Productboard

Connect Productboard so your agents can work in your Productboard account.

Access levels

Productboard has one level. The connect window shows it as Default and describes it as “Standard access.” Agents can use all 99 Productboard actions. You cannot choose a narrower level for Productboard. You can block single agents with No access under Per-agent access. The Productboard sign-in page asks you to approve full access to your account. This is expected. Squad does not narrow the sign-in, and standard access does not limit which Productboard actions agents can use.

What agents can do

The summary below groups the Productboard actions into plain tasks. The full list after it names every action, grouped by what the action works on. You do not need to name actions. Ask in plain words, and the agent searches for the matching action.

Find an action. Open the list and use your browser’s find (Ctrl+F, or Cmd+F on a Mac) with a word from the task or part of a slug. Or ask your agent in plain words, for example “What can you do in my Productboard account?” The agent can search the Productboard actions for you.

Each action shows its name, a one-line description where the Productboard action catalog has one, and its slug. The slug is the ID that agents use when they call the action.

View, create, update, and delete features
View, create, update, and delete users
View, create, update, and delete companies
View, create, update, and delete goals
View, create, update, and delete releases
View, create, and delete fields
View and delete initiatives
View, create, and delete links
View, create, and delete webhooks
View, create, and update components
View and update custom fields
View and update products

All 99 Productboard actions

Activities (1)

Action	What it does	Slug
List analytics member activities v2	Retrieve member activity analytics data from Productboard.	`PRODUCTBOARD_LIST_ANALYTICS_MEMBER_ACTIVITIES_V2`

Companies (5)

Action	What it does	Slug
Create company	Create a new company in Productboard.	`PRODUCTBOARD_CREATE_COMPANY`
Delete company	Delete a specific company.	`PRODUCTBOARD_DELETE_COMPANY`
List companies		`PRODUCTBOARD_LIST_COMPANIES`
Retrieve company	Retrieve details of a specific company.	`PRODUCTBOARD_RETRIEVE_COMPANY`
Update company	Update an existing company in Productboard.	`PRODUCTBOARD_UPDATE_COMPANY`

Components (3)

Action	What it does	Slug
Create component	Create a new (sub)component under a product or component.	`PRODUCTBOARD_CREATE_COMPONENT`
Get component	Retrieve details of a specific component.	`PRODUCTBOARD_GET_COMPONENT`
Update component	Update an existing component.	`PRODUCTBOARD_UPDATE_COMPONENT`

Custom fields (7)

Action	What it does	Slug
Delete custom field value	Delete a custom field value from a hierarchy entity in Productboard.	`PRODUCTBOARD_DELETE_CUSTOM_FIELD_VALUE`
Get custom field value	Retrieve a custom field’s value for a specific hierarchy entity.	`PRODUCTBOARD_GET_CUSTOM_FIELD_VALUE`
Get hierarchy entities custom fields	Retrieve a specific custom field definition for hierarchy entities.	`PRODUCTBOARD_GET_HIERARCHY_ENTITIES_CUSTOM_FIELDS`
List custom field values	Lists custom field values for hierarchy entities (products, components, features) in Productboard.	`PRODUCTBOARD_LIST_CUSTOM_FIELD_VALUES`
List custom fields	Lists custom field definitions for hierarchy entities (Products, Components, Features).	`PRODUCTBOARD_LIST_CUSTOM_FIELDS`
Set custom field value	Set a custom field value on a hierarchy entity.	`PRODUCTBOARD_SET_CUSTOM_FIELD_VALUE`
Update companies custom fields	Update a company custom field name.	`PRODUCTBOARD_UPDATE_COMPANIES_CUSTOM_FIELDS`

Customers (1)

Action	What it does	Slug
Set notes relationships customer v2	Set a customer relationship on a note in Productboard.	`PRODUCTBOARD_SET_NOTES_RELATIONSHIPS_CUSTOMER_V2`

Features (9)

Action	What it does	Slug
Create feature	Create a new feature or subfeature in Productboard.	`PRODUCTBOARD_CREATE_FEATURE`
Create objectives links features	Create a new link between an objective and a feature.	`PRODUCTBOARD_CREATE_OBJECTIVES_LINKS_FEATURES`
Delete feature	Delete a specific feature.	`PRODUCTBOARD_DELETE_FEATURE`
Delete objectives links features	Delete a link between an objective and a feature.	`PRODUCTBOARD_DELETE_OBJECTIVES_LINKS_FEATURES`
List feature statuses	Follow ‘links.next’ for additional pages.	`PRODUCTBOARD_LIST_FEATURE_STATUSES`
List objectives links features	Lists all features linked to a specific objective.	`PRODUCTBOARD_LIST_OBJECTIVES_LINKS_FEATURES`
Retrieve feature	Retrieve details of a specific feature.	`PRODUCTBOARD_RETRIEVE_FEATURE`
Set features	Update a feature by ID.	`PRODUCTBOARD_SET_FEATURES`
Update features	Update a feature in Productboard.	`PRODUCTBOARD_UPDATE_FEATURES`

Fields (6)

Action	What it does	Slug
Create company field	Create a new custom field for companies.	`PRODUCTBOARD_CREATE_COMPANY_FIELD`
Delete company field	Delete a specific company custom field.	`PRODUCTBOARD_DELETE_COMPANY_FIELD`
List company fields	Lists all custom field definitions for companies in your Productboard workspace.	`PRODUCTBOARD_LIST_COMPANY_FIELDS`
Retrieve company field	Retrieve details of a specific company custom field.	`PRODUCTBOARD_RETRIEVE_COMPANY_FIELD`
Retrieve company field value	Retrieve a specific company custom field value.	`PRODUCTBOARD_RETRIEVE_COMPANY_FIELD_VALUE`
Set company field value	Set or replace a specific company custom field’s value.	`PRODUCTBOARD_SET_COMPANY_FIELD_VALUE`

Followers (2)

Action	What it does	Slug
Add note followers	Add multiple followers to a Productboard note.	`PRODUCTBOARD_ADD_NOTE_FOLLOWERS`
Remove note follower	Remove a follower from a Productboard note.	`PRODUCTBOARD_REMOVE_NOTE_FOLLOWER`

Goals (5)

Action	What it does	Slug
Create objectives	Create a new objective in Productboard.	`PRODUCTBOARD_CREATE_OBJECTIVES`
Delete objectives	Delete a specific objective from Productboard.	`PRODUCTBOARD_DELETE_OBJECTIVES`
Get objective	Retrieve details of a specific objective.	`PRODUCTBOARD_GET_OBJECTIVE`
List feature objectives	Lists all objectives (OKRs) linked to a top-level feature.	`PRODUCTBOARD_LIST_FEATURE_OBJECTIVES`
Update objectives	Update an existing objective in Productboard.	`PRODUCTBOARD_UPDATE_OBJECTIVES`

Groups (2)

Action	What it does	Slug
Get release group	Retrieve details of a specific release group.	`PRODUCTBOARD_GET_RELEASE_GROUP`
List release groups	Lists all release groups in the Productboard workspace.	`PRODUCTBOARD_LIST_RELEASE_GROUPS`

Initiatives (4)

Action	What it does	Slug
Delete initiatives	Delete a specific initiative.	`PRODUCTBOARD_DELETE_INITIATIVES`
List feature initiatives	List initiatives linked to a given feature.	`PRODUCTBOARD_LIST_FEATURE_INITIATIVES`
List initiatives	List initiatives from Productboard.	`PRODUCTBOARD_LIST_INITIATIVES`
List objectives links initiatives	List initiatives linked to a specific objective.	`PRODUCTBOARD_LIST_OBJECTIVES_LINKS_INITIATIVES`

Integrations (2)

Action	What it does	Slug
List Jira integrations		`PRODUCTBOARD_LIST_JIRA_INTEGRATIONS`
List plugin integrations	List all plugin integrations in the Productboard workspace.	`PRODUCTBOARD_LIST_PLUGIN_INTEGRATIONS`

Keys (2)

Action	What it does	Slug
Delete key results	Delete a specific key result from Productboard.	`PRODUCTBOARD_DELETE_KEY_RESULTS`
List key results	List key results from Productboard.	`PRODUCTBOARD_LIST_KEY_RESULTS`

Links (4)

Action	What it does	Slug
Create feature objective link	Create a link between a feature and an objective (OKR).	`PRODUCTBOARD_CREATE_FEATURE_OBJECTIVE_LINK`
Create note link	Create a link between a note and an entity.	`PRODUCTBOARD_CREATE_NOTE_LINK`
Delete feature objective link	Delete a link between a feature and an objective.	`PRODUCTBOARD_DELETE_FEATURE_OBJECTIVE_LINK`
List notes links	List links associated with a note.	`PRODUCTBOARD_LIST_NOTES_LINKS`

Notes (7)

Action	What it does	Slug
Create notes v2	Create a new note in Productboard using the v2 API.	`PRODUCTBOARD_CREATE_NOTES_V2`
Delete notes relationships v2	Delete a note relationship.	`PRODUCTBOARD_DELETE_NOTES_RELATIONSHIPS_V2`
Delete notes v2	Delete a note using the v2 API.	`PRODUCTBOARD_DELETE_NOTES_V2`
Get notes v2	Retrieve a note using the v2 API.	`PRODUCTBOARD_GET_NOTES_V2`
List notes relationships v2	Retrieve relationships associated with a note.	`PRODUCTBOARD_LIST_NOTES_RELATIONSHIPS_V2`
List notes v2	Retrieve a paginated list of notes from Productboard using the v2 API.	`PRODUCTBOARD_LIST_NOTES_V2`
Update notes v2	Update a note using the v2 API.	`PRODUCTBOARD_UPDATE_NOTES_V2`

Products (3)

Action	What it does	Slug
Retrieve product	Retrieve details of a specific product.	`PRODUCTBOARD_RETRIEVE_PRODUCT`
Set product	Update a product using PUT method in Productboard.	`PRODUCTBOARD_SET_PRODUCT`
Update product	Update a product in Productboard.	`PRODUCTBOARD_UPDATE_PRODUCT`

Records (10)

Action	What it does	Slug
Create entities relationships v2	Create a relationship between two entities in Productboard.	`PRODUCTBOARD_CREATE_ENTITIES_RELATIONSHIPS_V2`
Create entities v2	Create a new entity in Productboard using the v2 API.	`PRODUCTBOARD_CREATE_ENTITIES_V2`
Delete entities relationships v2	Delete a relationship between two entities.	`PRODUCTBOARD_DELETE_ENTITIES_RELATIONSHIPS_V2`
Delete entities v2	Delete a PM entity using the v2 API.	`PRODUCTBOARD_DELETE_ENTITIES_V2`
Get entities v2	Retrieve a PM entity using the v2 API.	`PRODUCTBOARD_GET_ENTITIES_V2`
List entities relationships v2	Retrieve relationships for an entity in Productboard.	`PRODUCTBOARD_LIST_ENTITIES_RELATIONSHIPS_V2`
List entities v2	List entities from Productboard using the v2 API.	`PRODUCTBOARD_LIST_ENTITIES_V2`
Search entities v2	Search for entities across Productboard using the v2 API.	`PRODUCTBOARD_SEARCH_ENTITIES_V2`
Set entities relationships parent v2	Set parent relationship on an entity.	`PRODUCTBOARD_SET_ENTITIES_RELATIONSHIPS_PARENT_V2`
Update entities v2	Update a PM entity using the v2 API.	`PRODUCTBOARD_UPDATE_ENTITIES_V2`

Releases (8)

Action	What it does	Slug
Create release	Create a new release in Productboard.	`PRODUCTBOARD_CREATE_RELEASE`
Delete release	Delete a specific release.	`PRODUCTBOARD_DELETE_RELEASE`
Get feature release assignment	Retrieve a specific feature release assignment.	`PRODUCTBOARD_GET_FEATURE_RELEASE_ASSIGNMENT`
Get release	Retrieve details of a specific release by ID.	`PRODUCTBOARD_GET_RELEASE`
List feature release assignments	List feature.	`PRODUCTBOARD_LIST_FEATURE_RELEASE_ASSIGNMENTS`
List releases	List all releases in Productboard.	`PRODUCTBOARD_LIST_RELEASES`
Set feature release assignment	Update a feature release assignment.	`PRODUCTBOARD_SET_FEATURE_RELEASE_ASSIGNMENT`
Update release	Update an existing release in Productboard.	`PRODUCTBOARD_UPDATE_RELEASE`

Settings (5)

Action	What it does	Slug
Get entities configurations v2	Retrieve entity configuration for a specific type.	`PRODUCTBOARD_GET_ENTITIES_CONFIGURATIONS_V2`
Get notes configurations v2	Retrieve note configuration by type (simple, conversation, or opportunity).	`PRODUCTBOARD_GET_NOTES_CONFIGURATIONS_V2`
List entities configurations v2	Retrieve configurations for all entity types in Productboard.	`PRODUCTBOARD_LIST_ENTITIES_CONFIGURATIONS_V2`
List feedback form configurations		`PRODUCTBOARD_LIST_FEEDBACK_FORM_CONFIGURATIONS`
List notes configurations v2	List note configurations from Productboard v2 API.	`PRODUCTBOARD_LIST_NOTES_CONFIGURATIONS_V2`

Tags (3)

Action	What it does	Slug
Add note tag	Adds a tag to a Productboard note for categorization and organization.	`PRODUCTBOARD_ADD_NOTE_TAG`
Delete note tag	Remove a tag from a Productboard note.	`PRODUCTBOARD_DELETE_NOTE_TAG`
List note tags	Retrieve all tags associated with a specific Productboard note.	`PRODUCTBOARD_LIST_NOTE_TAGS`

Users (6)

Action	What it does	Slug
Create users	Create a new user in Productboard.	`PRODUCTBOARD_CREATE_USERS`
Delete user	Delete a specific user.	`PRODUCTBOARD_DELETE_USER`
List users	Retrieves a paginated list of all users in the Productboard workspace.	`PRODUCTBOARD_LIST_USERS`
Retrieve user	Retrieve details of a specific user.	`PRODUCTBOARD_RETRIEVE_USER`
SCIM list users	List users via SCIM.	`PRODUCTBOARD_SCIM_LIST_USERS`
Update user	Update a user’s information.	`PRODUCTBOARD_UPDATE_USER`

Webhooks (4)

Action	What it does	Slug
Create webhook	Create a new webhook subscription.	`PRODUCTBOARD_CREATE_WEBHOOK`
Delete webhook	Delete a webhook subscription.	`PRODUCTBOARD_DELETE_WEBHOOK`
Get webhooks	Retrieve details of a specific webhook subscription.	`PRODUCTBOARD_GET_WEBHOOKS`
List webhooks	List all webhook subscriptions.	`PRODUCTBOARD_LIST_WEBHOOKS`

Connect Productboard

Before you start:

You need a Productboard account that you can sign in to.
Your Squad subscription must be active. Squad does not connect apps while the subscription is not active.

Open Integrations

Open Settings > Integrations.

Add an integration

On the Connected apps tab, click + Add integration.

Find Productboard

Find Productboard in the catalog and click it. You can type the name in Search the catalog….

Keep the default level

Under Default scope, keep Default. It is the only option.

Click Connect Productboard

Click Connect Productboard. The Productboard sign-in page opens in a new tab.

Check that it works: Productboard shows under YOUR CONNECTIONS, with a row for the account and its access level.

Set access for one agent

Every agent can use the account unless you block it.

Under YOUR CONNECTIONS, open the account menu (⋯) on the Productboard account.
Click Manage scope.
Under Per-agent access, find the agent.
Choose No access to block the agent. Choose Default (Default) to allow it again.
Click Save access.

Changes apply from the agent’s next call. An agent with No access does not see the account.

Use more than one Productboard account

Click + Account on the Productboard card to connect another account. Agents use the primary account unless they are asked to use a specific one.

After you click + Account, follow the connect steps above.
The first account you connect becomes the primary account. It shows ★ PRIMARY.
To change the primary account, open the account menu (⋯) and click Make primary.
To tell accounts apart, open the account menu (⋯) and click Rename.

Reconnect or disconnect

Reconnect when the connection has expired, or when you need to change what the account can reach on the Productboard side:

Open the account menu (⋯) and click Reconnect.
Click Reauthorize on Productboard.
Sign in to Productboard and approve the request.

Reconnect signs in to the same account again. It does not add a second connection. Open the account menu (⋯) on the Productboard account and click Disconnect. Agents lose access to that account at once.

Disconnect acts at once, with no confirmation step. If it was the primary account, another connected Productboard account becomes primary.

Costs

Productboard actions do not use Squad credits. Connected apps never use credits. For what does use credits, see What Squad costs.

Troubleshooting

An agent says it has no access to Productboard, or it does not see the account.

Cause: the agent is set to No access under Per-agent access, or the account is not connected.
Fix: open Manage scope and change the agent’s row. If the account is missing, connect it again.

Connecting or saving fails with “Your subscription isn’t active.”

Cause: your Squad subscription is not active.
Fix: resubscribe. See Manage your subscription.

An agent says the Productboard connection has expired.

Cause: the sign-in for that account is no longer valid.
Fix: use Reconnect on the account.

Common questions

Can I limit what agents can do in Productboard?

You cannot choose a narrower level for Productboard. You can block single agents with No access under Per-agent access.

Can I connect more than one Productboard account?

Click + Account on the Productboard card to connect another account. Agents use the primary account unless they are asked to use a specific one.

How do I disconnect Productboard?

Open the account menu (⋯) on the Productboard account and click Disconnect. Agents lose access to that account at once.

Connect apps

Add an MCP server or an API key

Use this when an action you need is not in this app.

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Access levels

What agents can do

Connect Productboard

Set access for one agent

Use more than one Productboard account

Reconnect or disconnect

Costs

Troubleshooting

Common questions

Connect apps

Add an MCP server or an API key

​Access levels

​What agents can do

​Connect Productboard

​Set access for one agent

​Use more than one Productboard account

​Reconnect or disconnect

​Costs

​Troubleshooting

​Common questions

​Related pages

Connect apps

Add an MCP server or an API key

Access levels

What agents can do

Connect Productboard

Set access for one agent

Use more than one Productboard account

Reconnect or disconnect

Costs

Troubleshooting

Common questions

Related pages