Productplan Customer Facing

1---
2name: productplan-customer-facing
3description: Generates customer-ready roadmap views and launch timelines from ProductPlan for Sales and Customer Success teams. Use when preparing for customer calls, sharing product direction, or answering "when will feature X ship?" questions.
4version: "1.0.0"
5license: MIT
6compatibility: Requires productplan-mcp-server installed and PRODUCTPLAN_API_TOKEN configured
7metadata:
8  author: olgasafonova
9  mcp-server: productplan-mcp-server
10  mcp-protocol: "2024-11-05"
11  mcp-transport: stdio
12  homepage: https://github.com/olgasafonova/productplan-mcp-server
13  persona: sales-customer-success
14---
15 
16# ProductPlan for Sales & Customer Success
17 
18Customer-ready roadmap views and release timelines.
19 
20## Quick Answers for Customer Calls
21 
22### "What's coming soon?"
23 
241. Call `list_launches` to see upcoming releases
252. Filter for launches in the next 30-90 days
263. Present as a timeline customers can understand
27 
28### "When will feature X be available?"
29 
301. Call `get_roadmap_complete` for the relevant product
312. Search bars for the feature name
323. Report the end_date as the expected availability
33 
34### "What did you recently release?"
35 
361. Call `list_launches`
372. Filter for completed launches
383. Summarize recent releases with key highlights
39 
40### "What's on the roadmap for this year?"
41 
421. Call `get_roadmap_complete` for the product
432. Summarize features by quarter
443. Present high-level themes, not granular details
45 
46## Roadmap Views
47 
48### Get product roadmap overview
49 
501. Call `list_roadmaps` to find the right product
512. Call `get_roadmap_complete` with roadmap_id
523. Format as customer-friendly timeline
53 
54### View by lane/category
55 
56Lanes represent categories (e.g., "Platform", "Integrations", "UX"):
571. Call `get_roadmap_lanes` to see categories
582. Call `get_roadmap_bars` to get features
593. Group features by lane for themed presentations
60 
61### Key milestones
62 
63Call `get_roadmap_milestones` to get major dates:
64- Beta releases
65- GA launches
66- Conference announcements
67 
68## Launch Information
69 
70### Upcoming launches
71 
72Call `list_launches` for all scheduled releases.
73 
74Key fields for customers:
75- Launch name
76- Target date
77- Status (on track, delayed)
78 
79### Launch details
80 
81Call `get_launch` with launch_id for:
82- Full description
83- Included features
84- Release notes draft
85 
86## Customer Feedback Loop
87 
88### Check if idea exists
89 
901. Call `list_ideas`
912. Search for the customer's request
923. If found, share current status and vote count
93 
94### Log customer request
95 
96Call `manage_idea` with action="create", title, description to capture:
97- Feature requests from calls
98- Enhancement suggestions
99- Pain points mentioned
100 
101### Add customer to existing idea
102 
103If the idea already exists:
1041. Get idea_id from `list_ideas`
1052. Call `manage_idea_customer` with action="add", idea_id, customer_name, customer_email
106 
107This increases vote count and links the customer for follow-up.
108 
109## Presentation Patterns
110 
111### Quarterly roadmap summary
112 
113Template for customer presentations:
1141. Call `get_roadmap_complete`
1152. Group features by quarter
1163. Format as:
117   - **Q1**: [Feature A, Feature B] - Theme
118   - **Q2**: [Feature C, Feature D] - Theme
119 
120### Release calendar
121 
1221. Call `list_launches`
1232. Format as monthly calendar:
124   - **January**: Launch X, Launch Y
125   - **February**: Launch Z
126 
127### Feature status check
128 
129For specific customer questions:
1301. Find the feature in `get_roadmap_bars`
1312. Report: Feature name, Lane, Expected date, Current status
132 
133## Tool Reference (Read-Focused)
134 
135### Roadmap Discovery
136- `list_roadmaps` - find the right product roadmap
137- `get_roadmap` - basic roadmap info
138- `get_roadmap_complete` - full roadmap in one call
139 
140### Feature Information
141- `get_roadmap_bars` - features on the roadmap
142- `get_bar` - single feature details
143- `get_roadmap_lanes` - feature categories
144 
145### Timeline Data
146- `get_roadmap_milestones` - key dates
147- `list_launches` - upcoming releases
148- `get_launch` - launch details
149 
150### Customer Voice
151- `list_ideas` - check for existing requests
152- `get_idea` - idea details and votes
153- `manage_idea` - log new request (action="create")
154- `manage_idea_customer` - link customer to idea (action="add")
155 
156### System
157- `check_status` - verify access before customer call
158 
159## Error Handling
160 
161### Common errors
162 
163| Error | Cause | Solution |
164|-------|-------|----------|
165| "Invalid API token" | Token expired | Contact admin |
166| "Not found" | Roadmap changed | Refresh with list_roadmaps |
167| "Rate limited" | Quota exceeded | Wait 60 seconds |
168 
169### Timeout guidance
170 
171- List operations: 1-3 seconds
172- `get_roadmap_complete`: 3-5 seconds
173- If slow before a call, run `health_check` first
174 
175## Style Guidelines
176 
177### DO
178 
179- Use customer-friendly language (no internal jargon)
180- Present dates as quarters or months ("Q2 2025", "March")
181- Lead with what's most relevant to the customer
182- Group features by theme or capability
183- Include "subject to change" disclaimer for future dates
184- Offer to log feedback if customer mentions a need
185 
186### DON'T
187 
188- Share internal IDs, lane names, or technical details
189- Promise exact dates without PM confirmation
190- Expose OKRs or internal strategic details
191- Show features marked as confidential or internal
192- List every minor enhancement; focus on customer value
193- Output raw data structures
194