pm-agents
A multi-agent product-management copilot that automates morning briefings, metrics answers, knowledge lookups over an Obsidian vault, and PRD/ticket drafting.
README
pm-agents
A multi-agent product-management copilot that automates a PM's operating rhythm: morning briefings, metrics answers, grounded knowledge lookups over an Obsidian vault, and PRD/ticket drafting — each a specialised backend agent with real integrations and hard guardrails.
Built and used daily by a working product manager. Runs locally on Windows against a Claude subscription (no per-token API billing) by driving the logged-in claude CLI in print mode, with tools exposed as a local stdio MCP server.
Agents
A single-agent orchestrator (all tools) plus four specialists:
| Specialist | Does | External creds |
|---|---|---|
knowledge |
Vault Q&A grounded in a local RAG index; guarded note upkeep | none (local only) |
metrics |
PostHog + Jira analytics, anomaly/OKR watch (read-only) | PostHog, Jira |
briefing |
Morning briefing + EOD dump written into the daily notes | Jira, Slack, Notion, PostHog, Gmail |
prd_ticket |
Draft + create PRDs (Notion) and Jira tickets, on confirmation | Notion, Jira |
Architecture notes
- Print-mode + MCP, not the streaming SDK. The Agent SDK's streaming stdio transport does not complete its control handshake with the native
claude.exeon Windows (verified: hangs on initialize).claude -pworks reliably, so the runner drives that directly and exposes the Python tools via--mcp-configpointing atpm_agents.mcp_server. Pragmatism over purity. - Allowlist-only tool execution. Tools are pre-approved through an explicit
--allowedToolsallowlist plus--strict-mcp-config— no blanket permission bypass. Each specialist gets the minimum tool set for its job. - Guardrails in code, not prompts (
pm_agents/guardrails.py): production-database references are hard-blocked by regex before any tool executes; write operations require explicit confirmation. The model is never trusted to self-police. - Grounded-only answers. The knowledge agent must quote retrieved chunks; if retrieval returns nothing it says so instead of improvising.
- One agent, one prompt file. Each agent's behaviour lives in a single markdown file under
pm_agents/prompts/— reviewable, diffable, no prompt spaghetti. - Scheduling: Windows Task Scheduler entries (
scripts/schedule_tasks.ps1) drive the morning/EOD/weekly runs.
Setup
python -m venv .venv && .venv/Scripts/activate
pip install -r requirements.txt
cp .env.example .env # fill in your own tokens — nothing is committed
python scripts/smoke_test.py
Layout
pm_agents/
agents/ # the four specialists
integrations/ # jira, notion, slack, gmail, posthog clients (thin, typed)
prompts/ # one behaviour file per agent
tools/ # vault + RAG tools
guardrails.py # hard safety checks (prod-DB block, allowlists)
mcp_server.py # stdio MCP server exposing the tools
scripts/ # entrypoints: morning brief, EOD, weekly, chat, diagnostics
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