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.exe on Windows (verified: hangs on initialize). claude -p works reliably, so the runner drives that directly and exposes the Python tools via --mcp-config pointing at pm_agents.mcp_server. Pragmatism over purity.
• Allowlist-only tool execution. Tools are pre-approved through an explicit --allowedTools allowlist 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