Products
The Products module manages product records, roadmap items, and releases so product context can connect to support, customer, sales, content, and analytics workflows.
What it does
Use Products when a workspace needs product operating context:
- Create product records for applications, service lines, team tools, or product areas.
- Track roadmap items with status, owner, priority, target date, and customer context.
- Track releases and connect them to roadmap items, CMS entries, support tickets, assets, and activity records.
- Feed Data & Insights, Data Agents, Support, and CRM workflows with structured product context.
Resource model
| Resource | Purpose |
|---|---|
products | Product or product-area records. |
product_roadmap_items | Prioritized product work, requests, improvements, and initiatives. |
product_releases | Release records with status, date, notes, and related product context. |
REST surface
Products REST endpoints live under /v1/products...:
GET /v1/productsPOST /v1/productsPATCH /v1/products/{product_id}GET /v1/products/roadmap-itemsPOST /v1/products/roadmap-itemsPATCH /v1/products/roadmap-items/{roadmap_item_id}GET /v1/products/releasesPOST /v1/products/releasesPATCH /v1/products/releases/{release_id}
All routes require the Products module to be enabled for the workspace before scope checks can succeed.
Permissions
Use products:read to list products, roadmap items, and releases. Use products:write to create or update product records.
Recommended scoped credentials for product operations:
products:read
products:write
support:read
crm:read
cms:write
activity:write
bi:read
Add support:write, projects:write, or data_agents:write only when the workflow is allowed to update those modules.
Example workflow
Prompt:
Create a product record, add a roadmap item for usage export improvements, create a release entry for the next customer-facing update, and log the product decision.
Expected operations:
- Create or find the product record.
- Create the roadmap item with priority, owner, target date, and customer context.
- Create a release record linked to the product.
- Link support tickets, CRM accounts, CMS entries, or assets when they explain the customer impact.
- Log the decision in Activity Log.
Audit and usage
Product writes create audit events and usage events with request IDs. Use request IDs to connect product changes to roadmap updates, support tickets, customer context, release notes, and analytics work.
MCP guidance
Product records are available through REST. Dedicated MCP tools are not listed in the public MCP tool registry for this module. Agent workflows can combine REST product records with MCP tools from Support, CRM, CMS, Tasks, Activity Log, Data & Insights, and Slab5 Data Agents.
