> ## Documentation Index
> Fetch the complete documentation index at: https://squad.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Productboard

> What agents can do in Productboard with standard access, and how to connect, limit, and disconnect 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.

<Tip>**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.</Tip>

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

<AccordionGroup>
  <Accordion title="All 99 Productboard actions">
    <AccordionGroup>
      <Accordion title="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` |
      </Accordion>

      <Accordion title="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`   |
      </Accordion>

      <Accordion title="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` |
      </Accordion>

      <Accordion title="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`       |
      </Accordion>

      <Accordion title="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` |
      </Accordion>

      <Accordion title="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`                  |
      </Accordion>

      <Accordion title="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`      |
      </Accordion>

      <Accordion title="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` |
      </Accordion>

      <Accordion title="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`       |
      </Accordion>

      <Accordion title="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` |
      </Accordion>

      <Accordion title="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` |
      </Accordion>

      <Accordion title="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` |
      </Accordion>

      <Accordion title="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`   |
      </Accordion>

      <Accordion title="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`              |
      </Accordion>

      <Accordion title="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`               |
      </Accordion>

      <Accordion title="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`   |
      </Accordion>

      <Accordion title="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`                   |
      </Accordion>

      <Accordion title="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`                   |
      </Accordion>

      <Accordion title="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`      |
      </Accordion>

      <Accordion title="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`  |
      </Accordion>

      <Accordion title="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`     |
      </Accordion>

      <Accordion title="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`  |
      </Accordion>
    </AccordionGroup>
  </Accordion>
</AccordionGroup>

## 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.

<Steps>
  <Step title="Open Integrations">
    Open **Settings** > **Integrations**.
  </Step>

  <Step title="Add an integration">
    On the **Connected apps** tab, click **+ Add integration**.
  </Step>

  <Step title="Find Productboard">
    Find **Productboard** in the catalog and click it. You can type the name in **Search the catalog…**.
  </Step>

  <Step title="Keep the default level">
    Under **Default scope**, keep **Default**. It is the only option.
  </Step>

  <Step title="Click Connect Productboard">
    Click **Connect Productboard**. The Productboard sign-in page opens in a new tab.
  </Step>

  <Step title="Sign in to Productboard">
    Sign in to Productboard and approve the request.
  </Step>
</Steps>

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.

1. Under **YOUR CONNECTIONS**, open the account menu (⋯) on the Productboard account.
2. Click **Manage scope**.
3. Under **Per-agent access**, find the agent.
4. Choose **No access** to block the agent. Choose **Default (Default)** to allow it again.
5. 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:

1. Open the account menu (⋯) and click **Reconnect**.
2. Click **Reauthorize on Productboard**.
3. 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.

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

## Costs

Productboard actions do not use Squad credits. Connected apps never use credits. For what does use credits, see [What Squad costs](/docs/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](/docs/billing).

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

<AccordionGroup>
  <Accordion title="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**.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="How do I disconnect Productboard?">
    Open the account menu (⋯) on the Productboard account and click **Disconnect**. Agents lose access to that account at once.
  </Accordion>
</AccordionGroup>

## Related pages

<CardGroup cols={2}>
  <Card title="Connect apps" icon="plug" href="/docs/integrations" />

  <Card title="Add an MCP server or an API key" icon="server" href="/docs/custom-integrations">
    Use this when an action you need is not in this app.
  </Card>
</CardGroup>