Get Started
Connect Claude or other AI tools to your PM workspace in minutes.
Step 1 — Prerequisites
- You have a PM account
- At least one project created
Step 2 — Create an API Token
Go to Settings → API Tokens and click Create token. The token is shown only once — copy and save it securely.
YOUR_API_TOKENStep 3 — Connect to Claude Code
Add a .mcp.json file to your project directory:
{
"mcpServers": {
"pm": {
"type": "http",
"url": "https://your-instance.app/api/mcp",
"headers": {
"Authorization": "Bearer YOUR_TOKEN"
}
}
}
}Step 4 — Available Tools
| Tool | Description |
|---|---|
| list_projects | List all your projects |
| create_item | Create epic, story or task |
| update_item | Update title, status, assignee, parent |
| list_items | List all items in a project |
| get_item | Get a single item by ID |
| delete_item | Delete an item and its children |
| assign_cascade | Assign an item and all its children |
| list_members | List project members |
Step 5 — Try it
"Create a new epic 'Auth System' in project PM and add three stories for registration, login and password reset."