Getting Started

Welcome to Dragon Planner

Dragon Planner is an AI-native project management platform built around the Model Context Protocol (MCP). It lets you manage work items, sprints, and projects through both a web interface and AI assistants like Claude.

This guide walks you through the basics — from signing up to creating your first work items.

Sign Up

Head to app.dragonplanner.com and create your account. You can sign up with email or Google.

Create a Workspace

After signing in, you'll be prompted to create your first workspace. A workspace is the top-level container for everything — projects, team members, and billing all live at the workspace level.

Give it a name that represents your team or organization.

Create a Project

Inside your workspace, create a project. Projects are where your actual work lives — work items, sprints, and dashboards are all scoped to a project.

Each project gets its own:

• Work item backlog
• Sprint boards
• Program Increments
• Dashboards and reporting

Create Your First Work Items

Dragon Planner uses a 7-level work item hierarchy:

Start by creating a Story or Task — you can always restructure into a deeper hierarchy later. See the Work Item Hierarchy guide for details on parent-child rules and dependencies.

Invite Team Members

Navigate to your workspace settings to invite team members. Dragon Planner has two seat types:

• Builder — Full access including MCP connections
• Collaborator — Web-only access at a lower cost

Next Steps

• Work Item Hierarchy — Deep dive into item types, dependencies, and cascade behavior
• Sprint Planning — Set up Program Increments and sprints
• MCP Setup — Connect Claude or another AI assistant via MCP