is optional. If you don't name a roadmap, ask the assistant to list your products and roadmaps first.

Initiatives can also be linked to the ideas and feedback that support them. Just ask, for example "Link the feedback about SSO to the Enterprise Login initiative".

Resources

The ProdPad MCP server currently exposes:

• Products list
• Ideas backlog
• Full roadmap

Security and permissions

ProdPad uses OAuth 2.0 authentication wherever supported by the AI client.

During setup, you'll be asked to authorise the AI tool to access your ProdPad account. No data is shared until you explicitly approve the connection.

Some MCP clients do not yet support OAuth. In these cases, you may need to authenticate using a ProdPad API key instead.

We recommend using OAuth whenever possible. OAuth provides a more secure authentication experience and allows you to manage and revoke access without exposing API keys.

Availability

The ProdPad MCP server is available on MV2 and Enterprise plans.

Connecting ProdPad to Claude

Claude currently provides one of the most mature MCP experiences available. ProdPad works in Claude on the web (claude.ai), the Claude desktop app and Claude Code. You don't need to install anything to use it in your browser.

Before you start

You'll need:

• A ProdPad account on an MV2 or Enterprise plan
• A Claude account on any plan, including Free (Free plans are limited to one custom connector)
• Access to your ProdPad account credentials
• For Claude Code: version 2.1.81 or later (check with claude --version)

Setup

Claude on the web or the desktop app

The steps are the same in your browser and in the desktop app. Once added, ProdPad is also available in the Claude mobile apps.

1. Go to claude.ai/customize/connectors (or Customize > Connectors in the desktop app).
2. Click Add, then Add custom connector.
3. On the pop-up, click Continue.
4. On the Add custom connector screen, choose Sign in now and Use Claude's published identity, then click Add.
5. Click Connect.
6. On the ProdPad screen, click Accept & continue.
7. Set your tool permissions. We recommend Always allow for the read tools and Needs approval for the write/delete tools, so Claude checks with you before creating or changing anything in ProdPad.

That's it. Claude will automatically discover available ProdPad tools, resources, and prompts. Connectors can't be added from the mobile apps, so set it up on the web or desktop first.

Claude Code (CLI)

Run the following command in your terminal:

claude mcp add --transport http prodpad https://api.prodpad.com/mcp

You don't need to add a client ID or API key. Claude Code identifies itself to ProdPad automatically.

Then type /mcp in Claude Code and follow the authentication prompt to connect your ProdPad account. You may need to exit your current session for the /mcp list to refresh.

Claude tips

• Be specific when referring to products or initiatives.
• Ask Claude to explain what action it plans to take before creating or updating records.
• For large workspaces, search results may be more accurate when you provide product names or keywords.

Claude gotchas

• Claude may not automatically use ProdPad tools unless your prompt clearly requires ProdPad data.
• When you want Claude to use ProdPad, explicitly mention ProdPad in your prompt.
• Example: "Use ProdPad to find customer feedback about reporting."
• If multiple MCP servers are connected, Claude may need guidance on which tool to use.
• Claude may occasionally ask for permission before performing write actions.
• If your session expires, you'll need to re-authorise ProdPad.
• Some Claude versions may cache available tools. Reconnecting can refresh newly added capabilities.
• If Claude Code shows an error saying the authorization server doesn't support dynamic client registration, your version of Claude Code is too old. Update it and try again.

If these steps don't work, see Troubleshooting your ProdPad MCP connection for alternative setup steps using a client ID.

Connecting ProdPad to ChatGPT

ChatGPT supports MCP through its connectors and tools ecosystem.

Before you start

You'll need:

• A ProdPad account on an MV2 or Enterprise plan
• A ChatGPT plan that supports MCP connections
• Access to your ProdPad account

Setup

Please note that OpenAI has been updating UI frequently after unifying with Codex, these instructions may not exactly reflect what you see, if you need help - let us know!

1. Open ChatGPT.
2. Navigate to Plugins in Settings
3. Add a new Plugin
4. Enter a name for the ProdPad MCP
5. In the Connection field, enter the ProdPad server url: https://api.prodpad.com/mcp
6. Make sure OAuth is selected for authentication. You don't need to enter a client ID or anything in Advanced OAuth settings
7. Click the checkbox "I understand and want to continue..." and click Create
8. Complete the OAuth authorization flow to Sign in with ProdPad MCP
9. Return to ChatGPT - you should now be able to select ProdPad from the + menu.

Once connected, ProdPad tools become available within supported chats and agent workflows.

If these steps don't work, see Troubleshooting your ProdPad MCP connection for alternative setup steps using a client ID.

ChatGPT tips

• Include context about which product or initiative you're referring to.
• Use conversational instructions such as "review this and create feedback in ProdPad" or "update this idea with the latest customer research."
• Ask ChatGPT to verify information before creating or updating records.

ChatGPT gotchas

• Some ChatGPT plans and workspaces may not support custom MCP connections.
• You may need to enable Developer Mode or advanced tool features depending on your ChatGPT environment.
• If ProdPad connects successfully but doesn't appear in chat, start a new conversation.
• Workspace administrators may restrict access to custom connectors and MCP servers.
• Some ChatGPT experiences only surface tools when they are relevant to the current conversation.
• Newly connected tools may require starting a new chat before they become available.

Connecting ProdPad to Microsoft Copilot

Microsoft is actively expanding MCP support across Copilot experiences.

Before you start

You'll need:

• A supported Microsoft Copilot experience with MCP support enabled
• A ProdPad MV2 or Enterprise account

Setup

1. Open your Copilot environment.
2. Navigate to connected tools, MCP integrations, or connected apps.
3. Add a new MCP server.
4. Enter a Server Name (for example: ProdPad MCP)
5. Enter a Server Description (The description needs to be minimum of 30 characters)
6. Enter a Server URL - https://api.prodpad.com/mcp
7. Select OAuth 2.0 (Manual) and add the following:
   Client ID - a0765d4d5f424c55ba8dc037bc2d6342
   Client Secret (this requires a value but can be anything a space or secret )
   Authorization URL - https://app.prodpad.com/oauth
   Token URL template - https://api.prodpad.com/api/v2/oauth/token
   Refresh URL - https://api.prodpad.com/api/v2/oauth/token
   Scopes - you do not need to add anything here but you can specify these mcp:read mcp:write
   You do not needed to enter a redirect URL
8. Click Create
9. Now connect to ProdPad.
10. Approve the OAuth request for your ProdPad account.

After connection, Copilot will be able to discover available ProdPad tools and resources.

During your first query Copilot Studio may prompt you to go to Manage Connections and connect again before retrying.

Please refer to the Microsoft help article for Copilot MCP for further help connecting and configuring your Copilot agent.

Microsoft Copilot tips

• Copilot works especially well when combining ProdPad data with Microsoft 365 content.
• Consider using meeting transcripts, emails, and documents as inputs for idea creation.

Microsoft Copilot gotchas

• MCP support may vary across Microsoft products and tenants.
• Enterprise administrators may need to approve external integrations.
• Authentication policies in Microsoft Entra ID can sometimes block OAuth flows.
• Depending on your Copilot environment, you may need to enable additional AI capabilities before MCP tools become available.
• Some users have reported needing to enable features such as Generative Collaboration, Agent Mode, or Deep Reasoning before external MCP tools can be used.
• If ProdPad connects successfully but no tools appear, try starting a new conversation after enabling any required AI capabilities.

Connecting ProdPad to GitHub Copilot CLI

GitHub Copilot CLI brings Copilot to your terminal and can connect to ProdPad as a remote MCP server using OAuth.

Before you start

You'll need:

• A ProdPad account on an MV2 or Enterprise plan
• A GitHub Copilot plan that includes Copilot CLI (on Business or Enterprise plans, your organisation admin may need to enable the Copilot CLI policy)
• Node.js 22 or later (check with node --version)
• Copilot CLI version 1.0.83 or later (check with copilot --version)

Setup

1. Install or update Copilot CLI by running the following command in your terminal:

   npm install -g @github/copilot
   	

2. Add the ProdPad MCP server:

   copilot mcp add --transport http prodpad https://api.prodpad.com/mcp
   	

   You don't need to add a client ID or API key. Copilot CLI identifies itself to ProdPad automatically.

3. Start Copilot CLI by running copilot
4. Type /mcp, select prodpad and choose to authenticate
5. Your browser will open the ProdPad sign-in page. Sign in and approve access to complete the authentication process
6. Return to your terminal. ProdPad should now show as connected in the /mcp list

Once connected, Copilot CLI will automatically discover available ProdPad tools.

GitHub Copilot CLI tips

• Mention ProdPad by name in your prompt so Copilot uses the ProdPad tools rather than your local files. Example: "Use ProdPad to list my products."
• Copilot CLI will ask for permission the first time it uses each ProdPad tool. You can allow a tool for the rest of the session so it stops asking.
• To run a one-off prompt from your terminal, use copilot -p "Use ProdPad to find feedback about integrations"

GitHub Copilot CLI gotchas

• If you see "Client registration failed: Authorization server does not support dynamic client registration", your version of Copilot CLI is too old. Update it and try again.
• If you see "no platform package found", your Node.js version is too old or is running in the wrong mode (for example, an Intel build of Node.js on an Apple Silicon Mac). Install Node.js 22 or later and reinstall Copilot CLI.
• If ProdPad doesn't appear in the /mcp list after adding it, exit and restart Copilot CLI.
• To start authentication again from scratch, run copilot mcp remove prodpad, delete the related file in ~/.copilot/mcp-oauth-config/, then add the server again.

If these steps don't work, see Troubleshooting your ProdPad MCP connection.

Example prompts

If you need some inspiration, here are some possible prompts to throw at your chosen tool. We are keen to hear what use cases you come up with too!

• "Show me ideas related to customer onboarding."
• "Create a new idea from these meeting notes."
• "Summarise our roadmap for Q4."
• "Find feedback mentioning reporting limitations."
• "Summarise our roadmap."
• "Find customer feedback related to integrations."
• "Create an idea from this Teams meeting transcript."
• "Show initiatives connected to customer retention."
• "Search for feedback related to pricing."
• "Create a new idea from this customer interview."
• "Summarise all roadmap items planned this quarter."
• "Show me the latest ideas in our backlog."
• "Update this idea's description with the details from this doc."
• "Mark this feedback as archived and tag it as 'duplicate'."
• "Add a link to the customer interview recording on this feedback entry."
• "Create an initiative on the Mobile App roadmap called 'Offline mode' and link the related ideas."
• "Set the target date of the 'Offline mode' initiative to Q1 2027 and tag it 'mobile'."
• "Link all feedback tagged 'onboarding' to the 'Improve onboarding' initiative."

Optimising MCP usage

Connecting a tool successfully doesn't always mean the AI assistant will immediately start using it.

To get the best experience:

Claude

Explicitly reference ProdPad when you want Claude to use ProdPad tools and data.

Example: "Use ProdPad to find customer feedback about reporting."

ChatGPT

Check that Developer Mode or advanced tool features are enabled where required and start a new conversation after connecting.

Microsoft Copilot

Verify that any agent, reasoning, collaboration, or external tool capabilities are enabled within your environment.

GitHub Copilot CLI

Explicitly reference ProdPad in your prompt, and approve the ProdPad tools when Copilot CLI asks for permission.

Troubleshooting

If the standard setup steps don't work for your AI tool, see Troubleshooting your ProdPad MCP connection for alternative setup steps using a client ID, how to start the sign-in again, and fixes for common error messages.

Authentication failed

Try:

• Signing out and reconnecting the integration
• Confirming your ProdPad account is active
• Checking whether your organisation has restricted OAuth access

ProdPad connected successfully, but the AI tool isn't using it

Try:

• Starting a new conversation or session
• Checking that any required tool, agent, reasoning, collaboration, or developer features are enabled
• Explicitly telling the AI assistant to use ProdPad in your prompt
• Reconnecting the MCP server if tools appear to be missing

Tools are not appearing

Try:

• Starting a new chat or session
• Reconnecting the MCP server
• Verifying that your AI client supports MCP tools
• Checking whether your workspace administrator has restricted access to external tools or connectors

Using an API key instead of OAuth

Some MCP clients do not yet support OAuth authentication.

In these cases:

1. Generate a ProdPad API key.
2. Add the API key to your MCP client configuration.
3. Follow your client's documentation for environment variable setup.

We recommend switching to OAuth when your AI client adds support.

Current limitations

The initial release of ProdPad MCP focuses on core product management workflows. Not yet supported:

• Creating Personas
• Updating Contacts and Company records

Additional capabilities will be added in future releases. Your feedback matters - please let us know what capabilities you would like to see.