AI Assistant Integration

Connect Your Notes toChatGPT & Claude

Enable ChatGPT, Claude, and other AI assistants to directly access, create, and manage your PM Notes through our MCP server and OpenAPI integration. Your notes become a natural extension of AI conversations.

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Powerful Capabilities

What AI assistants can do with your notes

Transform how you interact with your knowledge base through natural language

You to ChatGPT

“Create a meeting note for today’s sprint planning with the agenda: review last sprint, plan upcoming features, assign tasks”

ChatGPT Response

“I’ve created meeting note MEETING-47 with your agenda structure. The note includes sections for sprint review, feature planning, and task assignments. Would you like me to add any specific attendees or time blocks?”

You to Claude

“Find all my notes about API design and summarize the key patterns I’ve been using”

Claude Response

“I found 12 notes about API design. Key patterns include: REST with display IDs, version management with descriptions, GraphQL for complex queries, and error handling with detailed status codes. I can create a summary note if you’d like.”

AI assistants can:

Create structured notes

Generate meeting notes, tasks, ideas with proper formatting and categorization

Search and analyze

Find notes by content, summarize patterns, identify relationships across your knowledge base

Update with context

Add content to existing notes with version descriptions and proper change tracking

Organize information

Categorize by note types, manage tags, track relationships between concepts

Version management

Access note history, compare versions, understand how ideas evolved over time

Cross-reference insights

Connect related notes, identify patterns, suggest connections you might have missed

Technical Implementation

How it works under the hood

Built on modern standards for maximum compatibility and security

1. OpenAPI Specification

Your notes are exposed through a comprehensive REST API with full CRUD operations, search, and version management.

2. MCP Server

Model Context Protocol server translates AI requests into API calls, enabling natural language note management.

3. AI Integration

ChatGPT, Claude, and other assistants use the MCP server to interact with your notes through natural conversation.

Enterprise-Grade Features

Built for reliability and scale

Secure Authentication
API key authentication with rate limiting and workspace-based permissions ensure your notes stay private and secure.
Smart Display IDs
Human-readable note IDs like “MEETING-7” make AI conversations natural while maintaining database efficiency.
Version Control
Every change is tracked with descriptions, enabling AI to understand how notes evolved and maintain change history.
Standards-Based
Built on OpenAPI and MCP standards for maximum compatibility with current and future AI assistants.

Real-World Applications

Transform your workflows

See how AI integration revolutionizes knowledge management

📋 Project Management

  • • “Create a retrospective note for last sprint with sections for what went well, challenges, and action items”
  • • “Find all tasks assigned to Sarah and create a summary for our 1:1”
  • • “Update the project timeline note with today’s progress and any blockers”

💡 Knowledge Management

  • • “Summarize all my research notes about user onboarding and identify key patterns”
  • • “Create a decision record for choosing React over Vue, include pros/cons we discussed”
  • • “Find related notes when I mention ‘API design’ and suggest connections”

🎯 Strategic Planning

  • • “Create a quarterly planning note with our OKRs and break down into monthly milestones”
  • • “Analyze all customer feedback notes and create a priority matrix for features”
  • • “Generate a competitive analysis template and populate it with our research”

🔄 Daily Workflows

  • • “Create today’s standup note with what I accomplished yesterday and today’s goals”
  • • “Update my learning journal with key insights from the conference I attended”
  • • “Find all meeting notes from this week and create a summary of key decisions”

Implementation

Get started in minutes

Simple setup process to connect your AI assistants

1

Generate API Key

Create an API key in your PM Notes settings to authenticate the MCP server with your account.

2

Install MCP Server

Set up the PM Notes MCP server locally or deploy it to your preferred hosting platform.

npm install -g @pmnotes/mcp-server
3

Configure AI Assistant

Add the MCP server to your ChatGPT, Claude, or other AI assistant configuration.

mcp-server: pm-notes-server
4

Start Conversing

Begin natural conversations with your AI assistant about your notes. Create, search, update, and analyze your knowledge base through chat.

Ready to augment your intelligence?

Connect your PM Notes to AI assistants and unlock new possibilities for knowledge management and productivity.

Setup IntegrationView API Documentation